BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,520 $873K <0.01% +3,146 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 10,506 $872K 0.28% +729 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,476 $870K 0.31% +492 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 10,426 $865K 0.13% -3,731 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 10,300 $855K 0.08% -621 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 10,094 $838K 1.1% +739 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,970 $827K 0.22% -231 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,947 $826K 0.31% +23 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,688 $804K 0.03% +467 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,463 $785K 0.2% +429 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,436 $783K 0.15% +820 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,292 $771K 0.61% +30 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,184 $762K 0.01% 0 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 9,093 $755K 0.35% +1,264 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,064 $752K 0.03% +7,639 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,857 $735K 0.01% -467 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,800 $730K 0.04% new 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,603 $714K 0.33% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,542 $709K 0.01% -27 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,021 $666K 0.02% -631 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,011 $665K 0.08% +161 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,753 $644K 0.05% -561 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,707 $642K 0.07% +1,503 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,592 $630K 0.09% -2,052 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 7,485 $621K 0.26% -229 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,444 $618K <0.01% +889 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,245 $601K 0.16% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,237 $601K 0.17% -328 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,093 $590K 0.02% +4,975 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,525 $590K 0.41% -874 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,059 $586K <0.01% -1,786 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,997 $581K <0.01% -232 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,927 $575K <0.01% +689 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,761 $561K 0.31% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,703 $556K 0.03% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 7,055 $544K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,383 $530K 0.01% -504 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,280 $521K 0.57% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,237 $518K 0.04% +160 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,699 $515K 0.01% 0 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,182 $513K 0.18% +5 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,178 $513K 0.03% -46 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,157 $511K 0.05% -1,229 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 6,134 $509K 0.35% -120 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,092 $506K 0.03% +165 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,061 $503K 0.01% -72 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,009 $499K 0.18% +211 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,985 $497K 0.16% +551 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,904 $490K 0.02% -856 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,846 $485K 0.17% +195 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,803 $482K 0.39% -8,338 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,787 $480K 0.02% +96 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,751 $477K 0.14% -408 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 5,704 $473K 0.01% -127 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,644 $468K 0.05% +373 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,586 $464K 0.01% -168 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,548 $460K 0.28% -10 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,502 $457K 0.08% +222 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,446 $452K <0.01% +2,148 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,431 $451K 0.22% +12 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,376 $446K 0.18% -117 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 5,295 $439K 0.42% -145 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,258 $436K 0.06% +1 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,241 $435K 0.37% -49 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,180 $430K 0.09% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,085 $422K 0.34% +50 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,074 $421K 0.04% +90 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,046 $419K 0.01% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,019 $417K 0.2% +127 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,016 $416K 0.02% -9 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 5,005 $415K 0.17% -370 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,956 $411K 0.02% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,933 $409K 0.44% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,927 $409K 0.28% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,898 $407K 0.03% +1 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,862 $403K <0.01% -688 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,799 $398K 0.02% -513 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,640 $385K 0.01% -20,792 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,580 $380K 0.02% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,514 $375K 0.04% -127 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,461 $370K 0.11% +441 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,358 $362K 0.05% -4,592 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,474 $361K 0.03% +770 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,348 $361K 0.03% -84 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,303 $357K 0.37% +32 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,294 $356K 0.32% +269 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,254 $353K <0.01% +353 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,233 $351K 0.13% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,232 $351K 0.14% -282 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 4,143 $344K 0.61% +89 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,095 $340K 0.1% +11 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 4,094 $340K 0.19% -1,963 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,076 $338K 0.01% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $332K 0.19% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,966 $329K <0.01% -2,273 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,901 $324K 0.01% +472 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,865 $321K 0.03% -75 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,858 $320K 0.22% +111 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,947 $318K <0.01% +59 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,801 $316K 0.02% -3 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,801 $315K <0.01% +268 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 3,794 $315K 0.13% +1 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,765 $312K 0.04% -796 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,758 $312K <0.01% -545 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 3,752 $311K 0.2% -74 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,744 $311K <0.01% 0 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,738 $310K <0.01% new 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,719 $309K 0.24% -20 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 3,681 $306K 0.08% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,450 $286K 0.07% 0 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 3,316 $275K 0.19% -276 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,293 $273K 0.02% +5 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,270 $271K <0.01% -1,167 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 3,259 $271K 0.19% -703 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,223 $268K 0.07% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,219 $267K 0.01% +27 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,162 $263K 0.01% +605 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,161 $262K 0.08% +8 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,158 $262K <0.01% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,124 $259K 0.04% +607 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 3,099 $257K 0.14% -954 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,081 $256K 0.02% +393 13F-HR Timeline Group Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,032 $252K 0.09% -327 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,002 $249K <0.01% +1,983 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 3,000 $249K 0.23% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,997 $249K 0.09% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,986 $248K 0.06% -667 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,905 $241K 0.11% -109 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,867 $238K 0.09% +58 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,702 $224K 0.22% 0 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,693 $224K <0.01% +197 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,657 $221K 0.01% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,652 $220K 0.18% -853 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,608 $216K 0.07% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,604 $216K <0.01% +62 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,805 $213K 0.1% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,535 $210K <0.01% +46 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,534 $210K <0.01% new 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 2,493 $207K 0.04% 0 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 2,477 $206K 0.06% +7 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,475 $205K 0.01% -100 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,455 $204K 0.15% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,451 $203K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,443 $203K <0.01% +2 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,414 $200K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,392 $199K 0.02% +168 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,163 $180K 0.04% +5 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,972 $178K 0.06% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,848 $153K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,846 $153K 0.09% -98 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,822 $151K <0.01% +1,200 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,791 $149K 0.01% +70 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,780 $148K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,658 $138K <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,597 $133K 0.03% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,468 $122K 0.01% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,440 $120K <0.01% -200 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,347 $112K 0.01% +5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,208 $100K <0.01% -41,538 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,115 $92.6K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,087 $90.2K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,080 $89.6K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 961 $79.8K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 910 $75K 0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 884 $73.4K 0.02% +253 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 822 $68.2K 0.02% -8 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 792 $65.7K <0.01% +427 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 728 $60.4K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 675 $56K 0.01% +2 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 651 $54K 0.01% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 640 $53.1K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 586 $48.6K 0.02% -72 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 527 $43.7K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 525 $43.2K <0.01% +508 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 482 $40K <0.01% -22 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 477 $39.6K 0.01% +162 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 476 $39.5K 0.02% +288 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 462 $38.3K 0.03% -76 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 440 $36.5K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 400 $33K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 368 $31K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 350 $29.1K <0.01% 0 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 350 $29.1K 0.02% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 322 $26.7K 0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 317 $26.4K 0.01% -83 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 308 $25.6K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $24.9K <0.01% -46 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 300 $24.9K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 296 $24.6K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 270 $22.5K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 255 $21.2K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 246 $20.4K <0.01% -168 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 228 $18.9K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 226 $18.8K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 223 $18.5K <0.01% -24 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 223 $18.5K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 220 $18.3K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 217 $18K 0.01% -25 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 214 $17.8K 0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 212 $17.6K 0.01% new 13F-HR Timeline