ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 7,858 $645K 0.19% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,829 $643K 0.03% -1,127 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 7,802 $641K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,782 $639K 0.01% -1,360 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 7,707 $633K 0.49% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,683 $631K 0.03% -31 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,635 $627K 0.16% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,622 $626K <0.01% -250 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,540 $619K 0.04% -101 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 7,475 $614K 0.59% -200 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 7,456 $612K 0.05% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,420 $609K 0.09% +210 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,370 $606K 0.01% -11 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,379 $606K 0.02% +4,571 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 7,247 $595K 0.3% -3,963 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,221 $593K <0.01% -104 13F-HR/A Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,141 $587K 0.21% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,900 $567K 0.25% -1,073 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 6,880 $565K 0.2% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,821 $560K 0.18% +27 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,608 $543K 0.05% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,606 $543K 0.05% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,580 $540K 0.01% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,551 $538K 0.44% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 6,461 $531K 0.78% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,388 $525K 0.01% -130 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,294 $517K 0.02% +4 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,271 $515K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 6,231 $512K 0.36% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,093 $501K 0.02% +296 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,058 $498K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,057 $498K 0.01% -109 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,008 $494K 0.01% -143 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 6,000 $493K 0.05% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,950 $489K 0.02% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,849 $480K 0.21% +33 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,800 $476K 0.07% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 5,756 $473K 0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,724 $470K <0.01% +843 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,664 $465K 0.06% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,546 $456K 0.01% +631 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,344 $451K 0.01% +5 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,461 $449K 0.14% -303 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,458 $448K 0.08% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,453 $448K 0.03% +2,453 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,412 $445K 0.01% +198 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,400 $444K <0.01% -9,400 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,379 $442K 0.03% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 5,329 $438K 0.04% 0 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 5,302 $436K 0.03% new 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,186 $426K 0.21% -673 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,149 $423K 0.02% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 5,109 $420K 0.16% -910 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,085 $418K 0.01% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,084 $418K 0.07% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,054 $416K 0.17% +10 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,008 $411K 0.02% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,999 $411K <0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,990 $410K 0.01% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,980 $409K 0.02% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,964 $408K 0.18% -5,730 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,924 $404K 0.1% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,922 $404K 0.01% -39 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,853 $399K 0.09% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,807 $398K 0.03% 0 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,798 $394K 0.02% +18 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,800 $394K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,777 $392K 0.01% -950 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,725 $392K 0.04% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,763 $391K 0.31% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,750 $390K 0.01% +1,925 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,710 $387K 0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,700 $386K <0.01% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,681 $385K 0.08% -113 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,269 $351K 0.03% +55 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,082 $335K 0.01% 0 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 4,024 $331K 0.73% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,000 $329K 0.23% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,982 $327K <0.01% 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,980 $327K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,972 $326K 0.01% +18 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,971 $326K 0.02% +1,202 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,968 $326K 0.05% -65 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,956 $325K 0.04% -13 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,955 $325K 0.05% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,890 $320K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,820 $314K 0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,811 $313K 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,758 $309K 0.02% +154 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,750 $308K 0.04% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,738 $307K 0.02% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,688 $303K <0.01% new 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 3,670 $301K 0.46% -1,140 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,600 $296K 0.07% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,597 $295K <0.01% +5 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,595 $295K 0.04% -41 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,587 $295K 0.03% +3 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,517 $289K 0.01% -35 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,510 $288K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,506 $288K 0.01% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,476 $287K 0.08% +113 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,487 $286K 0.01% 0 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,453 $284K 0.05% -24 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,394 $279K 0.06% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,375 $277K 0.03% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,361 $270K 0.07% -1,920 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,280 $269K 0.08% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,275 $269K 0.01% +475 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 3,264 $268K 0.02% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,250 $267K 0.01% +18 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,200 $263K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,191 $262K <0.01% +1,018 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,159 $259K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,157 $259K 0.03% +3 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,152 $259K 0.07% -50 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,122 $256K 0.09% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,112 $255K 0.01% -378 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,109 $255K 0.06% -96 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,104 $255K 0.01% -94 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,076 $253K 0.05% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,079 $252K 0.09% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,062 $252K 0.09% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,058 $251K 0.2% -4,876 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,013 $247K 0.11% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,000 $246K 0.03% 0 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 3,000 $246K 0.2% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,911 $245K 0.02% -241 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,964 $243K 0.01% new 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 2,862 $235K 0.12% +16 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,842 $233K 0.01% +16 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,824 $232K 0.1% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,807 $231K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,880 $229K 0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,735 $224K 0.08% +11 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,725 $224K 0.17% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,722 $224K 0.13% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 2,714 $223K 0.13% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,700 $222K 0.01% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,675 $220K 0.02% -3,232 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,646 $217K <0.01% -319 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,635 $216K <0.01% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,630 $216K 0.02% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,617 $215K 0.07% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,610 $214K 0.16% +2,239 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,602 $214K 0.04% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,557 $210K 0.05% -488 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,533 $208K 0.04% +3 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,527 $208K 0.01% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,493 $205K <0.01% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,480 $204K <0.01% 0 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,408 $203K 0.06% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,451 $201K 0.1% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,440 $200K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,425 $199K 0.02% -200 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,168 $178K 0.01% 0 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,000 $164K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,960 $161K 0.05% +1,080 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,799 $148K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,800 $148K <0.01% -101 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,742 $143K 0.03% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,700 $140K <0.01% -3,000 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,686 $138K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,618 $133K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,552 $127K <0.01% +4 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,550 $127K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,516 $125K 0.01% +1,236 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,500 $124K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,494 $123K <0.01% -72 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,465 $120K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,432 $118K <0.01% +1,234 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,426 $117K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,200 $98.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,075 $88.3K 0.01% -100 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 974 $81.9K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 996 $81.8K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 944 $77.5K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 930 $76.4K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 915 $75.2K 0.03% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 903 $74.2K <0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 900 $73.9K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 851 $69.9K 0.04% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 814 $66.9K 0.04% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 810 $66.5K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 785 $64.5K 0.03% -6 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 748 $61.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 723 $59.4K <0.01% +35 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 705 $57.9K <0.01% -3,807 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 670 $55K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 636 $52.2K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 600 $49.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 586 $48.1K <0.01% +340 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 582 $48K 0.01% +2 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 253 $43K <0.01% -12,771 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 500 $41.1K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 495 $40.7K 0.04% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 440 $36.1K 0.02% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 436 $35.8K 0.03% +3 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 410 $33K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 400 $32.9K <0.01% -277 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 400 $32.9K 0.02% 0 13F-HR Timeline