Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 6,349 $479K 0.1% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 6,167 $465K 0.27% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,833 $440K 0.03% +171 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,761 $435K <0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,725 $432K 0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,725 $432K <0.01% new 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 5,576 $421K 0.13% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,532 $417K <0.01% +1,864 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,500 $415K 0.01% -1,789 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,500 $415K 0.06% -1,050 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,490 $414K 0.01% new 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 5,350 $404K 0.14% -707 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 5,346 $403K 0.28% +66 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 5,339 $403K 0.27% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 5,304 $400K 0.21% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,300 $400K <0.01% 0 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 5,128 $387K 0.01% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,051 $381K 0.02% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,731 $357K <0.01% -937 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,620 $349K 0.13% +318 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 4,612 $348K 0.11% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,442 $335K <0.01% +19 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,393 $331K 0.02% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,377 $331K 0.04% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,380 $330K 0.02% new 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 4,355 $328K 0.18% +35 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,324 $326K <0.01% +721 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4,305 $325K 0.31% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,300 $324K 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,151 $313K <0.01% +28 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,052 $306K 0.05% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,856 $291K 0.09% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,755 $283K 0.05% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,738 $282K 0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,685 $279K <0.01% 0 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 3,609 $272K 0.14% -5,952 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,587 $271K 0.1% +154 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,575 $270K <0.01% 0 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,566 $269K 0.03% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,521 $266K 0.13% -6,352 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,392 $256K 0.25% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,254 $245K 0.02% +41 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,237 $244K 0.17% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,216 $243K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,099 $234K 0.02% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,058 $231K 0.08% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,031 $229K 0.14% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 2,982 $225K <0.01% -2,982 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,909 $219K 0.02% -5,676 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,895 $218K 0.08% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,860 $216K 0.14% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,857 $216K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,797 $211K <0.01% +2,797 13F-HR Timeline Group Town Capital LLC More: the full row for Town Capital LLC 2,791 $211K 0.17% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,742 $207K <0.01% -226 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,719 $205K 0.01% +2 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 2,680 $202K 0.13% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,560 $193K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,295 $174K 0.06% +1,427 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,950 $147K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,255 $94.7K 0.02% +15 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 960 $72.4K 0.06% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 878 $66.2K 0.03% +142 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 738 $55.7K 0.03% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 542 $41K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 541 $40.8K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 487 $36.7K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 307 $23.2K 0.01% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 220 $16K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 174 $13.1K <0.01% new 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 152 $11.5K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 109 $8.22K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 55 $4.15K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 13 $981 <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10 $754 <0.01% new 13F-HR/A Timeline Group