Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,298,339 $55.6M -40,940 Timeline MASECO LLP More: the full row for MASECO LLP 946,932 $40.6M 1.77% +43,748 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 865,288 $37.1M 3.37% +40,835 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 854,904 $36.6M 4.11% -293 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 741,881 $31.8M 6.22% +36,945 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 725,730 $31.1M 0.12% +229,403 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 582,626 $25M 2.45% -6,184 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 423,719 $18.2M 12.66% -16,776 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 390,299 $16.7M 5.91% +43,865 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 357,330 $15.3M 7.11% +9,765 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 355,427 $15.2M 3.37% -5,753 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 285,878 $12.2M 0.16% -1,069 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 215,035 $9.21M 6.55% +2,693 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 212,458 $9.1M 0.18% +20,698 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 211,590 $9.07M 0.56% +7,177 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 198,493 $8.5M 2.04% +6,188 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 191,922 $8.22M 4.17% +3,712 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 190,420 $8.16M 0.83% -17,513 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 181,948 $7.8M 1.96% -4,693 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 178,466 $7.65M 0.64% +6,616 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 172,077 $7.54M 0.01% +9,131 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 155,234 $6.65M 0.6% +30,854 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 154,488 $6.62M 0.1% +27,865 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 147,974 $6.34M 0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 131,333 $5.63M <0.01% +58,413 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 123,280 $5.28M 0.01% +32,611 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 121,930 $5.22M 0.94% +3,825 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 121,563 $5.21M 2.42% +16,749 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 119,350 $5.11M 0.04% +2,391 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 109,734 $4.91M 1.15% -1,733 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 113,552 $4.87M 0.01% +18,470 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 112,314 $4.81M 0.05% -1,715 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 110,015 $4.71M 0.08% +6,608 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 109,271 $4.68M 0.31% -767 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 108,525 $4.65M 0.26% +15,112 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 106,160 $4.55M 0.3% +34,100 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 102,636 $4.4M 3.74% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 96,042 $4.11M 0.92% +988 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 94,938 $4.07M 0.02% +20,486 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 91,744 $4.02M 0.59% +47,061 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 92,157 $3.95M 0.01% +3,325 13F-HR/A Timeline Group Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 91,657 $3.93M 0.97% +6,343 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 86,062 $3.69M <0.01% +63,082 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 85,988 $3.68M 0.22% +2,126 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 83,154 $3.56M 0.02% -9,819 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 82,970 $3.55M 0.21% +59,961 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 75,759 $3.25M 1.84% -506 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 74,795 $3.2M 0.21% +2,349 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 69,148 $2.96M 0.28% +295 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 66,561 $2.85M 0.06% -178 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 66,032 $2.83M 0.33% +2,312 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 65,596 $2.81M 0.01% +12,479 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 61,817 $2.65M 1.42% -19,754 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 59,374 $2.54M 0.02% -154 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 51,107 $2.19M 1.23% +59 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 50,606 $2.17M 0.07% +2,971 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 50,082 $2.15M 2.23% 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 49,221 $2.11M 0.64% +5,655 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 47,954 $2.05M 0.8% -17 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 47,678 $2.04M <0.01% -6,409 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 45,736 $1.96M 0.34% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,412 $1.9M <0.01% -1,761 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 43,714 $1.87M 0.44% -2,223 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 39,786 $1.7M 1.75% 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 46,692 $1.69M 0.59% -9,733 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 39,277 $1.68M 0.13% -2,111 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 39,057 $1.67M <0.01% +3,858 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 37,228 $1.6M 0.84% +2,182 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 34,582 $1.48M 1.38% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,640 $1.44M 0.08% -1,796 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 33,109 $1.42M 0.37% -87 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 31,549 $1.35M 0.36% +1,569 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 31,166 $1.34M 0.49% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 30,836 $1.32M 0.14% -980 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 30,091 $1.29M 0.71% +504 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 28,780 $1.23M 0.37% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 28,765 $1.23M 0.17% +3,889 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,004 $1.2M <0.01% -177,542 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27,275 $1.17M 0.13% -1,931 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 25,623 $1.15M 0.03% +5,036 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 26,606 $1.14M 0.26% -2,007 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,805 $1.11M 0.01% -446 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 25,015 $1.07M 0.49% +1,576 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 24,904 $1.07M 0.85% 0 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 24,341 $1.04M 0.59% +4,112 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,697 $972K <0.01% -1,161 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 22,690 $972K 0.08% +1,263 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 22,097 $946K 0.33% +2,295 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 20,894 $895K 0.38% +47 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 20,473 $877K 0.11% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 20,344 $872K 0.01% -95 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 20,219 $866K 0.01% +12,334 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,336 $828K 0.02% +14,119 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 19,322 $828K <0.01% +7,094 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 19,224 $824K 0.33% -366 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 19,147 $820K 0.21% +1,482 