ScoreFirmStateAUMAdvisorsCustodian
B54EMBARK WEALTH MANAGEMENT, LLC
CRD 157950
AZ$57.4M2Altruist
C49ALPHA FIDUCIARY, INC.
CRD 144720
AZ$114.0M2Equity Trust
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust
C30ALTITUDE CAPITAL MANAGEMENT LLC
CRD 329366
IA$103.6M28Altruist