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8 firms
ActiveState: MD×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
C45THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
MD$172.1M2Fidelity→
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity→
C42FAMILY OFFICE RESEARCH, LLC
CRD 144136
MD$648.2M3Fidelity→
C39BEACON INVESTMENT ADVISORS LLC
CRD 127368
MD$541.9M1Fidelity→
C36TRITONPOINT PARTNERS, LLC
CRD 333259
MD$286.5M9Fidelity→
C32TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495
MD$1.98B6Fidelity→
C29BURKHOLDER & ASSOCIATES, LLC
CRD 313338
MD$287.4M2Fidelity→
C24D.F. DENT AND COMPANY, INC.
CRD 105179
MD$7.88B7Fidelity→