ScoreFirmStateAUMAdvisorsCustodian
C47GRAETZ WEALTH, LLC
CRD 317857
MI$158.2M3Altruist
C43THE ABBIT MANAGEMENT CORP
CRD 110507
MI$252.3M3Altruist
C39CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602
MI$145.9M10Altruist
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist