Phillips Edison & Co
PECO
Stock Holding History
Independent Financial Group
San Diego, California
$5.35B AUM
43.78%
1-Year Est. Return
Vert Asset Management
Sausalito, California
$365M AUM
18.19%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
Cooper Financial Group
Irvine, California
$1.2B AUM
28.32%
1-Year Est. Return
Accel Wealth Management
Waverly, Iowa
$444M AUM
31.14%
1-Year Est. Return
Brookstone Capital Management
Wheaton, Illinois
$9.96B AUM
23.61%
1-Year Est. Return
Avior Wealth Management
Omaha, Nebraska
$3.8B AUM
23.28%
1-Year Est. Return
Lakeridge Wealth Management
Mentor, Ohio
$272M AUM
22.77%
1-Year Est. Return
TCP Asset Management
Columbus, Ohio
$882M AUM
21.79%
1-Year Est. Return