| KAMPMANN MELISSA S. |
$0.13B |
41 |
2024-12-31 |
2025-02-11 |
| NEXT LEVEL WEALTH PLANNING, LLC |
$0.13B |
43 |
2024-12-31 |
2025-01-30 |
| LONGVIEW FINANCIAL ADVISORS, INC. |
$0.13B |
43 |
2024-12-31 |
2025-01-31 |
| ACCEL LEADERS 4 ASSOCIATES L.P. |
$0.13B |
1 |
2024-12-31 |
2025-02-14 |
| UCLA FOUNDATION |
$0.13B |
1 |
2024-12-31 |
2025-02-03 |
| ALPHA FINANCIAL PARTNERS, LLC |
$0.13B |
83 |
2024-12-31 |
2025-02-10 |
| NAVPOINT FINANCIAL, INC. |
$0.13B |
48 |
2024-12-31 |
2025-01-24 |
| BANK OF MARIN |
$0.13B |
125 |
2024-12-31 |
2025-02-10 |
| GORDIAN ADVISORS LLC |
$0.13B |
38 |
2024-12-31 |
2025-02-05 |
| BALANCED ROCK INVESTMENT ADVISORS LLC |
$0.13B |
90 |
2024-12-31 |
2025-02-13 |
| AVOS CAPITAL MANAGEMENT, LLC |
$0.13B |
34 |
2024-12-31 |
2025-02-14 |
| 1858 WEALTH MANAGEMENT, LLC |
$0.13B |
121 |
2024-12-31 |
2025-01-27 |
| HELIUM ADVISORS LLC |
$0.13B |
101 |
2024-12-31 |
2025-02-18 |
| BRICKWOOD ASSET MANAGEMENT LLP |
$0.13B |
4 |
2024-12-31 |
2025-02-18 |
| DECISIONMAP WEALTH MANAGEMENT, LLC |
$0.13B |
111 |
2024-12-31 |
2025-02-10 |
| Q GLOBAL ADVISORS, LLC |
$0.13B |
47 |
2024-12-31 |
2025-02-11 |
| TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC |
$0.13B |
51 |
2024-12-31 |
2025-02-11 |
| FRAZIER FINANCIAL ADVISORS, LLC |
$0.13B |
649 |
2024-12-31 |
2025-02-12 |
| TRADEMARK FINANCIAL MANAGEMENT, LLC |
$0.13B |
90 |
2024-12-31 |
2025-01-30 |
| FISCHER INVESTMENT STRATEGIES, LLC |
$0.13B |
26 |
2024-12-31 |
2025-02-14 |
| PANORAMIC CAPITAL, LLC |
$0.13B |
43 |
2024-12-31 |
2025-02-14 |
| BALL & CO WEALTH MANAGEMENT INC. |
$0.13B |
75 |
2024-12-31 |
2025-02-19 |
| DELOS WEALTH ADVISORS, LLC |
$0.13B |
199 |
2024-12-31 |
2025-02-12 |
| PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC |
$0.13B |
36 |
2024-12-31 |
2025-02-04 |
| ENHANCING CAPITAL LLC |
$0.13B |
90 |
2024-12-31 |
2025-02-11 |