BETA WEALTH GROUP, INC.
|
$3.0M |
63K |
1.3% |
SWISHER FINANCIAL CONCEPTS, INC.
|
$0.9M |
18K |
1.1% |
PER STIRLING CAPITAL MANAGEMENT, LLC.
|
$2.8M |
60K |
0.4% |
OARSMAN CAPITAL, INC.
|
$1.7M |
36K |
0.3% |
FIRST FOUNDATION ADVISORS
|
$6.1M |
128K |
0.2% |
WHIPPLEWOOD ADVISORS, LLC
|
$0.4M |
7K |
0.2% |
JPMORGAN CHASE & CO
|
$272.3M |
5,759K |
0.0% |
OLD MISSION CAPITAL LLC
|
$1.2M |
24K |
0.0% |
MATTSON FINANCIAL SERVICES, LLC
|
$0.1M |
1K |
0.0% |
ASSETMARK, INC
|
$2.2M |
46K |
0.0% |
CETERA INVESTMENT ADVISERS
|
$3.1M |
64K |
0.0% |
CENTER FOR FINANCIAL PLANNING, INC.
|
$0.0M |
0K |
0.0% |
UBS GROUP AG
|
$0.0M |
0K |
0.0% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
|
$1.1M |
22K |
0.0% |
WELLS FARGO & COMPANY/MN
|
$0.0M |
0K |
0.0% |
ENVESTNET ASSET MANAGEMENT INC
|
$0.9M |
19K |
0.0% |
COMMONWEALTH EQUITY SERVICES, LLC
|
$0.6M |
12K |
0.0% |
FARTHER FINANCE ADVISORS, LLC
|
$0.0M |
0K |
0.0% |
OSAIC HOLDINGS, INC.
|
$0.1M |
3K |
0.0% |
PNC FINANCIAL SERVICES GROUP, INC.
|
$0.1M |
1K |
0.0% |
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
|
$0.0M |
0K |
0.0% |
RAYMOND JAMES FINANCIAL INC
|
$0.2M |
4K |
0.0% |
SMARTLEAF ASSET MANAGEMENT LLC
|
$0.0M |
0K |
0.0% |
CWM, LLC
|
$0.0M |
0K |
0.0% |
ELEMENT WEALTH, LLC
|
$0.0M |
0K |
0.0% |