|
TIDEMARK, LLC
|
$11.0M |
320K |
4.2% |
|
FRAZIER FINANCIAL ADVISORS, LLC
|
$4.7M |
136K |
3.7% |
|
EXCHANGE CAPITAL MANAGEMENT, INC.
|
$15.7M |
456K |
2.5% |
|
IMPACT CAPITAL PARTNERS LLC
|
$3.5M |
102K |
1.3% |
|
STRATOS INVESTMENT MANAGEMENT, LLC
|
$20.2M |
586K |
1.2% |
|
OREGON PACIFIC WEALTH MANAGEMENT, LLC
|
$1.0M |
28K |
1.0% |
|
PORTLAND FINANCIAL ADVISORS INC
|
$0.2M |
6K |
0.6% |
|
CRUX WEALTH ADVISORS
|
$0.8M |
23K |
0.5% |
|
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
|
$0.5M |
15K |
0.4% |
|
WORLD INVESTMENT ADVISORS
|
$12.8M |
373K |
0.4% |
|
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
|
$1.5M |
43K |
0.3% |
|
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
|
$14.1M |
410K |
0.1% |
|
OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC
|
$0.2M |
6K |
0.1% |
|
ARMIS ADVISERS, LLC
|
$0.8M |
23K |
0.1% |
|
WESCAP MANAGEMENT GROUP, INC.
|
$0.4M |
10K |
0.1% |
|
AMERICAN MONEY MANAGEMENT, LLC
|
$0.4M |
11K |
0.1% |
|
TRIVIUM POINT ADVISORY, LLC
|
$0.5M |
15K |
0.1% |
|
ATRIA INVESTMENTS, INC
|
$4.2M |
121K |
0.1% |
|
B. RILEY WEALTH ADVISORS, INC.
|
$1.1M |
31K |
0.0% |
|
BEACON FINANCIAL GROUP
|
$0.3M |
9K |
0.0% |
|
STRATOS WEALTH ADVISORS, LLC
|
$0.8M |
24K |
0.0% |
|
IFP ADVISORS, INC
|
$0.8M |
23K |
0.0% |
|
CETERA INVESTMENT ADVISERS
|
$8.9M |
258K |
0.0% |
|
BELLEVUE ASSET MANAGEMENT, LLC
|
$0.0M |
0K |
0.0% |
|
INDEPENDENT ADVISOR ALLIANCE
|
$1.2M |
35K |
0.0% |