|
CONSERVEST CAPITAL ADVISORS, INC.
|
$28.3M |
522K |
2.9% |
|
WEATHERLY ASSET MANAGEMENT L. P.
|
$22.6M |
416K |
2.0% |
|
LYNX INVESTMENT ADVISORY
|
$2.5M |
46K |
1.7% |
|
ADDISON ADVISORS LLC
|
$5.4M |
99K |
1.5% |
|
FCA CORP /TX
|
$3.1M |
57K |
1.0% |
|
ALLODIUM INVESTMENT CONSULTANTS, LLC
|
$1.0M |
17K |
0.8% |
|
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
|
$1.0M |
17K |
0.8% |
|
1 NORTH WEALTH SERVICES LLC
|
$1.8M |
33K |
0.8% |
|
WIDMANN FINANCIAL SERVICES, INC.
|
$0.8M |
15K |
0.6% |
|
MOSAIC FINANCIAL GROUP, LLC
|
$0.6M |
11K |
0.5% |
|
BALANCED ROCK INVESTMENT ADVISORS LLC
|
$0.6M |
10K |
0.5% |
|
TPG ADVISORS LLC
|
$0.4M |
6K |
0.3% |
|
KOSS-OLINGER CONSULTING, LLC
|
$3.2M |
58K |
0.3% |
|
LANTERN WEALTH ADVISORS, LLC
|
$0.3M |
5K |
0.2% |
|
FINANCIAL PERSPECTIVES, INC
|
$0.4M |
7K |
0.1% |
|
CREATIVE FINANCIAL DESIGNS INC /ADV
|
$1.5M |
27K |
0.1% |
|
BLEAKLEY FINANCIAL GROUP, LLC
|
$3.6M |
66K |
0.1% |
|
NCM CAPITAL MANAGEMENT, LLC
|
$0.3M |
4K |
0.1% |
|
FOCUS FINANCIAL NETWORK, INC.
|
$2.4M |
44K |
0.1% |
|
NFP RETIREMENT, INC.
|
$1.3M |
23K |
0.1% |
|
MERIDIAN INVESTMENT COUNSEL INC.
|
$0.3M |
5K |
0.1% |
|
CLAYTON FINANCIAL GROUP LLC
|
$0.2M |
4K |
0.1% |
|
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
|
$1.5M |
28K |
0.1% |
|
ROTHSCHILD CAPITAL PARTNERS, LLC
|
$0.3M |
5K |
0.1% |
|
CASTLE ROCK WEALTH MANAGEMENT, LLC
|
$0.3M |
5K |
0.1% |