ScoreFirmStateAUMAdvisorsCustodian
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist
C39AFFINITY WEALTH LLC
CRD 285169
OH$217.5M2Altruist
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist
C17GATEWAY FINANCIAL
CRD 306078
OH1Altruist
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN1Altruist