Sachetta, LLC More: the full row for Sachetta, LLC 44 $2.34K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 44 $2.34K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 43 $2.29K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 43 $2.29K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 40 $2.09K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 38 $2.02K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38 $2.02K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 36 $1.91K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36 $1.91K <0.01% +5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 35 $1.86K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 34 $1.81K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $1.75K <0.01% +22 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 32 $1.7K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 30 $1.59K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 29 $1.52K <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 28 $1.49K <0.01% +6 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 27 $1.44K <0.01% +10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 26 $1.38K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $1.33K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $1.33K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25 $1.3K <0.01% +20 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 24 $1.28K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $1.06K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 31 $1K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 18 $931 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 16 $851 <0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 16 $832 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 15 $798 <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 13 $691 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 12 $638 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 10 $540 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $532 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 10 $527 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9 $482 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $479 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $478 <0.01% +6 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $426 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $63 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $53 <0.01% -37,360 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1 $53 <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 340 $55 -65 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.