Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 19,820 $1.5M <0.01% -25,018 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 19,664 $1.49M 0.27% +3,866 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 19,560 $1.48M 0.03% new 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,283 $1.46M 0.09% -2,485 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,216 $1.45M <0.01% new 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 19,210 $1.45M 0.28% +6,885 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 19,170 $1.45M -26,709 Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 19,064 $1.44M 0.27% +13,034 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 18,734 $1.42M 0.77% +478 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 18,496 $1.4M 0.07% -254,598 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 18,465 $1.4M 0.16% +419 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,292 $1.38M 0.01% new 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 18,196 $1.38M 0.24% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 18,185 $1.38M 0.18% -100 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 18,166 $1.37M 0.02% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 17,895 $1.35M 0.02% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 17,719 $1.34M 0.02% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 17,190 $1.3M 0.18% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 16,851 $1.28M <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16,850 $1.27M 0.03% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 16,707 $1.26M 0.12% +142 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 16,621 $1.26M 0.76% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 16,270 $1.23M 0.57% +6,829 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 16,058 $1.22M 0.38% -23,912 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,037 $1.21M <0.01% -18,451 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 15,775 $1.19M 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FCA CORP /TX More: the full row for FCA CORP /TX 15,580 $1.18M 0.29% +909 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,031 $1.14M <0.01% +2,024 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,813 $1.12M 0.01% -2,857 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 14,783 $1.12M 0.38% -11,500 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 14,528 $1.1M 0.42% -416 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,500 $1.02M 0.01% 0 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 13,374 $1.01M 0.09% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 13,293 $1.01M 0.71% new 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 13,247 $1M 0.37% -6,773 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,200 $999K <0.01% -8 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,200 $999K 0.06% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 13,103 $992K 0.08% -39 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 13,067 $989K 0.03% +1,681 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 13,027 $986K 0.24% +295 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 13,012 $985K 0.89% +8,168 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,971 $982K 0.03% -1,659 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,886 $975K <0.01% new 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,866 $974K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 12,763 $966K <0.01% +1,167 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 12,563 $951K 0.04% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 12,284 $930K 0.35% new 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 12,131 $918K 0.54% +4,043 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,094 $915K <0.01% +7,471 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,027 $910K 0.01% -21,962 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,836 $896K <0.01% +8,106 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 11,833 $896K 0.41% new 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 11,779 $891K 0.62% new 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 11,697 $885K 0.14% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,411 $864K 0.38% -829 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 11,250 $851K 0.13% +735 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 10,978 $831K 0.5% 13F-HR Timeline Group Bulwark Capital Corp More: the full row for Bulwark Capital Corp 10,795 $817K 0.46% new 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 10,577 $800K 0.06% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,400 $787K 0.03% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,278 $778K 0.05% +5,197 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,171 $770K 0.03% -23,892 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,836 $744K 0.02% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 9,820 $743K 0.51% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,776 $740K 0.01% +49 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 9,748 $738K 0.14% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 9,440 $714K 0.22% +961 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,415 $713K <0.01% +1,317 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 9,363 $709K 0.09% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 9,258 $701K 0.51% -252 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9,240 $699K 0.04% +3,270 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,099 $689K 0.06% -179 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,091 $688K 0.1% -1,799 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,344 $631K 0.11% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 8,298 $628K 0.18% -5,625 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,284 $627K 0.21% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,238 $623K 0.2% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,223 $622K 0.03% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,166 $618K <0.01% -10,486 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,917 $599K 0.09% -5,970 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,880 $596K 0.01% new 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 7,715 $584K 0.16% +19 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,620 $577K 0.08% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 7,600 $575K 0.14% +110 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 7,544 $571K 0.2% +1,110 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,528 $570K 0.02% -13,924 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,220 $546K 0.01% +4,034 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,108 $538K 0.02% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,058 $534K 0.05% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 6,995 $529K 0.14% +2,337 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,864 $519K 0.01% +245 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,800 $515K 0.05% -6,700 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,787 $514K <0.01% -5,924 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,559 $496K 0.07% -57 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 6,369 $482K 0.29% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 6,285 $476K 0.3% new 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 6,127 $464K 0.18% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,122 $463K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,107 $462K 0.01% +1,557 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,074 $460K <0.01% 0 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 5,960 $451K 0.02% -38 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,952 $450K 0.21% -20,990 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,963 $450K 0.14% 0 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 5,949 $450K 0.18% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,929 $449K <0.01% +278 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,761 $436K 0.02% +339 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,725 $433K 0.01% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,701 $431K 0.04% -885 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,687 $430K 0.05% -99 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 5,615 $425K 0.14% +692 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 5,576 $421K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,540 $419K <0.01% -221 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,529 $418K 0.11% -3,663 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,467 $414K 0.32% +3,960 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,463 $413K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,464 $413K 0.02% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,437 $411K 0.12% +2,379 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,422 $410K 0.05% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 5,238 $396K 0.38% +556 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,118 $387K <0.01% +5,118 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 5,080 $384K 0.07% -1,270 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,075 $384K 0.03% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,085 $384K 0.05% -415 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,775 $361K <0.01% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,695 $355K 0.21% -850 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,633 $351K 0.02% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,633 $351K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,625 $350K 0.01% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,588 $347K 0.03% +992 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,457 $338K 0.05% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,389 $332K 0.14% new 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 4,371 $331K 0.09% -500 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,357 $330K <0.01% +37 13F-HR/A Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,303 $326K 0.12% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,298 $325K 0.29% +1,011 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,249 $322K 0.04% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,238 $321K <0.01% +663 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,143 $314K 0.04% +5 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,038 $306K 0.2% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,974 $301K 0.07% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,951 $299K 0.04% -689 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,779 $286K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,779 $286K <0.01% -4,253 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,650 $276K 0.01% 0 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,645 $276K 0.03% -1,890 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,607 $273K 0.06% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,571 $270K 0.12% -1,124 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 3,499 $265K 0.24% -6,192 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,490 $264K 0.03% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,408 $258K 0.11% +29 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,392 $257K 0.06% -2,865 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,380 $256K <0.01% new 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,360 $254K 0.01% +574 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,311 $251K <0.01% 0 13F-HR Timeline Group Marks Wealth, LLC More: the full row for Marks Wealth, LLC 3,302 $250K 0.05% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,300 $250K 0.02% +28 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,259 $247K <0.01% new 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,198 $242K 0.13% -1,249 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 3,181 $241K 0.03% +23 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,166 $240K 0.01% -1,431 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,160 $239K <0.01% +2,743 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,143 $238K 0.02% +27 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,138 $237K 0.16% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,128 $237K <0.01% -995 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,008 $228K <0.01% -26,800 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,973 $225K 0.08% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,947 $223K 0.1% new 13F-HR/A Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,930 $222K 0.05% new 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 2,889 $219K 0.04% +7 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,882 $218K <0.01% -2,603 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,818 $213K 0.01% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 2,813 $213K 0.02% new 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 2,764 $209K 0.13% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,723 $206K 0.09% -15 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,721 $206K <0.01% new 13F-HR Timeline Group Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,651 $201K 0.05% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2,350 $178K 0.08% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,113 $159K 0.06% +1,893 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,352 $102K 0.06% +4 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,350 $102K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,201 $90.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,195 $90.5K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,173 $89K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,154 $87K 0.02% -194 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) 1,058 $80.1K <0.01% -12,999 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,010 $76.4K 0.03% +61 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,003 $75.9K 0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,000 $75.7K 0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 935 $70.8K 0.05% -361 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 821 $62.2K 0.01% -405 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 800 $60.5K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 738 $55.9K 0.03% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 580 $43.9K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 490 $37K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 439 $33.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 398 $30.1K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 322 $24.4K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 286 $21.6K <0.01% +282 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 258 $19.5K <0.01% +106 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 212 $16K <0.01% +157 13F-HR Timeline