SourcingSourcing
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8 firms
ActiveState: IA×State: OK×State: SC×Custodian: Wells Fargo×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C30ALTITUDE CAPITAL MANAGEMENT LLC
CRD 329366
IA$103.6M28Altruist→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→