ScoreFirmStateAUMAdvisorsCustodian
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James