Tradewinds Capital Management, LLC | 541,457 | $12,897,506 | 4.42% |
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Revolve Wealth Partners, LLC | 724,261 | $17,251,892 | 3.97% |
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Collaborative Wealth Managment Inc. | 246,102 | $5,862,151 | 3.50% |
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Erickson Financial Group, LLC | 156,095 | $3,718,183 | 3.48% |
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Private Ocean, LLC | 1,114,426 | $26,545,626 | 3.37% |
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Avantax Planning Partners, Inc. | 3,021,719 | $71,977,347 | 3.01% |
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Orcam Financial Group | 90,974 | $2,166,990 | 2.92% |
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Running Point Capital Advisors, LLC | 158,704 | $3,780,329 | 2.19% |
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QP WEALTH MANAGEMENT, LLC | 45,803 | $1,091,027 | 1.90% |
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High Net Worth Advisory Group LLC | 190,751 | $4,543,714 | 1.82% |
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Parkside Investments, LLC | 392,503 | $9,349,421 | 1.72% |
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Melone Private Wealth, LLC | 99,503 | $2,370,171 | 1.70% |
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1900 WEALTH MANAGEMENT LLC | 631,870 | $15,051,142 | 1.50% |
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RIVERSEDGE ADVISORS, LLC | 204,117 | $4,862,061 | 1.43% |
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KRAEMATON INVESTMENT ADVISORS, INC | 42,492 | $1,012,163 | 1.25% |
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CAPITAL INSIGHT PARTNERS, LLC | 220,177 | $5,244,617 | 1.19% |
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Sebold Capital Management, Inc. | 57,917 | $1,379,573 | 1.13% |
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DRAVO BAY LLC | 60,987 | $1,452,710 | 1.06% |
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AFT, FORSYTH & COMPANY, INC. | 57,750 | $1,375,605 | 1.01% |
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WCG Wealth Advisors LLC | 479,716 | $11,859 | 0.87% |
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