Rise Advisors, LLC More: the full row for Rise Advisors, LLC 299 $24.2K 0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 267 $21.6K 0.01% +223 13F-HR Timeline First Command Advisory Services, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 187 $15.1K 0.01% +24 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 186 $15.1K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 180 $14.6K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 177 $14.3K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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A. 75 $6.07K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 80 $6K <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 74 $5.99K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,897 $5.58K <0.01% -46 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 67 $5.42K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 66 $5.34K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 65 $5.25K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 64 $5.21K <0.01% +12 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70 $5K <0.01% +16 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 56 $5K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 61 $4.94K <0.01% new 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 60 $4.86K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 59 $4.78K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 58 $4.69K <0.01% -62 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 54 $4.35K <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 53 $4.29K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for TFC Financial Management, Inc. 34 $2.77K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 32 $2.59K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 32 $2.57K <0.01% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 31 $2.51K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 30 $2.43K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 27 $2.21K <0.01% +7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 25 $2.02K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 25 $2.02K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14 $2K <0.01% -14 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 24 $1.94K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 24 $1.94K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 23 $1.86K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 21 $1.67K <0.01% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 20 $1.62K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $1.62K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 19 $1.51K <0.01% -125 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 17 $1.39K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17 $1.38K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14 $1.15K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12 $972 <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. 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More: the full row for LANARK FINANCIAL, INC. 4 $355 0.03% -4,453 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 436 $353 0.02% 0 13F-HR/A Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4 $324 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $243 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $243 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $162 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $67 <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.