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10 firms
ActiveState: OR×State: SC×State: OK×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing→
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
C48WAGNER FINANCIAL, LLC
CRD 318448
OR$144.7M1Pershing→
C45OLISTICO WEALTH, LLC
CRD 315028
OK$371.5M4Pershing→
C40BOK FINANCIAL SECURITIES, INC.
CRD 17530
OK$1.06B50Pershing→
C34JENSEN INVESTMENT MANAGEMENT INC
CRD 105281
OR$6.48B5Pershing→
C28CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 128097
OR$266.1M7Pershing→