|
HAVEN PRIVATE, LLC
|
$14.0M |
686K |
7.8% |
|
FREDERICK FINANCIAL CONSULTANTS, LLC
|
$2.5M |
125K |
2.0% |
|
ARBOR CAPITAL MANAGEMENT INC /ADV
|
$1.4M |
70K |
1.4% |
|
MONEYWISE, INC.
|
$2.6M |
129K |
1.3% |
|
BLUESTEM WEALTH PARTNERS, LLC
|
$4.4M |
218K |
0.6% |
|
PARAGON PRIVATE WEALTH MANAGEMENT, LLC
|
$1.1M |
52K |
0.5% |
|
LAKESIDE ADVISORS, INC.
|
$0.7M |
33K |
0.5% |
|
INTEGRITY WEALTH ADVISORS, INC.
|
$0.3M |
16K |
0.3% |
|
C M BIDWELL & ASSOCIATES LTD
|
$0.3M |
14K |
0.2% |
|
LIBERTY SQUARE WEALTH PARTNERS LLC
|
$0.4M |
20K |
0.2% |
|
LM ADVISORS LLC
|
$0.8M |
40K |
0.1% |
|
COLLABORATIVE WEALTH MANAGMENT INC.
|
$0.3M |
13K |
0.1% |
|
NEW INSIGHT WEALTH ADVISORS
|
$0.2M |
10K |
0.1% |
|
CONDOR CAPITAL MANAGEMENT
|
$1.1M |
55K |
0.1% |
|
TRANSCENDENT CAPITAL GROUP LLC
|
$0.2M |
8K |
0.1% |
|
PURE PORTFOLIOS HOLDINGS LLC
|
$0.2M |
11K |
0.1% |
|
BAKER AVENUE ASSET MANAGEMENT, LP
|
$2.5M |
123K |
0.1% |
|
PRIVATE TRUST CO NA
|
$0.6M |
28K |
0.1% |
|
VERTEX PLANNING PARTNERS, LLC
|
$0.2M |
12K |
0.1% |
|
JOSEPH GROUP CAPITAL MANAGEMENT
|
$0.1M |
5K |
0.1% |
|
ONEASCENT FINANCIAL SERVICES LLC
|
$0.6M |
27K |
0.1% |
|
HORST & GRABEN WEALTH MANAGEMENT LLC
|
$0.3M |
12K |
0.0% |
|
REDWOOD INVESTMENT MANAGEMENT, LLC
|
$0.3M |
14K |
0.0% |
|
WORLD INVESTMENT ADVISORS
|
$0.6M |
30K |
0.0% |
|
SILVER OAK SECURITIES, INCORPORATED
|
$0.2M |
10K |
0.0% |