Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,256,312 $49.5M +532,231 Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 874,253 $34.5M 4.66% -52,807 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 843,506 $33.2M 1.26% 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 784,487 $30.9M 3.25% -304,237 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 694,253 $27.4M 6.32% +20,418 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 560,620 $22.1M 3.37% +30,735 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 429,761 $16.9M 12.8% +4,087 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 373,206 $14.7M 3.75% -6,934 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 371,380 $14.6M 0.06% +97,252 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 322,948 $12.7M 6.76% +7,890 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 289,109 $11.4M 0.17% -9,110 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 254,144 $10M 0.9% +13,989 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 226,384 $8.92M 3.81% +72,686 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 209,354 $8.25M 0.91% +1,212 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 206,030 $8.12M 6.37% +4,971 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 185,790 $7.32M 2.04% +7,318 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 185,505 $7.31M 2.04% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 180,007 $7.09M 0.01% +27,362 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 173,376 $6.83M 0.66% +1,194 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 154,343 $6.04M 0.16% +9,227 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 144,049 $5.68M 0.01% -1,074 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 138,880 $5.47M 3.46% +229 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 134,529 $5.3M 0.01% new 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 115,256 $4.54M 0.05% -5,938 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 114,575 $4.52M 0.95% +12,920 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 113,442 $4.47M 1.23% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 112,255 $4.42M 0.32% +779 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 111,411 $4.39M 0.45% +17,314 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 106,761 $4.21M 0.07% +33,544 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 93,647 $3.69M 2.15% -4,390 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 90,282 $3.56M 0.08% +1,695 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 84,340 $3.32M 0.83% -2,306 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 81,859 $3.23M 0.9% +36,423 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 81,479 $3.21M 0.36% -300 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 80,399 $3.17M 0.17% +8,609 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 77,558 $3.06M 0.74% +21,341 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 77,359 $3.05M 1.97% +6,731 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 76,705 $3.02M 0.02% -4,753 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,940 $2.95M <0.01% -70,571 13F-HR/A Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 74,824 $2.95M 2.14% -13,581 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 70,677 $2.79M 0.08% +3,209 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 69,135 $2.72M 0.22% -815 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 66,767 $2.63M 0.07% -10,155 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 64,864 $2.56M 0.33% -1,027 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 63,975 $2.52M 0.01% +11,773 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 63,082 $2.49M 0.01% +156 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 58,836 $2.32M 1.13% -9,299 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 57,784 $2.28M 0.01% -1,344 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 56,397 $2.22M 0.83% +8,726 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 54,639 $2.15M 0.06% -129,170 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 50,684 $2M 0.87% +554 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 46,925 $1.85M 0.44% -862 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 45,754 $1.8M <0.01% +2,651 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 45,736 $1.8M 0.33% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 44,471 $1.78M <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 45,064 $1.78M 0.01% new 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 44,403 $1.75M 1.08% -4,013 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 43,886 $1.73M 0.6% +937 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 41,888 $1.65M 0.18% -3,953 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 41,239 $1.63M 0.18% +527 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 37,012 $1.48M 0.41% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 37,267 $1.47M 0.09% -540 13F-HR/A Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 31,854 $1.26M 0.5% +16,278 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 31,045 $1.22M 0.15% +386 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 30,743 $1.21M 0.08% +7,890 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 30,226 $1.19M 0.37% +3,353 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29,986 $1.18M 0.14% +116 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 29,482 $1.16M <0.01% +4,473 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 29,141 $1.15M 0.01% -2,066 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 27,298 $1.08M 0.28% -314 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,251 $1.03M 0.02% -423 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 25,382 $1M 0.36% 0 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 24,998 $985K 0.26% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,935 $983K <0.01% +14,599 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 24,904 $981K 0.69% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 24,716 $974K 0.61% +4,084 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 23,355 $920K 0.49% +5,985 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,915 $864K <0.01% -4,831 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 21,068 $830K 0.19% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,011 $828K 0.01% +40 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 20,838 $821K 0.4% -162 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,033 $807K 0.02% +2 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 20,208 $796K 0.59% -358 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 19,688 $775K 0.32% +7,574 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 18,974 $748K 0.34% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 17,455 $687K 0.12% +2,353 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,594 $654K 0.04% +3,607 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,774 $622K 0.01% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 14,943 $589K 0.11% -834 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 14,898 $587K 0.17% -132 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 14,866 $586K 0.3% -186 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 