True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,436 $36.5K 0.01% -71 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,373 $34.9K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,300 $33.1K 0.03% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,181 $30.1K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,111 $28.3K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,026 $26.1K <0.01% +268 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,010 $25.7K 0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,000 $25.4K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 841 $21.4K 0.01% +813 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 68 $1.73K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 64 $1.63K <0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 59 $1.5K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 55 $1.4K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 51 $1.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 49 $1.25K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 43 $1.09K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 40 $1.02K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $942 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 36 $916 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 31 $789 <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 31 $789 <0.01% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 30 $764 <0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 29 $738 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 25 $636 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 20 $509 <0.01% new 13F-HR/A Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 17 $433 <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3 $76 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $25 <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $25 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 0 $0 0% -26,745 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.