VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,278 $386K 0.04% -179 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 2,320 $379K <0.01% new 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,233 $379K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,318 $379K 0.01% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,227 $378K 0.25% +1 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,214 $376K 0.01% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,191 $372K 0.17% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,306 $371K 0.13% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,171 $368K 0.2% -511 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,160 $366K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,160 $366K 0.03% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,150 $365K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,143 $364K <0.01% +412 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,143 $363K <0.01% new 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,125 $360K 0.13% 0 13F-HR/A Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,122 $360K 0.13% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,120 $360K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,116 $359K 0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,083 $353K <0.01% +34 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,068 $351K 0.01% +1,437 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,060 $349K 0.04% +1,469 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 2,060 $349K 0.35% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,045 $347K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,037 $345K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,035 $345K 0.07% +350 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,023 $343K 0.02% +309 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,014 $342K 0.07% -300 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,004 $340K 0.32% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,000 $339K 0.01% -90 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,987 $337K 0.01% +166 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $337K 0.08% new 13F-HR Timeline Amount filed as zero, left out of ratios. BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,969 $334K 0.02% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,043 $334K 0.02% -289 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,963 $333K 0.01% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,961 $333K 0.27% -1,192 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,810 $332K 0.02% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,942 $329K 0.08% +1,931 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,934 $328K 0.12% +1,044 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,925 $326K 0.01% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,914 $325K 0.35% +12 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,908 $324K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,908 $324K 0.04% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,895 $321K 0.02% -2,429 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,891 $321K <0.01% -97 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,876 $318K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,875 $318K <0.01% -1,950 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,861 $316K 0.05% new 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 1,843 $313K 0.13% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,831 $311K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,810 $307K 0.07% -9,438 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,802 $306K 0.03% +2 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,793 $304K 0.07% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,789 $303K 0.05% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,783 $302K 0 Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,770 $300K 0.03% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,762 $299K 0.17% +19 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,754 $297K 0.03% +40 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,735 $294K 0.1% -1,406 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,730 $293K 0.06% +30 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,729 $293K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,704 $289K 0.03% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,693 $287K 0.11% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,800 $285K 0.04% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,675 $284K 0.01% -3,612 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,675 $284K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,762 $283K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1,665 $282K 0.03% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 35 $280K 0.04% new 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,637 $278K <0.01% new 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,735 $277K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,627 $276K 0.02% +199 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,613 $274K 0.03% +23 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,600 $271K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,593 $270K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,592 $270K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,591 $270K <0.01% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,586 $269K 0.07% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,572 $267K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,565 $265K 0.03% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,557 $264K 0.07% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,550 $263K 0.04% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,546 $263K 0.01% -295 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,536 $261K <0.01% new 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 1,536 $261K 0.06% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,527 $259K 0.03% -401 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,525 $259K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,518 $257K 0.04% -126 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,516 $257K 0.1% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,515 $257K 0.04% -200 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,513 $257K 0.04% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,506 $255K <0.01% -491 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,502 $255K <0.01% -1,026 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,501 $255K 0.01% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,495 $254K 0.2% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,493 $253K 0.04% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,490 $253K 0.13% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,489 $253K 0.02% new 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 1,479 $251K 0.22% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,465 $249K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,455 $247K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,454 $247K <0.01% +1,299 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,451 $246K 0.1% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,448 $246K <0.01% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,447 $245K 0.02% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,442 $245K <0.01% -34,707 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,440 $244K 0.01% new 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 1,431 $243K 0.07% new 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,400 $237K 0.17% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 1,394 $236K <0.01% -560 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,386 $235K 0.02% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,377 $234K 0.03% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,523 $233K 0.17% -216 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 1,374 $233K 0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,359 $230K 0.09% -8,354 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,358 $230K 1.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,348 $229K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,349 $229K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,349 $229K 0.01% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,347 $228K 0.06% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,339 $227K 0.08% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,464 $227K 0.09% new 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,330 $226K <0.01% new 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,325 $225K 0.03% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,320 $224K 0.03% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,312 $223K 0.01% +354 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,309 $222K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,306 $221K 0.02% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,300 $220K <0.01% new 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 1,294 $219K 0.04% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,293 $219K 0.01% new 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,292 $219K <0.01% new 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,281 $217K 0.02% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,258 $213K 0.02% -980 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,251 $212K <0.01% new 13F-HR Timeline Group CastleKnight Management LP More: the full row for CastleKnight Management LP 1,250 $212K 0.01% -1,250 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,249 $212K 0.07% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,249 $212K 0.03% +2 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,247 $212K 0.01% new 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,228 $208K 0.09% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,225 $208K 0.08% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,216 $206K <0.01% new 13F-HR/A Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,214 $206K 0.05% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,214 $206K 0.01% +353 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,206 $205K 0.09% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,200 $204K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,199 $203K 0.01% -36 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,193 $202K 0.01% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,184 $201K 0.18% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,130 $175K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,018 $173K <0.01% +58 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,005 $170K 0.05% -1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 986 $167K 0.01% +485 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 956 $162K 0.01% -2,136 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 934 $158K 0.03% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 934 $158K <0.01% +34 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 921 $156K <0.01% +508 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 862 $146K 0.03% +134 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 852 $145K 0.01% +850 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 836 $142K <0.01% -123 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 782 $133K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 779 $132K 0.01% +186 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 724 $123K 0.08% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 720 $122K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 710 $120K 0.01% +11 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 699 $119K 0.02% +28 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 695 $118K <0.01% +34 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 625 $106K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 615 $104K <0.01% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 600 $102K 0.02% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 600 $102K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 590 $100K 0.01% 0 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 584 $99.1K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 568 $96K 0.06% +445 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 560 $95K <0.01% +382 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 537 $91.1K 0.02% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 536 $90.9K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 534 $90.6K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 508 $86.2K 0.01% -334 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 503 $85.3K <0.01% -6 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 464 $78.7K 0.04% -127 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 431 $73.2K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 413 $70K <0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 412 $69.9K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 400 $67.8K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 397 $67.3K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 377 $63.9K <0.01% +92 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 371 $62.9K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 386 $61.2K 0.01% -161 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 359 $60.9K 0.04% +349 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 354 $60.1K 0.03% -21 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 323 $54.8K 0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 319 $54.1K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 308 $52.2K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $50.9K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 291 $49.4K 0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 280 $47.5K 0.01% -742 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 275 $46.6K 0.01% -100 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 261 $44.3K <0.01% +12 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 258 $43.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 253 $42.9K <0.01% 0 13F-HR Timeline