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2 firms
ActiveState: UT×State: AL×Custodian: Folio Institutional×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial→
C17DW MANAGEMENT SERVICES, L.L.C.
CRD 160555
UT$2.74B—Folio Institutional→