Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,268 $296K 0.09% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,265 $296K 0.17% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,258 $295K <0.01% -150 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,234 $293K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,230 $293K 0.11% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,212 $291K 0.06% -2,568 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,201 $290K 0.04% 0 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 750 $285K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,135 $284K 0.04% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,128 $283K <0.01% -150 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,122 $283K 0.02% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,120 $283K 0.11% -20,361 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,090 $280K 0.09% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,089 $280K 0.04% -1,379 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 3,050 $276K 0.04% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,049 $276K 0.01% +324 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,008 $276K 0.02% +250 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,680 $275K 0.13% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,032 $275K 0.02% +132 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,032 $275K 0.03% 0 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 3,002 $272K 0.2% +1 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 2,982 $270K 0.06% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,975 $270K 0.05% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,959 $268K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,957 $268K 0.17% +1,090 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,951 $267K 0.17% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,936 $266K 0.04% +271 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,930 $265K 0.02% +1 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,925 $265K 0.01% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,915 $264K 0.09% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,911 $264K 0.07% -44 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,910 $264K 0.08% new 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,898 $263K <0.01% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,880 $261K 0.11% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,825 $256K <0.01% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,821 $256K 0.03% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,815 $255K 0.06% -450 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,807 $254K 0.04% -2,950 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,795 $253K 0.02% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,689 $253K 0.06% +1,389 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,782 $252K 0.05% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 2,775 $251K 0.05% -463 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,764 $250K 0.03% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,759 $250K 0.02% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,732 $248K 0.01% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,724 $247K 0.01% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 2,718 $246K 0.03% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,702 $245K 0.2% -8 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,375 $244K 0.06% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,688 $244K 0.02% +26 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 2,682 $243K 0.19% -48 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,668 $242K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,649 $240K 0.01% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,638 $239K 0.01% new 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,645 $239K 0.06% -66 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,625 $238K 0.09% -400 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,623 $238K 0.02% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,607 $236K 0.15% +1 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,602 $236K 0.01% -34,675 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,571 $233K 0.14% -763 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,560 $232K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,550 $231K <0.01% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,540 $230K 0.02% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,505 $227K 0.05% -94 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,500 $226K 0.09% -100 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,467 $224K 0.04% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,464 $223K 0.03% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,354 $223K 0.01% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,460 $223K 0.08% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,450 $222K <0.01% new 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 2,443 $221K 0.06% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,431 $220K 0.04% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,424 $219K 0.01% +786 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,411 $218K 0.15% -100 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 2,401 $218K 0.06% new 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,376 $215K 0.01% -266 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,375 $215K 0.02% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,375 $215K 0.06% new 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 2,363 $214K 0.1% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,358 $214K 0.01% -2,963 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,337 $212K 0.09% +200 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,335 $212K 0.18% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,335 $212K 0.09% -615 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,330 $211K 0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,308 $209K 0.02% -445 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,300 $208K <0.01% -62,670 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2,294 $208K 0.04% -2,153 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,293 $208K <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,283 $207K 0.01% -3,018 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,817 $206K 0.07% -600 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,273 $206K 0.02% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,269 $206K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,263 $205K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,211 $205K 0.01% -750 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 2,252 $204K 0.28% -106 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,251 $204K <0.01% +336 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,246 $204K 0.03% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,225 $202K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,207 $200K <0.01% +166 13F-HR Timeline CENTRICA WEALTH MANAGEMENT, LLC More: the full row for CENTRICA WEALTH MANAGEMENT, LLC 2,150 $198K 0.15% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,036 $184K 0.01% +2,011 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,918 $174K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,911 $173K <0.01% new 13F-HR Timeline Group AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 200,900 $171K 0.93% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,885 $171K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,870 $169K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,858 $168K 0.01% +453 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,850 $168K 0.02% +300 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,853 $167K 0.01% +1,446 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,714 $155K 0.05% -5,110 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 1,611 $146K 0.14% 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,605 $145K 0.07% -1,320 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,580 $143K 0.05% 0 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. 1,574 $143K <0.01% -6,000 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,521 $137K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,485 $135K 0.01% -144 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,437 $130K <0.01% +7 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,410 $128K 0.04% -750 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,391 $126K 0.04% -7,425 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,277 $116K <0.01% -8,903 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,234 $112K 0.01% -627 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,216 $110K 0.06% -187 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,175 $106K 0.09% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,155 $105K 0.01% +530 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,141 $103K 0.01% +20 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,115 $101K <0.01% +105 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,112 $101K <0.01% +242 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,077 $97.6K 0.07% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,064 $96.4K 0.06% -6 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,060 $96K 0.03% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,020 $92.4K 0.04% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 995 $90.2K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 993 $90K 0.01% +775 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 974 $88.2K 0.04% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 929 $84.2K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 905 $82K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 885 $80K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 850 $77K <0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 826 $74.8K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 793 $71.9K 0.01% -1 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 775 $70.2K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 750 $68K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 696 $63.1K <0.01% -48 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 664 $60.2K 0.01% -638 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 655 $59.3K <0.01% 0 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 644 $58.3K 0.01% +75 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 610 $55.3K 0.01% +540 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 605 $54.8K 0.03% +505 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 605 $54.7K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 602 $54.5K <0.01% -60,969 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $54.4K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 592 $53.6K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 579 $52.4K <0.01% +67 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 562 $50.9K 0.02% -120 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 558 $50.6K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 552 $50K 0.01% new 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 540 $48.9K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 525 $47.6K 0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 6,100 $45.8K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 500 $45.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 500 $45.3K 0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 500 $45.3K 0.02% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 483 $45.1K <0.01% +160 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 495 $44.8K <0.01% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 480 $43.5K <0.01% -178,157 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 479 $43.4K 0.01% +6 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 450 $40.8K <0.01% +70 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 450 $40.8K <0.01% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 507 $40.7K 0.05% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 440 $39.9K <0.01% -40 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 432 $39.1K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 428 $38.8K 0.01% +75 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 425 $38.5K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 420 $38.1K 0.02% 0 13F-HR Timeline Longitude (Cayman) Ltd. More: the full row for Longitude (Cayman) Ltd. 400 $36.2K 0.02% -100 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 52,175 $35.9K 0.01% new 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 393 $35.6K 0.01% -74 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 383 $34.7K 0.02% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 375 $34K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 370 $33.5K <0.01% +250 13F-HR Timeline CX Institutional More: the full row for CX Institutional 350 $32K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 326 $31.8K <0.01% 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 350 $31.7K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 345 $31.3K 0.01% +198 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 335 $30.4K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 320 $30.3K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 315 $28.5K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 310 $28.1K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 300 $27.2K 0.01% -265 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $27.2K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 290 $26.3K 0.01% 0 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 281 $25.4K 0.01% +152 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 280 $25.4K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 272 $24.6K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 265 $24K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 260 $23.6K <0.01% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 250 $22.6K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 236 $22.2K <0.01% +72 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 232 $21K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 225 $20.4K 0.01% 0 13F-HR Timeline