SourcingSourcing
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12 firms
ActiveState: WA×Custodian: Pershing×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
C48SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
WA$497.5M2Pershing→
C43FINANCIAL PLAN, INC.
CRD 116073
WA$1.60B12Pershing→
C43PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
WA$1.27B9Pershing→
C34MCILRATH & ECK, LLC
CRD 145252
WA$1.36B6Pershing→
C31SATURNA CAPITAL CORPORATION
CRD 25586
WA$8.62B33Pershing→
C29RUSSELL INVESTMENT MANAGEMENT, LLC
CRD 105734
WA$68.60B50Pershing→
C27ALTRAVUE CAPITAL, LLC
CRD 283260
WA$1.54B4Pershing→
C27SCOTT VALUE INVESTING
CRD 143579
WA—1Altruist→
C26RDST CAPITAL LLC
CRD 284645
WA$1.28B1Pershing→
C18FLECKENSTEIN CAPITAL, INC.
CRD 116810
WA—2Pershing→
C17VAIL RIDGE CAPITAL, LLC
CRD 173397
WA—1Altruist→