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2 firms
ActiveState: CT×Custodian: LPL Financial×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→