Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,031 $1.05M 0.02% +3,219 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 22,885 $1.04M 0.04% -579 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 22,721 $1.03M 0.53% +13,947 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,245 $1.01M 0.03% +4,465 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 22,163 $1.01M 0.02% +3,201 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 22,009 $1M 0.07% +789 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 19,958 $1M -1,218 Timeline Trust Co More: the full row for Trust Co 21,901 $996K 0.09% -4,076 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 21,648 $984K 0.17% -1,560 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21,522 $979K 0.02% +545 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 21,330 $970K 0.02% -2,308 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 19,419 $968K 0.13% +9,966 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 20,999 $955K 0.17% -85 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 20,797 $946K 0.2% -381 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 20,089 $913K 0.05% +600 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,172 $909K 0.03% -1,155 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,628 $892K 0.02% -2,202 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 19,461 $885K 0.13% +1,484 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,366 $881K 0.03% +2,497 13F-HR/A Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 19,326 $879K 0.66% 0 13F-HR/A Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 19,302 $878K 0.48% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,172 $872K 0.03% -125 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 19,102 $869K 0.01% +680 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 19,056 $866K 0.05% +5,716 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 19,056 $866K 0.24% -195 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,013 $864K 0.03% +12,999 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 18,949 $861K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,805 $855K <0.01% +22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 18,593 $845K 0.14% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,591 $845K <0.01% +298 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 18,572 $844K 0.17% -2,157 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 18,552 $844K <0.01% +13,467 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 18,285 $831K 0.38% +744 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 18,260 $830K 0.03% -1,914 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 18,021 $819K 0.22% -72 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17,920 $815K 0.02% -2,552 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 17,920 $815K 0.12% -1,967 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 17,795 $809K 0.19% -898 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 17,636 $802K 0.25% -356 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,566 $799K <0.01% +698 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 17,356 $789K 0.21% -257 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 17,286 $786K 0.39% -107 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 17,063 $776K 0.54% +433 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 16,841 $766K 0.21% +15 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16,424 $747K 0.02% +1,072 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 16,256 $747K 0.12% -723 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 16,208 $741K 0.01% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 15,967 $726K 0.1% -540 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,814 $719K 0.04% -2,602 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,814 $719K 0.02% +776 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 15,626 $711K 0.05% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 15,605 $710K 0.02% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 15,533 $706K 0.7% +344 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 15,530 $706K 0.07% +289 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 15,508 $705K 0.63% +1,000 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 15,391 $700K 0.01% -984 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 15,277 $695K 0.05% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,222 $692K 0.01% +3,976 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,170 $690K 0.01% -1,508 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 15,092 $686K 0.03% -226 13F-HR 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 15,063 $685K 0.04% -1,106 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 14,839 $675K 0.4% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14,680 $668K 0.05% -11,240 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,603 $664K 0.09% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14,310 $651K 0.1% +1,054 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,151 $643K 0.03% -194 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 14,114 $642K 0.15% -613 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 14,092 $641K 0.35% +1,745 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 13,135 $637K 0.02% -209 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 13,982 $636K 0.07% +361 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13,872 $631K 0.05% +260 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,840 $629K 0.05% -580 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,610 $619K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,544 $616K 0.03% -2,093 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,538 $616K <0.01% +1,576 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,464 $612K 0.01% +94 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 13,275 $604K 0.06% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 13,092 $595K 0.04% +178 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 12,902 $587K 0.28% -1,129 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 12,865 $585K 0.08% +977 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,808 $582K 0.04% -671 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 12,645 $575K 0.07% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,607 $573K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,489 $572K 0.01% +6,366 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 12,579 $572K 0.15% +115 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,428 $565K 0.42% +140 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 12,422 $565K 0.33% -224 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,250 $557K 0.04% -655 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,111 $551K 0.01% +1,712 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MA Private Wealth More: the full row for MA Private Wealth 12,096 $550K 0.09% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,078 $549K 0.01% +143 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 12,042 $548K <0.01% +58 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,993 $545K 0.01% -111 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,799 $537K 0.15% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 11,793 $536K 0.02% -714 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,688 $531K 0.01% -5 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,097 $530K 0.03% -1,439 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 11,638 $529K 0.6% -1,392 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,577 $526K 