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(St. Petersburg, FL), with $719M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Insights have?","answer":"Financial Insights has 7 investment adviser representatives registered with state securities authorities, out of 16 employees, and 6 perform investment advisory functions. 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