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,471 $817K 0.05% +3,214 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 18,454 $791K 0.16% -2,249 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 18,053 $773K 0.79% 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 17,943 $769K 0.42% new 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 17,762 $761K 0.07% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 17,689 $758K 0.42% +3,602 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17,386 $745K 0.04% +5,815 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 17,249 $739K 0.34% -336 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 16,859 $722K 0.68% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,573 $710K <0.01% +944 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 14,820 $685K 0.26% +137 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,774 $676K 0.01% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 15,743 $675K 0.26% +504 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 15,401 $660K 0.1% -96 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,140 $649K 0.03% +149 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 14,898 $638K 0.17% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,708 $630K 0.22% +900 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 13,857 $594K 0.22% +56 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,379 $573K 0.1% +7,334 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,149 $563K 0.02% -71,700 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 13,103 $561K 0.13% +103 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,732 $546K <0.01% +145 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,624 $541K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,575 $539K <0.01% -349 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 12,457 $534K 0.24% +1,455 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,408 $532K 0.03% +100 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,274 $526K 0.14% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,915 $510K 0.14% -37 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 11,876 $509K 0.19% +62 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,814 $506K 0.07% +2,031 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11,771 $504K 0.21% +61 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 11,671 $500K 0.43% +500 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 11,598 $497K 0.07% -228 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 11,306 $484K 0.06% +6,413 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 11,212 $480K 0.68% -1,087 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 11,087 $475K 0.15% +208 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 10,988 $471K 0.17% +57 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,868 $466K 0.01% -567 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 10,700 $458K 0.14% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 10,375 $445K 0.21% +451 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,347 $443K 0.3% +2,685 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,255 $439K 0.17% 0 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,959 $427K <0.01% +748 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,871 $423K 0.05% +51 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 9,782 $419K 0.04% -2,872 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 9,634 $413K 0.05% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,558 $409K <0.01% 0 13F-HR Timeline Group Outbound Financial Inc More: the full row for Outbound Financial Inc 9,550 $409K 0.32% -96 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 9,525 $408K 0.25% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,239 $396K 0.06% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 9,199 $394K 0.22% -848 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,100 $390K 0.07% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 8,754 $375K 0.23% -2,222 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 8,671 $371K 0.14% -378 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,316 $356K 0.02% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,256 $354K <0.01% +2,060 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 8,193 $351K 0.26% +306 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,749 $332K 0.1% +134 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 7,591 $325K 0.09% +224 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 7,536 $323K 0.12% +432 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,178 $308K 0.02% +365 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,133 $306K <0.01% +21 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,095 $304K 0.03% +2,600 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7,028 $301K 0.09% -1,442 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,961 $298K 0.1% +69 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 6,886 $295K 0.12% +215 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,814 $292K 0.17% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,715 $288K <0.01% +1,357 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 6,634 $284K 0.15% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,554 $281K 0.1% -97 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,403 $274K <0.01% +6,109 13F-HR/A Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,364 $273K 0.08% 0 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 6,350 $272K 0.03% -300 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 6,206 $266K 0.11% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,915 $261K 0.03% +83 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 5,996 $257K 0.03% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,931 $254K <0.01% +209 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,896 $253K 0.02% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,887 $252K 0.12% +20 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,874 $252K <0.01% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 5,763 $247K 0.21% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,645 $242K 0.1% -107 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,576 $239K <0.01% 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 5,341 $236K 0.12% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,133 $220K 0.08% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,974 $213K 0.04% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,958 $212K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,765 $204K 0.1% +41 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,700 $201K 0.02% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,181 $179K 0.01% +22 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,444 $148K 0.05% +171 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,385 $145K 0.05% +43 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,401 $145K 0.03% +8 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,262 $140K 0.05% +146 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,077 $132K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,878 $123K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,855 $123K 0.04% +49 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,542 $109K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,116 $90.7K <0.01% +11 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,460 $62.6K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,391 $60K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,300 $55.7K 0.03% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,284 $55K <0.01% +691 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,133 $48.5K <0.01% 0 13F-HR Timeline