0.02% -1,548 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,554 $525K 0.18% -786 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,518 $524K <0.01% -412 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,474 $522K 0.01% -330 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 10,299 $518K 0.23% -1,499 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11,395 $518K 0.19% +98 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 11,266 $512K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,225 $510K 0.05% -1,247 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,152 $507K 0.02% +1,530 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,016 $501K 0.04% -237 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 10,653 $484K 0.11% -245 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,565 $480K 0.05% -382 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,540 $479K 0.09% -28 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,454 $475K 0.02% -159 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,398 $473K 0.08% -423 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,290 $468K 0.03% +430 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,202 $464K 0.03% +4,975 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,086 $459K 0.01% +652 13F-HR Timeline Group Keystone Financial Services More: the full row for Keystone Financial Services 10,062 $458K 0.13% +455 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,055 $457K 0.01% -98 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 10,033 $456K 0.18% +1,089 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 10,003 $455K 0.04% +602 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 9,891 $450K 0.06% -407 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,725 $442K 0.01% -727 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,600 $441K 0.01% +3,075 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 9,532 $433K 0.1% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,464 $430K 0.04% -1,425 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 9,411 $428K 0.3% -107 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,373 $426K 0.01% -44 13F-HR/A Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,300 $423K 0.01% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 9,245 $420K 0.15% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 9,238 $420K 0.12% +872 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 9,039 $411K 0.04% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,000 $409K 0.14% 0 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 8,981 $408K 0.48% +2,412 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,845 $402K 0.02% -49 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,816 $401K <0.01% +1,417 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 8,812 $401K 0.18% -208 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,654 $393K 0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,505 $387K 0.02% +651 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,432 $383K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,331 $379K 0.01% -93 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 8,317 $378K 0.07% -178 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 8,271 $376K 0.13% -554 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,193 $373K 0.01% +1,054 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 8,184 $372K 0.04% -1,670 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,183 $372K <0.01% 0 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,137 $370K 0.06% -177 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7,082 $370K 0.05% +6,977 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,128 $370K 0.02% -15,284 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,114 $369K 0.05% -863 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,029 $365K 0.11% +791 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,025 $365K 0.01% +3,238 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,018 $365K 0.04% +1,016 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 7,973 $363K 0.04% -632 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,846 $359K 0.27% -26 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 7,874 $358K 0.02% +300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,850 $357K <0.01% +1,273 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,051 $356K 0.02% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 7,809 $355K 0.17% -665 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 7,791 $354K 0.3% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,667 $349K 0.01% +477 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,640 $347K 0.03% +781 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,628 $347K 0.06% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,521 $342K <0.01% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,483 $340K 0.06% +1,159 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 7,468 $340K 0.09% +128 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 7,466 $339K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,448 $339K 0.04% -78 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,202 $327K 0.01% +117 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,189 $327K <0.01% +768 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 7,175 $326K 0.17% -1,392 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,170 $326K 0.01% new 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 7,120 $324K 0.06% +255 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,103 $323K 0.03% -3,494 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 6,968 $317K 0.33% -421 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,880 $316K 0.01% +495 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,861 $312K 0.11% +4 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,819 $310K <0.01% +1,745 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,735 $306K <0.01% -536 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,657 $303K 0.01% 0 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 6,653 $303K 0.05% 0 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 5,937 $302K 0.24% -53 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,623 $301K 0.02% -2 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 6,602 $300K 0.06% +1,286 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,564 $298K <0.01% -1,767 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6,523 $297K 0.27% -416 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 6,497 $295K 0.07% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,456 $293K 0.12% +448 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6,437 $293K 0.04% +632 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 6,431 $292K 0.12% -991 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,603 $292K 0.01% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 6,403 $291K 0.16% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 6,371 $290K 0.09% -1,171 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 6,363 $289K 0.15% +997 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 6,365 $289K 0.14% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,353 $289K 0.2% -724 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,304 $287K 0.01% +1,088 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,278 $285K 0.07% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,206 $282K <0.01% -256 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,195 $282K 0.15% +53 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 6,156 $280K 0.12% -70 13F-HR Timeline