DKM WEALTH MANAGEMENT, INC.
|
$11.9M |
274K |
11.3% |
SHAKER FINANCIAL SERVICES, LLC
|
$0.9M |
18K |
0.3% |
PECAUT & CO.
|
$0.6M |
14K |
0.2% |
ANCHOR INVESTMENT MANAGEMENT, LLC
|
$1.2M |
27K |
0.1% |
WAYPOINT WEALTH PARTNERS INC.
|
$0.3M |
7K |
0.1% |
CAPITAL INVESTMENT COUNSEL, INC
|
$0.4M |
10K |
0.1% |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
|
$3.4M |
77K |
0.1% |
D.A. DAVIDSON & CO.
|
$6.8M |
157K |
0.1% |
MRAZ, AMERINE & ASSOCIATES, INC.
|
$0.3M |
7K |
0.1% |
LAKE STREET ADVISORS GROUP, LLC
|
$0.7M |
15K |
0.0% |
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
|
$0.7M |
14K |
0.0% |
COLONIAL TRUST CO / SC
|
$0.1M |
2K |
0.0% |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
|
$0.3M |
7K |
0.0% |
CONCURRENT INVESTMENT ADVISORS, LLC
|
$0.7M |
16K |
0.0% |
CARY STREET PARTNERS FINANCIAL LLC
|
$0.2M |
5K |
0.0% |
UBS GROUP AG
|
$1.2M |
26K |
0.0% |
SILVERCREST ASSET MANAGEMENT GROUP LLC
|
$0.3M |
7K |
0.0% |
COLONIAL TRUST ADVISORS
|
$0.0M |
0K |
0.0% |
THRIVENT FINANCIAL FOR LUTHERANS
|
$0.7M |
16K |
0.0% |
INVESCO LTD.
|
$1.1M |
24K |
0.0% |
WELLS FARGO & COMPANY/MN
|
$3.2M |
72K |
0.0% |
OSAIC HOLDINGS, INC.
|
$0.2M |
5K |
0.0% |
PNC FINANCIAL SERVICES GROUP, INC.
|
$0.0M |
0K |
0.0% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
|
$0.0M |
0K |
0.0% |
RAYMOND JAMES FINANCIAL INC
|
$2.2M |
51K |
0.0% |