SourcingSourcing
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4 firms
ActiveState: OR×State: UT×Custodian: Folio Institutional×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C17DW MANAGEMENT SERVICES, L.L.C.
CRD 160555
UT$2.74B—Folio Institutional→