|
INVERA WEALTH ADVISORS, LLC
|
$5.2M |
226K |
5.1% |
|
STANICH GROUP LLC
|
$3.3M |
146K |
2.5% |
|
ROSSBY FINANCIAL, LCC
|
$2.8M |
122K |
1.7% |
|
LFA - LUGANO FINANCIAL ADVISORS SA
|
$1.7M |
74K |
1.1% |
|
ONE WEALTH ADVISORS, LLC
|
$6.5M |
286K |
1.0% |
|
LONG RUN WEALTH ADVISORS, LLC
|
$3.6M |
159K |
0.9% |
|
HORST & GRABEN WEALTH MANAGEMENT LLC
|
$4.1M |
179K |
0.7% |
|
BARINGS LLC
|
$30.0M |
1,318K |
0.7% |
|
INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC
|
$1.8M |
81K |
0.7% |
|
WELLS FINANCIAL ADVISORS INC
|
$0.5M |
22K |
0.7% |
|
OREGON PACIFIC WEALTH MANAGEMENT, LLC
|
$0.7M |
30K |
0.7% |
|
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
|
$1.6M |
68K |
0.7% |
|
ELIOS FINANCIAL GROUP INC.
|
$1.4M |
60K |
0.7% |
|
SUMMIT WEALTH GROUP, LLC
|
$1.8M |
80K |
0.5% |
|
LIFEPLAN INVESTMENT ADVISORS, INC.
|
$0.8M |
34K |
0.5% |
|
PRIVATE WEALTH MANAGEMENT GROUP, LLC
|
$1.1M |
49K |
0.4% |
|
SHARKEY, HOWES & JAVER
|
$3.0M |
130K |
0.4% |
|
RETIREMENT CAPITAL STRATEGIES
|
$1.0M |
45K |
0.4% |
|
THEORY FINANCIAL LLC
|
$0.7M |
32K |
0.3% |
|
BUTTONWOOD FINANCIAL GROUP, LLC
|
$0.5M |
22K |
0.3% |
|
WEALTHGARDEN F.S. LLC
|
$0.3M |
12K |
0.3% |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC
|
$1.4M |
61K |
0.2% |
|
KEYSTONE FINANCIAL SERVICES
|
$0.6M |
27K |
0.2% |
|
TME FINANCIAL, INC.
|
$0.2M |
10K |
0.2% |
|
PROFFITT & GOODSON INC
|
$1.4M |
61K |
0.2% |