Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 3,777 $499K 0.03% -163 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,712 $491K 0.01% -1,629 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,700 $489K 0.21% -125 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,659 $484K 0.06% -54 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,645 $482K 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,635 $481K 0.13% +7 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,610 $477K 0.02% +178 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 3,609 $477K 0.27% +3 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,586 $474K 0.01% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,574 $473K 0.07% +108 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,175 $469K 0.02% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,530 $467K 0.08% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,496 $462K 0.06% -23 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,488 $461K 0.09% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,484 $461K 0.04% +9 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,469 $459K 0.13% +34 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 3,461 $458K 0.17% -3,336 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,457 $457K 0.22% +432 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,433 $454K <0.01% +3 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,375 $452K 0.15% +213 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,416 $452K 0.15% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,409 $451K 0.05% +31 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 3,451 $450K 0.18% +7 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,400 $450K 0.09% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,398 $449K 0.21% +1 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,393 $449K <0.01% +1,469 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,391 $448K 0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,377 $447K 0.02% -82 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,365 $445K 0.27% +7 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,328 $440K 0.02% 0 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,323 $439K 0.04% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,320 $439K <0.01% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,320 $439K 0.08% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,319 $439K 0.04% +240 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 3,300 $436K 0.24% -2,098 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,250 $430K 0.01% +494 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,231 $427K 0.07% +5 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,220 $426K 0.03% +542 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,192 $422K 0.02% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,170 $419K 0.12% +675 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,161 $418K 0.03% 0 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,154 $417K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,133 $414K 0.02% +144 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,103 $410K <0.01% -89 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,086 $408K 0.01% -14 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3,079 $407K 0.06% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,068 $406K 0.01% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,025 $400K 0.02% -100 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,023 $400K 0.1% +3 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,017 $399K 0.04% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,017 $399K 0.04% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,000 $397K 0.12% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,977 $394K 0.03% -5 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,952 $390K <0.01% +450 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,923 $387K <0.01% +166 13F-HR Timeline Group Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 2,900 $383K 0.08% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,883 $381K 0.07% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,874 $380K 0.08% +530 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,863 $379K <0.01% +6 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,850 $377K 0.12% -305 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,856 $377K 0.03% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,827 $374K 0.19% +2 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,813 $372K 0.05% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,805 $371K 0.12% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,800 $370K 0.02% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,763 $365K 0.01% +1 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,750 $361K 0.04% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,727 $361K 0.01% -320 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,722 $360K 0.05% +3 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 2,712 $359K 0.29% +137 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,709 $358K 0.07% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,705 $358K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,696 $356K 0.27% +6 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,687 $355K 0.21% +6 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,679 $355K 0.01% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,684 $355K 0.04% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,684 $355K 0.04% -58 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,680 $354K <0.01% 0 13F-HR Timeline Group Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 2,674 $354K 0.27% +465 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,622 $347K 0.13% -509 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,608 $345K 0.01% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,595 $343K 0.06% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,590 $343K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,586 $342K 0.01% +2 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,571 $340K 0.08% +609 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,567 $339K 0.02% -79 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,522 $334K 0.02% +106 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,520 $333K <0.01% +240 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,500 $331K <0.01% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,490 $329K 0.04% +195 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,480 $328K 0.16% +77 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,478 $328K 0.07% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,474 $327K 0.01% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,464 $326K <0.01% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,460 $325K 0.11% +14 13F-HR Timeline First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 2,460 $325K 0.05% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,459 $325K <0.01% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,454 $325K 0.09% +37 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,439 $323K 0.02% -65 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,401 $318K 0.02% -263 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 2,391 $316K 0.16% -100 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,380 $315K 0.02% -20 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,361 $312K 0.02% new 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 2,349 $311K 0.11% -104 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,345 $310K 0.04% -100 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,337 $309K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,333 $309K 0.01% -50 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,324 $307K <0.01% +249 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,306 $305K 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,299 $304K 0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,283 $302K 0.1% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,272 $300K 0.08% +4 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,267 $300K 0.03% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,252 $298K 0.03% 0 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 2,215 $293K 0.08% -54 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 2,219 $293K 0.23% -574 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,187 $289K 0.06% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,178 $288K 0.06% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,178 $288K <0.01% 0 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,164 $286K 0.09% +5 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,153 $285K <0.01% -2,895 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,149 $284K 0.01% new 13F-HR Timeline Group Reliant Wealth Planning More: the full row for Reliant Wealth Planning 2,133 $282K 0.08% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,498 $280K 0.04% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,105 $278K 0.06% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,100 $278K <0.01% -200 13F-HR Timeline Group CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,098 $277K 0.09% +213 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,077 $275K 0.01% -72 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,991 $274K 0.01% +4 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,066 $273K <0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,026 $268K 0.02% -459 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,024 $268K 0.01% +4 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 2,020 $267K 0.1% -5 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,014 $266K 0.02% +2 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,007 $265K 0.01% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,983 $262K 0.11% +5 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,970 $261K 0.01% -289 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,957 $259K 0.01% 0 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,954 $258K 0.02% +87 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,936 $256K 0.02% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,920 $254K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,908 $252K 0.02% -1,268 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,903 $252K 0.01% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,898 $251K 0.01% -83 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,871 $247K <0.01% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,860 $246K 0.09% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,855 $245K 0.13% -134 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,853 $245K 0.07% +4 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,843 $244K 0.03% -125 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,840 $243K 0.12% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,832 $242K 0.1% new 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,816 $240K 0.21% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,814 $240K 0.04% -386 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,808 $239K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,804 $239K <0.01% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,800 $238K 0.07% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,799 $238K 0.15% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,771 $234K 0.13% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,761 $233K <0.01% new 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,750 $231K 0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,745 $231K 0.01% -58 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,743 $231K 0.04% new 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 1,743 $230K 0.17% new 13F-HR/A Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,735 $229K 0.17% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,732 $229K 0.02% new 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 1,728 $229K 0.21% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,694 $224K 0.01% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,690 $223K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,661 $220K <0.01% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,656 $219K 0.03% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,652 $218K 0.08% -7,777 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,644 $217K 0.03% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,632 $216K 0.08% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,621 $214K 0.01% 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 1,621 $214K 0.16% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,620 $214K <0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,604 $212K 0.01% new 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,601 $212K 0.09% new 13F-HR/A Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,600 $212K 0.02% -575 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,598 $211K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,579 $209K 0.12% +92 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,578 $209K 0.09% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,574 $208K 0.09% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,571 $208K 0.14% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,571 $208K 0.01% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,565 $207K 0.02% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,562 $207K 0.02% new 13F-HR Timeline Group NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 1,553 $205K 0.07% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,550 $205K 0.01% new 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 1,533 $203K 0.1% -265 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,524 $202K 0.11% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,442 $191K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,340 $177K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,325 $175K 0.05% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,318 $174K 0.01% +18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,266 $167K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,228 $162K <0.01% -51 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,205 $159K 0.06% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,155 $153K <0.01% +280 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,143 $151K 0.03% +66 13F-HR Timeline