True Wealth Design, LLC More: the full row for True Wealth Design, LLC 98 $23.8K 0.01% -33 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 96 $23.3K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 95 $23.1K <0.01% +7 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 91 $22K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 88 $21.4K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $21.1K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for First Command Advisory Services, Inc. 12 $2.92K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 12 $2.92K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 12 $2.92K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $2.92K <0.01% -2 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 11 $2.67K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11 $2.67K <0.01% -11 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11 $2.67K <0.01% -165 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $2.43K <0.01% -43 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10 $2.43K <0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 10 $2.43K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 10 $2.43K <0.01% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 9 $2.19K <0.01% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 8 $1.94K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8 $1.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6 $1.46K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $1.46K <0.01% -55 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $1.22K <0.01% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4 $972 <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 3 $729 <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4 $530 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2 $525 <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2 $486 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $251 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $16 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1 $0 0% -124 13F-HR Timeline Value filed as zero, left out of ratios.