Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 28,276 $1.05M 0.68% +6,576 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 28,252 $1.05M 0.56% +12,326 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 28,128 $1.05M 0.46% -4,229 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 27,438 $1.04M 0.78% +3,793 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 27,795 $1.03M 0.76% +2,409 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 27,234 $1.01M 0.66% +8,169 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 27,063 $1.01M 0.04% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 26,737 $995K 0.4% +7,098 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 26,406 $982K 0.13% +19,205 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 24,987 $930K 0.01% +5,418 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 24,494 $911K 0.01% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 23,886 $889K 0.14% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 22,979 $855K 0.02% +170 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 22,808 $848K 0.31% +5,773 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,340 $831K <0.01% +93 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,188 $825K <0.01% +5,706 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 20,813 $774K 0.07% new 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 20,390 $759K 0.29% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 19,796 $736K 0.68% +2,211 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 19,625 $730K 0.3% -3,167 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,023 $708K 0.01% +5,506 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,920 $704K <0.01% +2,197 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,385 $684K 0.06% +364 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 18,378 $684K 0.48% +8,950 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 18,300 $681K 0.06% +4 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,231 $678K 0.02% -420 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,166 $676K 0.03% +6,538 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,325 $644K <0.01% +1,825 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 17,302 $644K 0.38% +13 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,715 $634K 0.01% +4,076 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,932 $630K 0.07% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 16,814 $625K 0.23% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,428 $611K <0.01% +9,894 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 16,349 $608K <0.01% +10,426 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 15,992 $595K 0.29% +7,234 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 15,637 $582K 0.1% -30,526 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 15,129 $562K 0.47% -46 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 14,641 $545K 0.27% +12,297 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,457 $538K 0.01% -306 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,407 $536K 0.02% +4,477 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 13,585 $505K 0.15% -601 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,502 $502K 0.01% -2,064 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,501 $502K 0.02% +4,617 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,400 $498K 0.04% +2,300 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 13,386 $498K 0.14% +293 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 12,440 $488K 0.24% +1,190 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,078 $487K 0.01% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,024 $485K 0.08% +1,466 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,853 $478K <0.01% +5,735 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,419 $462K 0.01% -421 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 12,279 $457K 0.37% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 12,190 $453K 0.23% -10,392 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,843 $441K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,793 $439K 0.01% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 11,683 $435K 0.15% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 11,436 $425K 0.06% +1,852 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,367 $423K 0.14% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,346 $385K <0.01% -1,743,726 13F-HR Timeline Group Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 10,305 $383K 0.2% +2,099 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,046 $374K 0.05% new 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,000 $372K 0.1% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,909 $369K <0.01% -2,610 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,894 $368K 0.02% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 9,882 $368K 0.13% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 9,815 $365K 0.27% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,664 $360K <0.01% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 9,500 $353K 0.17% -230 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,477 $353K 0.24% +26 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,335 $347K <0.01% +7,061 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 9,294 $346K 0.05% +34 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,251 $344K 0.02% -516 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,215 $343K 0.01% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,954 $333K 0.08% +66 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,916 $332K 0.01% +7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,900 $331K 0.01% 0 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,567 $319K 0.06% +964 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 8,422 $313K 0.07% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,564 $297K 0.02% +304 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 7,945 $296K 0.29% +1,101 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,819 $291K 0.04% +29 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,206 $268K 0.02% +581 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,109 $264K 0.01% -677 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 7,041 $262K 0.07% -4,503 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,000 $260K <0.01% new 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 6,891 $256K 0.23% +749 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,804 $253K 0.01% +1,106 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 6,763 $252K 0.09% -15,373 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 6,680 $248K 0.17% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,133 $243K 0.01% -5,408 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,530 $243K 0.06% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 6,460 $240K 0.19% 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 6,448 $240K 0.03% +708 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,403 $238K 0.04% +284 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,202 $231K <0.01% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,040 $225K 0.05% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,008 $223K <0.01% +573 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,984 $223K 0.46% +45 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,912 $220K <0.01% +21 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,832 $217K 0.02% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,711 $212K <0.01% new 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 5,643 $210K 0.12% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,500 $205K 0.03% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,424 $202K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,425 $202K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,423 $202K <0.01% new 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 5,499 $201K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,736 $176K <0.01% 0 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 4,726 $176K 0.12% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 3,802 $141K 0.14% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,634 $135K 0.12% +27 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,471 $129K 0.04% +25 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,458 $129K <0.01% +507 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,436 $128K <0.01% +831 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,173 $118K <0.01% +1,481 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 3,009 $112K 0.01% +23 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,002 $112K 0.09% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,864 $107K 0.06% +195 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,646 $98.4K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,598 $96.7K <0.01% +392 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,556 $95.1K <0.01% +2,166 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,423 $90.1K <0.01% +831 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,338 $87K 0.04% +17 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,180 $82.4K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,138 $79.5K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,055 $76.4K <0.01% -43 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,936 $72K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,850 $68.8K <0.01% +171 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,799 $66.9K <0.01% 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,319 $52.5K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,220 $45.4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,148 $42.7K 0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,133 $42.1K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,106 $41.1K 0.01% +785 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,041 $38.7K 0.02% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,027 $38.2K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 960 $35.7K 0.02% -34,157 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 916 $34K 0.01% +232 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 885 $32.9K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 833 $31K 0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 793 $29.5K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 793 $29.5K 0.01% +364 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 788 $29.3K <0.01% +5 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 766 $28.5K 0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 742 $27.6K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 711 $26.4K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 710 $26.4K <0.01% +5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 635 $23.6K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 403 $15K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 368 $13.7K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 318 $12.7K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 300 $11.2K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 297 $11K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 262 $9.74K -6,070 Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 250 $9.3K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 209 $7.76K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 204 $7.59K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 164 $6.08K <0.01% -32 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 161 $5.99K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 151 $5.62K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 136 $4.9K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 130 $4.84K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 122 $4.54K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 119 $4.43K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 118 $4.38K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 97 $3.62K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 78 $2.92K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 67 $2.48K <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 65 $2.43K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 65 $2.43K <0.01% +62 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 61 $2.27K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 52 $1.93K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 47 $1.69K <0.01% -432 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 41 $1.53K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 35 $1.31K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 35 $1.31K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32 $1.15K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 29 $1.09K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 28 $1.04K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $372 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $372 <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9 $335 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3 $111 <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2 $76 <0.01% 0 13F-HR Timeline