NWAM LLC More: the full row for NWAM LLC 7,184 $607K 0.03% -1,417 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,150 $604K 0.01% +70 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 7,107 $600K 0.39% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 7,070 $597K 0.02% +450 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 6,991 $590K 0.11% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,860 $579K -79,597 Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,807 $575K 0.03% -20,563 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,803 $574K 0.02% +573 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 6,798 $574K <0.01% new 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 6,719 $567K 0.32% +2,796 13F-HR/A Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 6,643 $561K 0.12% -11,865 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,629 $560K 0.13% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,619 $559K 0.03% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,517 $550K 0.27% +355 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,475 $547K 0.14% +850 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,473 $547K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,468 $546K <0.01% +19 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,467 $546K 0.02% +359 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 6,464 $546K 0.25% -14 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,444 $544K <0.01% -359 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,250 $528K 0.15% new 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 6,145 $519K 0.15% -3,215 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,041 $517K 0.06% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,020 $508K 0.06% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,999 $507K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,969 $504K 0.02% +1,426 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,933 $501K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,910 $499K 0.04% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,885 $497K 0.38% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,754 $486K 0.27% +2,674 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,593 $472K 0.02% -208 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 5,559 $469K +709 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,533 $467K 0.01% -2,945 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,487 $463K 0.12% -50 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,384 $454K <0.01% -2,232 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,303 $448K 0.01% +13 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 5,300 $447K 0.01% -750 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,263 $444K <0.01% -661 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,197 $439K 0.01% +57 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,184 $438K 0.33% -5,602 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,179 $437K <0.01% -22 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,164 $436K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,069 $428K 0.02% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,225 $428K -323 Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,042 $426K 0.03% +1,398 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,916 $415K 0.16% -41 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,892 $413K 0.13% +1,999 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,019 $405K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,781 $404K <0.01% +80 13F-HR Timeline Group Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,756 $402K 0.26% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 4,653 $393K 0.27% +80 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,625 $391K 0.1% +153 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 4,620 $390K 0.1% +3,200 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,602 $389K 0.07% -1,665 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,500 $380K 0.14% +92 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,488 $379K 0.16% +178 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,477 $378K 0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,407 $372K 0.17% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 4,607 $372K <0.01% -503,438 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 4,400 $372K 0.13% +2,400 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,176 $368K 0.04% +1,293 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,356 $368K <0.01% +384 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,339 $366K <0.01% +614 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,332 $366K <0.01% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,323 $365K 0.04% +453 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,292 $362K 0.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,257 $359K 0.01% -8,901 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,256 $359K 0.06% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,250 $359K <0.01% +2,174 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,236 $358K <0.01% -247 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,152 $351K 0.04% +87 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 4,130 $349K 0.16% +240 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,128 $349K 0.03% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,083 $345K 0.44% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,044 $341K 0.09% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,044 $341K 0.04% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,034 $341K 0.2% -79 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,023 $340K 0.06% +136 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,000 $338K 0.01% new 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 4,000 $338K 0.09% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,994 $337K 0.07% -165 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,948 $333K 0.06% +806 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,517 $327K 0.03% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,877 $327K 0.02% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,870 $327K 0.01% -1,060 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,824 $323K 0.05% -13 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,800 $321K <0.01% -121 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,787 $320K 0.03% -539 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 3,750 $317K 0.14% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,738 $316K 0.01% +364 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,862 $315K 0.02% +216 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,713 $314K 0.01% +1,887 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,669 $310K 0.01% +3,268 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,525 $309K 0.06% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,636 $307K 0.09% new 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 3,607 $305K 0.18% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,568 $301K 0.01% new 13F-HR/A Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,555 $300K 0.03% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,541 $299K <0.01% +776 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,511 $296K <0.01% +82 13F-HR/A Timeline Sentry LLC More: the full row for Sentry LLC 3,456 $292K 0.09% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,453 $291K <0.01% +1,417 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,440 $290K 0.01% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,192 $290K 0.1% +251 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,425 $289K 0.27% +300 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,386 $286K 0.04% -155 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,386 $286K 0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,347 $283K 0.03% -476 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 3,342 $282K 0.26% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,341 $282K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,151 $282K 0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,329 $281K 0.02% +222 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,311 $280K 0.06% +235 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,301 $279K 0.02% -750 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,286 $278K 0.1% +71 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,265 $276K 0.11% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,247 $274K 0.06% +216 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,229 $273K 0.12% 0 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,180 $269K 0.09% new 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,179 $268K 0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,149 $266K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,096 $261K 0.01% -99,161 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,070 $259K 0.03% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,067 $259K 0.02% +487 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,064 $259K <0.01% +505 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,033 $256K 0.02% +166 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,023 $255K 0.03% +138 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,019 $255K <0.01% +170 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,015 $255K <0.01% -139 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,011 $254K 0.01% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,004 $254K 0.1% -1,564 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,978 $251K 0.04% -29 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 2,904 $251K 0.22% -58 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,964 $250K 0.11% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,925 $247K 0.13% +375 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,919 $246K 0.03% -238 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,918 $246K 0.01% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,869 $242K 0.07% +273 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,865 $242K 0.03% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,861 $242K 0.08% 0 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 2,831 $239K 0.08% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,830 $239K <0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,811 $237K 0.02% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,794 $236K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,791 $236K 0.01% +236 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,791 $236K +2,589 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,781 $235K <0.01% +1,161 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,776 $234K 0.01% +220 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,767 $234K 0.16% -183 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,749 $232K 0.01% -283 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,753 $232K 0.01% -160 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,734 $231K <0.01% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,729 $230K 0.06% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,709 $229K 0.11% -37 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,629 $222K <0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,618 $221K <0.01% -209 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,543 $215K 0.04% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,538 $214K 0.02% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,500 $211K 0.04% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,495 $211K 0.02% -1,197 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,335 $206K 0.04% -204 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,436 $206K <0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,417 $204K <0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,276 $203K 0.03% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,400 $203K 0.04% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,390 $202K 0.03% -210 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,375 $201K 0.25% new 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 2,371 $200K <0.01% 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 2,356 $199K 0.03% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,351 $198K 0.04% +238 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,264 $196K <0.01% +21 13F-HR Timeline Group Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 2,127 $180K 0.01% 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,100 $177K 0.06% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,874 $158K <0.01% +1,526 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,804 $152K 0.12% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,773 $150K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,754 $148K <0.01% +228 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,719 $147K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,696 $143K 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,679 $142K <0.01% +137 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,639 $138K 0.02% +1,097 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 1,560 $132K <0.01% new 13F-HR Timeline Group Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,500 $127K 0.02% -3,050 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,500 $127K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,480 $125K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,448 $122K <0.01% -61 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,453 $122K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,405 $119K 0.03% +230 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,345 $114K 0.04% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,281 $108K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,280 $108K <0.01% +84 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,274 $108K <0.01% +192 13F-HR Timeline Group Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,274 $108K 0.15% 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,239 $107K 0.01% +579 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,050 $88.7K <0.01% -398 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 988 $83.4K 0.06% -776 13F-HR Timeline Quarry LP More: the full row for Quarry LP 930 $78.5K 0.02% -4,070 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 850 $75.9K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 870 $75.2K 0.02% +485 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 880 $74.3K 0.02% new 13F-HR Timeline