Clients
2,986 households
| Household | Status | Clients | Accounts | Advisor | Client Added |
|---|---|---|---|---|---|
| Allen and Melanie Craft | CAP Client | 4 | 5 | Keith Browning | Dec 11, 2024 |
| ALLEN ENGLE | X Client | 1 | 0 | — | Mar 26, 2025 |
| Alliant | — | 1 | 0 | — | Mar 26, 2025 |
| Allstate | — | 1 | 0 | — | Mar 26, 2025 |
| Allworth | Contact | 1 | 0 | — | Mar 26, 2025 |
| Alonzo and Raquel Razo | X Client | 2 | 0 | — | Mar 26, 2025 |
| ALSC Architects | — | 1 | 0 | — | Mar 26, 2025 |
| Altermatt | Medicare | 2 | 0 | — | Mar 26, 2025 |
| Altmeyer | Medicare | 2 | 0 | — | Mar 26, 2025 |
| Alysone Warren | — | 1 | 0 | — | Mar 26, 2025 |
| Alzheimer's Association | — | 1 | 0 | — | Mar 26, 2025 |
| AMANDA ROBYN DIXON | X Client | 1 | 0 | — | Mar 26, 2025 |
| Amazon | — | 1 | 0 | — | Mar 26, 2025 |
| Amber Cross | CAP Client | 2 | 2 | — | Dec 11, 2024 |
| Amber Kohler | CAP Client | 1 | 2 | Keith Browning | Dec 11, 2024 |
| Amber Walsh | — | 0 | 0 | Keith Browning | — |
| Ambetter | — | 1 | 0 | — | Mar 26, 2025 |
| American Century | Contact | 1 | 0 | — | Mar 26, 2025 |
| American Equity | Contact | 1 | 0 | — | Mar 26, 2025 |
| American Funds | Contact | 1 | 0 | — | Mar 26, 2025 |
| American Legion Bothell Post 127 | CAP Client | 1 | 3 | Brian Schafer | Dec 11, 2024 |
| American National Insurance Company (ANIC) | Contact | 1 | 0 | — | Mar 26, 2025 |
| American Senior Resources (GA) | Distributor | 1 | 0 | — | Mar 26, 2025 |
| American Tradition Homes | — | 1 | 0 | — | Mar 26, 2025 |
| Amerigroup Medicare Advantage | Distributor | 1 | 0 | — | Mar 26, 2025 |
| Amica | — | 1 | 0 | — | Mar 26, 2025 |
| Amy Blanchard | — | 1 | 0 | — | Mar 26, 2025 |
| Amy Meredith | CAP Client | 1 | 1 | Keith Browning | Dec 11, 2024 |
| Amy Mosher | CAP Client | 2 | 2 | — | Mar 26, 2025 |
| Anderson | Medicare | 2 | 0 | — | Mar 26, 2025 |
| Anderson Peretti and CO | — | 1 | 0 | — | Mar 26, 2025 |
| Andre-Romberg Insurance Agency | — | 1 | 0 | — | Mar 26, 2025 |
| Andrea Crosat | Contact | 1 | 0 | Alex Foust | Feb 18, 2026 |
| Andreas and Suzie Van Woerkom | Contact | 2 | 0 | — | Mar 26, 2025 |
| Andrew and Garrett Benson | X Client | 4 | 0 | — | Mar 26, 2025 |
| Andrew and Melissa Friedman | X Client | 2 | 0 | — | Mar 26, 2025 |
| Andrew Boharski | CAP Client | 1 | 1 | — | Dec 11, 2024 |
| Andrew Connelly | CAP Client | 3 | 2 | Tyson Blake | Dec 11, 2024 |
| Andrew Fivecoat | CAP Client | 2 | 1 | Keith Browning | Dec 11, 2024 |
| Andrew Lausten | CAP Client | 1 | 1 | Tyson Blake | Mar 26, 2025 |
| Andrew Serr | X Client | 1 | 0 | — | Mar 26, 2025 |
| Andrew Young | Contact | 1 | 0 | — | Mar 26, 2025 |
| Andy and Katherine Droter | CAP Client | 2 | 4 | — | Dec 11, 2024 |
| anesthesia associates | — | 1 | 0 | — | Mar 26, 2025 |
| ang perk | Contact | 1 | 0 | Angela Perkins | May 7, 2025 |
| ang perk | Contact | 2 | 0 | Angela Perkins | May 7, 2025 |
| Ang Perk | — | 0 | 0 | Angela Perkins | — |
| Ang Perk | — | 0 | 0 | Joseph Thomas | — |
| Angela Chaffin | Insurance Only Client | 1 | 0 | — | Mar 26, 2025 |
| Angela Eckley | Contact | 1 | 1 | Tyson Blake | Dec 11, 2024 |