ScoreFirmStateAUMAdvisorsCustodian
C34CROSSGATE WEALTH ADVISORS, LLC
CRD 121856
PA$271.9M3Shareholders Service Group
C30SEI INVESTMENTS MANAGEMENT CORP
CRD 105146
PA$216.43B50Northern Trust
C30CENTERSQUARE INVESTMENT MANAGEMENT LLC
CRD 290078
PA$13.70BNorthern Trust
C30OTTAWA AVENUE PRIVATE CAPITAL, LLC
CRD 282516
MI$22.95BNorthern Trust