ScoreFirmStateAUMAdvisorsCustodian
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist
C31MOKAN WEALTH MANAGEMENT INC
CRD 328005
KS$250.3M2Altruist
C29RETIREMENT PORTFOLIOS, LLC
CRD 330289
KS$290.0M2Altruist