Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 50,817 $2.52M 1.47% +7,714 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 50,208 $2.49M 0.67% +2,545 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 48,257 $2.39M 0.53% -5,251 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 105,921 $2.35M 0.11% +64,159 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 47,050 $2.33M 0.03% -1,780 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 46,610 $2.32M 0.03% +7,548 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 45,732 $2.27M 0.06% +32,646 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 45,018 $2.23M 0.14% +606 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 44,869 $2.22M 0.23% +10,152 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 43,513 $2.16M 0.84% +7,962 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 43,235 $2.14M 0.04% -292 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 42,805 $2.12M 0.21% +9,543 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 42,363 $2.1M 1.26% -1,187 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 42,019 $2.08M 2.4% +10,991 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 41,823 $2.07M <0.01% +1,160 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 41,665 $2.06M 0.05% +7,108 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 41,401 $2.05M 0.02% -15,338 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 41,148 $2.05M 1.57% -24 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 40,844 $2.02M 1.06% +13,540 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 39,150 $1.94M 0.56% +6,216 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 38,477 $1.91M 0.12% +3,836 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 37,978 $1.88M 0.02% -2,525 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.85M 0.44% new 13F-HR Timeline Amount filed as zero, left out of ratios. Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 37,300 $1.85M 0.22% -200 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,189 $1.84M 0.01% -906 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 37,181 $1.84M 0.35% -6,697 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 37,104 $1.84M 0.02% +74 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 37,022 $1.83M 0.65% +3,034 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36,647 $1.82M 0.06% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,229 $1.8M <0.01% -2,993 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 36,123 $1.79M 0.24% +5,614 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 35,639 $1.77M 0.01% -71,504 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 35,528 $1.76M 0.03% -50,457 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 34,314 $1.7M 0.81% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 34,093 $1.69M 0.1% -25,172 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 33,629 $1.67M 0.01% -1,205 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 31,926 $1.58M 1.28% +2,635 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 31,829 $1.58M 0.01% +2,147 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 31,155 $1.54M 0.03% +11,072 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31,077 $1.54M 0.12% -4,126 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 30,301 $1.5M 0.06% +4,906 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,042 $1.49M 0.05% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,152 $1.44M 0.05% -741 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,226 $1.4M -315 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 28,185 $1.4M <0.01% -99,067 13F-HR Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 27,853 $1.38M 0.84% +950 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 27,591 $1.37M 0.41% +1,794 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,569 $1.37M 0.02% -4,733 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,537 $1.36M 0.05% +5,222 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 27,091 $1.35M 0.1% +5,934 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,545 $1.32M 0.01% +8,228 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 25,275 $1.25M 0.35% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 24,401 $1.21M 0.08% +19,260 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,101 $1.2M 0.07% +2,825 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 24,005 $1.19M 0.69% +11,181 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,727 $1.18M <0.01% +6,217 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 23,562 $1.17M 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,457 $1.17M <0.01% -10,609 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,528 $1.17M 0.02% +964 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 23,461 $1.16M 0.38% +1,234 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 23,368 $1.16M 0.44% +8,138 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 23,301 $1.16M <0.01% +4,307 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,298 $1.15M 0.03% +15,177 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,732 $1.13M <0.01% -8,283 13F-HR/A Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 22,642 $1.12M 0.51% -3,569 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 22,476 $1.11M 0.57% +1,858 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 21,994 $1.09M 0.47% -16,922 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,511 $1.07M 0.02% -378 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 21,240 $1.05M 0.05% -3,364 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 21,240 $1.05M 0.01% -12,808 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 21,007 $1.04M 0.14% +12,891 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,000 $1.04M <0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,951 $1.04M 0.01% +5,428 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 20,807 $1.03M 0.17% +435 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 20,524 $1.02M 0.04% +4,758 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20,173 $1000K 0.12% +1,282 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 20,046 $993K 0.08% +224 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,573 $970K <0.01% +17,815 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 19,144 $949K 0.08% -846 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 19,074 $945K 0.44% +28 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 18,974 $940K 0.13% -658 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,329 $908K 0.03% +1,838 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,804 $882K <0.01% -36,029 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 17,349 $860K 0.32% -5,349 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,208 $853K 0.05% +1 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 17,171 $851K 0.07% -9,848 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,095 $847K 0.04% +15 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 16,930 $839K 0.03% -67,386 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 16,776 $831K 0.37% -2,728 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 16,653 $825K 0.16% +10,200 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 16,607 $823K 0.04% +3,269 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,404 $813K 0.03% +7,306 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 15,998 $793K 0.25% +2,237 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 15,974 $792K 0.06% +142 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 15,625 $774K 0.24% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,296 $758K 0.04% +48 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 15,200 $754K 0.16% +985 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 15,075 $747K 0.05% -4,538 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,009 $744K 0.01% +3,291 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 14,732 $730K 0.01% +3,747 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,609 $724K 0.04% -3,747 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 13,826 $685K 0.21% +656 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,719 $680K 0.11% +258 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 13,386 $664K 0.08% -1,438 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,239 $656K 0.04% -321 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 13,145 $651K 0.37% +723 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,038 $646K <0.01% -606 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,600 $624K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 12,597 $624K 0.07% +3,410 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 12,479 $618K 0.5% +7,577 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,393 $614K <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,193 $604K <0.01% +929 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,155 $602K 0.04% +4,954 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,082 $599K 0.02% -15,216 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 12,004 $595K 0.09% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,951 $594K 0.01% -523 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,776 $584K <0.01% +11,534 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 11,728 $582K 0.34% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,718 $581K 0.27% +1,663 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 11,166 $553K 0.23% -736 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,927 $541K <0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,882 $540K 0.03% -4,026 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,667 $529K 0.03% -2,165 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 10,536 $522K 0.72% +299 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 10,458 $518K 0.22% -392 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10,365 $514K 0.16% new 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 10,312 $511K 0.23% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,306 $511K 0.02% -7,630 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10,191 $505K 0.16% +8,105 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 10,078 $499K 0.25% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,042 $498K 0.02% new 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,000 $497K 0.03% new 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 9,871 $489K 0.23% -1,011 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,826 $487K 0.01% +64 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,812 $486K <0.01% -1,011 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,679 $480K 0.02% +57 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 9,550 $473K 0.27% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,542 $473K <0.01% +203 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,476 $470K <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,405 $466K 0.04% +98 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,200 $456K 0.03% +800 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,993 $446K 0.01% +2,101 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,836 $438K 0.11% -100 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 8,413 $417K 0.23% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,208 $407K 0.01% +86 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,147 $404K 0.01% -1,188 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,110 $402K 0.08% 0 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 7,954 $394K 0.13% -302 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,901 $392K <0.01% -4,146 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,902 $392K 0.04% -327 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 7,766 $385K 0.03% -574 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,750 $384K 0.02% +1,079 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,702 $382K <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,670 $380K <0.01% +1,790 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,609 $377K 0.01% -3,941 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,140 $354K 0.04% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,107 $352K <0.01% new 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,990 $346K 0.07% -1,500 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,980 $346K 0.12% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,906 $342K 0.02% -519 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,745 $334K 0.05% -406,111 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,726 $333K 0.14% +508 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,645 $329K 0.01% +884 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,622 $329K 0.06% +1,367 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,539 $324K 0.13% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,533 $324K 0.01% +39 13F-HR Timeline Cyr Financial Inc. 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