Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,712 $1.12M 0.01% -159 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 17,599 $1.11M 0.15% -132,320 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,411 $1.1M 0.03% +8,118 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 19,788 $1.09M 2.26% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 17,248 $1.09M 0.02% -1,777 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,061 $1.08M 0.01% -30,731 13F-HR/A Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 17,010 $1.07M 0.39% -53,234 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,856 $1.06M <0.01% +1,602 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,764 $1.06M 0.03% -31,082 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,760 $1.06M <0.01% +564 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,750 $1.06M 0.35% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,725 $1.06M 0.09% -3,133 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 16,704 $1.05M 0.42% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,632 $1.05M 0.05% -1,000 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 16,125 $1.01M 0.51% -19,577 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,805 $998K 0.09% +561 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 15,733 $993K 0.22% -150,327 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 15,725 $993K 0.45% -250 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 15,529 $981K 0.83% -413 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 15,486 $978K 0.34% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 15,362 $970K 0.07% -3,272 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 15,312 $967K 0.24% -3,026 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 15,303 $966K <0.01% +4,733 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,228 $961K <0.01% -1,905 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,088 $953K 0.22% -19,417 13F-HR/A Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15,082 $952K 0.06% -174,590 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 15,023 $949K 0.08% -16,066 13F-HR/A Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 15,000 $947K 0.16% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 14,978 $946K 0.15% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,919 $942K 0.07% -32 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 14,885 $940K 0.75% +7,901 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,849 $938K 0.02% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,759 $932K <0.01% -1,566 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,680 $927K 0.02% -4,673 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 14,653 $925K 0.13% -80 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 14,351 $906K 0.1% -534 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 14,325 $904K 0.07% -4,135 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,098 $890K <0.01% +135 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 13,900 $878K 0.16% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 13,883 $877K 0.42% -4,227 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,838 $874K 0.14% -54 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 13,724 $867K 0.46% -79,937 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,768 $865K 0.01% -60,584 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,641 $861K 0.14% +583 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,606 $859K <0.01% +4,589 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 13,321 $845K 0.04% +255 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 13,081 $826K 0.1% -3,153 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,997 $821K 0.03% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,994 $820K 0.15% -37,431 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 12,959 $818K 0.26% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,942 $817K 0.04% -336 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 12,893 $814K 0.15% -163,037 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 12,832 $812K 0.19% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,855 $812K 0.11% +1,553 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 12,743 $805K 0.09% -1,475 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,710 $803K 0.01% +2,526 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,707 $802K 0.51% -955 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,478 $801K 0.16% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 12,661 $799K 0.15% -50,941 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 12,668 $799K 0.16% -5,928 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 12,657 $799K 0.26% +10,925 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 1,402 $796K 0.18% -4,740 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,588 $795K 0.19% -8,941 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,459 $787K 0.08% -72,844 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 12,430 $785K 0.06% -328,812 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,407 $783K 0.06% +897 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,354 $780K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,347 $780K 0.01% +20 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,313 $777K 0.16% +452 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 12,276 $775K 0.78% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,275 $775K 0.02% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,160 $768K 0.07% +14 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,105 $764K 0.02% -1,899 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,096 $764K 0.04% -19,639 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 11,986 $757K 0.14% -70 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 11,692 $753K 0.25% -1,862 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,794 $745K 0.02% +192 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 11,587 $732K 0.17% +1,391 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 11,567 $730K <0.01% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 11,545 $729K 0.09% +570 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,530 $728K 0.02% +5,473 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,500 $726K 0.01% +2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,472 $724K 0.03% -5,962 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 11,449 $723K 0.34% -31,277 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,296 $713K 0.09% -59,098 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 11,293 $713K 0.41% -6,112 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,292 $713K 0.04% +118 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,289 $713K 0.01% +1,161 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,964 $692K 0.05% -170 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,947 $691K 0.25% -2,948 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,885 $687K 0.13% +107 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,838 $684K 0.04% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,665 $673K 0.07% -1,873 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 10,657 $673K 0.71% -22,748 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 10,507 $663K 0.12% -6,785 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 10,416 $658K 0.24% +697 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,406 $657K 0.25% -35,448 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,365 $654K 0.2% 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 10,342 $653K 0.03% -683,779 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,200 $644K 0.07% -83,236 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,132 $640K 0.01% +410 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,070 $636K 0.13% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 10,061 $635K 0.14% -112,736 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,997 $631K 0.09% -39,833 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,795 $619K 0.04% +320 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,777 $617K <0.01% new 13F-HR/A Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 9,677 $611K 0.02% -13 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,676 $611K 0.02% -662 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 9,675 $611K 0.45% +4,525 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 9,672 $611K 0.22% -13,905 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,662 $610K 0.02% -1,978 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 9,558 $603K 0.34% -33 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,521 $601K 0.25% -733 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,468 $598K 0.01% -200 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,385 $593K 0.01% -377 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,253 $584K 0.02% -6,982 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,184 $580K 0.36% +63 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,125 $576K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,118 $576K 0.01% -9,257 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,093 $574K 0.01% -1,313 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,055 $572K 0.35% -2,902 13F-HR/A Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 9,000 $568K 0.18% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 8,925 $564K 0.06% new 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 8,889 $561K 0.52% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,881 $561K 0.31% -7,122 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 8,872 $560K 0.52% +139 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,784 $555K 0.03% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 8,674 $548K 0.04% -75 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,699 $547K 0.03% -11,832 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,488 $536K 0.01% -123 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,417 $531K 0.06% +470 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,412 $531K 0.11% -20,512 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,370 $529K 0.45% +58 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,375 $527K 0.05% +1,692 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 8,331 $526K 0.15% -70,685 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,324 $526K 0.01% -3,593 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8,267 $522K 0.38% -13,429 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 8,192 $517K 0.15% -67,987 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,086 $511K 0.03% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,989 $504K 0.17% -11,811 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,866 $497K <0.01% 0 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,861 $496K 0.06% -1,900 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,851 $496K 0.08% -10,517 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,826 $494K 0.04% -7,319 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,820 $494K 0.13% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,811 $493K 0.21% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,758 $490K 0.17% -2,912 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,754 $490K 0.03% -2,626 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,700 $486K 0.01% -56,124 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,652 $483K 0.24% -2,284 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,643 $483K 0.24% -6,965 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,618 $481K 0.22% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,515 $475K 0.05% -75,871 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 7,500 $474K 2.31% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,462 $471K 0.07% -345 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,418 $468K 0.02% -4,421 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 7,401 $467K 0.07% -160 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,395 $467K 0.02% +824 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,252 $458K 0.05% +505 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 7,230 $456K 0.09% -90,849 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,163 $452K 0.05% -1,894 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,136 $451K 0.07% -215 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 7,113 $449K 0.14% +12 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,085 $447K 0.09% -61,804 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 6,999 $442K 0.26% -50,858 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,998 $442K <0.01% -400 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,977 $441K 0.08% +3,152 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,955 $439K 0.33% -1,050 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,793 $437K 0.15% +125 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 6,894 $435K 0.33% -175 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,790 $429K 0.15% -104,333 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,738 $425K 0.15% +150 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,717 $424K 0.02% -90,352 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,665 $424K 0.15% -24,659 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,697 $423K 0.03% -144 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,135 $423K 0.02% -26,996 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,580 $415K 0.05% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,530 $412K 0.03% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 6,493 $410K <0.01% new 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,390 $403K 0.07% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,342 $400K <0.01% -581,106 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,294 $397K 0.04% -19,029 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,073 $392K 0.03% +1,484 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 6,043 $382K 0.06% -133,037 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,031 $381K <0.01% -90 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,119 $374K 0.03% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,804 $366K <0.01% -10,426 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,800 $366K 0.04% -225 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,758 $364K <0.01% +211 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,690 $359K 0.09% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,686 $359K 0.11% +40 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 5,661 $357K 0.19% +2,279 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 5,600 $354K 0.19% -303,590 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,583 $353K 0.15% -817 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,393 $349K 0.01% -16,589 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 5,525 $349K 0.05% +1,528 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 5,509 $348K 0.11% -595 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 5,497 $348K 0.12% -55,844 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,500 $347K 0.01% +300 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 12,000 $346K 0.03% -198,819 13F-HR Timeline