WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,801 $556K 0.07% +7,315 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 13,596 $547K 0.08% +57 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 13,519 $545K 0.41% +1,344 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,379 $539K 0.03% +1,982 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 13,375 $539K 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 13,150 $530K 0.25% -1,192 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 13,048 $526K 0.44% +33 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,889 $519K 0.03% +48 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,594 $507K 0.05% +459 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,431 $501K 0.02% 0 13F-HR Timeline Group Valmark Advisers, Inc. 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Inc 8,590 $346K 0.23% +348 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,586 $346K 0.01% +26 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,554 $345K <0.01% -417 13F-HR/A Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,280 $333K 0.02% -310 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 8,156 $329K 0.31% +28 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 8,152 $324K 0.08% -399 13F-HR Timeline Endowment Wealth Management, Inc. 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LLC 6,866 $277K 0.04% +2,671 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,700 $270K 0.02% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,547 $264K <0.01% -3 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,481 $261K 0.05% -5,015 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,365 $256K 0.05% -26,466 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,449 $256K 0.13% -622 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,167 $248K 0.2% +135 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,158 $248K 0.1% +52 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,206 $247K 0.15% +185 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,105 $246K 0.01% -6,687 13F-HR Timeline Group DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 6,076 $245K 0.24% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,060 $244K 0.11% -995 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,992 $241K 0.03% +389 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,872 $237K <0.01% +412 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,811 $234K 0.01% new 13F-HR/A Timeline Eldridge Investment Advisors, Inc. 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More: the full row for Stratos Wealth Partners, LTD. 5,207 $210K <0.01% +105 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 5,103 $206K 0.01% +43 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,019 $202K 0.12% -95 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 5,005 $202K 0.17% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,000 $201K 0.02% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,978 $201K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,800 $193K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. 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More: the full row for MATHER GROUP, LLC. 2,134 $86K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,054 $82.8K <0.01% +65 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,625 $65.5K <0.01% -2,668 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 1,603 $64.6K 0.06% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,600 $64.3K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,587 $63.9K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,547 $62.3K 0.02% +58 13F-HR Timeline Cape Investment Advisory, Inc. 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Paul & Associates, LLC 1,050 $42.3K 0.02% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 979 $39.4K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 943 $38K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 922 $37.1K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 822 $33.1K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for First Horizon Advisors, Inc. 247 $9.96K <0.01% +40 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 201 $8.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 179 $7.21K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 177 $7.13K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 153 $6.16K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 124 $5K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 118 $4.75K 0.01% -6 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 90 $3.55K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $3.42K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 68 $2.74K <0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 66 $2.66K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 40 $1.61K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 33 $1.33K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 28 $1.13K <0.01% 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 28 $1.13K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 25 $1.01K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16 $645 <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1 $40 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,066 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.