Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,640 $1.24M 0.57% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,586 $1.22M 0.01% +1,040 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,420 $1.19M 0.6% +2,754 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,389 $1.18M 0.83% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,387 $1.18M <0.01% 0 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,364 $1.17M 0.03% 13F-HR Timeline Northstar Group, Inc. 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More: the full row for MontVue Capital Management, Inc. 5,073 $1.11M 0.79% -7 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,034 $1.1M 0.03% +111 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,022 $1.1M 0.02% -50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,010 $1.1M 0.01% +621 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,918 $1.08M <0.01% +192 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,903 $1.07M 0.02% +1,493 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,669 $1.02M 0.47% +65 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,662 $1.02M 0.02% -116 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,598 $1.01M 0.02% +1,098 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,574 $1M <0.01% +127 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,540 $994K 0.01% +1,359 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 789,412 $973K 0.1% -304 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,664 $802K 0.14% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,648 $799K 0.61% +50 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,619 $793K 0.01% +185 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,594 $787K 0.01% -141 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,573 $783K <0.01% +608 13F-HR/A Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,550 $777K 0.04% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,545 $776K 0.04% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,532 $774K 0.13% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,525 $772K 0.01% -298 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for Institute for Wealth Management, LLC. 2,525 $553K 0.06% -269 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,439 $534K 0.13% +32 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,438 $534K 0.16% -78 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,423 $531K 0.06% +13 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,420 $530K 0.11% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,394 $524K <0.01% -663 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,374 $520K 0.03% -755 13F-HR Timeline Newman Dignan & Sheerar, Inc. 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LLC. 1,937 $424K <0.01% -10 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,910 $418K 0.02% +8 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,859 $416K 0.03% -292 13F-HR Timeline Group Financial Engines Advisors L.L.C. 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