ScoreFirmStateAUMAdvisorsCustodian
C39AFFINITY WEALTH LLC
CRD 285169
OH$217.5M2Altruist
C29SLP WEALTH LLC
CRD 325631
NC$63.7M15Altruist
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist
C17GATEWAY FINANCIAL
CRD 306078
OH1Altruist
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN1Altruist
C16FLAT FEE FINANCIAL LLC
CRD 328294
NC1Altruist