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4 firms
ActiveState: IA×State: WI×Custodian: Raymond James×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James→