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3 firms
ActiveState: SC×State: WI×State: MI×Custodian: BNY Mellon×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
C50VALSTONE PARTNERS VI, LLC
CRD 300629
MI$735.9M—BNY Mellon→
C24STURBRIDGE CAPITAL LLC
CRD 160327
MI$730.9M1Interactive Brokers→