SourcingSourcing
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6 firms
ActiveState: OK×Custodian: Pershing×Custodian: Wells Fargo×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→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→