Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 9,884 $994K 0.17% +2,384 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,721 $978K 0.11% +7,085 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,441 $949K 0.23% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,346 $940K 0.11% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,326 $938K 0.03% -6,551 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,306 $936K 0.07% new 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,286 $934K 0.66% -300 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 9,192 $923K +4,610 Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 9,104 $916K 0.32% +8 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,063 $911K 0.06% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 9,035 $909K 0.21% -385 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 8,989 $904K 0.85% +2,637 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,940 $899K 0.68% +470 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 8,812 $886K 0.23% +236 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,702 $875K 0.02% -513 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,669 $872K 0.02% -551 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,595 $864K 0.44% +939 13F-HR Timeline Financial Guidance Group, Inc. 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More: the full row for Summa Corp. 8,400 $845K 0.35% -400 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 8,369 $842K 0.11% -2,650 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,290 $834K 0.12% -234 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,237 $828K 0.38% +20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,226 $825K 0.17% +1,319 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,183 $823K 0.18% +1 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,154 $820K 0.24% -698 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,129 $818K 0.01% +84 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,110 $816K 0.05% +17 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 8,105 $815K 0.1% -893 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,025 $807K 0.18% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,019 $806K 0.1% +500 13F-HR/A Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,008 $805K <0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,989 $804K 0.02% +56 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 7,980 $803K 0.32% -370 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,939 $798K 0.03% -3,722 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 7,754 $780K 0.79% -1,911 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,700 $774K 0.03% +1,363 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,652 $770K 0.29% -600 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,614 $766K <0.01% -1,335 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,604 $765K 0.22% +3,291 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 7,600 $763K 0.32% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,569 $761K 0.08% -342 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 7,514 $756K 0.1% -132 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,513 $756K <0.01% +1,669 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 7,475 $752K 0.02% -700 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,491 $752K <0.01% 0 13F-HR Timeline Group Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 7,441 $748K 0.59% -1,087 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,389 $743K 0.12% +530 13F-HR Timeline RFG Holdings, Inc. 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More: the full row for WESCAP Management Group, Inc. 7,194 $724K 0.14% -4,662 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 7,092 $713K 0.28% -2,709 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,087 $713K 0.14% -349 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $704K 0.22% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,900 $694K 0.38% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,898 $694K 0.2% +2,009 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,865 $690K 0.23% +2,686 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,860 $690K 0.12% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 6,828 $687K 0.28% -80 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,715 $675K 0.2% -376 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,613 $665K 0.04% -14,762 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 6,507 $654K 0.63% +13 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,486 $652K 0.11% -3,315 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,447 $648K 0.05% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,388 $642K 0.38% +1,037 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,384 $641K 0.08% +125 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,350 $639K 0.05% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,322 $636K 0.11% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,314 $635K 0.01% -657 13F-HR Timeline Group Valmark Advisers, Inc. 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More: the full row for StoneCrest Wealth Management, Inc. 5,765 $580K 0.25% +29 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,601 $564K -2,253 Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,602 $563K 0.29% +216 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,506 $554K 0.12% -429 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 5,503 $553K 0.1% +2,924 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,433 $546K <0.01% +2,758 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,339 $537K 0.01% +2 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 5,330 $536K 0.1% +1,100 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,295 $533K <0.01% +678 13F-HR/A Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,254 $528K 0.04% +3,100 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 5,250 $528K 0.5% -500 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,236 $527K 0.02% +2,570 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,235 $526K 0.05% +4 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,120 $515K 0.19% -89 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,096 $513K 0.15% -891 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,006 $503K 0.08% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,958 $499K 0.19% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,950 $498K 0.11% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,939 $497K 0.18% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,929 $496K 0.11% +608 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,893 $493K 0.29% +1,464 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,884 $491K 0.15% -45 13F-HR/A Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,878 $491K 0.19% -4,019 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,841 $487K 0.19% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,822 $485K 0.03% -125 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,809 $483K 0.1% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,794 $482K 0.02% -828 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,785 $481K 0.02% +981 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,749 $478K 0.01% +827 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,731 $476K 0.01% +4,730 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 4,717 $474K 0.1% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,710 $474K 0.31% +279 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,691 $472K 0.02% -570 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,688 $471K 0.03% -11,622 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,676 $470K 0.08% +717 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,670 $470K 0.05% -2,382 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,605 $463K 0.1% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,579 $461K 0.03% -240 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,553 $458K 0.07% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 4,493 $452K 0.09% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,449 $447K 0.07% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,404 $443K 0.03% +1,724 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,393 $442K 0.17% +1,326 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,312 $434K 0.06% -5,806 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,296 $432K 0.04% -32 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,282 $431K 0.13% +297 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 4,265 $429K 0.1% -168 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 4,251 $428K 0.27% +630 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,250 $427K 0.03% +630 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,215 $424K 0.11% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,161 $418K 0.03% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,145 $417K 0.07% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,083 $411K 0.15% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,052 $408K 0.01% +7 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,046 $407K 0.08% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,035 $406K <0.01% new 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4,022 $405K 0.05% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,000 $402K 0.03% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,000 $402K 0.08% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,975 $400K 0.06% -500 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,969 $399K 0.06% -2,093 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,935 $396K 0.06% -14 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,919 $394K 0.05% -1,462 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,857 $388K 0.02% -615 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,857 $388K 0.01% new 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 3,835 $386K 0.34% -1,454 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,817 $384K <0.01% +1,819 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,774 $380K 0.03% +112 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,613 $363K 0.16% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,574 $359K 0.11% -384 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,555 $358K 0.03% 0 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 3,544 $356K 0.2% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,535 $356K 0.01% -150 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,520 $354K 0.04% -1,286 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,470 $349K 0.07% -8,791 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,462 $348K 0.05% -1,261 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,454 $347K 0.04% +35 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,443 $346K 0.02% -621 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,433 $345K 0.21% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,410 $343K 0.04% -4,365 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,397 $342K 0.07% 0 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 3,373 $339K 0.26% +35 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,362 $338K <0.01% -166 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,346 $337K 0.01% -98,920 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,326 $335K 0.01% +442 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,286 $330K 0.01% +193 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 3,243 $326K 0.11% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,224 $324K 0.1% -40,922 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,211 $323K 0.27% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,197 $322K 0.13% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,180 $320K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,161 $318K 0.02% -976 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,153 $317K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,151 $317K 0.03% 0 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,150 $317K 0.35% -452 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,129 $315K 0.02% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,113 $313K 0.01% +683 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,097 $311K 0.03% -700 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,092 $311K 0.09% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,090 $311K 0.19% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,066 $308K <0.01% new 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 3,060 $308K <0.01% -9 13F-HR Timeline Group TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 3,060 $308K 0.19% +2 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,058 $307K 0.31% -3,590 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,012 $303K <0.01% +89 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,010 $303K 0.2% +248 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,996 $301K 0.28% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,987 $300K 0.1% -267 13F-HR/A Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,962 $298K 0.2% +31 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,947 $296K 0.13% -5,044 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,938 $295K 0.17% new 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 2,913 $293K 0.09% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,877 $289K 0.12% +193 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,845 $286K <0.01% -1,291 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,834 $285K 0.04% -89,396 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,831 $285K 0.07% +5 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,828 $284K 0.03% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,800 $282K 0.11% +163 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,702 $272K 0.13% -2,064 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. 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