ScoreFirmStateAUMAdvisorsCustodian
C47GRAETZ WEALTH, LLC
CRD 317857
MI$158.2M3Altruist
C43THE ABBIT MANAGEMENT CORP
CRD 110507
MI$252.3M3Altruist
C39CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602
MI$145.9M10Altruist
C30CHRISTENSEN GROUP FINANCIAL, LLC
CRD 318144
MN$24.8M5Altruist
C24RICE PARK CAPITAL MANAGEMENT LP
CRD 304990
MN$1.37BMorgan Stanley