|
FIDUCIARY PLANNING LLC
|
$26.1M |
670K |
8.5% |
|
OREGON PACIFIC WEALTH MANAGEMENT, LLC
|
$0.3M |
7K |
0.3% |
|
EVERGREEN CAPITAL MANAGEMENT LLC
|
$5.3M |
134K |
0.2% |
|
GARDEN STATE INVESTMENT ADVISORY SERVICES LLC
|
$0.4M |
10K |
0.1% |
|
CONVERGENCE FINANCIAL, LLC
|
$0.4M |
9K |
0.1% |
|
BELPOINTE ASSET MANAGEMENT LLC
|
$0.6M |
15K |
0.0% |
|
SYON CAPITAL LLC
|
$0.5M |
11K |
0.0% |
|
JACOBI CAPITAL MANAGEMENT LLC
|
$0.2M |
5K |
0.0% |
|
KESTRA ADVISORY SERVICES, LLC
|
$3.8M |
97K |
0.0% |
|
PRIVATE ADVISOR GROUP, LLC
|
$1.5M |
39K |
0.0% |
|
LPL FINANCIAL LLC
|
$19.2M |
492K |
0.0% |
|
ATRIA WEALTH SOLUTIONS, INC.
|
$0.6M |
15K |
0.0% |
|
KINGSVIEW WEALTH MANAGEMENT, LLC
|
$0.3M |
8K |
0.0% |
|
CONCURRENT INVESTMENT ADVISORS, LLC
|
$0.5M |
12K |
0.0% |
|
COMMONWEALTH EQUITY SERVICES, LLC
|
$2.8M |
73K |
0.0% |
|
OSAIC HOLDINGS, INC.
|
$0.2M |
5K |
0.0% |
|
RAYMOND JAMES FINANCIAL INC
|
$2.2M |
57K |
0.0% |
|
JANE STREET GROUP, LLC
|
$0.9M |
24K |
0.0% |
|
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
|
$0.4M |
9K |
0.0% |
|
TRUIST FINANCIAL CORP
|
$0.2M |
5K |
0.0% |
|
NEWEDGE ADVISORS, LLC
|
$0.3M |
8K |
0.0% |
|
MORGAN STANLEY
|
$0.0M |
0K |
0.0% |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
|
$0.0M |
0K |
0.0% |
|
STIFEL FINANCIAL CORP
|
$0.4M |
11K |
0.0% |
|
ROYAL BANK OF CANADA
|
$0.2M |
4K |
0.0% |