|
NAPA WEALTH MANAGEMENT
|
$2.6M |
67K |
1.1% |
|
NIA IMPACT ADVISORS, LLC
|
$1.7M |
43K |
0.5% |
|
COMPREHENSIVE WEALTH MANAGEMENT, LLC
|
$0.4M |
9K |
0.3% |
|
CENTRIC WEALTH MANAGEMENT
|
$0.6M |
14K |
0.2% |
|
STONEX GROUP INC.
|
$0.8M |
19K |
0.1% |
|
BELPOINTE ASSET MANAGEMENT LLC
|
$0.7M |
16K |
0.0% |
|
PRINCIPAL SECURITIES, INC.
|
$0.8M |
21K |
0.0% |
|
EQUITABLE HOLDINGS, INC.
|
$2.4M |
62K |
0.0% |
|
CREATIVEONE WEALTH, LLC
|
$0.3M |
8K |
0.0% |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
|
$1.4M |
37K |
0.0% |
|
PRIVATE ADVISOR GROUP, LLC
|
$0.3M |
6K |
0.0% |
|
MORGAN STANLEY
|
$0.1M |
2K |
0.0% |
|
LPL FINANCIAL LLC
|
$5.0M |
131K |
0.0% |
|
ROYAL BANK OF CANADA
|
$0.0M |
0K |
0.0% |
|
TRANSCE3ND, LLC
|
$0.0M |
0K |
0.0% |
|
ENVESTNET ASSET MANAGEMENT INC
|
$2.2M |
57K |
0.0% |
|
AVANTAX ADVISORY SERVICES, INC.
|
$0.3M |
8K |
0.0% |
|
OSAIC HOLDINGS, INC.
|
$0.9M |
19K |
0.0% |
|
CAITLIN JOHN, LLC
|
$0.0M |
0K |
0.0% |