Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 411,612 $32.4M 3.37% +6,078 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 236,631 $18.6M 9.19% +1,371 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 217,012 $17.1M 0.01% +3,459 13F-HR Timeline Group BWM Planning, LLC More: the full row for BWM Planning, LLC 205,011 $16.1M 3.74% +4,056 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 199,352 $15.7M <0.01% -5,474 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 158,850 $12.5M 0.07% +47,543 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 132,599 $10.4M <0.01% -1,551 13F-HR Timeline Group One Degree Advisors Inc More: the full row for One Degree Advisors Inc 134,618 $10.4M 2.32% +6,027 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 115,998 $9.13M 1.81% +15,186 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 112,150 $8.83M 1.19% -193,396 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 101,120 $7.96M 0.93% -69,913 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 100,539 $7.92M 0.42% -536 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 72,997 $5.75M 0.03% +14,395 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 68,422 $5.39M 0.01% -4,131 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 61,678 $4.86M 0.05% +55,983 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 53,727 $3.83M 0.26% -17,979 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 49,076 $3.77M 1.69% +1,160 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 45,684 $3.6M 1.27% +1,115 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 43,998 $3.46M 0.07% +3,225 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 41,836 $3.29M 0.14% -10,546 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 40,610 $3.2M 0.01% +889 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 40,273 $3.17M 0.16% +1,473 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 38,672 $3.04M 0.35% -5,282 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 36,500 $2.87M <0.01% new 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 30,940 $2.44M 1.54% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,889 $2.35M <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,988 $2.28M <0.01% +4,619 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 25,196 $1.98M 0.6% -1,875 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 21,061 $1.66M 0.69% +4,739 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 18,513 $1.46M 0.2% +11,096 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 17,017 $1.34M 0.37% +24 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 16,137 $1.27M 0.16% -2,584 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,500 $1.14M 0.05% -269 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 13,784 $1.09M 0.26% +2,001 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 13,534 $1.05M 0.69% -7,259 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 12,198 $960K <0.01% +252 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 11,252 $863K 0.58% +1,329 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,640 $838K 0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,570 $753K 0.01% 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,238 $570K 0.07% +77 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,732 $530K 0.01% +900 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,730 $530K <0.01% +519 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,622 $521K 0.01% +2,290 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 6,130 $483K 0.03% -27 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,829 $381K <0.01% +851 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,438 $349K <0.01% +237 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,340 $342K 0.01% -792 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,264 $336K <0.01% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 4,211 $332K 0.29% +525 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,181 $329K 0.06% -544 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,000 $315K <0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,778 $297K <0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,563 $281K 0.04% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,543 $279K 0.04% -165 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 3,388 $267K 0.01% -310 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,222 $254K 0.04% 0 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 3,208 $253K 0.09% -18 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,102 $244K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,034 $239K <0.01% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,656 $209K 0.03% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,330 $183K <0.01% +87 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,817 $143K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,015 $79.8K <0.01% -543 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 847 $66.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 814 $64.1K 0.01% +261 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 523 $40.9K <0.01% +51 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 450 $35.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 180 $14.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 104 $8.19K <0.01% -10 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 68 $5.36K <0.01% -1 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13 $1.02K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $24 <0.01% -195 13F-HR Timeline Group Amount filed as zero, left out of ratios.