|
SUNPOINTE, LLC
|
$3.4M |
50K |
1.7% |
|
CPA ASSET MANAGEMENT LLC
|
$3.7M |
55K |
1.7% |
|
BEDEL FINANCIAL CONSULTING, INC.
|
$4.2M |
61K |
0.6% |
|
SKYOAK WEALTH, LLC
|
$2.8M |
41K |
0.6% |
|
CREATIVE FINANCIAL DESIGNS INC /ADV
|
$3.6M |
53K |
0.3% |
|
PINE VALLEY INVESTMENTS LTD LIABILITY CO
|
$2.6M |
39K |
0.2% |
|
AMERICAN CENTURY COMPANIES INC
|
$67.0M |
1,003K |
0.0% |
|
CREATIVE PLANNING
|
$37.6M |
563K |
0.0% |
|
AVEO CAPITAL PARTNERS, LLC
|
$0.2M |
3K |
0.0% |
|
MML INVESTORS SERVICES, LLC
|
$4.5M |
67K |
0.0% |
|
ENVESTNET ASSET MANAGEMENT INC
|
$38.2M |
572K |
0.0% |
|
COMMONWEALTH EQUITY SERVICES, LLC
|
$4.5M |
66K |
0.0% |
|
WELLS FARGO & COMPANY/MN
|
$1.1M |
16K |
0.0% |
|
OSAIC HOLDINGS, INC.
|
$0.2M |
2K |
0.0% |
|
BANK OF AMERICA CORP /DE/
|
$1.9M |
27K |
0.0% |
|
ROYAL BANK OF CANADA
|
$0.0M |
0K |
0.0% |
|
MORGAN STANLEY
|
$0.1M |
1K |
0.0% |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
|
$0.5M |
6K |
0.0% |
|
UBS GROUP AG
|
$4.7M |
70K |
0.0% |
|
SIGNATUREFD, LLC
|
$0.2M |
3K |
0.0% |
|
AE WEALTH MANAGEMENT LLC
|
$0.4M |
5K |
0.0% |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
|
$0.3M |
4K |
0.0% |
|
VAN HULZEN ASSET MANAGEMENT, LLC
|
$0.0M |
0K |
0.0% |
|
FMR LLC
|
$0.0M |
0K |
0.0% |