SourcingSourcing
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8 firms
ActiveState: MN×State: OK×Custodian: Wells Fargo×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C31NORWEST CAPITAL ADVISORS, LLC
CRD 323642
MN$3.84B—Wells Fargo→
C30CHRISTENSEN GROUP FINANCIAL, LLC
CRD 318144
MN$24.8M5Altruist→
C28PETROS FAMILY WEALTH, LLC
CRD 324059
MN$341.6M8Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→