Clients
2,987 households
| Household | Status | Clients | Accounts | Advisor | Client Added |
|---|---|---|---|---|---|
| Baden Sports, Inc | — | 1 | 0 | — | Mar 26, 2025 |
| Baker | Medicare | 2 | 0 | — | Mar 26, 2025 |
| Baltins | Medicare | 2 | 0 | — | Mar 26, 2025 |
| Banner Bank | — | 1 | 0 | — | Mar 26, 2025 |
| Baptist health south | — | 1 | 0 | — | Mar 26, 2025 |
| Barak Carter | X Client | 1 | 2 | — | Dec 11, 2024 |
| Barbara and Carl Nehrling | CAP Spouse | 3 | 12 | — | Dec 11, 2024 |
| Barbara Decker | X Client | 1 | 0 | — | Mar 26, 2025 |
| Barbara Kremenezky | X Client | 1 | 0 | — | Mar 26, 2025 |
| Barbara L Vold | Contact | 1 | 0 | Joseph Thomas | Feb 25, 2026 |
| Barbara McDevitt | CAP Client | 1 | 1 | — | Dec 11, 2024 |
| Barbara Mikolajczyk | X Client | 1 | 0 | — | Mar 26, 2025 |
| Barrister Winery | — | 1 | 0 | — | Mar 26, 2025 |
| BaseUp Technologies | — | 1 | 0 | — | Mar 26, 2025 |
| Basin Pacific | — | 1 | 0 | — | Mar 26, 2025 |
| BASIN TAX & ACCOUNTING PLLC | — | 1 | 0 | — | Mar 26, 2025 |
| Basin Technical Services, LLC | — | 1 | 0 | — | Mar 26, 2025 |
| Battelle Memorial Institue | — | 1 | 0 | — | Mar 26, 2025 |
| BB Luxury Transportation Services | — | 1 | 0 | — | Mar 26, 2025 |
| BDINCORP | — | 1 | 0 | — | Mar 26, 2025 |
| BDL Rep Group | — | 1 | 0 | — | Mar 26, 2025 |
| Beatrice Koempel-Thomas | CAP Client | 1 | 3 | Alex Foust | Dec 11, 2024 |
| Becca Ball | Contact | 1 | 0 | — | Mar 26, 2025 |
| Beck | Spouse | 2 | 0 | — | Mar 26, 2025 |
| Becky Andrews | Spouse | 2 | 0 | — | Dec 11, 2024 |
| Becky Hunt | Spouse of Client | 2 | 3 | — | Dec 11, 2024 |
| Becky Williams | CAP Client | 2 | 2 | — | Dec 11, 2024 |
| BECU | — | 1 | 0 | — | Mar 26, 2025 |
| Beiber | — | 1 | 0 | — | Mar 26, 2025 |
| Belcan | — | 1 | 0 | — | Mar 26, 2025 |
| Belles | Medicare | 2 | 0 | — | Mar 26, 2025 |
| Bellevue PD | — | 1 | 0 | — | Mar 26, 2025 |
| Bellevue Police | — | 1 | 0 | — | Mar 26, 2025 |
| Bellevue Police Department | — | 1 | 0 | — | Mar 26, 2025 |
| Belsby Engineering | Contact | 1 | 0 | — | Mar 26, 2025 |
| Ben and Kelcey Boyce | X Client | 2 | 0 | — | Mar 26, 2025 |
| Benjamin Buck | CAP Client | 1 | 3 | — | Dec 11, 2024 |
| Benoit | Spouse | 2 | 0 | — | Mar 26, 2025 |
| Bent Tree Country Club | — | 1 | 0 | — | Mar 26, 2025 |
| Benton Development | — | 1 | 0 | — | Mar 26, 2025 |
| Benton Development Inc | — | 1 | 0 | — | Mar 26, 2025 |
| Berg Manufacturing | — | 1 | 0 | — | Mar 26, 2025 |
| Berglund | Spouse | 2 | 0 | — | Mar 26, 2025 |
| Berkana LLC | — | 1 | 0 | — | Mar 26, 2025 |
| Berkana LLC 401k | Employer | 1 | 0 | — | Mar 26, 2025 |
| Bernice Alissandratos | Deceased | 1 | 0 | — | Mar 26, 2025 |
| Betty Bylund | CAP Client | 1 | 1 | — | Dec 11, 2024 |
| Beverly Himick | Contact | 1 | 0 | — | Mar 26, 2025 |
| Big Table | — | 1 | 0 | — | Mar 26, 2025 |
| Bigfoot Counseling | — | 1 | 0 | — | Mar 26, 2025 |