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11 firms
ActiveState: WA×State: OH×State: CO×Custodian: U.S. Bank×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53325 FILLMORE LLC
CRD 287625
CO$103.8M—U.S. Bank→
C39AFFINITY WEALTH LLC
CRD 285169
OH$217.5M2Altruist→
C39LOTUSGROUP CAPITAL, LLC
CRD 298973
CO$156.7M—U.S. Bank→
C34AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CRD 161853
OH$21.32B—U.S. Bank→
C27SCOTT VALUE INVESTING
CRD 143579
WA—1Altruist→
C25BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808
OH$18.81B18U.S. Bank→
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist→
C22MOUNTAINGATE MANAGEMENT CO., LLC
CRD 294899
CO$1.49B—U.S. Bank→
C22BOW RIVER ASSET MANAGEMENT, LLC
CRD 156765
CO$3.15B—U.S. Bank→
C17VAIL RIDGE CAPITAL, LLC
CRD 173397
WA—1Altruist→
C17GATEWAY FINANCIAL
CRD 306078
OH—1Altruist→