Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,470 $399K 0.01% -30,838 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,457 $398K 0.02% -345 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,446 $396K 0.07% +151 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,405 $392K 0.07% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,380 $389K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,352 $386K 0.01% +56 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,350 $385K 0.12% +295 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,325 $382K 0.08% -70 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,310 $381K 0.03% -24,158 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,307 $380K 0.12% +50 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,300 $380K 0.08% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,268 $376K 0.13% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,257 $375K 0.01% 0 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,235 $372K 0.16% -3,235 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,202 $368K 0.08% +74 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,201 $368K 0.07% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,175 $365K 0.2% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,144 $362K 0.01% -4,117 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,110 $358K <0.01% +2,960 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,100 $357K 0.15% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,026 $348K 0.02% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,011 $346K 0.07% -125 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 3,000 $345K 0.9% 0 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 3,155 $345K 0.31% 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,994 $344K 0.07% +110 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,979 $343K 0.2% -7 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,968 $341K 0.24% +392 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,943 $339K 0.03% -2,583 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,933 $337K 0.05% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,932 $337K 0.08% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,932 $337K 0.06% 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,930 $337K 0.31% -247 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,929 $337K 0.03% -1,169 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,925 $336K 0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 46,100 $335K 0.11% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,884 $332K 0.07% -64 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,878 $331K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,872 $330K 0.01% -56 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,868 $330K 0.02% +23 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,795 $321K 0.04% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,750 $316K 0.06% -543 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,732 $314K 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,725 $313K 0.01% -967 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,712 $312K 0.09% -1,633 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,711 $311K 0.09% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,805 $307K 0.03% -3,704 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,640 $304K 0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,606 $300K 0.22% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,568 $295K 0.02% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,564 $295K 0.16% -163 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,540 $292K 0.04% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,525 $290K 0.07% 0 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,500 $288K 0.03% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,500 $288K 0.13% -17,072 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,491 $286K 0.02% -12,495 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,450 $283K 0.03% -1,695 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,464 $283K 0.04% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 2,433 $280K <0.01% -6,311 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,429 $279K 0.02% +642 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 2,425 $279K 0.07% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,420 $278K 0.02% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,375 $273K 0.02% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,375 $273K 0.08% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,347 $270K <0.01% -329 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,338 $269K 0.19% -2,240 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,334 $268K 0.01% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,328 $268K 0.02% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,008 $268K 0.16% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,285 $264K 0.06% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,277 $262K <0.01% -38 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 2,275 $262K 0.07% +25 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,254 $259K 0.01% -56 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,250 $259K 0.1% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,241 $258K 0.03% -333 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,227 $256K <0.01% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,200 $253K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,190 $252K 0.01% new 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 2,184 $251K <0.01% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,179 $251K 0.01% +75 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,175 $250K 0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,160 $248K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,141 $246K <0.01% -42 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,144 $246K <0.01% -69 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,141 $246K <0.01% -11,975 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,134 $245K 0.1% +22 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,125 $244K 0.04% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,107 $242K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,077 $239K <0.01% -693 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,068 $238K 0.03% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,065 $237K 0.03% -109 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,041 $235K 0.01% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,028 $233K 0.03% -10 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,024 $233K 0.16% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,022 $233K 0.01% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,014 $232K 0.1% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,003 $230K 0.05% new 13F-HR/A Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,000 $230K 0.06% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,000 $230K 0.04% -745 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,995 $229K 0.01% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,991 $229K 0.09% 0 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 1,970 $227K 0.13% -7 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,962 $226K 0.01% -1,072 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,955 $225K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,932 $222K <0.01% -30 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,905 $220K 0.06% +46 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,912 $220K 0.02% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,905 $219K 0.07% -2,369 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,903 $219K 0.01% -3,205 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,888 $217K 0.1% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,885 $217K 0.04% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,875 $216K 0.15% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,874 $216K 0.01% -315 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,870 $215K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,870 $215K <0.01% -165 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,865 $214K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,860 $214K 0.04% 0 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,851 $213K 0.13% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,834 $213K 0.02% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,680 $212K 0.12% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,830 $210K 0.13% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,827 $210K 0.04% new 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,800 $210K 0.02% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,821 $209K 0.02% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,817 $209K 0.02% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,810 $208K <0.01% -110 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,809 $208K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,798 $207K 0.01% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,795 $206K 0.05% -660 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,758 $202K <0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,750 $201K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,745 $201K 0.02% -185 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,744 $201K 0.03% -313 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,740 $200K 0.02% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,637 $188K 0.09% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,488 $171K <0.01% -191 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,418 $163K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,401 $161K 0.12% +315 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,375 $158K <0.01% +565 13F-HR/A Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,100 $127K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,077 $124K 0.11% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,010 $116K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 995 $114K 0.02% +510 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 920 $106K <0.01% +842 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 912 $105K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 905 $104K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 904 $104K <0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 895 $103K 0.06% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 885 $102K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 870 $100K <0.01% -524 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 850 $97.8K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 850 $97.8K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 824 $94.8K <0.01% -45 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 817 $93.1K 0.07% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 775 $89.1K 0.03% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 765 $88K 0.02% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 751 $86.4K 0.07% +401 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 715 $82.2K 0.01% -2,519 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 700 $81K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 682 $78.4K 0.03% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 681 $78.3K 0.03% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 680 $78.2K <0.01% +252 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 680 $78.2K 0.01% +205 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 655 $75.3K <0.01% -9 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 625 $71.9K 0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 591 $68K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 590 $67.9K 0.02% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 576 $66.2K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 565 $65K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 562 $64.6K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 540 $62.1K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 535 $62K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 525 $60.4K 0.01% -100 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 500 $57.5K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 500 $57.5K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 494 $56.8K 0.04% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 491 $56.5K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 450 $51.8K <0.01% -234 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 440 $50.6K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 433 $49.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 427 $49K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 421 $48.4K 0.01% +12 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 420 $48.3K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 400 $46K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 375 $43.1K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 371 $42.7K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 345 $39.7K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 325 $37K <0.01% -120 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 320 $36.7K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 315 $36.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 315 $36.2K <0.01% -24 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 305 $35.1K <0.01% -22,940 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 300 $34.5K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 292 $33.6K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 291 $33.5K 0.01% +1 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 280 $32.2K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 266 $30.6K <0.01% +186 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 265 $30.5K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 260 $29.9K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 250 $28.8K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 247 $28.4K <0.01% -149 13F-HR Timeline