RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 2,480 $766K 0.22% +7 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,456 $759K <0.01% -43 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,390 $738K <0.01% +319 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,348 $726K 0.01% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,336 $722K 0.19% -1,873 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,282 $714K 0.02% +7 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,275 $703K 0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,232 $690K 0.08% -160 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,226 $688K 0.52% +142 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,194 $678K -35 Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,193 $678K 0.36% +141 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,154 $666K 0.22% +60 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,145 $663K 0.02% +571 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,118 $655K <0.01% +760 13F-HR Timeline Group Capital Advantage, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 2 $1K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2 $625 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $326 <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 0 $5 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.