SourcingSourcing
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11 firms
ActiveState: OR×State: AL×State: UT×Custodian: Wells Fargo×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C44LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
OR$171.3M4Wells Fargo→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→