IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,953 $494K 0.24% +69 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,935 $492K 0.1% -264 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,899 $489K 0.09% +9 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,861 $486K 0.02% -245 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,855 $485K 0.01% +182 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,833 $484K 0.08% +483 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,801 $481K 0.15% +997 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,780 $479K <0.01% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,712 $474K 0.07% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,704 $473K 0.04% +19 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,623 $466K 0.39% -6,099 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,607 $465K 0.16% -241 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,605 $465K 0.05% -7 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 5,590 $464K 0.23% -31 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,576 $462K 0.09% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,544 $460K 0.08% +800 13F-HR Timeline Darrow Company, Inc. 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More: the full row for Collaborative Wealth Managment Inc. 5,225 $433K 0.19% -279 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,223 $433K 0.27% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,217 $433K 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,209 $432K 0.08% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,192 $429K 0.14% +484 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,188 $428K <0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,126 $425K 0.03% -179 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5,124 $425K 0.52% -191 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,099 $423K <0.01% +986 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,083 $422K 0.02% -143 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,076 $421K 0.21% -5,223 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,073 $421K 0.22% -39 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 5,070 $420K 0.73% -164 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,060 $420K 0.03% +1,452 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,050 $419K <0.01% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,047 $419K 0.09% new 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 5,028 $417K 0.4% -1,818 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,010 $415K 0.05% -7,622 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,005 $415K 0.48% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,997 $414K 0.07% +2,851 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,959 $411K 0.03% +225 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,958 $411K <0.01% +790 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,930 $409K 0.03% +580 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,984 $407K 0.3% +149 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,902 $406K 0.08% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,833 $401K <0.01% +43 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,805 $398K 0.03% +736 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,775 $396K 0.04% +534 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,767 $395K 0.3% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,767 $395K 0.3% +56 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,767 $395K 0.03% +56 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,765 $395K 0.27% +1,259 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,727 $392K 0.14% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4,703 $390K 0.33% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,720 $390K 0.01% -1,067 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,684 $388K 0.05% -785 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,666 $387K 0.28% -2,100 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,637 $384K <0.01% -848 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,596 $384K 0.07% +1,411 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,595 $381K 0.02% +58 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,583 $380K 0.01% +62 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,561 $378K 0.02% -64 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,530 $376K 0.03% -1,000 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,500 $373K 0.03% +53 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,447 $369K 0.02% -4,769 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,435 $368K 0.05% +14 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,397 $365K 0.02% +40 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,390 $364K 0.05% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,386 $364K 0.05% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,358 $361K 0.28% +14 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,356 $361K 0.07% +235 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,298 $356K 0.27% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,246 $352K 0.02% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,241 $352K 0.06% new 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 4,203 $349K 0.19% +195 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,190 $347K 0.12% -83 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,156 $345K 0.12% +100 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,127 $342K 0.03% +43 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,125 $342K 0.17% +100 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,124 $342K 0.02% -387 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,115 $341K 0.08% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,112 $341K 0.05% +40 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,100 $340K 0.03% -285 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,099 $340K 0.01% +42 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,095 $340K 0.12% -118 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 4,079 $338K 0.23% 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,066 $337K 0.03% +86 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 4,065 $337K 0.13% -4,684 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,060 $337K <0.01% 0 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,048 $336K 0.08% +13 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,040 $335K 0.1% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,035 $335K 0.04% +1,093 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,023 $334K 0.16% -3,485 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,018 $333K 0.3% +218 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,014 $333K 0.23% -24 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,013 $333K 0.01% new 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,006 $332K 0.15% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $332K 0.12% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,954 $328K 0.13% +287 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,892 $323K 0.15% -5,009 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,858 $320K 0.2% -1,344 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,854 $320K 0.01% +5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,835 $318K <0.01% +440 13F-HR/A Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,829 $318K 0.09% -128 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,828 $317K 0.22% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,824 $317K 0.01% +177 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,796 $315K 0.05% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,796 $315K 0.03% -452 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,793 $315K 0.01% +638 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,750 $311K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,750 $311K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,733 $310K 0.03% +44 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,732 $309K 0.04% -15,028 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,682 $305K 0.02% -487 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 3,640 $302K 0.41% -616 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,626 $301K 0.1% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,609 $299K 0.16% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,603 $299K 0.01% -905 13F-HR/A Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,600 $299K 0.14% 0 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,587 $297K 0.02% -526 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,580 $297K 0.01% +7 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,561 $295K 0.21% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,543 $294K 0.02% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,518 $292K <0.01% 0 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,470 $288K 0.32% +29 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,426 $284K 0.3% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,402 $282K 0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,398 $282K <0.01% -721 13F-HR Timeline Group Compound Planning, Inc. 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More: the full row for Total Clarity Wealth Management, Inc. 3,286 $272K 0.08% -363 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,274 $271K 0.02% 0 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 3,266 $270K <0.01% new 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,254 $270K 0.11% +17 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,273 $267K 0.01% +14 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,206 $266K 0.05% -563 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,196 $265K 0.06% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,190 $265K 0.05% +483 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,189 $264K 0.06% +581 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,173 $263K 0.03% -327 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,163 $262K 0.21% +37 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,131 $260K 0.02% -69 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,123 $259K 0.01% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,101 $257K 0.03% +32 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,091 $256K 0.17% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,075 $255K <0.01% -123 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,059 $254K 0.06% +391 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,055 $253K 0.05% -233 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,044 $252K 0.12% +35 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,019 $250K 0.05% -250 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,009 $250K 0.14% +486 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,995 $248K 0.03% +3 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,988 $248K 0.01% -300,560 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,987 $248K 0.01% -17 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,964 $246K 0.02% -106 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,948 $244K 0.12% -192 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,944 $244K 0.12% +32 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,941 $244K 0.02% +2 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,932 $243K 0.03% 0 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,923 $242K 0.01% +5 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 2,929 $242K 0.08% -659 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,900 $240K 0.23% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,878 $239K 0.04% +9 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,875 $238K 0.03% -500 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,851 $236K 0.02% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,841 $236K 0.06% -561 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,834 $235K 0.09% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,817 $234K 0.02% -19 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,797 $232K 0.13% -3,627 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 2,793 $231K 0.02% -1,330 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,776 $231K 0.08% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,771 $230K 0.03% -23 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,733 $227K 0.1% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,730 $226K 0.03% +28 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,704 $224K 0.2% +31 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,678 $222K 0.08% +2,277 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,649 $220K 0.05% +8 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,636 $219K 0.04% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,635 $218K 0.02% +18 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,622 $217K 0.02% -1,745 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,614 $217K 0.03% new 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,610 $216K <0.01% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,609 $216K 0.04% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,602 $216K 0.12% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,593 $215K <0.01% 0 13F-HR Timeline