Wellington Grp LLC More: the full row for Wellington Grp LLC 3,212 $637K 0.2% +191 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,176 $630K 0.17% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,175 $629K 0.04% -593 13F-HR Timeline Group Center for Financial Planning, Inc. 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Planning Group LLC 2,550 $505K 0.15% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,545 $504K 0.03% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,541 $504K 0.09% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,525 $501K 0.02% +293 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,515 $499K 0.19% 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,509 $497K 0.03% -1,105 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,506 $497K 0.1% -692 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,492 $494K 0.29% +8 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,488 $493K 0.2% +1,379 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,487 $493K 0.03% -90 13F-HR Timeline Kera Capital Partners, Inc. 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LLC 2,405 $477K 0.03% +513 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,401 $476K 0.03% +732 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,401 $476K 0.16% +859 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,400 $476K 0.01% 0 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,335 $470K 0.07% -643 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,369 $470K 0.03% +637 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,344 $465K 0.01% -41 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,340 $464K 0.24% +524 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,338 $464K 0.17% -391 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,336 $463K 0.17% 0 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,328 $462K 0.07% +1,231 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,327 $461K 0.18% -54 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,266 $459K 0.01% -149 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,310 $458K 0.13% +29 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,308 $458K 0.05% -210 13F-HR Timeline Northwest Bancshares, Inc. 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