SourcingSourcing
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11 firms
ActiveState: AZ×State: OK×Custodian: Pershing×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing→
C45OLISTICO WEALTH, LLC
CRD 315028
OK$371.5M4Pershing→
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing→
C40ABLE FINANCIAL GROUP, LLC
CRD 323646
AZ$732.9M9Pershing→
C40BOK FINANCIAL SECURITIES, INC.
CRD 17530
OK$1.06B50Pershing→
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing→
C32J. P. DAVIS, INC.
CRD 289548
AZ$242.0M4Pershing→
C25ACORN GROWTH COMPANIES, LC
CRD 164499
OK$893.2M—Folio Institutional→
C21BDT & ASSOCIATES, INC.
CRD 288008
AZ$371.1M11Pershing→
C18S.E. THORN & CO.
CRD 113754
AZ—4Pershing→
C15ASTEROZOA MANAGEMENT LLC
CRD 316870
AZ$103.9M3Pershing→