KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,068 $855K 0.05% +2,643 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,938 $849K 0.08% -246 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,911 $847K 0.03% +145 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 15,687 $835K 0.36% +658 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,396 $820K 0.1% +8,082 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,386 $819K <0.01% +11,101 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,348 $817K <0.01% +3,294 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,253 $812K 0.14% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,229 $811K 0.03% +655 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 15,011 $799K 0.47% +1,886 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,987 $798K 0.23% +2,802 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 14,935 $795K 0.17% +911 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,786 $787K 0.04% +1,515 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,574 $776K 0.04% +7,629 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 14,500 $772K 0.22% +5,500 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,467 $770K 0.01% +1,127 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 13,928 $740K 0.28% +495 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,820 $736K 0.2% +2,840 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,809 $735K 0.05% +752 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,609 $723K 0.12% +2,507 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 13,475 $717K 0.02% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 13,466 $717K 0.41% +154 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 13,402 $716K 0.43% +1,093 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for ORBA Wealth Advisors, L.L.C. 11,463 $610K 0.5% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 11,426 $608K 0.11% +7,537 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,397 $607K 0.05% +4,442 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 11,369 $605K 0.2% -1,120 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,360 $605K 0.03% +3,178 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,976 $584K 0.01% -475 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,892 $580K 0.07% +94 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 10,799 $576K 0.17% -6 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 10,700 $570K 0.12% -2,500 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,670 $568K 0.41% +223 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 10,523 $560K 0.07% +1,234 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 10,392 $553K 0.41% -26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,350 $551K 0.03% +5,519 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,340 $550K 0.08% +547 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,337 $550K 0.07% +1,336 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,190 $542K 0.18% +545 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9,694 $534K 0.1% +4,317 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,881 $526K 0.15% +265 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 9,876 $526K 0.23% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,731 $518K <0.01% -530 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 9,702 $517K 0.22% +4,013 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,687 $516K <0.01% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,677 $515K 0.27% +3,586 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,660 $514K 0.02% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,660 $514K 0.08% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 9,647 $514K 0.53% +1,418 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 9,500 $506K 0.17% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 9,354 $498K 0.31% +3,172 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 9,283 $494K 0.03% -362 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9,135 $486K 0.21% +1,358 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9,085 $484K 0.4% +1,502 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 9,057 $482K 0.09% +3,977 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 8,904 $474K 0.21% +330 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 8,897 $474K 0.27% +1,035 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,847 $471K 0.04% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,800 $469K 0.22% +350 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,564 $456K 0.27% +1,168 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 8,550 $455K 0.26% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,486 $452K <0.01% -534 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,480 $451K <0.01% +3,479 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,452 $450K 0.24% +238 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,451 $450K 0.03% -11,566 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,403 $447K 0.02% -21,732 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,337 $444K 0.01% +44 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,286 $441K 0.34% +218 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,173 $435K 0.01% +1,609 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,134 $433K 0.2% +1,475 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,150 $433K 0.07% +204 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,880 $420K 0.04% -257 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,750 $413K 0.06% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,747 $412K 0.01% +749 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,710 $410K 0.02% new 13F-HR Timeline Group Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 7,695 $410K 0.22% -527 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,383 $393K 0.14% +329 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 7,111 $379K 0.82% -861 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 6,909 $368K 0.15% -279 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,870 $366K 0.08% +1,398 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 6,848 $365K 0.26% +428 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,803 $362K 0.02% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,773 $361K 0.01% +894 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,640 $354K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,545 $348K 0.02% +983 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,539 $348K 0.03% +6,515 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,532 $348K 0.16% +1,014 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,442 $343K 0.02% +721 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 6,396 $341K 0.43% +2,453 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,388 $340K 0.08% +270 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 6,333 $337K 0.23% +40 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 6,283 $335K 0.28% +413 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,113 $325K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,057 $322K 0.04% -156 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,009 $320K 0.08% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,970 $318K 0.28% +756 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,927 $316K 0.1% +1,530 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 5,919 $315K 0.23% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,916 $315K 0.1% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,915 $315K 0.29% +230 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,905 $314K <0.01% +2,085 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,905 $314K 0.01% -169 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,795 $309K 0.13% +143 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 5,781 $308K 0.04% +654 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 5,772 $307K 0.14% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,764 $307K <0.01% -151 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,718 $304K 0.13% +74 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,673 $302K 0.26% +713 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,593 $298K 0.07% +781 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,500 $293K 0.02% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,435 $289K 0.04% +26 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,406 $288K 0.02% +121 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,404 $288K 0.04% +371 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,353 $285K 0.05% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,350 $285K 0.02% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,282 $281K 0.04% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,275 $281K 0.1% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,129 $273K 0.07% +881 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,046 $269K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,017 $267K 0.01% +531 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,963 $264K 0.01% new 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,921 $262K 0.08% +1,021 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,903 $261K 0.01% +504 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,868 $258K 0.07% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,821 $257K 0.07% -89 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,790 $255K 0.01% 0 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 4,785 $255K 0.06% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,739 $252K <0.01% -950 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,715 $251K 0.11% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,708 $251K 0.01% -3,644 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,700 $250K 0.08% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,690 $249K 0.07% -1,188 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,643 $247K 0.14% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,546 $242K <0.01% +1,076 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 4,514 $241K 0.23% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,501 $240K 0.06% -259 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,500 $240K 0.02% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,498 $239K 0.09% 0 13F-HR/A Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,483 $239K 0.18% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,335 $231K 0.1% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,329 $230K 0.09% +514 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,274 $228K 0.12% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,248 $226K 0.64% -323 13F-HR/A Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,238 $226K 0.23% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,220 $225K 0.13% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,159 $221K 0.04% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,098 $218K 0.03% +452 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,075 $217K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,990 $212K 0.01% +2,427 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,986 $212K 0.03% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,841 $204K 0.06% -6,147 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 3,816 $203K 0.11% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,764 $200K 0.05% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,554 $189K 0.19% -126,137 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,485 $186K 0.02% +382 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,262 $174K 0.01% +825 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,263 $174K <0.01% +2,118 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,279 $121K 0.01% -163 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,005 $107K 0.01% -122 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1,979 $105K 0.04% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,935 $103K <0.01% -328 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,663 $88.1K <0.01% +31 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,566 $83.4K 0.03% +74 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,425 $75.7K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,382 $73.6K 0.24% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,174 $62.5K 0.02% -510 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,061 $56.5K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 999 $53.2K <0.01% +161 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,000 $53K <0.01% new 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,000 $53K 0.02% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 900 $47.9K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 781 $41.6K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 543 $28.9K 0.01% -43 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 534 $28.4K 0.03% -217 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 528 $28.1K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 419 $22.3K 0.02% 0 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 413 $21.9K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 377 $20.1K 0.01% +283 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 363 $19.3K 0.01% -82 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 319 $17K 0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 307 $16.3K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 225 $12K <0.01% -3,653 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 213 $11.3K <0.01% -107 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $10.6K 0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 194 $10.4K <0.01% +2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 193 $10.3K <0.01% 0 13F-HR Timeline