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8 firms
ActiveState: WA×State: OH×State: KS×Custodian: U.S. Bank×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
C46CAPITALWORKS, LLC
CRD 160408
OH$283.9M—Folio Institutional→
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2M—U.S. Bank→
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4M—U.S. Bank→
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank→
C34AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CRD 161853
OH$21.32B—U.S. Bank→
C25BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808
OH$18.81B18U.S. Bank→
C24EDGEWATER CAPITAL MANAGEMENT, LLC
CRD 162735
OH$466.8M—Folio Institutional→
C22ROCKBRIDGE CAPITAL, LLC
CRD 161078
OH$5.01B—Folio Institutional→