Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,433 $959K 0.07% +9 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 16,263 $949K 0.39% +1,668 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 16,225 $947K 0.09% +1,577 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,200 $945K 0.06% +121 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 16,171 $944K 0.4% -14,775 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16,157 $943K 0.21% +56 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,120 $941K 0.28% -249 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 16,107 $940K 0.1% -68 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 16,050 $937K 0.78% -2,005 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,004 $934K 0.09% +472 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,989 $933K 0.07% +3,831 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,732 $918K 0.25% -259 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,658 $914K 0.03% -1,309 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,658 $914K 0.03% +3,309 13F-HR/A Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 15,655 $913K 0.5% +160 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 15,633 $912K 0.22% +6,344 13F-HR Timeline JMG Financial Group, Ltd. 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More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 14,981 $874K 0.13% +708 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 14,976 $874K 0.11% -845 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,921 $871K 0.02% -1,372 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 14,921 $871K 0.17% +284 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 14,915 $870K 0.08% +1,495 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,790 $863K 0.03% -786 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. 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Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 13,497 $788K 0.27% -1,016 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,487 $787K 0.52% -38,641 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 13,444 $783K 0.12% -661 13F-HR Timeline Truepoint, Inc. 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More: the full row for Valued Retirements, Inc. 13,111 $765K 1.01% +2,977 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,099 $764K 0.09% +160 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,043 $761K 0.11% -945 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13,037 $761K <0.01% new 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,001 $759K 0.43% +30 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 12,975 $757K 0.73% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,954 $756K 0.51% -13 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,779 $756K 0.04% +716 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,948 $756K 0.01% -3,546 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,906 $753K 0.72% -1,076 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 12,891 $752K 0.44% -166 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,848 $750K 0.06% -242 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 12,779 $746K 0.41% +7,608 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 12,780 $746K 0.54% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 12,779 $746K 0.69% +344 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,759 $744K 0.17% -1,165 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 12,744 $744K 0.18% +12,320 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 12,662 $739K 0.42% +799 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,645 $738K 0.19% +33 13F-HR Timeline NWK Group, Inc. 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More: the full row for SFG Wealth Management, LLC. 12,079 $705K 0.34% +156 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 12,452 $705K 0.28% -816 13F-HR Timeline Security National Bank More: the full row for Security National Bank 12,051 $703K 0.13% +201 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,046 $703K 0.24% new 13F-HR Timeline Financial Insights, Inc. 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ALLISON & CO., INC. 11,668 $681K 0.67% +33 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,662 $680K 0.03% -58 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 11,656 $680K 0.06% +225 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,651 $680K 0.06% +395 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,650 $680K 0.07% -21 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,637 $679K 0.36% -94 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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