Financial & Tax Architects, LLC | 25,778 | $2,327,794 | 0.72% |
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Beacon Bridge Wealth Partners, LLC | 11,119 | $1,004,046 | 0.53% |
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Arrowroot Family Office, LLC | 7,224 | $652,289 | 0.51% |
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HOWARD WEALTH MANAGEMENT, LLC | 5,699 | $514,644 | 0.47% |
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Coastline Trust Co | 30,815 | $2,782,595 | 0.41% |
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ADAMSBROWN WEALTH CONSULTANTS LLC | 9,150 | $826,275 | 0.41% |
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Crestone Asset Management LLC | 18,222 | $1,645,447 | 0.39% |
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Legacy Capital Group California, Inc. | 9,741 | $879,612 | 0.38% |
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Beta Wealth Group, Inc. | 6,309 | $569,703 | 0.34% |
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Stonebridge Financial Planning Group, LLC | 5,743 | $518,548 | 0.33% |
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Pinnacle Bancorp, Inc. | 9,642 | $870,673 | 0.31% |
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EXENCIAL WEALTH ADVISORS, LLC | 70,209 | $6,339,835 | 0.31% |
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Ocean Park Asset Management, LLC | 71,300 | $6,438,390 | 0.29% |
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OneDigital Investment Advisors LLC | 138,830 | $12,536,312 | 0.27% |
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CKW FINANCIAL GROUP | 19,058 | $1,721 | 0.26% |
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ASSETMARK, INC | 724,378 | $65,411,360 | 0.26% |
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Robertson Stephens Wealth Management, LLC | 42,848 | $3,869,174 | 0.26% |
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Roundview Capital LLC | 28,429 | $2,567,150 | 0.26% |
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Curtis Advisory Group, LLC | 8,025 | $724,658 | 0.24% |
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Strategic Advocates LLC | 5,565 | $502,520 | 0.24% |
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