21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 6,971 $294K 0.27% +1,073 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 6,915 $292K 0.23% -1,539 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 6,877 $290K 0.18% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,849 $289K <0.01% -2,046 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,770 $286K 0.11% -23 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,728 $284K 0.03% +497 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 6,545 $276K 0.23% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 6,490 $274K 0.24% +260 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 6,475 $273K 0.08% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 6,463 $273K 0.1% +45 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,198 $262K <0.01% new 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 6,140 $259K 0.04% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,117 $258K 0.12% +150 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,042 $255K 0.03% +31 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,994 $253K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,973 $252K <0.01% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 5,854 $247K 0.03% 0 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 5,796 $245K 0.18% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 5,754 $243K 0.06% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,660 $239K <0.01% -5,170 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,579 $236K 0.12% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 5,533 $234K 0.06% -517 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,351 $226K 0.07% +67 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,326 $225K 0.14% -1,358 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,371 $225K <0.01% +2,993 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,311 $224K 0.01% +104 13F-HR/A Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 5,229 $221K 0.07% +507 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,222 $220K 0.02% -440 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,211 $220K 0.03% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,202 $220K 0.02% +38 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,078 $214K 0.03% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,071 $214K 0.1% -634 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,009 $211K 0.13% -7 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,885 $206K <0.01% new 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,885 $206K 0.09% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,381 $185K 0.04% +3,334 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,041 $171K 0.02% -259 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,160 $133K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,740 $116K <0.01% +713 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,664 $112K 0.01% +19 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,572 $109K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,564 $108K <0.01% -972 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,471 $104K 0.05% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,460 $104K 0.05% -164,975 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,025 $85.5K 0.06% +625 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,927 $81.4K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,788 $75.5K 0.01% +12 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,700 $71.7K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,675 $70.7K 0.02% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,586 $67K 0.05% +79 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,550 $65.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,432 $60.4K 0.02% +10 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,351 $57K 0.01% +10 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,249 $52.7K 0.02% -10 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,159 $49K <0.01% -946 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 1,088 $46K 0.03% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,070 $45.2K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 970 $41K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 847 $35.8K <0.01% +6 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 795 $33.6K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 785 $33.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 598 $25.2K 0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 435 $18.4K <0.01% 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 405 $17.1K <0.01% -23 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 379 $16K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 253 $10.7K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 167 $7.05K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $6.33K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 99 $4.18K <0.01% -13,468 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 88 $3.71K <0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 78 $3.29K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 48 $2.03K <0.01% new 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 42 $1.79K <0.01% +8 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 38 $1.6K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 31 $1.31K <0.01% -120 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 20 $844 <0.01% -980 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $42 <0.01% -2,058 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.