Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,339,279 $54.9M +82,967 Timeline MASECO LLP More: the full row for MASECO LLP 903,184 $37M 1.79% +59,678 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 855,197 $35M 4.27% -19,056 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 824,453 $33.8M 3.07% +39,966 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 704,936 $28.9M 5.15% +10,683 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 588,810 $24.1M 3.47% +28,190 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 496,327 $20.3M 0.08% +124,947 13F-HR Timeline Group LongView Asset Management LLC More: the full row for LongView Asset Management LLC 440,495 $18M 12.45% +10,734 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 361,180 $14.8M 3.53% -12,026 13F-HR/A Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 347,565 $14.2M 6.59% +24,617 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 346,434 $14.2M 5.22% +120,050 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 286,947 $11.8M 0.16% -2,162 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 257,374 $10.5M 0.87% +3,230 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 212,342 $8.7M 6.36% +6,312 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 207,933 $8.51M 0.89% -1,421 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 205,546 $8.42M 0.01% +25,539 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 204,413 $8.37M 1.48% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 191,760 $7.91M 0.18% +37,417 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 192,305 $7.87M 1.97% +6,800 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 188,210 $7.71M 4.35% +49,330 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 186,641 $7.64M 2% +851 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 171,850 $7.04M 0.63% -1,526 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 162,946 $6.73M 0.01% +18,897 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,623 $5.19M 0.08% +19,862 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 124,380 $5.09M 0.48% +12,969 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 118,105 $4.84M 0.91% +3,530 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 116,959 $4.79M 0.04% +110,352 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 114,029 $4.67M 0.05% -1,227 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 111,467 $4.56M 1.15% -1,975 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 110,038 $4.51M 0.3% -2,217 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 104,814 $4.29M 2.2% +11,167 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 103,407 $4.23M 0.09% +13,125 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 95,082 $3.89M 0.01% +31,107 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 95,054 $3.89M 0.9% +10,714 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 93,413 $3.83M 0.23% +62,670 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 92,973 $3.81M 0.02% +63,832 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 90,669 $3.71M 0.01% +65,734 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 88,832 $3.64M 0.01% +13,892 13F-HR Timeline Group Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 85,314 $3.49M 0.89% +3,455 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 84,849 $3.48M 0.14% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 83,862 $3.43M 0.17% +3,463 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 81,910 $3.35M 0.35% +431 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 81,571 $3.34M 2.05% +6,747 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 76,265 $3.12M 1.98% -1,094 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 74,452 $3.05M 0.02% -2,253 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 73,412 $3.01M <0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 72,920 $2.99M <0.01% new 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 72,446 $2.95M 0.21% +3,311 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 72,060 $2.95M 0.19% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 70,495 $2.89M 0.07% -182 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 68,853 $2.82M 0.28% +26,965 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 66,739 $2.73M 0.06% -28 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 63,720 $2.61M 0.31% -1,144 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 59,528 $2.44M 0.01% -3,554 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 56,425 $2.31M 0.74% +28 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 54,087 $2.21M <0.01% +8,333 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,117 $2.18M 0.01% +8,053 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 51,048 $2.09M 1.22% +6,645 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 47,971 $1.96M 0.8% -2,713 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 47,635 $1.95M 0.06% +41,698 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 45,937 $1.88M 0.45% -988 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 45,736 $1.87M 0.32% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 45,173 $1.86M <0.01% +702 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 44,683 $1.83M 0.58% +797 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 43,566 $1.78M 0.6% +11,712 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 41,388 $1.69M 0.13% +149 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 35,436 $1.45M 0.08% -1,831 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 35,199 $1.44M <0.01% +5,717 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 35,046 $1.44M 0.91% 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 33,196 $1.36M 0.36% -3,816 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 31,816 $1.3M 0.15% +771 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 29,980 $1.23M 0.35% -246 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 29,587 $1.21M 0.7% +4,871 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 28,780 $1.18M 0.38% +3,398 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29,206 $1.18M 0.13% -780 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 28,613 $1.17M 0.28% +1,315 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,251 $1.07M 0.02% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 24,904 $1.02M 0.75% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 24,876 $1.02M 0.16% +7,421 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,858 $977K <0.01% -33,926 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 23,439 $960K 0.48% +84 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 23,009 $942K 0.05% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 22,980 $941K <0.01% +18,463 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 21,427 $877K 0.07% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,587 $859K 0.02% +554 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 20,847 $854K 0.39% +9 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20,703 $848K 0.18% -365 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 20,439 $837K 0.01% -572 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 20,229 $828K 0.54% +21 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 19,802 $810K 0.32% +114 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 19,590 $802K 0.34% +616 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 17,665 $723K 0.19% +4,592 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 17,585 $720K 0.35% +2,719 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,774 $646K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,629 $640K <0.01% +2,874 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 15,497 $635K 0.1% +554 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 15,239 $624K 0.25% +808 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,257 $622K 0.04% +3,328 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,991 $614K 0.03% -1,603 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 14,683 $612K 0.27% +472 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 14,898 $610K 0.17% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 14,087 $577K 0.33% +77 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 13,808 $565K 0.2% +560 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 13,801 $565K 0.22% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 13,801 $565K 0.22% +21 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,534 $554K 0.02% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 13,000 $539K 0.08% -41 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,924 $529K <0.01% +8,784 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 12,654 $518K 0.05% -1,649 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,624 $517K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,587 $515K <0.01% +51 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,333 $505K <0.01% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,308 $504K 0.03% +3,000 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 12,299 $504K 0.75% +10 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,274 $503K 0.14% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,228 $501K <0.01% -9,687 13F-HR Timeline Group EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,952 $489K 0.14% +68 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 11,826 $484K 0.07% +2,716 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 11,814 $484K 0.18% +41 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11,710 $480K 0.13% +3,335 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,571 $474K 0.03% +861 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,435 $461K 0.01% 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 11,171 $457K 0.4% +348 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 11,002 $451K 0.22% -2,473 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10,976 $449K 0.3% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 10,931 $448K 0.16% +39 13F-HR/A Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,879 $445K 0.15% +67 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 10,700 $438K 0.14% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,255 $423K 0.18% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 10,047 $411K 0.25% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 9,924 $406K 0.2% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,820 $402K 0.05% -1,388 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 9,783 $401K 0.06% +2,482 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 9,646 $395K 0.32% -160 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,558 $391K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,239 $378K 0.05% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,211 $377K <0.01% -198 13F-HR Timeline Group Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,100 $373K 0.07% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 9,049 $371K 0.16% +383 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8,470 $347K 0.11% +286 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,316 $341K 0.02% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 7,887 $323K 0.26% +579 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,885 $323K <0.01% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 7,662 $314K 0.23% +1,806 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,615 $312K 0.1% +88 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 7,400 $303K 0.14% +1 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 7,367 $302K 0.08% +26 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,248 $297K <0.01% -6,088 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,112 $291K <0.01% +15 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 7,104 $291K 0.11% +395 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,892 $282K 0.1% +12 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,814 $279K 0.15% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,813 $279K 0.02% +209 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 6,671 $273K 0.11% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,651 $272K 0.1% +1 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 6,650 $272K 0.03% -1,050 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 6,634 $272K 0.16% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,364 $261K 0.08% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6,206 $254K 0.11% +3 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,196 $254K <0.01% +608 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,996 $246K 0.03% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,867 $240K 0.12% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,832 $239K 0.03% +3 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,045 $238K 0.08% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 5,752 $236K 0.11% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,752 $236K 0.11% +6 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,722 $234K <0.01% new 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,358 $219K <0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,217 $214K 0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,133 $210K 0.08% -393 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,893 $200K 0.02% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,724 $193K 0.11% +3,550 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,495 $184K 0.01% +16 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,159 $170K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,393 $138K 0.03% +88 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,342 $137K 0.05% -50 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,273 $134K 0.05% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,116 $128K 0.05% +2,484 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,077 $126K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,878 $118K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,806 $115K 0.05% -54 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,420 $99.1K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,105 $86.2K <0.01% -1,198 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,391 $56.8K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,300 $53.2K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,133 $46.4K <0.01% -48 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 914 $37.4K 0.02% +213 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 713 $29.2K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 687 $28.1K <0.01% +164 13F-HR/A Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 597 $24.4K 0.01% +3 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 593 $24K <0.01% +287 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 305 $12.5K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 294 $12K <0.01% -1 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 193 $7.9K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $6.14K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 129 $5.28K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 101 $4.15K <0.01% -2 13F-HR Timeline