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A. 43 $863 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 42 $843 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 40 $802 <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 38 $762 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 37 $753 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 36 $722 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 34 $682 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 30 $606 <0.01% -6 13F-HR Timeline Trust Co More: the full row for Trust Co 27 $542 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 25 $502 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 20 $401 <0.01% -1,795 13F-HR Timeline Nvest Wealth Strategies, Inc. 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Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.