REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 29,206 $1.46M 0.23% -6,115 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 28,330 $1.41M 0.21% +15,417 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 28,218 $1.4M 0.59% +5,920 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 27,817 $1.39M 0.27% -8,002 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 27,310 $1.36M 0.09% +1,820 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 26,366 $1.31M 0.48% +41 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,280 $1.31M <0.01% -20,072 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 25,209 $1.26M 0.87% -2,420 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25,167 $1.25M 0.06% -17,082 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 24,703 $1.23M 0.78% -1,641 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 24,567 $1.22M 0.08% +5,961 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 23,493 $1.17M 0.21% -544 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 22,606 $1.13M new Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 22,260 $1.11M 0.04% +5,195 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 22,051 $1.1M 0.09% +9,374 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 21,942 $1.09M 0.28% +6,159 13F-HR Timeline 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 21,881 $1.09M <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,769 $1.08M 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 21,289 $1.06M 0.11% -7,166 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 20,425 $1.02M 0.15% -18,937 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 20,023 $998K 0.44% -471 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 19,847 $989K 0.96% -212 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,306 $962K 0.05% -753 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,752 $934K 0.05% +10,070 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,705 $932K 0.04% +5,957 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 18,561 $925K 0.48% +438 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 18,366 $915K 0.1% +26 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 18,129 $903K 0.13% +991 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 17,991 $896K 0.11% -4,875 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 17,657 $880K 0.32% +2,224 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 17,488 $871K 0.23% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 17,320 $863K 0.05% -1,178 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,010 $848K 0.09% -7,721 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 16,900 $842K 0.46% +1,752 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 16,738 $834K 0.04% +248 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,612 $828K <0.01% -1,443 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 16,479 $821K 0.09% +8,979 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,063 $800K 0.05% +81 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 16,012 $798K <0.01% -178,690 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,986 $797K 0.01% -1,285 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 15,788 $787K 0.05% -28 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,305 $763K 0.02% +2,090 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,137 $754K <0.01% -1,812 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 14,682 $732K 0.34% -1,836 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 14,598 $727K 0.29% -1,714 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14,200 $708K 0.55% 0 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 13,904 $693K 0.45% +26 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 13,694 $682K 0.06% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,574 $676K 0.02% -1,075 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 13,019 $649K 0.04% +1,372 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13,019 $644K 0.01% +1,372 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,867 $641K 0.06% new 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 12,841 $640K 0.44% +7,067 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 12,695 $633K 0.05% +994 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,557 $626K <0.01% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,489 $622K <0.01% +396 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 12,304 $613K 0.79% -111 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,037 $600K 0.02% +700 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,970 $596K 0.04% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 11,940 $595K 0.2% -50,316 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,268 $562K 0.19% +101 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,833 $540K <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,695 $533K <0.01% +5,212 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10,227 $510K 0.3% +4,772 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 10,225 $510K 0.18% +2,250 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 10,075 $502K 0.22% +850 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,059 $501K 0.02% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 10,055 $501K 0.07% +222 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 10,075 $500K 0.13% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,020 $499K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,014 $499K 0.02% -4,066 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,884 $493K <0.01% +5,069 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,499 $473K 0.03% +62 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,331 $465K 0.01% +583 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,295 $463K 0.23% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,236 $460K 0.16% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,093 $453K 0.05% -1,892 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,043 $451K 0.03% +107 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8,978 $447K 0.2% +8,090 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,930 $445K 0.01% -158 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,766 $437K 0.03% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,110 $404K 0.09% -73 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 8,083 $403K 0.04% +1,852 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,019 $400K 0.05% +2,977 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,929 $395K 0.04% +113 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,811 $389K <0.01% +93 13F-HR Timeline Group LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,759 $387K 0.12% +92 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 7,755 $386K 0.15% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 7,719 $384K 0.04% +371 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,533 $375K 0.02% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,417 $370K 0.03% +104 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,323 $365K 0.02% +1,324 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,248 $362K 0.08% -4,694 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,214 $359K <0.01% -10,193 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,189 $358K 0.02% +1,649 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,108 $354K 0.14% -875 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,990 $348K 0.06% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,942 $346K 0.13% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,877 $343K 0.11% -502 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,800 $339K <0.01% +3,400 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,651 $331K 0.01% +231 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,625 $330K 0.03% +78 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 6,509 $324K 0.19% +1,817 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,159 $307K 0.01% +3,427 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,096 $304K 0.01% -703 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 6,000 $299K 0.3% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,914 $295K 0.04% +9 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,880 $293K 0.01% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,744 $286K 0.05% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,690 $284K 0.02% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,664 $282K 0.07% -992 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 5,607 $279K 0.18% +237 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,564 $277K 0.05% +479 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,373 $268K 0.18% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,268 $263K 0.02% -441 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,154 $257K <0.01% +54 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5,086 $253K 0.03% +116 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,043 $251K 0.01% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 5,000 $249K 0.09% -5,000 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,865 $242K 0.03% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,697 $234K 0.02% -17,610 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,668 $233K 0.11% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,650 $232K 0.09% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,612 $230K 0.08% +6 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,541 $226K 0.06% +506 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,531 $226K 0.03% -2,011 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,472 $223K <0.01% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,444 $221K 0.02% new 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 4,435 $221K 0.32% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,363 $217K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,225 $211K <0.01% -657 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,207 $210K <0.01% new 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,167 $208K 0.03% +122 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,073 $203K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,841 $191K <0.01% +191 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,397 $169K 0.01% -153 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,236 $161K 0.01% -4,268 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3,198 $159K 0.06% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,053 $152K <0.01% new 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,842 $142K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,675 $133K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,275 $113K 0.01% -358,825 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2,108 $105K 0.03% +25 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,015 $100K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,665 $83K <0.01% -7,606 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,448 $72.2K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,396 $69.6K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,139 $56.8K <0.01% +519 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,090 $54.3K 0.02% +551 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,079 $53.8K 0.03% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 970 $48K <0.01% -2,730 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 873 $43.5K 0.01% -387 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 734 $36.6K 0.02% -500 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 714 $35.6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 683 $34K <0.01% +594 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 650 $32.4K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 625 $31K 0.01% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 604 $30K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 503 $25.1K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 492 $24.5K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 446 $22.2K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 406 $20.2K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 300 $14.9K <0.01% -1 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 300 $14.9K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $14.9K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 296 $14.8K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 272 $13.6K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 260 $13K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 237 $11.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 215 $10.7K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 188 $9.37K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 184 $9.17K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 163 $8.1K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 132 $6.58K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 130 $6.48K 0.01% -2,575 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 128 $6.38K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 124 $6K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 112 $5K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 100 $4.98K <0.01% 0 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 100 $4.98K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 69 $3.44K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 51 $2.54K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 43 $2.14K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $2.04K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 39 $1.94K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 36 $1.79K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 31 $1.54K <0.01% -478 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $947 <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10 $498 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $49 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1 $42 <0.01% new 13F-HR Timeline