Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,301,232 $56.6M +2,893 Timeline MASECO LLP More: the full row for MASECO LLP 987,534 $41.8M 1.31% +40,602 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 931,193 $39.5M 3.57% +65,905 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 840,411 $35.6M 4% -14,493 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 795,001 $33.7M 0.13% +69,271 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 759,106 $32.2M 5.98% +17,225 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 586,104 $24.9M 2.27% +3,478 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 416,169 $17.6M 0.09% +410,593 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 403,966 $17.1M 6.2% +13,667 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 389,981 $16.5M 7.17% +32,651 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 350,032 $14.8M 3.51% -5,395 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 289,911 $13.3M 0.2% +77,453 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 275,277 $11.7M 0.01% +247,273 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 270,790 $11.5M 0.06% +175,852 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 263,782 $11.2M 0.16% -22,096 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 233,159 $9.9M 0.48% new 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 213,685 $9.06M 6.36% -1,350 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 212,964 $9.03M 0.55% +1,374 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 194,032 $8.23M 3.94% +2,110 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 193,609 $8.21M 1.99% -4,884 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 182,884 $7.75M 0.01% +59,604 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 181,791 $7.71M 0.78% -8,629 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 180,145 $7.64M 1.88% -1,803 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 155,658 $6.6M 0.09% +1,170 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 151,856 $6.51M 0.01% -20,221 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 151,947 $6.44M 0.57% -3,287 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 131,783 $5.59M 0.03% +12,433 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 120,223 $5.53M 2.28% -1,340 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 125,123 $5.31M 0.93% +3,193 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 114,853 $4.87M 0.01% +1,301 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 111,707 $4.74M 0.05% -607 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 111,418 $4.72M 0.09% +1,403 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 110,286 $4.68M 1.11% +552 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 110,007 $4.66M 0.31% +3,847 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 108,155 $4.59M 0.24% -370 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 104,202 $4.42M <0.01% +18,140 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 101,989 $4.32M 3.69% -647 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 127,028 $4.23M 0.01% +34,871 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 97,803 $4.15M 0.01% +89,547 13F-HR Timeline Group Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 94,894 $4.02M 2.12% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 93,254 $3.95M 0.24% +7,266 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 92,901 $3.94M 0.87% -3,141 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 92,749 $3.93M 0.28% -16,522 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 91,590 $3.88M 0.96% -67 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 87,640 $3.72M 0.08% new 13F-HR/A Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 85,036 $3.61M 0.35% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 84,723 $3.59M 0.02% +1,569 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 76,056 $3.22M 0.18% -6,914 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 74,684 $3.17M 1.81% -1,075 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 73,252 $3.11M 0.19% -1,543 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 69,153 $2.93M 0.26% +5 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 65,819 $2.79M 0.88% +16,598 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 64,067 $2.72M 0.06% -2,494 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 63,413 $2.69M 0.35% -2,619 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 58,630 $2.49M <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 58,386 $2.48M 0.02% -988 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 53,666 $2.27M 0.07% +40,517 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 52,794 $2.24M 2.29% +2,712 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,275 $2.17M <0.01% +3,597 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 49,134 $2.08M 0.06% -1,472 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 46,683 $1.98M 0.67% -9 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 46,669 $1.98M 0.56% -45,075 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 46,433 $1.97M 0.56% +17,653 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 45,887 $1.95M 0.36% +151 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 43,606 $1.85M <0.01% +4,549 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,499 $1.84M <0.01% +87 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 43,120 $1.83M 0.44% -594 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 39,371 $1.67M 0.13% +94 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 38,934 $1.65M 0.63% -9,020 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 38,480 $1.63M 0.9% +1,252 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 38,019 $1.61M 0.88% -13,088 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 34,679 $1.47M 0.38% +3,130 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 33,427 $1.45M 0.25% +318 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 33,556 $1.42M 1.34% -1,026 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 32,650 $1.38M 0.75% +2,559 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 32,158 $1.36M 0.08% -1,482 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 30,650 $1.3M 0.14% -186 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 30,163 $1.28M <0.01% -35,433 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 30,100 $1.28M 0.17% +1,335 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 30,045 $1.27M 0.52% +9,151 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,477 $1.25M <0.01% +12,904 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 28,400 $1.23M 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 28,590 $1.21M 0.06% +11,204 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28,579 $1.21M 0.13% +1,304 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,399 $1.19M 0.03% +776 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27,249 $1.18M 0.01% +1,444 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 26,243 $1.11M 0.22% -363 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 25,075 $1.06M 0.48% +60 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 24,904 $1.06M 0.86% 0 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 24,806 $1.05M 0.57% +465 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 24,317 $1.03M 0.08% +1,627 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 22,868 $969K 0.34% +771 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,697 $962K <0.01% 0 13F-HR/A Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 19,804 $894K 0.05% +1,333 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 20,550 $871K 0.1% +77 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,336 $828K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 19,505 $827K <0.01% +183 13F-HR Timeline Group Flagstone Financial Management More: the full row for Flagstone Financial Management 19,131 $811K 0.2% -16 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 19,131 $811K 0.38% +1,882 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,563 $787K 0.01% +15,685 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 17,929 $760K 0.43% +240 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 17,760 $753K 0.3% -1,464 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,752 $753K <0.01% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 17,300 $734K 0.01% -3,044 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 17,255 $732K 0.33% +6,880 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 17,191 $729K 0.07% -571 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 17,131 $726K 0.17% +4,028 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 16,918 $717K 0.74% -1,135 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 16,901 $717K 0.64% +42 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,774 $706K 0.01% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 16,611 $704K 0.35% -1,332 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 16,340 $693K 0.14% -2,114 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 14,915 $676K 0.24% +95 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 15,867 $673K 0.24% +1,159 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,792 $670K 0.01% -4,427 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 15,743 $668K 0.26% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 15,462 $656K 0.1% +61 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 14,804 $628K 0.16% -94 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 14,265 $605K 0.25% +1,808 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 13,884 $589K 0.21% +27 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,401 $579K 0.09% +22 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 13,573 $575K 0.2% +8,440 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 13,031 $553K 0.41% +4,838 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,014 $552K <0.01% +390 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,773 $542K <0.01% +41 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 12,547 $532K 0.07% +949 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,535 $531K 0.03% -2,605 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,408 $526K 0.03% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 12,274 $520K 0.13% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 12,259 $520K 0.06% +953 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 11,929 $506K 0.18% +53 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,814 $501K 0.07% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11,799 $500K 0.2% +28 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 11,791 $500K 0.13% -124 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11,707 $496K 0.18% +719 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 11,440 $485K 0.71% +228 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,317 $480K <0.01% +1,358 13F-HR Timeline Group Financial Plan, Inc. More: the full row for Financial Plan, Inc. 11,203 $475K 0.05% +1,569 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 11,116 $471K 0.38% -555 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,975 $465K 0.16% +3,439 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 10,700 $454K 0.14% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,656 $452K <0.01% -1,919 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 10,577 $448K 0.21% +5,236 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 10,522 $446K 0.16% +3,636 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,341 $438K 0.01% -527 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,329 $438K 0.3% -18 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,255 $435K 0.16% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 10,132 $430K 0.13% -955 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 9,813 $416K 0.15% +1,142 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 9,742 $413K 0.24% +217 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 9,605 $407K 0.23% +2,971 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,558 $405K <0.01% 0 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 9,144 $388K 0.21% -55 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 9,129 $387K 0.29% -421 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,100 $386K 0.06% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,087 $385K 0.05% -152 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,997 $381K <0.01% +7,713 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 8,972 $380K 0.16% -52,845 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 8,910 $378K 0.19% +8,039 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,304 $352K <0.01% new 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,070 $342K 0.1% +321 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 7,912 $335K 0.03% -1,870 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,892 $335K 0.12% +1,338 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 7,468 $317K 0.08% -123 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7,467 $317K 0.18% -1,287 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 7,384 $313K 0.1% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,221 $306K 0.02% +126 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,809 $304K 0.04% +894 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,143 $303K <0.01% +10 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,814 $289K 0.15% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,806 $289K 0.01% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 6,791 $288K 0.04% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,741 $286K <0.01% +867 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6,698 $284K 0.08% -330 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,695 $284K <0.01% +292 13F-HR Timeline Group Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 6,375 $270K 0.03% -3,496 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,300 $267K 0.08% -64 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,285 $266K <0.01% +354 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,207 $263K 0.02% +1,507 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 6,200 $263K 0.03% -150 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,106 $259K <0.01% new 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 6,081 $258K 0.05% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,008 $255K 0.01% +1,050 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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DAVIDSON & CO. 5,916 $251K <0.01% -799 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 5,765 $244K 0.2% +2 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,723 $243K 0.08% -1,238 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,686 $241K 0.02% -210 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,491 $233K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,480 $232K 0.21% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,428 $230K 0.09% -217 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,182 $220K <0.01% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,097 $216K 0.15% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 5,051 $214K 0.09% -1,155 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,948 $210K 0.04% -26 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,914 $208K 0.1% +149 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,738 $201K 0.1% -1,149 13F-HR Timeline Washington Trust Advisors, Inc. 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