WESTFULLER ADVISORS, LLC
|
$3.3M |
85K |
2.1% |
CENTRIC WEALTH MANAGEMENT
|
$0.8M |
21K |
0.2% |
ATRIA WEALTH SOLUTIONS, INC.
|
$0.7M |
17K |
0.0% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
|
$0.2M |
4K |
0.0% |
TIDAL INVESTMENTS LLC
|
$0.9M |
23K |
0.0% |
AMERITAS INVESTMENT PARTNERS, INC.
|
$0.4M |
11K |
0.0% |
BANK OF AMERICA CORP /DE/
|
$0.4M |
10K |
0.0% |
FOCUS PARTNERS WEALTH
|
$0.7M |
17K |
0.0% |
KOVITZ INVESTMENT GROUP PARTNERS, LLC
|
$0.3M |
6K |
0.0% |
WHITTIER TRUST CO
|
$0.0M |
0K |
0.0% |
UBS GROUP AG
|
$0.1M |
1K |
0.0% |
ALLWORTH FINANCIAL LP
|
$0.0M |
0K |
0.0% |
HARBOUR INVESTMENTS, INC.
|
$0.0M |
0K |
0.0% |
FMR LLC
|
$0.0M |
0K |
0.0% |
KESTRA ADVISORY SERVICES, LLC
|
$0.3M |
7K |
0.0% |
ENVESTNET ASSET MANAGEMENT INC
|
$0.2M |
5K |
0.0% |
COMMONWEALTH EQUITY SERVICES, LLC
|
$1.0M |
25K |
0.0% |
CIBC PRIVATE WEALTH GROUP LLC
|
$0.2M |
6K |
0.0% |
BLAIR WILLIAM & CO/IL
|
$0.0M |
1K |
0.0% |
NBT BANK N A /NY
|
$0.0M |
0K |
0.0% |
OSAIC HOLDINGS, INC.
|
$0.1M |
2K |
0.0% |
PNC FINANCIAL SERVICES GROUP, INC.
|
$0.1M |
1K |
0.0% |
GHP INVESTMENT ADVISORS, INC.
|
$0.0M |
0K |
0.0% |
CWM, LLC
|
$0.1M |
1K |
0.0% |
STEPHENS CONSULTING, LLC
|
$0.0M |
0K |
0.0% |