Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,938 $250K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,932 $249K 0.03% +278 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,010 $249K 0.11% +10 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,925 $249K <0.01% new 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,897 $248K <0.01% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,883 $247K <0.01% 0 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 4,874 $246K 0.12% -143 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,869 $246K 0.32% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,789 $242K 0.09% -123 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,694 $237K 0.05% +33 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,688 $237K 0.01% +165 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,671 $236K <0.01% +28 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,628 $234K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,621 $234K 0.03% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 4,602 $233K -11,055 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,558 $232K 0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,592 $232K 0.1% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,586 $232K <0.01% -295 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 4,580 $232K 0.06% new 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 4,505 $228K 0.09% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,427 $224K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,275 $216K <0.01% -207 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,270 $216K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,000 $202K <0.01% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,000 $202K 0.05% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,630 $183K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,406 $172K 0.01% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 3,307 $167K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,226 $163K <0.01% +80 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,108 $157K <0.01% -3,252 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,893 $146K 0.03% -74 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,772 $140K 0.09% -118 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,732 $138K <0.01% +504 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,477 $125K <0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,470 $125K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,441 $123K <0.01% +290 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,150 $109K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,089 $106K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,077 $105K <0.01% +887 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,999 $101K <0.01% -769 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,780 $90K <0.01% -193 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,649 $83.3K 0.05% -458 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,600 $81K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,213 $62.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,220 $61.7K 0.01% -76 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,054 $53.3K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 936 $48K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 855 $43.2K 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 800 $40.4K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 806 $40.3K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 777 $39.3K <0.01% -4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 740 $37.4K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 690 $34.9K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 673 $34K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 650 $32.9K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 650 $32.9K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 605 $30.6K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 600 $30.3K <0.01% 0 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 586 $30K <0.01% 0 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 571 $28.9K <0.01% -535 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 566 $28.6K 0.02% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 500 $25.6K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 505 $25.5K <0.01% -15 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 500 $25.3K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 500 $25.3K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 461 $23.3K <0.01% +119 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 421 $21.3K <0.01% -12 13F-HR Timeline Security National Bank More: the full row for Security National Bank 409 $20.7K <0.01% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 408 $20.6K 0.01% -1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 400 $20.2K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 400 $20.2K <0.01% -500 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 332 $16.8K 0.01% +166 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 320 $16.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 293 $14.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 279 $14.1K <0.01% +172 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 278 $14.1K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 268 $13.5K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 258 $13K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 242 $12.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 201 $10.2K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 200 $10.1K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 198 $10K <0.01% -46 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 169 $8.54K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 160 $8.09K <0.01% 0 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 142 $7.18K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 155 $7K <0.01% +9 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 118 $5.96K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 101 $5.11K <0.01% -340 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 98 $4.95K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 90 $4.55K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 89 $4.5K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 87 $4.38K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 83 $4.2K <0.01% +18 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 74 $3.74K <0.01% -20,562 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 73 $3.74K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 73 $3.69K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 64 $3.23K <0.01% -4 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 73 $3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 58 $2.93K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 56 $2.82K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 52 $2.63K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 51 $2.58K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 37 $1.87K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 26 $1.31K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25 $1.26K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 36 $1K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18 $910 <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 12 $607 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9 $455 <0.01% -3 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $152 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2 $101 <0.01% -51 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 26 $6.56M -118,049 13F-HR/A Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.