Covestor Ltd More: the full row for Covestor Ltd 84 $13K 0.01% -315 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 82 $13K <0.01% +14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 82 $12.9K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 82 $12.9K 0.01% -9 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 81 $12.7K <0.01% +1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 75 $11.8K <0.01% -13 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 75 $11.8K <0.01% -556 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 72 $11.4K <0.01% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 65 $10.2K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 62 $9.76K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 59 $9.28K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 59 $9.28K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 57 $8.97K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 55 $8.65K <0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 55 $8.65K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 54 $8.5K <0.01% +48 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 53 $8.34K <0.01% +2 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 52 $8.18K <0.01% -1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 54 $8K <0.01% -3 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 50 $7.87K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 49 $7.71K <0.01% new 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 46 $7.24K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 45 $7.08K <0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 44 $6.95K <0.01% +21 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 43 $6.77K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 41 $6.42K <0.01% +22 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 38 $6K <0.01% +28 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $5.67K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 34 $5.35K <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 33 $5.3K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 33 $5.19K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 38 $5K <0.01% +18 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 33 $5K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $4.72K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29 $4.61K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $4.57K <0.01% +4 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 28 $4.41K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 27 $4.3K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 27 $4.25K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 26 $4.09K <0.01% -206 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 25 $3.93K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $3.93K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 24 $3.8K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $3.62K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 21 $3.3K <0.01% +3 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 20 $3.16K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 20 $3.15K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $3.15K <0.01% -40 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 20 $3.15K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $3.15K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $2.67K <0.01% +6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $2.52K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $2.52K <0.01% 0 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $2.22K <0.01% +6 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14 $2.2K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $2.15K <0.01% -3 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 13 $2.05K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $2.05K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $2.05K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $2.05K <0.01% +2 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12 $1.89K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 12 $1.89K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11 $1.73K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $1.73K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $1.57K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $1.42K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 9 $1.42K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $1.42K <0.01% +1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 9 $1.38K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8 $1.26K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 8 $1.26K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 8 $1.26K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7 $1.1K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $1.1K <0.01% +6 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 7 $1.1K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 9 $1K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6 $945 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $945 <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 6 $944 <0.01% +1 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 5 $789 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $787 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $630 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $630 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4 $629 <0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4 $629 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $472 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $315 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $315 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $315 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $158 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $158 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $158 <0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $157 <0.01% -2 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $157 <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1 $157 <0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 100 $50 -12 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 8,332 (0.36%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 8,332 (0.36%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR