ScoreFirmStateAUMAdvisorsCustodian
C47JIM MACKAY FINANCIAL PLANNING, LLC
CRD 169583
MO$176.0M2Altruist
C30CHRISTENSEN GROUP FINANCIAL, LLC
CRD 318144
MN$24.8M5Altruist
C16FLATTERY WEALTH MANAGEMENT LLC
CRD 315190
MO1Altruist
C16GARGAS INVESTMENTS LLC
CRD 323947
MO1Altruist