PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,614 $647K 0.01% -862 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,515 $642K 0.05% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,232 $630K 0.14% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,100 $624K <0.01% -69,700 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 16,855 $623K 0.05% +12,165 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 13,814 $611K 0.08% +34 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,590 $602K 0.02% +24 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 13,570 $601K 0.38% -470 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 13,540 $599K 0.03% +3,185 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 13,512 $598K 0.01% -19,215 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,498 $597K 0.02% -1,947 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 13,421 $594K 0.55% -2,229 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,967 $574K 0.11% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 12,888 $570K 0.37% -1,131 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,678 $561K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,477 $560K 0.02% -519 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,557 $556K 0.12% +1,130 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,530 $555K 0.03% -759 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,338 $546K 0.13% +2 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 12,215 $541K 0.23% -4,185 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,069 $534K 0.04% -71 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 11,982 $530K 0.52% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,912 $527K 0.02% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,813 $523K 0.07% +1,873 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,683 $517K 0.04% +1 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,465 $507K 0.02% -3,192 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,323 $501K 0.05% +15 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11,193 $495K 0.18% -959 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,090 $491K 0.02% +365 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,951 $485K 0.07% +103 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,918 $483K 0.01% +1,700 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,744 $476K 0.06% +547 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 10,733 $475K 0.09% +61 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 10,677 $473K 0.27% +1,155 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 10,649 $471K 0.05% -1,204 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 10,600 $469K 0.17% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,107 $467K 0.02% +77 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,021 $462K 0.06% -1,504 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,390 $460K 0.13% +5 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,899 $457K <0.01% 0 13F-HR/A Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,114 $448K 0.11% -288 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for SimpliFi, Inc. 9,712 $430K 0.2% +92 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 9,709 $430K 0.04% -3,592 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 9,495 $420K 0.04% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 9,305 $412K 0.04% -392 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,209 $408K 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,108 $403K 0.01% -131 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,097 $403K 0.02% new 13F-HR/A Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 9,054 $401K 0.1% -618 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,037 $400K 0.02% +22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,035 $400K 0.01% +883 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 8,906 $394K 0.29% +223 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,865 $392K <0.01% -1,491 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,800 $389K 0.05% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,777 $388K <0.01% -563 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 8,768 $388K 0.12% -1,091 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,685 $384K 0.01% -535 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,683 $384K 0.02% +51 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,601 $381K 0.01% +549 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,434 $373K 0.03% +103 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,404 $372K 0.08% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,377 $371K 0.11% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,130 $360K 0.35% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,011 $355K 0.06% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 8,002 $354K 0.29% +6 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,990 $354K <0.01% +4,657 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,911 $350K 0.01% +1,082 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,909 $350K 0.2% -2,782 13F-HR Timeline AMERIFLEX GROUP, INC. 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Riley Wealth Advisors, Inc. 7,425 $329K 0.01% +2,290 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,388 $327K 0.02% -107 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,366 $326K 0.01% -251 13F-HR/A Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,317 $324K <0.01% -2,089 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7,317 $324K 0.03% -2,089 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,280 $322K 0.02% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7,278 $322K 0.26% +705 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,137 $316K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 7,129 $316K 0.1% -23 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,120 $315K 0.04% -1,289 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,055 $312K <0.01% -35 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,029 $311K 0.01% -1,394 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,859 $304K 0.78% 0 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 6,799 $301K 0.29% +1,555 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,747 $299K 0.11% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,659 $295K 0.02% +29 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,554 $290K 0.03% +952 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 6,479 $287K 0.12% +315 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,448 $285K 0.05% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,366 $282K 0.2% -987 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,362 $282K 0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,362 $282K 0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,309 $279K 0.01% 0 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,279 $278K 0.01% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 6,274 $278K 0.06% +786 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 6,183 $274K 0.16% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,055 $268K 0.03% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,990 $265K 0.05% +325 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,992 $265K 0.02% +623 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,969 $264K <0.01% 0 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 6,215 $260K 0.2% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,799 $257K 0.07% +20 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,772 $255K 0.02% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,700 $252K 0.01% 0 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,695 $252K 0.04% -4,663 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,620 $249K <0.01% 0 13F-HR/A Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,570 $246K <0.01% +277 13F-HR/A Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,502 $244K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,488 $243K 0.03% +170 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,437 $241K 0.04% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,398 $239K 0.18% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,316 $235K 0.02% +13 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,249 $232K 0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,214 $231K 0.01% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,084 $225K 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,065 $224K <0.01% -16,644 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,039 $223K <0.01% -803 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,034 $223K 0.01% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,000 $221K 0.12% new 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 4,968 $220K 0.17% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,902 $217K 0.02% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,871 $216K 0.04% +14 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,852 $215K 0.01% -69,892 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,797 $212K 0.02% +45 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,792 $212K 0.08% +18 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,758 $211K <0.01% 0 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,756 $211K 0.1% +120 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,720 $209K <0.01% -1,033 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,720 $209K <0.01% -1,033 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,719 $209K <0.01% +52 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,682 $207K 0.1% -198 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,640 $205K 0.04% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,600 $204K 0.01% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,595 $203K 0.2% 0 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,558 $202K 0.01% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,543 $201K 0.14% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,133 $183K 0.1% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,032 $178K 0.24% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,904 $173K 0.01% +2,138 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,900 $173K <0.01% -28 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,460 $153K 0.03% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,207 $142K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,969 $131K 0.12% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,948 $130K <0.01% +2 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,891 $128K 0.09% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,700 $120K 0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,670 $118K 0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,639 $117K 0.06% -2,700 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,600 $115K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,575 $114K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,416 $106K <0.01% -324 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,345 $104K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,314 $102K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,302 $102K 0.01% +380 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,288 $101K <0.01% -4,519 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,052 $90.8K 0.03% +175 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,046 $90.5K 0.04% +20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,000 $89K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,012 $88K 0.01% +261 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,841 $81.5K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,739 $77K <0.01% +350 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,709 $75.6K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,674 $74.1K 0.05% -1,497 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,648 $72K 0.03% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,500 $66.4K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,492 $66K <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,480 $65.5K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,443 $63.9K <0.01% -505 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/ 1,435 $63.5K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,337 $59.2K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,327 $58.7K <0.01% +360 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,244 $55.1K <0.01% -72 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,160 $51.3K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,150 $50.9K 0.01% +405 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,125 $49.8K 0.05% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,128 $49.8K 0.03% +1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,050 $46.5K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,032 $45.7K <0.01% +10 13F-HR/A Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 984 $43.6K 0.02% +71 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 971 $43K 0.02% +10 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 939 $41.6K 0.02% -248 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 931 $41.2K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 900 $39.8K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 880 $38.9K <0.01% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 830 $36.7K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 823 $35.6K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 800 $35.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 800 $35.3K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 773 $34.2K 0.01% +7 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 760 $33.6K 0.02% -1,283 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 755 $33.4K <0.01% +600 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 717 $31.7K <0.01% 0 13F-HR Timeline Group