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5 firms
ActiveState: IA×Custodian: Wells Fargo×Custodian: Equity Trust×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust→
C31TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319
IA$18.83B39Pershing→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C21BASEPOINT WEALTH, LLC
CRD 289538
IA$883.8M13Pershing→