Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,381 $700K 0.34% -3,302 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,365 $687K <0.01% +72 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,284 $679K 0.03% -389 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 3,211 $664K 0.02% 0 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,206 $663K 0.16% +425 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,179 $658K 0.04% +977 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,136 $649K <0.01% +837 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,127 $647K 0.01% +347 13F-HR Timeline Group City State Bank More: the full row for City State Bank 3,077 $637K 0.18% -8 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,064 $634K <0.01% +580 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,053 $632K 0.02% +668 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,025 $626K 0.1% 0 13F-HR/A Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,088 $624K 0.33% +1,103 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,198 $618K 0.02% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,935 $607K 0.07% +150 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,935 $607K 0.04% -2,522 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,909 $602K 0.01% 0 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 2,899 $600K 0.01% 0 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,862 $592K <0.01% -236 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,840 $588K 0.07% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,835 $587K 0.19% -488 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,832 $585K 0.07% -134 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,762 $571K 0.02% -1,058 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,723 $563K 0.07% -1,300 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,696 $558K 0.01% -363 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,683 $555K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,655 $549K 0.11% -2,038 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,636 $545K <0.01% -61,996 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,621 $542K 0.01% +71 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,595 $537K <0.01% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,591 $536K 0.16% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,543 $526K 0.12% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,531 $524K -22 Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,451 $507K 0.06% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,450 $507K 0.19% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,432 $503K 0.09% -583 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,428 $502K <0.01% 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,428 $502K 0.39% +16 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,420 $501K 0.04% +54 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,415 $500K 0.17% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,342 $485K -36 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,331 $482K 0.01% -25 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,325 $481K 0.02% -830 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,308 $478K 0.01% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,300 $476K 0.09% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,292 $474K 0.01% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,229 $461K 0.15% +686 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,218 $459K 0.1% +22 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,197 $455K 0.01% -25 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,191 $453K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,190 $453K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,185 $452K 0.01% +1,216 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,160 $447K 0.01% +530 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,157 $446K <0.01% -6 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,150 $445K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,140 $443K 0.24% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,127 $440K 0.01% +59 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,100 $435K <0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,100 $435K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,094 $433K 0.01% -25 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,039 $422K 0.03% +166 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,022 $418K 0.02% -133 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,013 $417K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,008 $415K 0.04% -4 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,005 $415K 0.1% -395 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,003 $414K 0.01% -52 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,975 $408K 0.01% -757 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,967 $407K 0.07% +325 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 1,960 $406K 0.28% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,934 $400K 0.01% +342 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,922 $398K 0.01% -133 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,914 $396K <0.01% +300 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,874 $385K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,857 $384K 0.01% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,842 $381K 0.1% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 1,832 $379K 0.01% +161 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,824 $375K 0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,803 $373K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,786 $370K <0.01% +149 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,781 $369K <0.01% +106 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,763 $365K 0.08% -17 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,742 $360K 0.01% -193 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,740 $360K <0.01% +92 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,718 $355K <0.01% -618 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,695 $351K 0.3% +96 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,693 $350K <0.01% -495 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,663 $344K 0.01% +1,433 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,635 $338K 0.05% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,634 $338K 0.02% +159 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,631 $337K 0.01% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,611 $333K 0.11% +527 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,607 $333K 0.02% -24 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,599 $331K 0.05% 0 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,598 $331K 0.08% +70 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,592 $329K 0.06% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,575 $326K 0.06% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,569 $325K 0.1% -60 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,560 $323K 0.01% +97 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,554 $322K 0.02% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,545 $320K 0.06% -425 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,530 $316K <0.01% -699 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,518 $314K <0.01% +18 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,513 $313K 0.01% +53 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,500 $310K 0.04% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,488 $308K -207 Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,502 $307K 0.1% -65 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,475 $305K 0.01% -18 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,475 $305K 0.04% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,465 $303K 0.01% +100 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,464 $303K 0.01% +216 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,460 $302K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,452 $300K 0.01% +149 13F-HR/A Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,449 $300K 0.06% -22 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,434 $297K 0.02% +59 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,432 $296K 0.03% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,425 $295K 0.04% +225 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,421 $294K 0.07% -50 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,420 $294K 0.01% +135 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,417 $293K 0.09% -70 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,394 $288K <0.01% 0 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,363 $282K <0.01% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,346 $278K 0.03% +414 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,345 $278K 0.01% +1,149 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,305 $270K <0.01% -1,029 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,294 $268K 0.05% +24 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,290 $267K 0.07% +90 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,290 $267K 0.01% +62 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,290 $267K 0.16% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,271 $263K 0.04% -968 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,265 $262K 0.17% +169 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,264 $262K 0.04% -567 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,259 $260K 0.05% -120 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,255 $260K 0.17% +55 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,253 $259K 0.01% -6 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,249 $258K 0.01% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,245 $258K 0.02% -55 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,242 $257K 0.03% -64 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,234 $255K 0.04% -17 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,231 $255K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,202 $249K 0.01% -175 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,200 $248K 0.01% 0 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,200 $248K 0.01% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,197 $248K 0.06% +66 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,190 $246K <0.01% -7 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,174 $243K 0.06% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,164 $241K <0.01% -28 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,161 $240K 0.02% -282 13F-HR Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 1,152 $238K 0.09% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,133 $234K 0.01% +91 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,123 $232K <0.01% +40 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,110 $230K 0.01% -95 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,105 $229K <0.01% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,096 $227K 0.01% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,088 $225K 0.14% -40 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,086 $225K 0.04% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,075 $222K 0.05% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,073 $222K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,073 $222K 0.08% +626 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,068 $221K 0.12% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,067 $221K <0.01% new 13F-HR Timeline Group WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,067 $221K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,060 $219K <0.01% +34 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,054 $218K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,054 $218K 0.04% -504 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,052 $218K 0.01% -23 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,050 $217K 0.08% 0 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 1,047 $217K 0.01% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,043 $216K <0.01% 0 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 1,034 $214K 0.04% -6 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,025 $212K 0.09% -120 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,019 $211K 0.04% -149 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,009 $209K <0.01% -257 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,005 $208K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,000 $207K 0.01% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,000 $207K 0.09% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,000 $207K 0.1% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,000 $207K 0.03% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 998 $206K 0.03% -28 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 992 $205K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 991 $205K 0.06% new 13F-HR/A Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 990 $205K 0.06% -3 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 987 $204K <0.01% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 984 $204K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 983 $203K <0.01% +15 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 982 $203K <0.01% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 981 $203K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 972 $201K <0.01% -76 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 950 $197K 0.04% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 970 $188K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 877 $180K <0.01% +184 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 807 $167K 0.1% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 771 $160K 0.01% +11 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 766 $158K 0.08% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 725 $150K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 682 $141K <0.01% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 680 $141K <0.01% +187 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 681 $141K 0.01% +92 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 650 $134K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 625 $129K 0.01% +27 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 600 $124K 0.03% 0 13F-HR Timeline