SourcingSourcing
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6 firms
ActiveState: MN×State: UT×Custodian: JPMorgan×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist→
C31WAYZATA INVESTMENT PARTNERS LLC
CRD 132046
MN$9.4M3JPMorgan→
C30CHRISTENSEN GROUP FINANCIAL, LLC
CRD 318144
MN$24.8M5Altruist→
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist→
C24MCGINTY ROAD PARTNERS, LP
CRD 290390
MN$646.0M—JPMorgan→
C20GRANITE EQUITY PARTNERS LLC
CRD 158378
MN$1.89B—JPMorgan→