SourcingSourcing
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5 firms
ActiveState: TX×State: KS×State: AL×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C38WINNOW WEALTH, LLC
CRD 317181
TX$145.0M5Altruist→
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist→
C31MOKAN WEALTH MANAGEMENT INC
CRD 328005
KS$250.3M2Altruist→
C29RETIREMENT PORTFOLIOS, LLC
CRD 330289
KS$290.0M2Altruist→
C23BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD 291747
TX$184.8M3Altruist→