Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 24,172 $1.34M 0.07% +4,281 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 23,829 $1.32M 0.25% +420 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 23,635 $1.31M 0.16% +19,597 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 23,413 $1.29M +10,638 Timeline Harbor Asset Planning, Inc. 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Prosperity Capital Advisors 6,690 $370K 0.02% -1,587 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,685 $369K 0.01% +38 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 6,647 $367K 0.29% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,590 $364K 0.14% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,543 $361K 0.09% +503 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,519 $360K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,501 $359K 0.01% +658 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,477 $358K 0.04% +39 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 6,303 $348K 0.13% new 13F-HR Timeline Group LANARK FINANCIAL, INC. 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More: the full row for Financial Concepts Unlimited, Inc. 3,981 $220K 0.2% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,969 $219K 0.02% +15 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,951 $218K <0.01% -561 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,885 $215K 0.04% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,762 $208K 0.2% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,737 $206K <0.01% 0 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,729 $206K 0.04% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,663 $202K 0.03% new 13F-HR Timeline