FINANCIAL STRATEGIES GROUP, INC.
|
$8.7M |
242K |
2.1% |
CHECCHI CAPITAL ADVISERS, LLC
|
$22.4M |
621K |
1.3% |
HAVEN PRIVATE, LLC
|
$2.3M |
65K |
1.3% |
PRIVATE WEALTH ADVISORS, LLC
|
$3.3M |
90K |
1.3% |
VIEWPOINT INVESTMENT PARTNERS CORP
|
$0.5M |
14K |
0.7% |
STRATEGIC FINANCIAL PLANNING, INC.
|
$0.9M |
23K |
0.6% |
ENDOWMENT WEALTH MANAGEMENT, INC.
|
$0.8M |
20K |
0.5% |
BLUE EDGE CAPITAL, LLC
|
$2.8M |
78K |
0.4% |
LIFE PLANNING PARTNERS, INC
|
$5.6M |
201K |
0.4% |
REHMANN CAPITAL ADVISORY GROUP
|
$5.8M |
160K |
0.4% |
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
|
$0.4M |
11K |
0.4% |
LEO WEALTH, LLC
|
$3.6M |
100K |
0.3% |
BULLTICK WEALTH MANAGEMENT, LLC
|
$1.1M |
31K |
0.3% |
CITY NATIONAL BANK OF FLORIDA /MSD
|
$0.2M |
5K |
0.2% |
WALKNER CONDON FINANCIAL ADVISORS LLC
|
$0.6M |
17K |
0.1% |
VICUS CAPITAL
|
$1.3M |
37K |
0.1% |
PICTET NORTH AMERICA ADVISORS SA
|
$1.2M |
32K |
0.1% |
TANAGER WEALTH MANAGEMENT LLP
|
$0.8M |
21K |
0.1% |
INSIGHT ADVISORS, LLC/ PA
|
$0.3M |
8K |
0.1% |
HEXAGON CAPITAL PARTNERS LLC
|
$0.2M |
5K |
0.0% |
SIMPLICITY WEALTH,LLC
|
$0.2M |
5K |
0.0% |
SCHRODER INVESTMENT MANAGEMENT GROUP
|
$26.7M |
736K |
0.0% |
TWO SIGMA SECURITIES, LLC
|
$0.3M |
6K |
0.0% |
TORTOISE INVESTMENT MANAGEMENT, LLC
|
$0.2M |
5K |
0.0% |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
|
$2.1M |
57K |
0.0% |