General Information |
| Firm CRD#: | 310737 | |
| SEC#: | 801-122742 | |
| Assets under Management: | $8,167,424 | |
| No. of Clients: | 1 | |
| No. of Advisors: | 0 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Other (MANAGEMENT OF REAL ESTATE FUND) | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SYNERGY ASSET MANAGEMENT, LLC | 117201 | 801-64132 | 5972 | 13 | $823,706,675 |
| ASPIRE CAPITAL ADVISORS LLC | 298366 | 801-118452 | 4460 | 21 | $817,666,295 |
| MCILRATH & ECK, LLC | 145252 | 801-70488 | 3273 | 16 | $839,585,801 |
| LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | 116891 | 801-77834 | 2897 | 15 | $711,739,408 |
| AVIER WEALTH ADVISORS | 161077 | 801-73301 | 2225 | 18 | $785,980,266 |
| JOHNSON BIXBY | 310839 | 801-119645 | 2142 | 15 | $789,526,420 |
| FINANCIAL INSIGHTS | 108797 | 801-21624 | 2079 | 16 | $789,094,694 |
| HOHIMER WEALTH MANAGEMENT, LLC | 300140 | 801-114746 | 963 | 8 | $795,999,270 |
| RUSSELL INVESTMENTS | 329 | 801-60335 | 146 | 653 | $82,657,150,657 |
| SATURNA CAPITAL CORPORATION | 25586 | 801-35428 | 111 | 80 | $8,394,714,767 |
| COHALO | 297315 | 801-130847 | 68 | 1 | $838,200,000 |
| RAINIER INVESTMENT MANAGEMENT LLC | 105556 | 801-35638 | 6 | 3 | $840,282,836 |
| BRIDGE33 INVESTMENT MANAGEMENT LLC | 305580 | 801-117912 | 6 | 76 | $780,991,992 |
| RDST CAPITAL LLC | 284645 | 801-123049 | 3 | 6 | $712,649,031 |
| CONCREIT FUND MANAGEMENT LLC | 310737 | 801-122742 | 1 | 0 | $8,167,424 |