SourcingSourcing
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8 firms
ActiveState: WA×State: NC×Custodian: Equity Trust×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C38THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471
NC$487.1M5Wells Fargo→
C32TRADEWINDS, LLC
CRD 316415
NC$659.4M10Wells Fargo→
C26CC MANAGEMENT GP, LLC
CRD 168693
NC$1.39B—Wells Fargo→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→
C23ABSHER WEALTH MANAGEMENT, LLC
CRD 304642
NC$1.26B7Wells Fargo→
C23WELLS FARGO INVESTMENT INSTITUTE, INC.
CRD 133204
NC$43.00B49Wells Fargo→