TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,974 $345K 0.03% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 11,391 $329K 0.27% new 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 11,092 $320K 0.15% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,918 $315K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,647 $307K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,637 $307K 0.03% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 10,645 $306K 0.15% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,104 $292K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,972 $288K 0.01% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9,836 $284K 0.14% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,725 $281K 0.03% new 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,673 $280K 0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,644 $278K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,032 $261K 0.01% new 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,013 $260K 0.21% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,965 $259K 0.02% new 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 8,754 $253K 0.11% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 8,465 $244K 0.18% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 8,250 $238K 0.05% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 8,212 $237K 0.11% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,200 $237K 0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 7,409 $235K 0.06% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,851 $227K 0.06% new 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 7,715 $223K 0.09% new 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 7,587 $219K <0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 7,547 $218K 0.05% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 7,512 $217K 0.15% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,577 $214K 0.08% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 6,982 $213K 0.14% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,368 $213K 0.05% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,361 $212K 0.05% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,317 $211K 0.12% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,284 $210K <0.01% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 7,194 $208K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,173 $207K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,095 $205K <0.01% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 7,073 $204K 0.16% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,069 $204K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,097 $204K 0.02% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,038 $203K 0.08% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,987 $202K 0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,960 $201K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6,947 $200K 0.51% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,940 $200K 0.05% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,896 $199K 0.08% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,974 $197K 0.04% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,575 $190K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,050 $164K 0.01% -10,485 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 4,700 $136K 0.12% +2,400 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,401 $127K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,121 $119K 0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,576 $103K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,316 $66.8K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,165 $62.5K 0.02% +2,155 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,086 $60.2K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,509 $43.5K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,486 $42.9K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 957 $27.6K <0.01% -4,079 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 895 $25.8K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 887 $25.6K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 827 $23K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 711 $20.5K <0.01% +282 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 654 $18.6K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 523 $15.1K 0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 512 $14.8K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 363 $10K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 329 $9.49K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 257 $7.94K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 210 $6.06K <0.01% +177 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 207 $5.97K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 180 $5.19K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 170 $4.91K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 170 $4.79K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 142 $4.1K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 107 $3.09K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $1.44K <0.01% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 41 $1.18K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 35 $1.01K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13 $375 <0.01% +8 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.