NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,700 $766K <0.01% +8,364 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,696 $765K 0.05% -192 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,593 $757K 0.1% +23 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,502 $749K 0.22% -63 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,500 $749K 0.02% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,359 $736K 0.06% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,130 $716K 0.05% +201 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 8,063 $710K 0.15% +2 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 8,059 $710K 0.05% +1 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,050 $709K 0.01% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 8,000 $705K 0.1% -2,000 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,940 $699K <0.01% -494 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 7,834 $690K 0.19% -34 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,802 $687K 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 7,759 $683K 0.03% -60 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,677 $676K 0.09% -1,780 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,665 $675K 0.02% +40 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,212 $673K 0.02% -1,000 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,570 $667K 0.09% +14 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,465 $658K 0.04% +3,730 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 7,456 $657K 0.04% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,446 $656K 0.02% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 7,316 $644K 0.23% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 7,165 $631K 0.53% -60 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 7,128 $628K 0.2% -29 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,791 $598K 0.16% -39 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,719 $592K 0.05% 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,692 $589K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,580 $589K 0.01% 0 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 6,684 $589K 0.35% 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 6,622 $583K 0.36% -1,266 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,608 $582K 0.05% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,606 $582K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,531 $575K <0.01% +823 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,462 $569K 0.02% +4 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 6,461 $569K 0.86% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 6,416 $565K 0.22% -78,682 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,388 $563K 0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 6,232 $549K 0.23% -99 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 6,231 $549K 0.32% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,090 $536K <0.01% +1,711 13F-HR Timeline American Trust More: the full row for American Trust 1,114 $535K 0.05% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,057 $534K 0.19% -103 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,057 $534K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,054 $533K 0.01% +33 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,912 $521K 0.03% -1,096 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,909 $520K 0.2% +32 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 5,898 $520K 0.23% -576 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,834 $514K 0.01% -84 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for Meeder Advisory Services, Inc. 4,710 $415K 0.02% new 13F-HR Timeline Group Imprint Wealth LLC More: the full row for Imprint Wealth LLC 4,708 $415K 1.94% -4,409 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,700 $414K <0.01% 0 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,264 $408K 0.01% +335 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,573 $403K 0.01% -14,254 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,532 $399K 0.01% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,491 $396K 0.07% -189 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,481 $395K 0.02% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,158 $376K 0.01% new 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 4,253 $375K 0.35% +229 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,223 $372K 0.02% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,206 $370K 0.04% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,191 $369K 0.26% -2,360 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 4,105 $362K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,089 $360K <0.01% +500 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,039 $356K 0.07% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,006 $353K 0.01% +18 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,000 $352K 0.23% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,980 $351K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,959 $349K <0.01% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,902 $344K 0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,891 $343K 0.01% +80 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,887 $342K 0.04% +18 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,871 $341K 0.02% -898 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,852 $339K 0.05% -51 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,805 $335K 0.03% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,750 $330K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,746 $330K 0.01% -58 13F-HR Timeline Mason Investment Advisory Services, Inc. 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More: the full row for Berkshire Money Management, Inc. 3,500 $308K 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,448 $304K <0.01% -58 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,406 $300K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,398 $299K 0.01% +62 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,394 $299K 0.06% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 3,319 $298K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,387 $298K 0.01% -100 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,347 $295K 0.01% -2,000 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,286 $289K 0.01% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,281 $289K 0.05% 0 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Stonebrook Private Inc. 3,088 $272K 0.06% +2 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,079 $271K 0.06% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,076 $271K 0.05% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,062 $270K 0.08% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,019 $266K 0.1% -7 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 3,011 $265K 0.29% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,000 $264K 0.09% new 13F-HR Timeline PMG Wealth Management, Inc. 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More: the full row for DIXON FNANCIAL SERVICES, INC. 2,891 $255K 0.11% +15 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,889 $255K 0.01% -2,025 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,882 $254K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,880 $254K 0.01% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,849 $251K 0.02% -402 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,824 $249K 0.1% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,802 $247K <0.01% -8,216 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,791 $246K <0.01% new 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,725 $240K 0.16% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,722 $240K 0.13% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 2,714 $239K 0.13% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,700 $238K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,657 $234K 0.16% -14 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,630 $232K 0.02% 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 2,618 $231K 0.01% -812 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,617 $231K 0.07% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,621 $230K 0.08% +10 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,603 $229K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,592 $228K 0.02% +167 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,576 $227K 0.02% -780 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,408 $224K 0.05% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,540 $224K 0.03% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,529 $223K 0.05% -7 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,525 $222K 0.07% -18 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,503 $220K <0.01% -1 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,493 $220K <0.01% 0 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 $218K <0.01% 0 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,450 $216K 0.01% +111 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,449 $216K 0.06% +9 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,440 $215K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,366 $208K <0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,360 $208K 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,298 $202K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,286 $201K 0.01% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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More: the full row for Washington Trust Advisors, Inc. 1,075 $94.7K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 974 $88.1K 0.01% 0 13F-HR Timeline