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3 firms
ActiveState: SC×State: OR×Custodian: Interactive Brokers×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
C44LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
OR$171.3M4Wells Fargo→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→