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3 firms
ActiveState: TX×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C38WINNOW WEALTH, LLC
CRD 317181
TX$145.0M5Altruist→
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist→
C23BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD 291747
TX$184.8M3Altruist→