Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 3,073 $233K 0.03% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,071 $233K 0.01% -3,005 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,065 $233K 0.21% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,046 $231K 0.21% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,037 $230K 0.04% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 3,034 $230K <0.01% -23,601 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,992 $227K 0.04% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,970 $225K <0.01% -2,671 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,950 $224K 0.18% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,945 $223K 0.01% -1,587 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,882 $219K 0.04% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,873 $218K 0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,864 $217K 0.04% -4,001 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,832 $215K <0.01% -2,642 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,827 $215K <0.01% new 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,823 $214K 0.01% -8,336 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,766 $210K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,758 $209K <0.01% -1,210 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,700 $205K 0.01% -23,324 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,698 $205K 0.02% -3,740 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,687 $204K 0.03% +2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,675 $203K 0.02% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 2,653 $201K <0.01% -156,817 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,644 $201K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,566 $195K 0.12% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,537 $193K 0.02% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,481 $188K 0.06% +39 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,440 $188K 0.02% -10,772 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,407 $183K <0.01% +765 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 2,365 $179K 0.01% +145 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,305 $175K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,203 $167K <0.01% +140 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,200 $167K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,159 $164K 0.02% -2,160 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,104 $160K <0.01% +199 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,080 $158K 0.01% -2,830 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,000 $152K 0.01% -269 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,972 $150K <0.01% +1,567 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,887 $145K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,881 $143K 0.09% -200 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,820 $138K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,733 $133K <0.01% +23 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,710 $130K 0.02% -48 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,604 $122K <0.01% -1,553 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,525 $116K 0.01% +322 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,509 $115K <0.01% -974 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,484 $113K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,447 $110K 0.01% +13 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,409 $107K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,393 $106K <0.01% -38 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,361 $103K 0.1% -1,848 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,346 $102K 0.01% -41 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,321 $102K 0.04% -68 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,315 $99.8K <0.01% +585 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,045 $81.2K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,033 $78.4K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 986 $74.8K <0.01% -28 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 894 $67.9K 0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 890 $67.5K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 883 $67K 0.02% -670 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 830 $63K 0.03% -355 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 825 $62.6K 0.01% -208 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 801 $60.8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 787 $59.7K 0.01% -280 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 776 $58.7K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 774 $58.7K 0.01% +171 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 770 $58.4K 0.03% -40 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 745 $56.5K <0.01% +57 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 673 $51.1K <0.01% -99 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 650 $49.3K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 646 $49K 0.01% -34 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 644 $48.9K 0.01% +615 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 605 $45.9K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 580 $43K <0.01% -70 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 547 $42K <0.01% +137 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 547 $41.5K <0.01% -105 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 533 $40.4K 0.02% -4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 500 $37.9K <0.01% -21 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 500 $37.9K 0.02% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 500 $37.9K 0.02% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 500 $37.9K 0.03% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 500 $37.9K <0.01% -78 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 484 $36.7K <0.01% +44 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 460 $35.9K <0.01% +109 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 467 $35.4K <0.01% -169 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 447 $33.9K 0.03% +13 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 442 $33.6K 0.01% +6 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 371 $28.2K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 359 $27.2K <0.01% -151 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 358 $27.2K 0.01% -3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 350 $26.6K <0.01% +50 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 346 $26.3K 0.01% +10 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 329 $25.3K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 320 $24.3K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 300 $22.8K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 278 $21.1K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 274 $21.1K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 266 $20.4K 0.01% -177 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 261 $19.8K <0.01% -148 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 256 $19K 0.01% -11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 246 $18.7K <0.01% +92 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 246 $18.7K <0.01% -4,186 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 235 $18.1K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 236 $17.9K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 232 $17.6K 0.01% -322 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 225 $17.1K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 214 $16.2K <0.01% +31 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $15.2K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $15.2K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 198 $15K <0.01% -218 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 198 $15K 0.01% -55 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 232 $14.9K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 183 $13.9K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 175 $13.3K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 168 $12.7K 0.03% -44 13F-HR/A Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 166 $12.6K <0.01% -60 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 163 $12.4K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 162 $12.3K <0.01% -121 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 155 $11.8K <0.01% -6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 153 $11.6K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 151 $11.5K <0.01% -97 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 150 $11.4K <0.01% -4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 150 $11.4K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 141 $10.7K <0.01% +24 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 132 $10K <0.01% +3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 128 $9.71K <0.01% -16 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 123 $9.33K <0.01% +23 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 122 $9.33K <0.01% +50 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 119 $9.03K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 119 $9.03K <0.01% -862 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 116 $9K <0.01% -31 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 115 $9K <0.01% +100 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 117 $8.88K <0.01% +30 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 130 $8.7K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 106 $8.62K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $8.2K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 107 $8.15K <0.01% -7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 106 $8.15K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 107 $8.12K <0.01% -268 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 107 $8.12K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 100 $7.59K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $7.59K <0.01% -115 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 100 $7.59K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 100 $7.59K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 97 $7.36K <0.01% +34 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 95 $7.21K <0.01% -24 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 92 $6.98K <0.01% +30 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 91 $6.91K <0.01% -24 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 91 $6.91K <0.01% -1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 88 $6.68K <0.01% -698 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 85 $6.42K <0.01% -51 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 83 $6.3K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 79 $6.08K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 82 $6K <0.01% -6 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 76 $5.9K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 76 $5.77K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 73 $5.54K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 77 $4.94K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 62 $4.71K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 59 $4.51K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 58 $4.38K <0.01% -435 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 56 $4.25K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 55 $4.17K <0.01% +23 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 55 $4.17K <0.01% -176 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 51 $4.1K <0.01% +49 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 52 $3.95K <0.01% -105 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 51 $3.92K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 51 $3.87K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $3.79K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 49 $3.72K <0.01% +15 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 49 $3.72K <0.01% +19 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 47 $3.57K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 46 $3.5K <0.01% -185 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $3.42K <0.01% +20 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 44 $3.35K <0.01% +31 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 42 $3.19K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 42 $3.19K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $3.07K <0.01% -28 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 40 $3.04K <0.01% +18 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 39 $2.98K <0.01% -90 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $2.88K <0.01% -2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 38 $2.88K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 35 $2.66K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 34 $2.58K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 33 $2.5K <0.01% -98 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 33 $2.5K <0.01% +2 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 32 $2.43K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 31 $2.35K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 30 $2.28K <0.01% -134 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $2.28K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 29 $2.23K <0.01% -14,481 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 29 $2.2K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 29 $2.17K <0.01% +1 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 28 $2.12K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 28 $2K <0.01% -11 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 26 $1.98K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 25 $1.9K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 24 $1.82K <0.01% +9 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 24 $1.82K <0.01% new 13F-HR Timeline