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3 firms
ActiveState: PA×State: MN×State: UT×Custodian: Millennium Trust×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
C47VFPE ADVISORS LLC
CRD 299829
PA$195.6M—Millennium Trust→
C22LOVELL MINNICK PARTNERS LLC
CRD 156494
PA$5.21B—Folio Institutional→
C17DW MANAGEMENT SERVICES, L.L.C.
CRD 160555
UT$2.74B—Folio Institutional→