Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,227 $236K 0.04% +774 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,995 $230K 0.03% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,879 $226K 0.01% -981 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,825 $225K 0.07% +4,325 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,762 $223K 0.01% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 7,722 $222K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,646 $220K 0.02% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,500 $219K 0.02% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,457 $214K 0.08% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,409 $213K 0.02% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 7,215 $207K 0.09% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,183 $206K 0.1% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7,130 $205K 0.02% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,107 $204K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 7,059 $203K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,042 $202K <0.01% -61 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,646 $191K 0.01% +1,172 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,498 $185K 0.01% +15 13F-HR Timeline SBI Securities Co., Ltd. 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More: the full row for AMERIFLEX GROUP, INC. 3,340 $95.9K 0.05% +206 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,825 $81.1K 0.03% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,590 $74.4K 0.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,551 $73.2K 0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,144 $61.6K <0.01% -250 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,380 $59.3K 0.01% +10 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,012 $57.8K 0.02% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $57.4K 0.02% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,910 $54.8K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,881 $54K 0.01% +7 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,846 $53K 0.02% +29 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,779 $51.1K <0.01% -346 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,764 $50.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,591 $45.7K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,412 $40.5K 0.03% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,266 $36.3K <0.01% +784 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,144 $32.8K 0.01% -1,089 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $28.7K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 992 $28.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 914 $26.2K <0.01% -59 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 900 $25.8K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 859 $24.7K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 821 $23.6K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 775 $22.2K <0.01% -2,550 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 649 $18.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 637 $18K <0.01% -1,164 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 417 $12K <0.01% -222 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 410 $11.8K <0.01% -20 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 405 $11.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 400 $11.5K <0.01% new 13F-HR/A Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 304 $8.74K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 273 $7.85K <0.01% +155 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 228 $6.55K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 218 $6.27K <0.01% -191 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 196 $5.63K <0.01% +100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 190 $5.45K <0.01% +3 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 181 $5.2K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 167 $5K <0.01% -88 13F-HR Timeline Group MATHER GROUP, LLC. 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More: the full row for Reyes Financial Architecture, Inc. 141 $4.05K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 130 $4K <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 135 $3.86K <0.01% +2 13F-HR/A Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 126 $3.62K <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 116 $3.33K <0.01% new 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 111 $3.19K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 93 $2.68K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 76 $2.17K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 75 $2.15K <0.01% -6 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 72 $2.07K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 43 $1.24K <0.01% -9,532 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 43 $1.24K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 39 $1.12K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 38 $1.09K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 33 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $758 <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 23 $667 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 10 $287 <0.01% -65 13F-HR Timeline Group