|
CERITY PARTNERS OCIO LLC
|
$58.8M |
2,400K |
3.9% |
|
ALTI GLOBAL, INC.
|
$93.5M |
3,809K |
2.3% |
|
FIDUCIARY TRUST CO
|
$132.2M |
5,394K |
1.8% |
|
LEGACY INVESTMENT SOLUTIONS, LLC
|
$0.3M |
10K |
0.2% |
|
LEGACY WEALTH MANAGMENT, LLC/ID
|
$0.3M |
10K |
0.2% |
|
ROCK CREEK GROUP, LP
|
$1.4M |
52K |
0.2% |
|
PROSPERITY WEALTH MANAGEMENT, INC.
|
$0.3M |
13K |
0.1% |
|
SUMMIT TRAIL ADVISORS, LLC
|
$2.4M |
99K |
0.1% |
|
SRS CAPITAL ADVISORS, INC.
|
$1.2M |
48K |
0.1% |
|
PRIVATE ADVISOR GROUP, LLC
|
$8.2M |
332K |
0.1% |
|
CRESSET ASSET MANAGEMENT, LLC
|
$9.2M |
374K |
0.0% |
|
MODERN WEALTH MANAGEMENT, LLC
|
$0.6M |
24K |
0.0% |
|
INTEGRATED WEALTH CONCEPTS LLC
|
$1.3M |
54K |
0.0% |
|
IFP ADVISORS, INC
|
$0.5M |
21K |
0.0% |
|
ROCKEFELLER CAPITAL MANAGEMENT L.P.
|
$2.4M |
97K |
0.0% |
|
GLOBAL RETIREMENT PARTNERS, LLC
|
$0.1M |
5K |
0.0% |
|
MORGAN STANLEY
|
$0.0M |
1K |
0.0% |
|
COMERICA BANK
|
$0.0M |
0K |
0.0% |
|
LPL FINANCIAL LLC
|
$5.2M |
211K |
0.0% |
|
ROYAL BANK OF CANADA
|
$0.7M |
30K |
0.0% |
|
STIFEL FINANCIAL CORP
|
$4.6M |
185K |
0.0% |
|
UBS GROUP AG
|
$0.2M |
9K |
0.0% |
|
HARBOUR INVESTMENTS, INC.
|
$0.0M |
0K |
0.0% |
|
CORIENT PRIVATE WEALTH LLC
|
$0.2M |
9K |
0.0% |
|
ENVESTNET ASSET MANAGEMENT INC
|
$0.4M |
14K |
0.0% |