14,431 $569K 0.27% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 14,211 $564K 0.27% -665 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 14,303 $564K 0.07% +954 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,177 $559K <0.01% -9,521 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 14,010 $552K 0.34% -2,785 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 13,780 $543K 0.23% +73 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,534 $533K 0.02% new 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 13,475 $531K 0.28% +488 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,336 $526K <0.01% +6,641 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,248 $522K 0.2% -394 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 13,073 $515K 0.15% +3,019 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 13,041 $511K 0.13% -1,560 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,755 $503K <0.01% +2,000 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,624 $498K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,536 $494K <0.01% +219 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 12,289 $484K 0.79% +215 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,274 $484K 0.15% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,929 $469K 0.04% +2,336 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,884 $468K 0.14% +3,329 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 11,773 $464K 0.2% +2,054 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,560 $456K 0.03% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 11,208 $442K 0.07% -2,286 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10,976 $433K 0.26% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 10,892 $429K 0.17% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 10,823 $427K 0.42% +589 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,812 $426K 0.14% +31 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,728 $423K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,710 $422K 0.04% +90 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 10,700 $421K 0.13% -2,400 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,255 $404K 0.19% -7,604 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 9,924 $391K 0.21% 0 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 9,806 $386K 0.35% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,558 $377K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,409 $371K <0.01% +1,065 13F-HR/A Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,308 $367K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,239 $364K 0.06% -1,021 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 9,110 $359K 0.05% +5,088 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,100 $359K 0.07% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 8,666 $342K 0.16% +1,570 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,375 $330K 0.16% +770 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,316 $328K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8,184 $323K 0.11% +4,336 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 7,885 $311K 0.16% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,700 $303K 0.04% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,527 $297K 0.11% +1,102 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 7,399 $292K 0.16% -28,354 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 7,341 $289K 0.09% +92 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 7,308 $288K 0.25% -121 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 7,301 $288K 0.05% +50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,097 $280K <0.01% +42 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,880 $271K 0.1% -344 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,814 $269K 0.09% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 6,709 $264K 0.11% -284 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 6,671 $263K 0.12% -27 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,650 $262K 0.11% +65 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 6,634 $261K 0.16% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,607 $260K <0.01% -3,803 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,604 $260K 0.02% +290 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,364 $251K 0.09% +20 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6,203 $244K 0.12% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,045 $238K 0.08% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,996 $236K 0.03% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,937 $234K 0.01% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,867 $231K 0.13% -5,090 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,829 $231K 0.04% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,856 $231K 0.18% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,746 $226K 0.11% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,588 $220K <0.01% new 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,526 $218K 0.09% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,517 $178K <0.01% -13,720 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,479 $176K 0.02% +58 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,140 $163K <0.01% +2,766 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,392 $133K 0.05% +18 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,303 $130K <0.01% +287 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,305 $130K 0.03% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,273 $129K 0.05% +394 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,077 $121K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,878 $113K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,860 $113K 0.05% +2,856 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,420 $95.4K 0.01% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,615 $63.6K <0.01% -247 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1,613 $63.6K 0.05% +308 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,391 $54.7K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,300 $51.2K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,181 $46.5K <0.01% -234 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,174 $46.3K 0.03% +125 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 713 $28.1K 0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 701 $27.6K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 632 $24.9K 0.01% +8 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 594 $23.2K 0.01% +7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 523 $20.6K <0.01% +1 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 305 $12K <0.01% +229 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 306 $12K <0.01% +140 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 295 $11.7K <0.01% +294 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 193 $7.61K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $5.91K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 129 $5.08K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 103 $3.98K <0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4 $158 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.