Kaye Capital Management | 1,108,482 | $18,522,728 | 8.49% |
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Parcion Private Wealth LLC | 3,829,122 | $63,984,625 | 6.64% |
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Virginia National Bank | 72,605 | $1,213,229 | 5.53% |
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Eagle Strategies LLC | 1,294,402 | $21,629,469 | 5.32% |
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Silver Lake Advisory, LLC | 357,268 | $5,970 | 3.68% |
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Garden State Investment Advisory Services LLC | 476,834 | $7,967,847 | 3.66% |
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Strategic Wealth Partners, Ltd. | 795,726 | $13,296,574 | 1.75% |
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AAF Wealth Management, LLC | 124,675 | $2,083,320 | 1.34% |
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Morton Capital Management LLC/CA | 125,077 | $2,090,042 | 0.74% |
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FIRST AMERICAN TRUST, FSB | 311,733 | $5,209,057 | 0.74% |
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H&H Retirement Design & Management INC | 58,546 | $967,177 | 0.67% |
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CAHILL FINANCIAL ADVISORS INC | 228,742 | $3,822,274 | 0.64% |
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TFG Advisers LLC | 75,458 | $1,260,909 | 0.59% |
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Accel Wealth Management | 56,762 | $948,491 | 0.53% |
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Bison Wealth, LLC | 119,447 | $1,995,966 | 0.39% |
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Breakwater Capital Group | 64,265 | $1,048,805 | 0.36% |
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Southland Equity Partners LLC | 58,043 | $969,899 | 0.33% |
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PCG Wealth Advisors, LLC | 24,241 | $405,065 | 0.27% |
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FLYNN ZITO CAPITAL MANAGEMENT, LLC | 21,697 | $362,563 | 0.25% |
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First Horizon Advisors, Inc. | 381,437 | $6,373,816 | 0.23% |
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