Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,190 $495K 0.07% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,142 $493K 0.01% +5 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,841 $480K <0.01% new 13F-HR Timeline Group Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 11,796 $479K 0.1% +268 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,647 $475K 0.03% +182 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,597 $470K 0.26% +1,047 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 11,353 $461K 0.19% -1,337 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,032 $448K 0.1% +123 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 10,896 $442K 0.33% +1,414 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 10,867 $441K 0.13% -52 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,800 $438K 0.03% -554 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,571 $429K 0.05% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,532 $427K <0.01% +1,444 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 10,521 $427K 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,346 $420K 0.01% -386 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,911 $402K 0.12% -2,111 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,716 $394K 0.04% -3,933 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,633 $391K 0.06% +908 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 9,405 $382K 0.37% +464 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9,355 $380K 0.27% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,314 $376K 0.01% -423 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,075 $368K 0.04% +4,232 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,858 $359K 0.02% -426 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,852 $359K 0.03% -5 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,825 $358K 0.16% +45 13F-HR Timeline American Trust More: the full row for American Trust 8,809 $357K 0.03% +192 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,737 $354K 0.04% -2,021 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,359 $339K <0.01% +88 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 8,016 $325K 0.1% +50 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 7,867 $318K 0.06% -103 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 7,771 $315K 0.13% -12,753 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,718 $313K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,688 $312K 0.03% -191 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,675 $311K 0.01% -24,000 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,608 $309K <0.01% -513 13F-HR/A Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,589 $308K 0.02% -780 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,519 $305K 0.02% +310 13F-HR/A Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 7,471 $303K 0.17% +160 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,464 $303K 0.02% +78 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,227 $293K 0.03% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 7,113 $289K 0.02% -1,167 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,092 $288K 0.06% -271 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,842 $278K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,738 $273K 0.02% -180,345 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,558 $266K 0.1% +5,890 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,527 $265K 0.02% -886 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,483 $263K 0.02% +1,209 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,478 $263K 0.04% +113 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,475 $263K 0.16% +165 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,199 $251K 0.03% -1,915 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,085 $247K <0.01% -462 13F-HR Timeline Group DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 6,076 $247K 0.2% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,994 $243K 0.01% -1,340 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,947 $241K 0.01% +136 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,926 $240K 0.01% -74 13F-HR/A Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,841 $237K 0.2% +68 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,747 $233K 0.01% -4,652 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,748 $233K <0.01% +251 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,480 $222K 0.14% -9,432 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,404 $219K 0.03% -199 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,400 $219K 0.04% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 5,349 $217K 0.15% +310 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,168 $210K <0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,152 $209K 0.01% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,045 $205K 0.07% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,966 $201K 0.03% -16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,875 $198K 0.01% +24 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,859 $197K 0.01% +61 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,800 $195K 0.03% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,774 $194K 0.05% +535 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,745 $193K 0.09% +281 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,290 $174K 0.12% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,110 $167K <0.01% +52 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,933 $160K <0.01% +9 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,740 $152K 0.03% 0 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,672 $149K 0.16% +1,709 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,435 $139K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,901 $118K 0.02% +37 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,834 $115K 0.05% +188 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,635 $107K <0.01% -13,038 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,555 $104K 0.01% -522 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,232 $90.6K 0.02% -549 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,134 $86.6K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,707 $69.3K <0.01% -3 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,654 $67.1K 0.02% +67 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,649 $66.9K <0.01% -788 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,625 $65.9K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,604 $65.1K 0.05% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,600 $64.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,509 $61.2K 0.02% -38 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,496 $60.7K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,478 $60K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,387 $56.2K 0.02% +2 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,306 $53K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,243 $50.4K 0.02% -147 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,171 $47.5K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,000 $40.6K 0.01% -32,447 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 979 $39.7K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 921 $37.4K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 917 $37.2K <0.01% +450 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 822 $33.3K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 811 $32.9K <0.01% -3,969 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 795 $32.3K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 773 $31.4K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 772 $31.3K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 718 $29.1K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 688 $27.9K <0.01% -103 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 535 $21.7K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 514 $20.9K <0.01% new 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/ 423 $17.1K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 404 $16.4K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 371 $15.1K <0.01% +6 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 370 $15K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 367 $14.9K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 297 $12K <0.01% +36 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 250 $10.1K <0.01% -1,794 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 201 $8.15K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 127 $5.16K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 113 $4.58K <0.01% -2 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 89 $3.61K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 88 $3.57K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $3.45K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 68 $2.76K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 66 $2.68K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 34 $1.38K <0.01% new 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 28 $1.14K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 25 $1.01K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16 $649 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15 $609 <0.01% new 13F-HR Timeline