HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,133 $795K 0.02% +1,947 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 17,043 $791K 0.3% -899 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 16,652 $773K 0.25% -3,179 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 16,389 $761K 0.11% +528 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 16,260 $755K 0.09% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 16,184 $751K 0.2% +994 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,878 $737K <0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,754 $731K 0.04% -20 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 15,448 $717K 0.12% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,118 $702K 0.05% -1,334 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,968 $695K 0.03% +5,029 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,961 $695K <0.01% +4,377 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,960 $694K 0.02% +1 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,538 $675K 0.02% -15,995 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,926 $646K 0.02% -155 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 13,517 $627K 0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 13,377 $621K 0.22% +930 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 13,248 $615K 0.36% -7,626 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 13,040 $605K 0.26% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,644 $587K 0.07% -364 13F-HR/A Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,594 $585K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12,534 $582K 0.08% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,498 $580K 0.04% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 12,241 $568K 0.03% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,187 $566K 0.07% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 12,141 $564K 0.16% +6,773 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 12,100 $562K 0.12% +2,450 13F-HR Timeline Swisher Financial Concepts, Inc. 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WEALTH MANAGEMENT LLC 11,498 $534K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 11,270 $523K 0.02% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,066 $514K 0.03% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,002 $511K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,911 $506K 0.43% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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Mason LLC 5,755 $267K 0.12% -50 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 5,708 $265K 0.14% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,645 $262K 0.12% -318 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,581 $259K <0.01% new 13F-HR Timeline Group VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 5,567 $258K 0.21% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,561 $258K 0.03% +600 13F-HR Timeline Patten Group, Inc. 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More: the full row for Cambria Investment Management, L.P. 4,381 $203K 0.01% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,381 $203K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,907 $181K 0.02% +924 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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