ScoreFirmStateAUMAdvisorsCustodian
C31MOKAN WEALTH MANAGEMENT INC
CRD 328005
KS$250.3M2Altruist
C29RETIREMENT PORTFOLIOS, LLC
CRD 330289
KS$290.0M2Altruist
C29FORAGER CAPITAL MANAGEMENT, LLC
CRD 158835
AL$352.9M3Interactive Brokers