|
FINANCIAL ARCHITECTS, LLC
|
$4.6M |
238K |
3.0% |
|
KOSS-OLINGER CONSULTING, LLC
|
$24.4M |
1,251K |
2.1% |
|
RAREVIEW CAPITAL LLC
|
$1.1M |
54K |
0.8% |
|
ETESIAN WEALTH ADVISORS, INC.
|
$1.3M |
66K |
0.6% |
|
TIDEMARK, LLC
|
$1.5M |
77K |
0.6% |
|
SAGE ADVISORY SERVICES, LTD.CO.
|
$0.9M |
44K |
0.5% |
|
YOFFE INVESTMENT MANAGEMENT, LLC
|
$0.3M |
43K |
0.5% |
|
CAPE COD FIVE CENTS SAVINGS BANK
|
$4.1M |
206K |
0.4% |
|
NAPA WEALTH MANAGEMENT
|
$0.7M |
37K |
0.3% |
|
TRADEMARK FINANCIAL MANAGEMENT, LLC
|
$0.4M |
18K |
0.3% |
|
ABLE WEALTH MANAGEMENT LLC
|
$0.4M |
18K |
0.2% |
|
CREATIVE FINANCIAL DESIGNS INC /ADV
|
$2.8M |
146K |
0.2% |
|
ACORN WEALTH ADVISORS, LLC
|
$0.5M |
26K |
0.2% |
|
CAMBRIA INVESTMENT MANAGEMENT, L.P.
|
$2.1M |
109K |
0.1% |
|
MRP CAPITAL INVESTMENTS, LLC
|
$0.1M |
2K |
0.1% |
|
ASSETMARK, INC
|
$14.3M |
737K |
0.0% |
|
WCG WEALTH ADVISORS LLC
|
$0.5M |
24K |
0.0% |
|
AE WEALTH MANAGEMENT LLC
|
$3.2M |
164K |
0.0% |
|
ORION PORTFOLIO SOLUTIONS, LLC
|
$3.1M |
159K |
0.0% |
|
TRINITYPOINT WEALTH, LLC
|
$0.2M |
10K |
0.0% |
|
BTG PACTUAL ASSET MANAGEMENT US LLC
|
$0.3M |
17K |
0.0% |
|
OPPENHEIMER & CO INC
|
$1.1M |
54K |
0.0% |
|
HILLTOP HOLDINGS INC.
|
$0.3M |
13K |
0.0% |
|
CREWE ADVISORS LLC
|
$0.2M |
9K |
0.0% |
|
WELLS FARGO & COMPANY/MN
|
$27.6M |
1,415K |
0.0% |