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
C19SOLIDARITY WEALTH, LLC
CRD 315843
UT$704.2M9Pershing