EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,497 $208K 0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,487 $207K 0.04% -200 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,481 $206K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,476 $206K 0.01% -150 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,475 $206K 0.17% 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,440 $203K 0.12% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,424 $202K 0.05% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,417 $201K 0.03% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,410 $200K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,380 $198K 0.02% +32 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,211 $184K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,975 $164K <0.01% -96 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,824 $152K <0.01% +484 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,774 $148K <0.01% +620 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,746 $145K 0.01% -349 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,727 $144K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,700 $141K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,587 $132K 0.01% +176 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,564 $130K <0.01% +382 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,531 $129K 0.01% -676 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,548 $129K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,537 $128K <0.01% -228 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,502 $125K 0.01% -6,046 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,472 $122K 0.04% +158 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,436 $119K 0.01% -1,616 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,434 $119K 0.03% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,350 $112K <0.01% +286 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,307 $109K 0.01% -406 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,286 $107K 0.08% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,232 $102K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 105 $102K <0.01% -539 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,169 $102K 0.06% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,222 $102K 0.02% -412 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,206 $100K 0.01% +150 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,194 $99K 0.02% +214 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,188 $98.8K 0.01% -67 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,187 $98.7K <0.01% new 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,186 $98.7K 0.01% +34 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,144 $95.1K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,123 $93.4K <0.01% +1,011 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,116 $92.8K 0.06% +46 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,105 $91.9K 0.07% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,286 $91.1K <0.01% +498 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,084 $90.2K 0.01% +110 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,071 $89K 0.06% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,051 $87.4K <0.01% +557 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,038 $86.3K <0.01% -647 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,028 $85.5K <0.01% +104 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 906 $75K 0.04% +666 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 880 $73.2K 0.01% -34 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 814 $67.7K <0.01% +118 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 804 $66.9K 0.01% -26 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 780 $64.9K 0.01% -600 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 714 $59K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 705 $58.6K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 705 $58.6K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 688 $57.2K 0.05% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 648 $53.9K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 631 $52.5K <0.01% +621 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 630 $52.4K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 626 $52.1K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 605 $50.3K 0.01% -10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 591 $49.2K <0.01% -63 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 582 $48.4K 0.03% +116 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 579 $48.2K <0.01% -354 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 556 $46.2K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 545 $45.3K 0.01% -9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 544 $45.2K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 543 $45.2K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 543 $45.2K 0.02% 0 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 518 $43.1K 0.01% 0 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 500 $41.6K 0.03% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 494 $41.1K <0.01% -4 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 488 $40.6K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 477 $39K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 467 $38.8K 0.01% +62 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 454 $38K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 441 $37.2K 0.02% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 445 $37K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 445 $37K <0.01% +134 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 441 $36.7K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 440 $36.6K <0.01% +11 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 423 $35.2K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 409 $34.6K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 394 $33.3K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 398 $33.1K <0.01% +22 13F-HR Timeline City State Bank More: the full row for City State Bank 397 $33K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 392 $32K <0.01% +13 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 374 $31.1K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 343 $28.5K <0.01% -417 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 341 $28.4K <0.01% +205 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 328 $27.3K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 317 $26.4K 0.01% 0 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 313 $26K <0.01% +38 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 311 $25.9K <0.01% +61 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 309 $25.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 308 $25.6K <0.01% +7 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 283 $24K <0.01% -157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 273 $22.7K <0.01% -79 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 271 $22.5K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 270 $22.5K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 264 $22K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 261 $21.7K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 258 $21.5K 0.02% +19 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 257 $21.4K <0.01% -290 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 246 $21K <0.01% +123 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 266 $20.9K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 251 $20.9K 0.01% +56 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 246 $20.5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 232 $19.8K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 235 $19.5K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 204 $18.5K <0.01% +29 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 220 $18.3K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 216 $18K 0.01% -39 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 215 $17.9K <0.01% +2 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 211 $17.6K 0.01% -59 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 205 $17.1K 0.01% +112 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 201 $16.7K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 200 $16.6K <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $16.6K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 197 $16.4K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 194 $16.1K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 179 $14.9K <0.01% -90 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 176 $14.6K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 176 $14.6K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 176 $14.6K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 176 $14.6K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 176 $14.6K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 166 $13.8K <0.01% +20 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 164 $13.6K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 164 $13.6K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 163 $13.6K <0.01% -14 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 163 $13.6K <0.01% -132 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 156 $13K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 155 $12.9K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 144 $12K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 140 $11.6K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 137 $11K <0.01% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 132 $11K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 140 $10.9K <0.01% +122 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 123 $10.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 114 $9.48K <0.01% -7 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 111 $9.23K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 110 $9.15K <0.01% new 13F-HR/A Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 109 $9.07K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 111 $9K <0.01% +59 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 108 $8.98K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 104 $8.65K <0.01% -5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 103 $8.57K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 102 $8.48K <0.01% -5 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 98 $8.15K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 94 $7.82K <0.01% -5 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 92 $7.65K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 90 $7.5K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 88 $7.32K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 87 $7.24K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 87 $7.24K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 82 $6.82K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 81 $6.74K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 81 $6.74K <0.01% +46 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 80 $6.66K 0.01% 0 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 77 $6.41K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 75 $6.24K <0.01% -23 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 66 $5.49K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 65 $5.41K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 64 $5.32K <0.01% -4,003 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 62 $5.16K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 62 $5.16K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 62 $5.16K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 61 $5.07K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 67 $5K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 60 $4.99K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 56 $4.66K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 55 $4.58K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54 $4.49K <0.01% -104 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 53 $4.41K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 52 $4.33K <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 51 $4.24K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $4.24K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 51 $4.24K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $4.16K <0.01% +7 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $4.16K <0.01% -123 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 50 $4.16K <0.01% +3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 50 $4.16K <0.01% +20 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 48 $4.01K <0.01% -2,963 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 55 $4K <0.01% +6 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 53 $4K <0.01% +31 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 53 $4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 47 $3.91K <0.01% +18 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 44 $3.81K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 45 $3.74K <0.01% -22 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 41 $3.41K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $3.41K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 40 $3.33K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 40 $3.33K <0.01% +10 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 39 $3.24K 0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 38 $3.16K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 37 $3.08K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 40 $3.06K <0.01% -17 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 34 $2.83K <0.01% 0 13F-HR Timeline