Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,204 $720K 0.15% +14 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,200 $719K 0.04% -295 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 4,192 $718K 0.73% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,190 $717K 0.22% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,169 $714K 0.15% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,157 $712K 0.07% +42 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,156 $711K 0.1% -160 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,149 $710K 0.09% -44 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,129 $707K 0.08% -174 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,101 $702K 0.04% +2,050 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,082 $699K 0.02% -175 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,080 $698K 0.09% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,078 $698K 0.07% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,078 $698K 0.07% +41 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,074 $697K 0.08% -1,790 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,066 $696K 0.06% -2,023 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,059 $695K 0.32% -1,095 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,031 $690K 0.11% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,020 $689K 0.38% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,026 $689K 0.23% +7 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,022 $688K 0.28% -122 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,000 $686K 0.29% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,000 $685K 0.08% 0 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 4,000 $685K 0.26% -2,000 13F-HR/A Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,000 $685K 0.31% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,996 $684K 0.31% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,992 $683K 0.37% +107 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,967 $680K 0.17% 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 3,945 $675K 0.69% 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,940 $674K 0.49% -7 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,936 $673K 0.17% +528 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,916 $670K 0.43% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,921 $670K 0.14% -23 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 3,911 $669K 0.58% 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 3,900 $668K <0.01% new 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,897 $667K 0.05% +1,677 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,894 $667K 0.07% +127 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,891 $666K 0.39% +197 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 3,886 $665K 0.34% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,883 $665K 0.13% -5 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,869 $662K 0.18% +1,223 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,865 $662K 0.04% -426 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,864 $661K 0.06% -44 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,863 $661K 0.5% +113 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,860 $661K 0.05% -145 13F-HR Timeline Group Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3,856 $660K 0.14% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,844 $658K 0.15% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,836 $657K 0.05% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,806 $652K 0.69% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,803 $651K <0.01% +7 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,803 $651K 0.32% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,802 $651K 0.22% -84 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,779 $648K 0.11% +182 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,779 $647K 0.12% +3,368 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,777 $646K 0.5% +7 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,775 $646K 0.04% +137 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,768 $645K 0.07% new 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,758 $643K 0.04% -650 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,730 $639K 0.04% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,728 $638K 0.09% +1,440 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,710 $635K 0.06% +35 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,706 $634K 0.38% +216 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,660 $627K 0.53% 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,663 $627K 0.41% +572 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,656 $626K 0.18% 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,645 $624K 0.13% -125 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,636 $622K 0.17% +166 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,573 $621K 0.04% -71 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,624 $620K 0.05% -197 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,622 $620K 0.02% -10 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,587 $614K 0.04% +931 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,579 $613K 0.02% -158 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,574 $612K 0.07% -58 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,575 $612K 0.02% -317 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,575 $612K 0.01% -2,420 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 3,572 $612K 0.09% -65 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,572 $611K 0.08% -203 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,571 $611K 0.44% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,560 $609K 0.44% +350 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,553 $608K 0.33% +270 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,547 $607K 0.15% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,546 $607K 0.05% -68 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,548 $607K 0.17% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,540 $606K 0.22% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,538 $606K 0.03% +1,501 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,536 $605K 0.07% +1,090 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 3,521 $604K 0.54% 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,494 $598K 0.11% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,490 $598K 0.46% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,486 $597K 0.05% +1,870 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,470 $594K 0.29% -50 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,460 $593K 0.2% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,463 $593K 0.09% -35 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,459 $592K 0.21% 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,426 $586K 0.08% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,420 $585K 0.03% +501 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 3,418 $585K 0.07% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,407 $583K 0.14% +309 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,400 $582K 0.02% +760 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,400 $582K 0.08% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,382 $579K 0.04% +310 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,369 $578K 0.05% -38 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,370 $577K 0.08% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,322 $569K 0.23% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,320 $568K 0.01% -47 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,313 $567K 0.18% +128 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,305 $566K 0.18% +186 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,299 $566K 0.04% +110 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,300 $565K 0.01% -180 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,294 $564K 0.11% +165 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,290 $563K 0.39% -98 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,278 $561K 0.14% +1,603 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,277 $561K <0.01% -42,386 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,272 $560K 0.55% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,270 $560K 0.08% -450 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,265 $560K 0.08% 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,261 $558K 0.02% -279 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,250 $556K 0.13% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,242 $555K 0.06% +27 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,240 $554K 0.14% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,228 $553K 0.02% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,212 $550K 0.14% -16,340 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,209 $549K 0.19% +14 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,204 $548K 0.36% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,390 $548K 0.27% -33 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,198 $547K 0.01% +21 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,197 $547K 0.16% -143 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,191 $546K 0.36% -1,174 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,190 $546K 0.01% -784 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,190 $546K 0.04% 0 13F-HR Timeline Group Prota Financial, LLC More: the full row for Prota Financial, LLC 3,189 $546K 0.39% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,188 $546K 0.2% +1,388 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,177 $544K 0.35% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,149 $539K 0.04% +763 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,148 $539K 0.48% +704 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,135 $537K 0.22% 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,134 $537K 0.2% -10 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,134 $537K 0.17% +2,249 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,130 $536K 0.28% +2,682 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,129 $536K 0.18% -1,736 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 3,123 $535K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,102 $531K 0.08% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,096 $530K 0.13% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,080 $527K 0.4% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,079 $527K 0.07% -1,102 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,068 $525K 0.04% +113 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 3,061 $524K 0.25% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,041 $521K 0.1% +37 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,035 $520K 0.05% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 3,020 $517K 0.08% -40 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,014 $517K 0.04% +983 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,010 $515K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,992 $512K 0.06% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,984 $511K 0.04% -24 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,983 $511K 0.11% -346 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,972 $509K 0.15% -43 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,970 $508K 0.07% -103 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,299 $507K 0.13% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,963 $507K 0.29% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,952 $505K 0.02% +63 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,950 $505K 0.05% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,949 $505K 0.24% -96 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,937 $503K 0.21% 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,932 $503K 0.58% 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 2,925 $501K 0.08% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,909 $498K 0.12% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,907 $498K 0.39% -42 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,905 $497K 0.06% -1,692 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,905 $497K 0.18% +115 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,899 $496K 0.28% 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,885 $494K 0.06% -1,105 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 2,880 $493K 0.23% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,872 $492K 0.05% -20 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,871 $491K 0.06% +7 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,870 $491K 0.16% -92 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,866 $491K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,861 $490K 0.11% +4 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,857 $489K 0.03% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,288 $488K 0.2% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,850 $488K 0.11% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,850 $488K 0.12% -1,000 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,849 $488K 0.1% +522 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,844 $487K 0.09% -456 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,834 $485K 0.14% -56 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,822 $483K 0.2% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,804 $480K 0.03% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,802 $480K 0.15% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,769 $474K 0.02% +467 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,764 $473K 0.45% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,763 $473K 0.08% -2,083 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,760 $472K 0.1% -240 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,755 $472K 0.02% +994 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,752 $471K 0.04% -653 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,739 $469K 0.06% -338 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,734 $468K 0.08% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,728 $467K 0.02% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,728 $467K 0.15% -76 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,721 $466K 0.15% -19 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,717 $465K +137 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,717 $465K 0.01% -557 13F-HR Timeline