New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 7,301 $1.16M 0.53% +2 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,295 $1.16M 0.38% -1 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 7,293 $1.16M 0.25% -258 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7,257 $1.16M 0.37% -230 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,246 $1.15M 0.27% +406 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 7,245 $1.15M 0.1% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,236 $1.15M 0.68% -61 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,231 $1.15M 0.18% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,217 $1.15M 0.47% +16 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,211 $1.15M 0.07% -118 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,198 $1.15M 0.7% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 7,194 $1.15M 0.76% +7 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,190 $1.15M 0.36% -583 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7,179 $1.14M 0.83% -213 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 7,171 $1.14M 0.76% -230 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,170 $1.14M 0.13% -78 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,151 $1.14M 0.48% +449 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,147 $1.14M 0.08% -213 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 7,117 $1.13M 0.55% -310 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 7,113 $1.13M 0.49% -27 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,106 $1.13M 0.07% +1,513 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,106 $1.13M 0.22% -5,675 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 7,105 $1.13M 0.21% -165 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 7,096 $1.13M 0.25% -702 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 7,086 $1.13M 0.27% -665 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 7,085 $1.13M 0.84% -100 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,083 $1.13M 0.65% -767 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,076 $1.13M 0.13% +1,714 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,067 $1.13M 0.28% -1,270 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,048 $1.12M 0.19% -1 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 7,024 $1.12M 0.06% -329 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,998 $1.12M 0.03% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 7,018 $1.12M 0.19% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,007 $1.12M 0.07% -1,778 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 7,000 $1.12M 0.06% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 6,994 $1.11M 0.28% +2,816 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 6,963 $1.11M 0.52% -4,692 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,967 $1.11M 0.1% -33 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,964 $1.11M 0.17% -133 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,964 $1.11M 0.13% +367 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,953 $1.11M 0.12% -482 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 6,948 $1.11M 0.49% -59 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,947 $1.11M 0.75% +13 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,943 $1.11M 0.36% -51 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 6,928 $1.1M 0.05% new 13F-HR/A Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 6,915 $1.1M 0.35% +557 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,910 $1.1M 0.57% +1,915 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,836 $1.1M 0.43% +1,700 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,894 $1.1M 0.14% +11 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 6,893 $1.1M 0.3% +1,966 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,882 $1.1M 0.28% +19 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,878 $1.1M 0.38% -42 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,874 $1.1M 0.23% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 6,871 $1.09M 0.09% -766 13F-HR/A Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 7,259 $1.09M 0.49% -1,028 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 6,864 $1.09M 1.04% +1,954 13F-HR/A Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,862 $1.09M 0.48% -47 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 6,862 $1.09M 0.13% +33 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,858 $1.09M 0.17% +88 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,857 $1.09M 0.41% -12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,853 $1.09M 0.17% +236 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,854 $1.09M 0.3% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,847 $1.09M 0.46% -262 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,834 $1.09M 0.36% -100 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,822 $1.09M 0.09% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 6,817 $1.09M 1.19% 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,814 $1.09M 0.54% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,811 $1.09M 0.39% +15 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,808 $1.08M 0.3% -1,064 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 6,802 $1.08M 0.15% -373 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,802 $1.08M 0.07% +8 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 6,794 $1.08M 0.5% -224 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 6,788 $1.08M 0.1% -97 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,752 $1.08M 0.92% -306 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 6,746 $1.07M 0.39% +371 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,732 $1.07M 0.16% -73 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,723 $1.07M 0.87% +9 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,722 $1.07M 0.5% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,747 $1.07M 0.97% +191 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,685 $1.06M 0.25% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,681 $1.06M 0.2% +125 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,680 $1.06M 0.42% -67 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,676 $1.06M 0.56% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,652 $1.06M 0.4% -365 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,760 $1.06M 0.5% +182 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,586 $1.06M 0.17% +980 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,623 $1.06M 0.21% +1,047 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,613 $1.05M 0.37% -176 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 6,597 $1.05M 1.23% -655 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,597 $1.05M 0.09% +211 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 6,586 $1.05M 0.24% -7,366 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 6,581 $1.05M 0.12% -209 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,566 $1.05M 0.31% -324 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,549 $1.04M 0.15% -750 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,535 $1.04M 0.72% -110 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,503 $1.04M 0.15% -68 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 6,519 $1.04M 0.38% +7 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 6,412 $1.04M 0.46% +4 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 6,508 $1.04M 0.42% -436 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,486 $1.03M 0.05% +42 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,482 $1.03M 0.62% +108 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 6,480 $1.03M 0.81% -200 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,475 $1.03M 0.08% -101 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,471 $1.03M 0.87% +29 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,471 $1.03M 0.79% +26 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 6,470 $1.03M 0.64% +29 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,467 $1.03M 0.12% +1,811 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,700 $1.03M 0.67% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,464 $1.03M 0.83% -11 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,461 $1.03M 0.66% +1,635 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,444 $1.03M 0.78% -645 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,441 $1.03M 0.21% -25 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,431 $1.02M 0.21% +915 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,418 $1.02M 0.35% +100 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 6,414 $1.02M 0.13% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 6,410 $1.02M 0.98% -500 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,409 $1.02M 0.07% -156 13F-HR/A Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,409 $1.02M 0.51% +1,431 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 6,407 $1.02M 0.44% +70 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,402 $1.02M 0.37% +977 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,385 $1.02M 0.09% +238 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,378 $1.02M 0.57% -59 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,377 $1.02M 0.6% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 6,357 $1.01M 0.05% -12 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,924 $1.01M 1.15% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 6,339 $1.01M 0.12% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,321 $1.01M 0.22% +167 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,320 $1.01M 0.49% +35 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,313 $1.01M 0.07% -3,152 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 6,308 $1M 0.52% -245 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,303 $1M 0.32% -377 13F-HR/A Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,302 $1M 0.77% -77 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,302 $1M 0.72% -68 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 7,747 $1M 0.61% -288 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,282 $1M 0.18% +699 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 6,262 $998K 0.48% -51,992 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,261 $998K 0.45% -294 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 6,259 $997K 0.18% -2,312 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,250 $996K 0.8% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 6,251 $996K 0.19% -100 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,301 $995K 0.55% -1,059 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,240 $994K 0.11% -3 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,233 $993K 0.05% -307 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,226 $992K 0.43% +2 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,223 $991K 0.12% +845 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,213 $990K 0.85% -1,173 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,209 $989K 0.02% +4,557 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 6,209 $989K 0.41% +1 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,208 $989K 0.82% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,232 $988K 0.36% -33 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 6,203 $988K 0.45% -736 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,199 $988K 0.52% +61 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,182 $985K 0.73% -1,493 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,175 $984K 0.36% -38 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,151 $980K 0.61% +9 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,144 $979K 0.33% +1,016 13F-HR/A Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 6,140 $978K 0.17% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,137 $978K 0.44% -130 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 6,132 $977K 0.15% +373 13F-HR/A Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,170 $977K 0.37% +353 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,127 $976K 0.43% -9 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,100 $972K 0.05% +17 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 6,084 $969K 0.45% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,079 $969K 0.77% +970 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,077 $968K 0.19% +75 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,076 $968K 0.73% +967 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 6,073 $967K 0.55% -91 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,058 $965K 0.09% -216 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,053 $964K 0.12% +46 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,037 $962K 0.21% +3,759 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,031 $961K 0.16% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,029 $961K 0.17% +1,414 13F-HR Timeline Davies Financial Advisors, Inc. 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