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8 firms
ActiveState: CO×State: WI×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2M—Raymond James→
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James→
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C46BROADVIEW WEALTH PARTNERS, LLC
CRD 335028
CO$304.7M4Raymond James→
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James→
C33INTENTIONAL WEALTH STRATEGIES
CRD 327743
CO$171.3M3Raymond James→
C21CCM PARTNERS, LP
CRD 104720
CO$6.52B16Raymond James→