Clients
2,987 households
| Household | Status | Clients | Accounts | Advisor | Client Added |
|---|---|---|---|---|---|
| Anita Aucourt | Spouse | 2 | 0 | — | Dec 11, 2024 |
| Anita Mills | X Client | 1 | 0 | — | Mar 26, 2025 |
| Anita Parkin | Contact | 1 | 0 | — | Mar 26, 2025 |
| Ann Beyer | CAP Client | 1 | 1 | — | Dec 11, 2024 |
| Anne Case | Contact | 1 | 0 | Jeremy Russell | Mar 26, 2025 |
| ANNE NEUDECKER | X Client | 1 | 0 | — | Mar 26, 2025 |
| Anneke Harvey | X Client | 1 | 0 | — | Mar 26, 2025 |
| Anovaworks | — | 1 | 0 | — | Mar 26, 2025 |
| Anthony and Jeannie Benavidez | X Client | 4 | 0 | — | Mar 26, 2025 |
| Anthony and Phyllis Salas | Contact | 2 | 0 | — | Dec 11, 2024 |
| Anthony Browning | CAP Client | 1 | 1 | — | Dec 11, 2024 |
| Anthony Carrera Rodriguez | CAP Client | 1 | 2 | Joseph Thomas | Feb 21, 2026 |
| Anthony Ferrante | X Client | 1 | 0 | — | Mar 26, 2025 |
| Anthony Garrett | CAP Client | 1 | 1 | Daniel Bennett A. | Mar 26, 2025 |
| Anthony Marrazo | CAP Client | 1 | 4 | — | Dec 11, 2024 |
| Aparajita Sengupta | X Client | 1 | 0 | — | Mar 26, 2025 |
| Apex Physical Therapy | — | 1 | 0 | — | Mar 26, 2025 |
| Apple | — | 1 | 0 | — | Mar 26, 2025 |
| Apple Inc. | — | 1 | 0 | — | Mar 26, 2025 |
| Aqua Science | — | 1 | 0 | — | Mar 26, 2025 |
| Arby's | — | 1 | 0 | — | Mar 26, 2025 |
| Arc of Spokane | — | 1 | 0 | — | Mar 26, 2025 |
| Arnold | Health Insurance Only | 2 | 0 | — | Mar 26, 2025 |
| Arthritis Northwest | — | 1 | 0 | — | Mar 26, 2025 |
| Arthur and Maureen Schmidt | X Client | 2 | 0 | — | Mar 26, 2025 |
| Arvinder Singh and Pardeep Kaur | Spouse | 3 | 1 | Keith Browning | Dec 11, 2024 |
| ASC Machine Tools | — | 1 | 0 | — | Mar 26, 2025 |
| Ashley Carpenter-Julian | CAP Client | 2 | 1 | Keith Browning | Dec 18, 2025 |
| Assisted Residential Services | — | 1 | 0 | — | Mar 26, 2025 |
| Associated Veterinary Medical Center | — | 1 | 0 | — | Mar 26, 2025 |
| Assurance Fitness Repair | — | 1 | 0 | — | Mar 26, 2025 |
| Asuris Northwest | — | 1 | 0 | — | Mar 26, 2025 |
| ATT | — | 1 | 0 | — | Mar 26, 2025 |
| Audra Stewart | CAP Client | 1 | 1 | — | Dec 11, 2024 |
| Aunties Bookstore | — | 1 | 0 | — | Mar 26, 2025 |
| Austin and Ashley Henkel | Spouse | 2 | 7 | Keith Browning | Dec 11, 2024 |
| Auto Auction Associates of MT | X Client | 1 | 0 | — | Mar 26, 2025 |
| Auto Auctions of Montana | CAP 401(k) | 1 | 0 | — | Mar 26, 2025 |
| Auto Brakes, Inc | — | 1 | 0 | — | Mar 26, 2025 |
| Auto Rain | — | 1 | 0 | — | Mar 26, 2025 |
| Autolist | — | 1 | 0 | — | Mar 26, 2025 |
| Automatic | — | 1 | 0 | — | Mar 26, 2025 |
| Avanade, Inc, Seattle | — | 1 | 0 | — | Mar 26, 2025 |
| Avista | — | 1 | 0 | — | Mar 26, 2025 |
| Avista Utilities | — | 1 | 0 | — | Mar 26, 2025 |
| Avista/Volt | — | 1 | 0 | — | Mar 26, 2025 |
| Axiom Drilling Corp | — | 1 | 0 | — | Mar 26, 2025 |
| Badass Farming, LLC. | — | 1 | 0 | — | Mar 26, 2025 |
| Badeaux | Spouse | 2 | 0 | — | Mar 26, 2025 |
| Baden | Medicare | 2 | 0 | — | Mar 26, 2025 |