SourcingSourcing
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4 firms
ActiveState: WI×Custodian: State Street×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James→
C29NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169
WI$16.25B14State Street→