UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,334 $266K 0.04% -286 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,285 $262K 0.02% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,342 $261K 0.21% -977 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,240 $258K 0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,238 $258K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,219 $257K <0.01% -96 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,216 $256K 0.02% -35 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,164 $252K <0.01% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,134 $250K 0.06% -196 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,134 $250K 0.06% -61 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,112 $248K <0.01% +583 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,107 $248K 0.01% -2,719 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 3,100 $247K 0.23% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,075 $245K 0.01% -459 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,065 $244K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,054 $243K 0.01% -1,130 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,005 $239K 0.02% -242 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,997 $239K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,950 $235K <0.01% +982 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,943 $235K 0.12% -172 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,924 $233K 0.01% -12 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,910 $232K 0.01% -2 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,900 $231K 0.02% -200 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,900 $231K 0.05% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,878 $229K 0.04% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. 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Ltd, Zurich 304 $24.2K <0.01% -30,715 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 320 $23.1K <0.01% +48 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 277 $22.1K <0.01% +59 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 273 $21.7K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 271 $21.6K 0.01% +1 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 211 $21.5K <0.01% 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 261 $20.8K <0.01% -2,065 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 254 $20.3K <0.01% +1 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 250 $19.9K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 250 $19.9K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 243 $19.4K <0.01% +47 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 238 $19K <0.01% -2 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 236 $18.8K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 231 $18.4K 0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 230 $18.3K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 229 $18.3K <0.01% -340 13F-HR Timeline SBI Securities Co., Ltd. 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LLC 197 $16K <0.01% -16 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 200 $15.9K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 199 $15.9K <0.01% +45 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 196 $15.7K <0.01% +66 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 192 $15.3K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 191 $15.2K <0.01% +106 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 188 $15K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 180 $14.3K <0.01% -253 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 170 $13.5K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 162 $12.9K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 150 $12K <0.01% +30 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 150 $12K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 150 $12K <0.01% +87 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 147 $11.7K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 147 $11.7K 0.01% +119 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 137 $10.9K <0.01% +112 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 136 $10.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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