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6 firms
ActiveState: KS×State: OK×Custodian: Pershing×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing→
C45OLISTICO WEALTH, LLC
CRD 315028
OK$371.5M4Pershing→
C40BOK FINANCIAL SECURITIES, INC.
CRD 17530
OK$1.06B50Pershing→
C31MOKAN WEALTH MANAGEMENT INC
CRD 328005
KS$250.3M2Altruist→
C29RETIREMENT PORTFOLIOS, LLC
CRD 330289
KS$290.0M2Altruist→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→