|
INVERA WEALTH ADVISORS, LLC
|
$4.4M |
115K |
4.4% |
|
BALANCED ROCK INVESTMENT ADVISORS LLC
|
$2.4M |
63K |
1.9% |
|
ATLANTIC PRIVATE WEALTH, LLC
|
$1.3M |
33K |
1.0% |
|
VALUES ADDED FINANCIAL LLC
|
$1.4M |
37K |
0.8% |
|
WALKNER CONDON FINANCIAL ADVISORS LLC
|
$1.3M |
35K |
0.3% |
|
PARKWORTH WEALTH MANAGEMENT, INC.
|
$0.2M |
4K |
0.2% |
|
GOULD ASSET MANAGEMENT LLC /CA/
|
$0.5M |
13K |
0.1% |
|
FINANCIAL INSIGHTS, INC.
|
$0.3M |
7K |
0.1% |
|
BAILARD, INC.
|
$3.4M |
90K |
0.1% |
|
OPTAS, LLC
|
$0.4M |
10K |
0.1% |
|
ABACUS PLANNING GROUP, INC.
|
$0.3M |
7K |
0.1% |
|
RAELIPSKIE PARTNERSHIP
|
$0.1M |
2K |
0.0% |
|
RWA WEALTH PARTNERS, LLC
|
$2.1M |
57K |
0.0% |
|
MAIN STREET FINANCIAL SOLUTIONS, LLC
|
$0.3M |
7K |
0.0% |
|
ALLY INVEST ADVISORS INC.
|
$0.3M |
8K |
0.0% |
|
BILTMORE FAMILY OFFICE, LLC
|
$0.1M |
2K |
0.0% |
|
NBT BANK N A /NY
|
$0.1M |
2K |
0.0% |
|
SEI INVESTMENTS CO
|
$5.4M |
144K |
0.0% |
|
FEDERATION DES CAISSES DESJARDINS DU QUEBEC
|
$2.0M |
52K |
0.0% |
|
WELLS FARGO & COMPANY/MN
|
$0.0M |
0K |
0.0% |
|
PATHSTONE HOLDINGS, LLC
|
$0.5M |
12K |
0.0% |
|
GOLDMAN SACHS GROUP INC
|
$0.6M |
15K |
0.0% |
|
LAZARD ASSET MANAGEMENT LLC
|
$0.9M |
22K |
0.0% |
|
MORGAN STANLEY
|
$0.0M |
0K |
0.0% |
|
ROYAL BANK OF CANADA
|
$0.3M |
8K |
0.0% |