Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,769 $731K 0.01% +1,038 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,738 $729K 0.02% +6,845 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,741 $718K <0.01% +5,826 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,181 $694K 0.01% +1,307 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 12,087 $694K 0.06% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 11,149 $692K 0.16% new 13F-HR/A Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 11,072 $688K 0.02% 0 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 11,070 $688K 0.02% +1,210 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,045 $686K 0.01% +2,880 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,001 $683K 0.01% +7,271 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 10,983 $682K 0.25% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,904 $677K 0.02% +6,783 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 10,843 $673K 0.01% +1,035 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,330 $672K 0.09% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,806 $671K 0.07% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 10,750 $668K 0.08% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,739 $667K 0.02% +5,936 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 10,700 $665K 0.44% +130 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,497 $652K 0.04% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 10,483 $651K 0.03% 0 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 10,363 $644K 0.01% -8,326 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,352 $643K 0.02% +83 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,279 $638K 0.25% +491 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,218 $635K 0.08% -1,360 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,182 $632K <0.01% -4,728 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,167 $631K 0.02% +2,279 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,117 $628K <0.01% +68 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,019 $622K 0.08% +8 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 9,930 $617K 0.07% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 9,930 $617K 0.2% -6,020 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,868 $613K <0.01% -50 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,850 $612K <0.01% -286,976 13F-HR/A Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,803 $609K 0.09% +528 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,642 $599K 0.01% +330 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 9,465 $588K 0.11% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 9,447 $587K <0.01% -1,125 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,432 $586K 0.06% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,382 $583K <0.01% +251 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,354 $581K 0.08% -103 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 9,230 $573K 0.09% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 9,218 $573K 0.41% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,142 $568K 0.01% +430 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,000 $559K 0.08% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,910 $558K 0.11% +283 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,919 $554K <0.01% -171 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 8,897 $553K <0.01% -2,480 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,840 $549K 0.28% +343 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,346 $547K <0.01% +61 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,774 $545K 0.03% +2,750 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,715 $541K 0.01% -130 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 8,712 $541K 0.32% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,654 $537K 0.01% +83 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 8,577 $533K 0.01% +718 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,572 $532K <0.01% -3,630 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,463 $526K 0.02% +4,434 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 8,436 $524K 0.2% +472 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 7,668 $522K 0.05% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,395 $521K 0.08% +1,477 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 8,502 $520K 0.02% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,283 $514K 0.02% +105 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,243 $512K 0.01% +2,112 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 8,224 $511K 0.04% +3,364 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,198 $504K 0.03% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,101 $503K +636 Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,097 $503K 0.07% -312 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,992 $496K 0.21% +7,920 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,981 $496K 0.08% -66 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,830 $486K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,806 $485K 0.01% +54 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,800 $484K 0.01% -956 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,700 $478K 0.01% -393 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,647 $475K 0.05% -4 13F-HR/A Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 7,629 $474K 0.09% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,584 $471K <0.01% -604 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,528 $468K 0.37% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,526 $467K 0.33% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,490 $465K 0.03% 0 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,468 $464K 0.02% -6,202 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,395 $459K 0.28% +3,081 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,385 $459K 0.02% +378 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 7,331 $455K 0.37% -8,275 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,272 $452K 0.01% +1,109 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 7,247 $450K 0.21% +397 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,158 $445K 0.01% -645 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,011 $435K 0.02% -595 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,993 $434K 0.02% +284 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,971 $433K <0.01% -7,364 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,927 $430K 0.13% +3,048 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,903 $429K 0.01% -71 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,831 $424K 0.03% +1,333 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,813 $424K 0.24% +1,761 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,802 $422K 0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,789 $422K <0.01% +50 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,783 $421K 0.04% +2,621 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,761 $420K 0.17% -12 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,677 $415K <0.01% +1,486 13F-HR Timeline Group Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 6,558 $407K 0.2% +3 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,530 $406K 0.03% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,492 $403K 0.05% +1,082 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,485 $403K 0.11% +488 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 6,428 $399K <0.01% -89,883 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,892 $396K 0.02% +697 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 6,332 $393K 0.03% -6,627 13F-HR Timeline Savior LLC More: the full row for Savior LLC 6,150 $382K 2.3% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,135 $381K 0.02% -88 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,122 $380K <0.01% +312 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,119 $379K <0.01% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,063 $377K 0.01% -97 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,003 $373K 0.02% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,980 $371K <0.01% +298 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,971 $371K 0.01% +1,963 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,956 $370K 0.02% -379 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,942 $369K 0.01% -50 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,934 $369K 0.01% +277 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,936 $363K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,834 $362K 0.05% +8 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,831 $362K 0.01% +616 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,791 $360K 0.11% -117 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,782 $359K 0.01% -742 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,724 $356K 0.11% +45 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,694 $354K 0.04% +232 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,681 $353K 0.07% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,674 $352K <0.01% -276 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,600 $348K 0.26% +15 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 5,560 $345K 0.04% -8 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5,519 $343K 0.04% +5,461 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,440 $338K 0.2% 0 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,436 $338K 0.2% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,434 $338K 0.01% -431 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,420 $337K 0.01% -5,597 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,411 $336K 0.09% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,373 $334K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,262 $327K 0.01% +373 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,256 $326K 0.06% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,228 $325K <0.01% +951 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,228 $325K <0.01% +951 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,217 $324K 0.02% -543 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,186 $322K <0.01% +3,689 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,181 $322K 0.04% new 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,036 $313K 0.01% +184 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,033 $313K 0.14% new 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 4,972 $309K 0.1% +50 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,969 $309K 0.02% +1,019 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,965 $308K 0.03% new 13F-HR/A Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,915 $305K 0.02% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,883 $303K 0.02% +158 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,863 $302K 0.01% -59 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,836 $300K 0.01% -164 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,789 $297K 0.05% -46 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,752 $295K +2,379 Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,704 $292K <0.01% -9,946 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,676 $290K 0.01% +74 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,639 $288K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,623 $287K 0.01% +2,374 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,618 $287K 0.1% +46 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,562 $283K 0.13% +66 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,542 $282K 0.15% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,522 $281K 0.24% -23,612 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,512 $280K 0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,511 $280K 0.06% -1,005 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,503 $280K 0.02% -408 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,490 $279K <0.01% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,465 $277K 0.02% -125 13F-HR Timeline Group GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 4,418 $274K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,412 $274K 0.01% +232 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,408 $274K 0.01% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,562 $271K 0.03% -1,626 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,357 $271K 0.01% +1 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,324 $269K 0.05% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,321 $268K 0.1% -18 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,283 $266K 0.02% +543 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,257 $264K 0.01% -109 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,252 $264K 0.04% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,250 $264K 0.01% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,245 $264K 0.19% new 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,407 $262K 0.02% +45 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,197 $261K 0.09% -45 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,190 $260K 0.13% +223 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,171 $259K 0.01% -1,100 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,102 $255K 0.02% +358 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,100 $255K 0.09% +190 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,525 $252K 0.05% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,056 $252K 0.02% +114 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 4,046 $251K 0.12% -5,134 13F-HR Timeline Alan B Lancz & Associates, Inc. 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