BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,671 $694K <0.01% +981 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,611 $687K 0.43% -2,095 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,609 $687K <0.01% -282 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 6,602 $686K 0.04% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,547 $681K 0.28% -7 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,540 $680K 0.19% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for Moors & Cabot, Inc. 6,402 $666K 0.03% +184 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,319 $657K <0.01% -420 13F-HR/A Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,281 $653K 0.04% -100 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 6,251 $650K 0.06% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 6,181 $643K 0.14% -448 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,084 $632K 0.09% +795 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,023 $626K 0.08% -715 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,022 $626K 0.15% -3,912 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,455 $624K 0.03% +339 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,000 $624K 0.06% -1,584 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,996 $623K <0.01% 0 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,963 $620K 0.04% -1,368 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 5,944 $618K 0.01% -927 13F-HR Timeline Group Dash Acquisitions Inc. 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More: the full row for Glassy Mountain Advisors, Inc. 5,513 $573K 0.16% +51 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,509 $573K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,506 $572K 0.52% -1,500 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,453 $567K 0.06% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,397 $561K <0.01% -1,289 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 5,255 $558K 0.38% -115 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,340 $555K <0.01% 0 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 5,301 $551K 0.49% 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Anson Capital, Inc. 4,569 $475K 0.31% -381 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,507 $469K 0.17% -920 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,477 $465K 0.13% -60 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,474 $465K 0.13% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,464 $464K 0.01% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,451 $463K 0.18% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,439 $461K <0.01% -438 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,419 $459K 0.07% -549 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,402 $458K 0.01% -729 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,400 $457K 0.08% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,380 $455K 0.05% -3,290 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,335 $451K 0.33% -674 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,293 $446K 0.02% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,247 $441K 0.13% -44,373 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,112 $437K +1,189 Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,128 $429K 0.04% +185 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,119 $428K 0.09% +5 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,111 $427K 0.07% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,086 $425K 0.01% -232 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,060 $422K 0.11% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,986 $414K 0.06% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,940 $410K 0.24% -86 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,932 $409K 0.03% +1,046 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,923 $408K <0.01% +120 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,906 $406K 0.01% -393 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,833 $398K 0.1% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 3,824 $398K 0.08% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,803 $395K 0.02% -453 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 3,751 $390K 0.19% -1,953 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,740 $389K <0.01% +1,635 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 3,634 $378K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,627 $377K 0.05% +72 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,621 $376K <0.01% -415 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,588 $373K 0.01% -2,432 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,380 $370K 0.02% +516 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,553 $369K 0.09% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,543 $368K 0.09% -361 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,535 $368K 0.03% -1,004 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,512 $365K 0.15% -1,258 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,338 $364K 0.04% 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,491 $363K 0.3% -1,585 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,490 $363K 0.22% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,438 $357K 0.02% -8,856 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,426 $356K 0.11% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,424 $356K 0.02% -200 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,406 $354K 0.01% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,329 $346K 0.06% -750 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,316 $345K 0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,313 $344K <0.01% -824 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,307 $344K 0.22% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,292 $342K <0.01% -228 13F-HR/A Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3,277 $341K 0.08% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,242 $337K 0.03% -535 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,050 $330K 0.05% 0 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 3,163 $329K 0.12% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,150 $327K <0.01% -35,371 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,131 $326K 0.09% -1,313 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,111 $323K 0.12% +697 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 3,100 $322K 0.24% -646 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,088 $321K <0.01% -201 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,063 $318K 0.04% +30 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,039 $316K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,030 $315K <0.01% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,025 $314K 0.08% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 2,951 $307K 0.23% -45 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,940 $306K 0.16% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,143 $304K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,881 $300K 0.02% -1,818 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,758 $298K 0.02% -4,495 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,820 $297K 0.15% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 2,852 $296K 0.09% +217 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,842 $295K 0.03% +2,577 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,815 $293K 0.25% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,812 $292K 0.01% +30 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,805 $292K 0.1% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,786 $290K 0.02% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,741 $285K 0.1% -13 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,734 $284K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,716 $282K <0.01% -1,099 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,707 $281K <0.01% -1,092 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 2,705 $281K 0.09% +258 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,703 $281K 0.04% -663 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,700 $281K 0.03% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,701 $281K 0.03% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,699 $281K 0.11% +51 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,683 $279K <0.01% -264 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,649 $275K <0.01% -1,944 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,625 $273K 0.02% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,620 $272K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,603 $271K 0.01% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,589 $269K 0.07% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,554 $265K 0.01% -77 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,542 $264K 0.01% +485 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,526 $263K 0.02% -2,393 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,458 $255K 0.05% -223 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,456 $255K 0.02% -189 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,455 $255K <0.01% -444 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,441 $254K 0.03% -1,500 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,435 $253K 0.05% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,435 $253K 0.01% 0 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 2,399 $249K 0.24% 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,386 $248K <0.01% +2,026 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,363 $246K 0.03% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,356 $245K 0.03% -36 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,343 $244K <0.01% +36 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,329 $242K 0.02% -282 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,271 $242K 0.06% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,323 $241K 0.01% -90 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,319 $241K 0.13% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,311 $240K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,301 $239K <0.01% -519 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,271 $236K 0.03% -160 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,267 $236K 0.01% -370 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,250 $234K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,248 $234K 0.06% +2,219 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,236 $232K 0.11% -21 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,233 $232K 0.02% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,223 $231K 0.12% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,210 $230K 0.11% -212 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,201 $229K 0.05% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,200 $229K 0.01% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,200 $229K 0.01% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,198 $229K 0.04% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,166 $225K 0.03% -2,548 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,162 $225K 0.01% -1,367 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,125 $225K 0.07% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,145 $223K <0.01% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 2,115 $220K 0.04% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,100 $218K 0.1% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,076 $216K 0.06% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,075 $216K 0.01% -1 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,066 $215K 0.06% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,046 $213K 0.07% -75 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,044 $213K 0.2% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,043 $212K 0.07% new 13F-HR Timeline