JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,987 $164K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,840 $152K <0.01% +492 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,707 $141K <0.01% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,700 $140K 0.04% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,567 $130K 0.08% +7 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,438 $119K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,354 $112K <0.01% +315 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,342 $111K <0.01% 0 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,127 $90.6K 0.02% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 779 $64.4K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 776 $64.1K <0.01% +27 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 762 $63K <0.01% +487 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 759 $62.7K 0.01% -380 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 753 $62.2K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 751 $62.1K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 750 $62K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 720 $59.5K 0.06% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 720 $59K 0.01% +3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 700 $57.8K 0.01% -254 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 686 $56.7K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 275 $22.7K 0.01% +17 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 259 $21.4K <0.01% +154 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 253 $20.9K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 252 $20.8K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 229 $18.9K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 229 $18.9K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 228 $18.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 210 $17.4K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 208 $17.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 204 $16.9K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 199 $16.4K <0.01% -162 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 194 $16K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 184 $15.2K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 176 $14.5K 0.01% +122 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 160 $13.3K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 194 $13K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 140 $11.6K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. 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