NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,545 $697K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 21,427 $693K 0.01% 0 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 20,700 $670K <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 20,497 $663K 0.05% +4,558 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,920 $645K <0.01% -2,469 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,843 $642K 0.01% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 19,710 $638K 0.5% +381 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,902 $612K <0.01% -14,329 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,882 $611K <0.01% -350 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 18,433 $611K 0.02% -4,125 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,537 $600K 0.01% +2,430 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 18,340 $593K 0.01% +10,696 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 18,300 $592K 0.01% -249 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 18,232 $590K 0.11% -278,963 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 18,049 $584K 0.32% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 17,764 $575K <0.01% +319 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,702 $573K 0.02% +1,950 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,304 $560K <0.01% -12,593 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 17,166 $555K 0.45% -165 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 17,125 $554K 0.01% -739 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 16,540 $548K 0.12% -3,000 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,700 $540K 0.02% +6,000 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 16,630 $538K 0.1% +1,500 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 16,459 $533K 0.42% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 16,262 $526K 0.09% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,735 $509K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,612 $505K 0.02% -11,391 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 18,716 $503K <0.01% -1,473 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,391 $498K <0.01% +2,633 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,250 $493K 0.47% +1,250 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 15,000 $485K 0.02% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 15,000 $485K 0.04% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,867 $481K 0.02% -410 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14,613 $473K 0.01% -2,032 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,572 $472K 0.03% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 14,345 $464K 0.1% +9 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,310 $463K 0.1% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,280 $462K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,152 $458K <0.01% -281 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 14,113 $457K 0.62% +241 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,781 $446K 0.03% -25,500 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,726 $444K 0.03% +26 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,737 $412K 0.01% -258 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,100 $401K 0.02% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,320 $399K 0.01% -7,330 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,097 $391K <0.01% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,030 $389K 0.14% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,025 $389K 0.01% -2,642 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,929 $386K <0.01% +1,500 13F-HR/A Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 11,854 $384K 0.38% -63,035 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,772 $381K <0.01% +1,492 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,632 $376K 0.01% new 13F-HR/A Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 11,409 $376K <0.01% -12,793 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 11,595 $375K 0.06% +4,320 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 11,500 $372K 0.01% -4,000 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,435 $370K 0.02% -10,661 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 11,174 $362K 0.46% +17 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 10,860 $360K 0.12% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11,070 $358K 0.01% 0 13F-HR Timeline Group Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 10,989 $356K <0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,985 $355K 0.01% -8,417 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,682 $346K 0.01% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 10,628 $344K <0.01% +1,741 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,409 $341K <0.01% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 10,438 $338K 0.1% -1,476 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,891 $330K 0.06% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,128 $328K 0.08% +3 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,128 $328K 0.24% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,038 $325K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,004 $324K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,970 $323K 0.03% -150 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 9,922 $321K 0.06% +143 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,909 $321K 0.26% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,877 $320K <0.01% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 9,831 $318K 0.1% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 9,812 $318K 0.04% +1,589 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,775 $316K 0.24% +3,445 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,883 $313K 0.08% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,657 $313K <0.01% +295 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,111 $301K 0.02% new 13F-HR/A Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,152 $296K 0.03% +2,649 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 9,150 $296K 0.03% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,081 $294K 0.04% -18,214 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,052 $293K 0.02% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,892 $288K 0.17% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,800 $285K <0.01% -35,819 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 8,754 $283K <0.01% -115,307 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,524 $276K 0.01% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,500 $275K 0.15% -1,200 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,494 $275K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,218 $266K 0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,000 $265K 0.03% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 7,907 $256K 0.09% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,887 $255K <0.01% -1,350 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,672 $248K 0.01% +1,345 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,586 $245K 0.06% -473 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 7,468 $242K 0.14% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,421 $240K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,283 $236K 0.02% +3,099 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,274 $235K <0.01% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 7,250 $235K 0.03% -7,600 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,134 $231K <0.01% new 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,115 $230K 0.02% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 7,000 $227K 0.03% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,000 $227K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,487 $222K 0.01% +357 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,701 $217K <0.01% -730 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,676 $216K 0.03% -1,527 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,635 $215K 0.05% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 6,600 $214K 0.26% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,500 $210K 0.15% +3,000 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,500 $210K <0.01% new 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,450 $209K 0.05% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 6,386 $207K 0.08% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,058 $204K 0.03% +3,029 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 302 $194K 0.14% -5,708 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,715 $187K <0.01% -491 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,150 $167K <0.01% +1,500 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,035 $163K <0.01% +181 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,766 $154K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,723 $153K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,396 $142K 0.01% +13 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,763 $141K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,000 $129K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,968 $128K 0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,682 $119K <0.01% +89 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,388 $110K 0.01% -101 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,316 $107K <0.01% +613 13F-HR/A Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,300 $107K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,050 $98.7K <0.01% +1,685 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 2,972 $98.3K 0.09% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,033 $98.1K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,932 $94.9K 0.04% +264 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,635 $85.3K 0.02% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,450 $79.3K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,087 $67.5K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,045 $66.2K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,218 $65.7K 0.03% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,653 $53.5K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,405 $45.5K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,300 $42.1K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,270 $41.1K <0.01% +395 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,240 $40K <0.01% 0 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,000 $33K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,006 $32.6K 0.01% +337 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,006 $32.6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,000 $32.4K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 949 $30.7K <0.01% +49 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 914 $29.6K 0.02% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 700 $22.7K <0.01% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 682 $22.1K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 630 $20.4K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 523 $16.9K <0.01% -19 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 473 $15.3K 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 456 $14.8K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 425 $13.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 400 $12.9K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 392 $12.7K <0.01% -1,513 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 312 $10.1K <0.01% -4 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 257 $8.32K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 214 $6.92K <0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $6K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 166 $5.36K <0.01% -3,110 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 86 $2.79K <0.01% +2 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 84 $2.77K <0.01% 0 13F-HR/A Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 72 $2.33K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 21 $680 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 14 $453 <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9 $283 <0.01% -6,895 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -73 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.