Garde Capital, Inc. More: the full row for Garde Capital, Inc. 556 $249K 0.02% +124 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 551 $247K 0.05% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 550 $246K 0.05% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 549 $246K <0.01% new 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 547 $245K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 546 $244K <0.01% -1,451 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 543 $243K 0.09% new 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 535 $239K <0.01% new 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 533 $238K 0.01% new 13F-HR Timeline LANSDOWNE PARTNERS (UK) LLP in group LANSDOWNE PARTNERS (UK) LLP More: the full row for LANSDOWNE PARTNERS (UK) LLP 527 $236K 0.02% -1,312 13F-HR/A Timeline Group WMS Partners, LLC More: the full row for WMS Partners, LLC 523 $234K 0.01% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 521 $233K 0.11% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 521 $233K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 520 $233K 0.02% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 518 $232K 0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 517 $231K 0.08% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 513 $230K <0.01% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 508 $227K <0.01% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 506 $226K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 506 $226K 0.09% -79 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 504 $225K 0.03% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 504 $225K 0.01% +26 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 497 $222K 0.02% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 494 $221K 0.05% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 491 $220K 0.09% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 485 $217K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 478 $214K 0.03% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 478 $214K 0.02% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 477 $213K 0.05% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 476 $213K 0.01% +1 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 475 $213K 0.06% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 467 $209K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 466 $208K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 460 $206K <0.01% new 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 457 $204K 0.02% -458 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 457 $204K 0.15% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 454 $203K 0.08% +76 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 453 $203K 0.02% -4,001 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 450 $201K <0.01% -350 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 449 $201K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 444 $199K 0.01% +163 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 432 $193K 0.25% +46 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 372 $184K <0.01% +213 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 396 $177K 0.01% +58 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 395 $177K 0.11% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 390 $174K 0.14% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 352 $158K 0.1% +154 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 349 $156K 0.02% +36 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 348 $156K 0.13% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 337 $151K 0.14% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 336 $150K 0.03% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 335 $150K <0.01% -590 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 311 $145K 0.12% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 315 $141K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 309 $138K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 307 $137K 0.02% -139 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 301 $135K 0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 298 $133K 0.08% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 289 $129K 0.02% +11 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 281 $126K 0.01% +245 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 275 $123K 0.05% +164 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 265 $119K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 264 $118K 0.11% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 260 $116K 0.08% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 237 $106K 0.01% -62 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 237 $106K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 233 $104K 0.02% +26 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 231 $103K <0.01% +71 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 222 $99.3K <0.01% +26 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 197 $97.2K 0.01% -6 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 194 $95.2K 0.05% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 210 $94K 0.02% -111 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 201 $89.9K 0.01% +13 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 200 $89.5K 0.04% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 199 $89K 0.03% +12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 178 $79.6K 0.01% +3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 177 $79.2K 0.01% +172 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 160 $71.1K 0.01% +51 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 153 $69.1K 0.01% -8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 154 $68.9K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 150 $67.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 150 $67.1K 0.01% +71 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 150 $67.1K 0.05% 0 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 150 $67K 0.1% -50 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 144 $64.4K <0.01% +47 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 135 $60.4K 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 130 $58.2K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 124 $55.5K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 122 $54.7K +52 Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 120 $53.7K 0.02% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 116 $51.9K 0.04% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 115 $51.4K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 110 $49.2K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 109 $48.8K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 108 $48.3K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 105 $47K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 99 $44.3K <0.01% +57 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 98 $43.8K 0.01% +5 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 91 $40.7K <0.01% -50 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 87 $39K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 84 $37.6K 0.01% -21 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 83 $37.1K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 75 $33.6K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 74 $33.1K 0.01% +23 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 74 $33.1K 0.01% +6 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 73 $32.7K 0.02% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 71 $31.8K 0.01% 0 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 70 $31.3K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 69 $30.9K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 64 $28.6K 0.03% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 62 $27.7K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 60 $26.8K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 60 $26.8K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 60 $26.8K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 57 $25.5K 0.02% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 55 $24.6K <0.01% -5 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 54 $24.2K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 52 $23.3K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 53 $23K 0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 51 $22.8K <0.01% +13 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 50 $22.6K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50 $22.4K 0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 50 $22.4K 0.02% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 46 $20.6K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 45 $20K 0.01% +8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 44 $19.7K 0.01% -12 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 44 $19.7K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 41 $18.3K <0.01% +4 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 41 $18K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 35 $18K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 40 $17.9K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 40 $17.9K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 38 $17K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 37 $16.6K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 37 $16.6K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 30 $16.5K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 36 $16.1K <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 36 $16.1K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 33 $14.8K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 32 $14.3K 0.01% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 30 $13.4K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 30 $13.4K 0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 28 $12.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $12.1K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 27 $12.1K <0.01% 0 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 26 $11.6K 0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 25 $11.2K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $11.2K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 25 $11.2K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $11.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 25 $11K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $10.7K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 23 $10.3K <0.01% +22 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 16 $9.97K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 16 $9.97K 0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $9.84K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 22 $9.84K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22 $9.78K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 21 $9.39K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 21 $9.39K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 20 $9K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $8.95K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 20 $8.95K 0.01% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 20 $8.95K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 19 $8.5K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 18 $8.05K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 18 $8.05K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 18 $8.05K 0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 16 $7.16K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 16 $7.16K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $7.16K <0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $7.16K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 16 $7.16K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 15 $6.71K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15 $6.71K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 15 $6.71K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 15 $6.71K <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 15 $6.71K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 15 $6.71K 0.02% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14 $6.26K <0.01% 0 13F-HR/A Timeline Trust Co More: the full row for Trust Co 14 $6.26K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14 $6.26K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 14 $6.26K 0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14 $6K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13 $5.82K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 13 $5.82K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 13 $5.82K 0.01% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 12 $5.37K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $5.37K <0.01% -1 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 12 $5.37K <0.01% +9 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12 $5.37K <0.01% +3 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 12 $5K <0.01% -81 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $4.92K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11 $4.92K <0.01% +5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11 $4.92K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $4.47K <0.01% -15,580 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $4.47K <0.01% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 10 $4.47K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $4.11K <0.01% +1 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9 $4.03K <0.01% +8 13F-HR Timeline Group