ScoreFirmStateAUMAdvisorsCustodian
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist
C27SCOTT VALUE INVESTING
CRD 143579
WA1Altruist
C17VAIL RIDGE CAPITAL, LLC
CRD 173397
WA1Altruist