Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,300 $93.7K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,229 $88.6K <0.01% +161 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,196 $86K 0.01% +845 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,178 $84.9K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,172 $84.5K <0.01% -87 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,161 $84K <0.01% +89 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,096 $79K <0.01% +12 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,072 $77.3K <0.01% -24 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,065 $76.8K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,064 $76.7K <0.01% -444 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,025 $73.9K <0.01% -17 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,041 $72.6K <0.01% -93 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 976 $70.4K 0.05% -157 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 941 $67.8K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 926 $66.8K 0.02% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 900 $64.9K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 873 $62K <0.01% +350 13F-HR Timeline Group City State Bank More: the full row for City State Bank 845 $60.9K 0.02% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 765 $55.1K 0.03% -2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 700 $50.5K <0.01% -119 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 694 $50K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 647 $46.6K <0.01% -41 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 661 $46.1K <0.01% -147 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 620 $43.4K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 596 $43K <0.01% +586 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 596 $43K 0.01% +585 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 563 $41K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 559 $40.3K 0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 538 $38.8K <0.01% +18 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 509 $36.7K <0.01% -204 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 505 $36.4K <0.01% -30 13F-HR/A Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 500 $36K 0.07% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 520 $35.8K <0.01% +130 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 475 $34.2K 0.03% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 439 $31.6K <0.01% -1,215 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 435 $31.4K 0.01% -380 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 435 $31.4K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 432 $31.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 429 $30.9K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 424 $30.6K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 423 $30.5K 0.01% +216 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 413 $29.8K <0.01% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 409 $29.5K <0.01% -186 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 385 $27.8K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $24.5K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 323 $23K <0.01% -23 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 315 $22.7K 0.01% +15 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 306 $22.1K 0.02% 0 13F-HR/A Timeline EMC Capital Management More: the full row for EMC Capital Management 300 $22K 0.01% +200 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 305 $22K <0.01% +295 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 298 $21.5K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 295 $21.3K 0.01% +66 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 286 $20.6K 0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 282 $20.3K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 275 $19.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 264 $19K <0.01% +12 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $18K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 246 $17.7K <0.01% -66 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 235 $16.9K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 235 $16.9K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 199 $16.3K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 223 $16.1K <0.01% -18 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 217 $15.6K <0.01% -1 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 216 $15.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 211 $15.2K <0.01% +138 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 214 $15K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 202 $14.6K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $14.4K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $14.4K <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. 195 $14.1K <0.01% -662 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 195 $14.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 177 $12.8K <0.01% +65 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 175 $12.6K <0.01% -10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 172 $12.4K <0.01% +6 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 171 $12.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 164 $11.8K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 165 $11.4K <0.01% -100 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 147 $10.6K 0.05% -43 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 141 $10.2K <0.01% +41 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 138 $9.95K <0.01% +38 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 136 $9.8K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 133 $9.59K <0.01% -335 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 133 $9.59K 0.01% +22 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 132 $9.52K <0.01% -63 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 126 $9.08K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 118 $8.51K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 108 $7.79K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 105 $7.57K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 105 $7.57K <0.01% +6 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 100 $7.21K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $7.21K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 98 $7.07K <0.01% +26 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 90 $6.49K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $6.49K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 86 $6.2K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 85 $6.13K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 87 $6K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 83 $5.98K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 59 $5.88K <0.01% +34 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 81 $5.84K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 80 $5.77K <0.01% -292 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 80 $5.66K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 78 $5.62K <0.01% -13 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 76 $5.48K <0.01% +21 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 75 $5.41K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 63 $5K <0.01% -29 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 64 $4.61K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 62 $4.47K <0.01% +5 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 59 $4.25K <0.01% -3,378 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 54 $3.89K <0.01% -3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $3.89K <0.01% +32 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 50 $3.6K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 50 $3.6K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 50 $3.6K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 48 $3.46K <0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 48 $3.46K +45 Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $3.39K <0.01% -40 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 47 $3.37K 0.12% +39 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 46 $3.32K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 45 $3.24K <0.01% -2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 44 $3.17K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 43 $3.1K <0.01% -12 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 43 $3.1K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 41 $2.96K <0.01% -151 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 40 $2.88K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 39 $2.81K <0.01% +10 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 39 $2.69K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 36 $2.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 31 $2.23K <0.01% +15 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30 $2.16K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 30 $2.16K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 29 $2.09K <0.01% +10 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 28 $2.02K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 27 $1.95K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $1.73K <0.01% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24 $1.73K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 23 $1.68K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $1.66K <0.01% +4 13F-HR Timeline CNB Bank More: the full row for CNB Bank 21 $1.51K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 20 $1.44K <0.01% -27 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $1.44K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 20 $1.44K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 19 $1.37K <0.01% -6 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 19 $1.37K <0.01% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $1.3K <0.01% -13 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 18 $1.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $1.3K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 18 $1.23K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 15 $1.08K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $1.01K <0.01% -355 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 14 $1.01K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $1K <0.01% -1 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 18 $1K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $1K <0.01% -1,527 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 13 $938 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $920 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $866 <0.01% +2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 12 $865 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $793 <0.01% -2 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 11 $792 <0.01% 0 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 10 $721 <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10 $721 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 10 $720 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $720 <0.01% -61 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $627 <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8 $577 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8 $571 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 7 $531 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7 $505 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7 $483 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $433 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $423 <0.01% +1 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $362 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $360 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $345 <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $289 <0.01% -3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4 $288 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $288 <0.01% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $217 <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $217 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $216 <0.01% -6 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $145 <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2 $144 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $144 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $73 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $73 <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. 1 $72 <0.01% 0 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 1 $72 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $72 <0.01% +1 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1 $72 <0.01% 0 13F-HR Timeline