ScoreFirmStateAUMAdvisorsCustodian
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist
C39STURMAN WEALTH ADVISORS, LLC
CRD 331560
VA$116.4M2Altruist
C24EVOLUTION ADVISERS, INC.
CRD 149615
VA$337.2M5Altruist
C22RANGE ADVISORY, LLC
CRD 321969
VA$653.9M33Altruist
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN1Altruist
C16FLATLANDS WEALTH LLC
CRD 338529
OK1Altruist