Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 8,676 $1.25M 0.09% -1,842 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,592 $1.24M 0.01% +256 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,559 $1.24M 0.11% +1,856 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,311 $1.2M 0.05% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,184 $1.18M 0.02% -3,390 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,145 $1.18M 0.02% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,127 $1.17M 0.18% +60 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 8,106 $1.17M 0.89% +1 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 8,000 $1.16M 0.37% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,954 $1.15M 0.04% +300 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 8,285 $1.13M 0.18% +16 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,730 $1.12M 0.02% +2,794 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 7,699 $1.11M 0.29% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,646 $1.1M 0.11% +478 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,557 $1.09M <0.01% +4 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,709 $1.08M 0.06% +272 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,466 $1.08M <0.01% -132 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,462 $1.08M 0.08% -3,705 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,454 $1.08M 0.03% -270 13F-HR Timeline Group Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 7,292 $1.05M 0.96% -301 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 7,286 $1.05M 0.69% -66 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,230 $1.04M 0.01% -115 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 7,177 $1.04M 1.11% -90 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,000 $1.01M 0.45% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,976 $1.01M 0.02% +1,628 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,956 $1.01M 0.37% -515 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,915 $999K 0.5% +3 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,787 $981K <0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,659 $962K 0.01% +134 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 6,650 $961K 0.2% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,648 $960K 0.08% +8 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,480 $936K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,374 $921K 0.02% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,310 $912K 0.11% +108 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,300 $910K 0.24% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 6,264 $905K 0.01% -9,944 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,217 $898K <0.01% +2,371 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,074 $878K 0.01% +92 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,070 $877K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,019 $870K 0.05% +385 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,016 $869K 0.14% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 6,000 $867K 0.03% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,937 $858K 0.12% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,868 $848K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,827 $842K 0.01% -107 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,813 $840K 0.08% -21 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,653 $817K 0.01% +114 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,635 $814K <0.01% +55 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,629 $813K 0.23% -2,506 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,626 $813K <0.01% +386 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,770 $807K <0.01% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 5,546 $801K 0.18% -2,401 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,526 $798K 0.02% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,430 $785K 0.27% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,425 $784K 0.04% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 5,367 $775K 0.18% +25 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,332 $770K 0.08% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,561 $759K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,204 $752K 0.01% +815 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 5,190 $750K 0.32% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,129 $741K 0.01% +200 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,123 $740K 0.01% +1,689 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,067 $732K 0.16% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,000 $722K 0.05% +1,400 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,901 $708K 0.01% -1,544 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 4,846 $700K 0.13% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,811 $695K <0.01% -1,394 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4,800 $694K 0.14% 0 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 4,668 $674K 0.26% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,663 $674K 0.14% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,656 $673K 0.01% +386 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,598 $664K 0.22% -172 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,563 $659K <0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,523 $654K 0.01% +116 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,474 $646K <0.01% +326 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,470 $646K 0.01% -4,475 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,429 $640K 0.37% -162 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,415 $638K <0.01% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,414 $638K 0.02% 0 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 4,410 $637K 0.62% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,394 $635K 0.27% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,269 $617K 0.02% +509 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,262 $616K <0.01% -194 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,229 $611K 0.06% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,108 $593K <0.01% +1,988 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,102 $593K <0.01% +925 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 4,028 $582K 0.13% -202 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,020 $581K 0.44% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,020 $581K 0.01% -450 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,974 $574K <0.01% 0 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,951 $571K 0.03% +434 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,943 $570K 0.03% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,897 $563K 0.08% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,842 $555K 0.18% -25 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,839 $555K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,794 $548K 0.01% +189 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,771 $545K <0.01% -387 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,875 $544K 0.01% -275 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,715 $537K 0.05% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,715 $537K 0.47% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,706 $535K 0.01% -4,054 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 3,702 $535K 0.29% +4 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,687 $533K 0.04% -193 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,629 $524K 0.02% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 3,622 $523K 0.05% -149 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,604 $521K 0.09% -85 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,600 $520K 0.11% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,600 $520K 0.01% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,600 $520K 0.03% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,579 $517K <0.01% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,558 $514K 0.02% -39 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,553 $513K 0.06% -76 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,527 $510K 0.01% +1,075 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 3,507 $507K 0.22% -22 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,500 $506K 0.03% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,471 $501K <0.01% -435 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,450 $498K 0.43% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,442 $497K 0.04% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,400 $491K <0.01% +100 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,376 $488K 0.07% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,344 $483K 0.05% +79 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,313 $479K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,291 $475K <0.01% +402 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,271 $473K 0.07% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,251 $470K 0.02% +922 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,248 $469K 0.02% +41 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,222 $465K 0.01% +187 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,218 $465K 0.02% +953 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,194 $462K 0.01% +352 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,185 $460K 0.09% -42 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,177 $459K 0.07% -350 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,173 $458K 0.25% +12 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,150 $456K <0.01% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,143 $454K 0.04% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,079 $445K 0.2% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,077 $445K 0.05% -18 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,076 $444K 0.07% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,066 $443K 0.11% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,043 $440K 0.05% +3 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,124 $437K <0.01% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,000 $433K 0.1% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,000 $433K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,000 $433K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,968 $429K 0.01% +50 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,950 $426K 0.03% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,931 $423K 0.04% -69 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,927 $423K 0.19% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,888 $417K 0.01% +122 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,881 $416K 0.19% +362 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,856 $413K <0.01% -57 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,835 $410K 0.02% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,833 $409K 0.14% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,817 $407K 0.06% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,791 $403K <0.01% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,700 $390K 0.04% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,700 $390K 0.04% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,696 $390K 0.19% -348 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,682 $387K 0.11% +3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,676 $387K 0.03% -1,533 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,600 $375K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,693 $368K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,530 $366K 0.09% +3 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,518 $364K 0.01% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,516 $364K 0.05% -59 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,508 $362K 0.06% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,500 $361K 0.03% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,500 $361K 0.02% -1,000 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 2,488 $359K 0.24% -141 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,488 $359K 0.06% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,471 $357K <0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,478 $355K <0.01% +493 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,442 $353K 0.01% +50 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,418 $349K 0.07% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 2,503 $349K 0.08% +3 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 2,639 $348K 0.26% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,401 $347K <0.01% +42 13F-HR Timeline Group PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,400 $347K 0.19% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,396 $346K 0.08% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,382 $344K 0.06% -175 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,660 $344K 0.03% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,373 $342K 0.12% +160 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,349 $339K 0.05% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,340 $338K 0.02% -29 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,322 $335K 0.01% -53 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,309 $334K 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,280 $329K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,274 $329K 0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,272 $328K 0.05% -125 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,270 $328K 0.18% -522 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,264 $327K 0.17% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,253 $326K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,235 $323K 0.01% +815 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 2,208 $319K 0.05% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,204 $318K 0.01% +1 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,200 $318K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,160 $312K 0.06% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,160 $312K 0.16% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,126 $307K <0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,123 $307K 0.01% +20 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,112 $305K <0.01% -80 13F-HR Timeline Group