TRACE WEALTH ADVISORS, LLC
|
$5.3M |
24K |
4.7% |
CAPSTONE FINANCIAL ADVISORS, INC.
|
$33.1M |
153K |
2.0% |
BALLENTINE CAPITAL ADVISORS, INC
|
$2.9M |
13K |
1.5% |
SAGEVIEW ADVISORY GROUP, LLC
|
$30.6M |
141K |
1.3% |
WEALTHSTREAM ADVISORS, INC.
|
$4.1M |
19K |
0.8% |
SENTINEL TRUST CO LBA
|
$6.1M |
28K |
0.7% |
EFFICIENT ADVISORS, LLC
|
$8.8M |
40K |
0.6% |
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
|
$0.6M |
2K |
0.5% |
HANLON INVESTMENT MANAGEMENT, INC.
|
$1.0M |
4K |
0.3% |
DISCIPLINE WEALTH SOLUTIONS, LLC
|
$0.5M |
2K |
0.2% |
NORTHERN TRUST CORP
|
$1306.2M |
6,048K |
0.2% |
COLONIAL RIVER INVESTMENTS, LLC
|
$0.3M |
1K |
0.1% |
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC
|
$1.1M |
5K |
0.1% |
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC
|
$0.3M |
1K |
0.1% |
HTLF BANK
|
$0.6M |
2K |
0.1% |
AMG NATIONAL TRUST BANK
|
$2.3M |
10K |
0.1% |
PLANTE MORAN FINANCIAL ADVISORS, LLC
|
$0.8M |
3K |
0.1% |
CURIO WEALTH, LLC
|
$0.1M |
0K |
0.1% |
FREEDOM INVESTMENT MANAGEMENT, INC.
|
$0.6M |
2K |
0.1% |
F/M INVESTMENTS LLC
|
$1.2M |
5K |
0.0% |
WEALTH ARCHITECTS, LLC
|
$0.4M |
1K |
0.0% |
TRIFECTA CAPITAL ADVISORS, LLC
|
$0.2M |
0K |
0.0% |
TWO SIGMA SECURITIES, LLC
|
$0.3M |
1K |
0.0% |
COMMONWEALTH EQUITY SERVICES, LLC
|
$26.6M |
123K |
0.0% |
BRIDGES INVESTMENT MANAGEMENT INC
|
$2.3M |
10K |
0.0% |