ScoreFirmStateAUMAdvisorsCustodian
C32CREATIVE INVESTMENT GROUP LLC
CRD 334028
TN$209.0M6Pershing
C31TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319
IA$18.83B39Pershing
C21BASEPOINT WEALTH, LLC
CRD 289538
IA$883.8M13Pershing