Capital Planning LLC More: the full row for Capital Planning LLC 1,025 $374K 0.11% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,020 $372K 0.02% +9 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 1,016 $371K 0.3% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,013 $369K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,012 $369K 0.03% -24 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,010 $368K 0.04% -780 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,006 $367K 0.03% +213 13F-HR Timeline Group tru Independence LLC More: the full row for tru Independence LLC 1,003 $366K 0.16% +3 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,001 $365K 0.05% +109 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $365K 0.02% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,000 $365K 0.15% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 998 $364K 0.02% -280 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 986 $360K 0.1% +183 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 985 $359K 0.2% -30 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 968 $353K 0.01% -347 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 963 $351K 0.01% -95 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 960 $350K 0.01% +100 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 960 $350K 0.05% -400 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 955 $348K 0.49% -37 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 955 $348K 0.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,211 $348K 0.01% -136 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 948 $346K <0.01% -3,509 13F-HR Timeline Group Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 926 $338K 0.11% new 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 925 $337K 0.34% -195 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 919 $335K 0.01% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 900 $328K 0.13% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 900 $328K 0.03% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 888 $324K 0.05% +116 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 888 $324K <0.01% -718 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 882 $322K <0.01% -242 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 882 $322K 0.12% -1,045 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 866 $316K 0.03% -177 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 862 $314K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 860 $314K 0.02% -20 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 848 $309K <0.01% +133 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 841 $307K 0.02% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 840 $306K 0.09% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 830 $303K 0.05% +100 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 828 $302K 0.05% -4 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 827 $302K 0.01% -56 13F-HR Timeline Group Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 821 $299K 0.05% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $295K 0.07% new 13F-HR Timeline Amount filed as zero, left out of ratios. NVWM, LLC More: the full row for NVWM, LLC 810 $295K 0.06% -9 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 800 $292K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 799 $291K <0.01% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 795 $290K 0.18% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 780 $284K 0.03% -381 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 776 $283K 0.03% -3,451 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 771 $281K 0.07% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 771 $281K 0.09% -75 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 771 $281K 0.17% +3 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 769 $281K 0.11% +1 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 769 $281K 0.05% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 768 $280K <0.01% -845 13F-HR Timeline Group Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 765 $279K 0.03% -51 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 758 $277K 0.07% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 758 $277K 0.28% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 754 $275K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 741 $270K 0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 735 $268K 0.02% +94 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 734 $268K 0.01% +23 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 729 $266K 0.02% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 720 $263K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 718 $262K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 715 $261K <0.01% new 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 712 $260K 0.28% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 711 $259K 0.13% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 708 $258K <0.01% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 702 $256K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McAdam, LLC More: the full row for McAdam, LLC 700 $255K 0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 700 $255K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 695 $254K 0.01% +130 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 695 $253K <0.01% new 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 694 $253K 0.11% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 692 $252K 0.06% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 687 $251K <0.01% +626 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 680 $248K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 664 $242K 0.01% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 660 $241K 0.38% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 658 $240K 0.01% -383 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 658 $240K <0.01% -1,484 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 646 $236K 0.04% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 640 $233K 0.11% +478 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 638 $233K 0.04% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 621 $227K 0.12% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 620 $226K 0.01% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 620 $226K 0.05% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 619 $226K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 618 $225K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 616 $225K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 615 $224K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 618 $223K 0.02% new 13F-HR Timeline TOBAM More: the full row for TOBAM 429 $222K 0.05% -1,004 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 605 $221K <0.01% new 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 600 $219K 0.01% -100 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 596 $217K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 590 $215K <0.01% -66 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 586 $214K 0.02% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 586 $214K -102 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 582 $212K 0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 579 $211K 0.02% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 578 $211K 0.02% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 576 $210K 0.01% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 562 $205K 0.06% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 562 $205K 0.08% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 559 $204K 0.02% +185 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 557 $203K 0.04% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 556 $203K 0.06% -689 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 555 $202K 0.06% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 552 $201K 0.01% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 549 $200K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 534 $195K <0.01% +74 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 504 $183K 0.06% +332 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 500 $182K 0.02% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 500 $173K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 460 $168K <0.01% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 450 $164K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 432 $158K 0.01% +15 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 402 $147K 0.02% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 401 $146K 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 380 $138K <0.01% -189 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 349 $127K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 338 $123K 0.01% -229 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 281 $103K 0.01% -33 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 275 $100K 0.03% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 264 $96.3K <0.01% -47 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 250 $91.2K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 246 $89K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 240 $87.6K 0.05% +25 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $87.2K 0.02% -10 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 236 $86.1K <0.01% +21 13F-HR Timeline Group 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 236 $86.1K <0.01% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 235 $85.7K 0.02% -201 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 246 $84.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 228 $83K 0.05% -29 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 224 $81.7K <0.01% +79 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 215 $78.6K 0.01% +34 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 210 $76.6K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 203 $74.1K 0.01% -4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 197 $71.9K <0.01% +140 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 196 $71.5K <0.01% +51 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 196 $71.5K 0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 192 $70.2K <0.01% -14 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 180 $65.7K 0.03% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 173 $63.1K 0.03% +97 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 170 $62K 0.01% +70 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 169 $61.7K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 163 $59.5K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 160 $58.3K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 159 $58K <0.01% -37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 152 $55.5K <0.01% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 146 $53.3K <0.01% -83,482 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 127 $46.3K 0.01% -31 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 121 $44.1K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 120 $43.8K <0.01% +35 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 111 $40.5K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 111 $40.5K <0.01% +83 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 103 $37.6K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 102 $37.2K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 99 $36K <0.01% +58 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 94 $34.3K <0.01% -605 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 100 $33.6K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 90 $32.8K <0.01% -10 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 89 $32.5K <0.01% +24 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 89 $32.5K 0.03% +7 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 88 $32.1K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 88 $32.1K 0.02% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 85 $31K 0.01% +56 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 78 $28.5K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 76 $27.7K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 75 $27.4K <0.01% -11 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 72 $26.3K <0.01% +70 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 70 $25.5K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 69 $25.2K 0.02% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $24.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 67 $24.4K <0.01% -230 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 66 $24.1K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 66 $24.1K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 62 $22.6K <0.01% +2 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 62 $22.6K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 60 $22K 0.01% -33 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 57 $20.8K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 53 $19.3K <0.01% +44 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $19K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 50 $18.2K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $17.1K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 44 $16.1K <0.01% -10 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 40 $15K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 273 $13.3K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $13.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $12K <0.01% +15 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 33 $12K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 29 $10.6K <0.01% -2 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 27 $9.85K <0.01% +2 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 26 $9.48K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 22 $8.03K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 23 $7.72K <0.01% +7 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 21 $7.66K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $7.66K <0.01% +18 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20 $7.3K <0.01% 0 13F-HR Timeline