Caprock Group, LLC More: the full row for Caprock Group, LLC 7,542 $530K 0.02% -1,359 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,475 $525K 0.01% +1,250 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,354 $516K 0.05% -427 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,115 $500K 0.48% +205 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 7,023 $493K 0.09% -1,038 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,007 $492K 0.05% -70 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,993 $491K 0.02% -13,244 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 6,969 $489K 0.21% +2,330 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,952 $488K 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,847 $481K <0.01% -98 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,781 $476K 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,755 $474K 0.04% -1,033 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,745 $474K 0.4% +185 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,715 $471K 0.04% +584 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,712 $471K 0.01% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,693 $470K 0.13% -184 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,671 $468K 0.26% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,668 $468K 0.22% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 6,652 $467K <0.01% -12,060 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,640 $466K 0.12% -1,000 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,639 $466K 0.12% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,496 $456K <0.01% -702 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,409 $450K <0.01% -100 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 6,400 $449K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,348 $446K 0.2% +75 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,245 $438K 0.05% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,168 $433K 0.01% +161 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,165 $433K 0.01% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 6,070 $426K 0.35% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,986 $420K 0.04% +683 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,959 $418K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,955 $418K <0.01% +91 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,944 $417K 0.13% +1,550 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,837 $414K <0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,838 $410K 0.01% +361 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,835 $410K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,769 $406K 0.01% +5,041 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,735 $403K 0.04% +722 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,724 $402K 0.01% +2,247 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,714 $401K 0.06% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,689 $399K 0.01% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,677 $399K 0.04% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,637 $396K 0.36% +15 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 5,627 $395K 0.17% -30 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,584 $392K 0.02% +307 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 5,584 $392K 0.03% +219 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,573 $391K 0.09% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,523 $388K <0.01% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,520 $388K 0.26% -532 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,517 $387K 0.01% +677 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,516 $387K 0.06% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,511 $387K 0.01% +1,223 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,439 $382K 0.02% +80 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,400 $379K <0.01% +580 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 5,329 $374K +2,625 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,223 $367K <0.01% +3 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 5,184 $364K 0.24% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,181 $364K 0.29% -2,255 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,170 $363K 0.04% -3,448 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 5,088 $357K 0.05% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,063 $355K 0.01% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,043 $354K <0.01% +970 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,985 $350K 0.01% +4,977 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,918 $345K 0.17% -1,258 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,914 $345K 0.12% +1,087 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,898 $343K 0.1% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,811 $338K 0.02% -70 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,801 $337K 0.18% +170 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,689 $329K 0.03% +851 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,686 $329K 0.07% +19 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,685 $329K <0.01% +1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,637 $326K <0.01% +1,913 13F-HR Timeline Group Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 4,584 $322K 0.17% +509 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,565 $321K 0.03% -74 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,525 $318K 0.08% -33 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,509 $317K 0.02% new 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 4,399 $309K 0.36% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,361 $306K <0.01% +1,401 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,297 $302K 0.19% new 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 4,290 $301K 0.1% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,265 $299K 0.05% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,249 $298K 0.02% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,238 $298K <0.01% +473 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,235 $297K 0.01% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,230 $297K 0.15% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,218 $296K 0.01% -1,815 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,147 $291K 0.05% +2,335 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,120 $289K 0.02% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,064 $285K 0.12% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,057 $285K 0.02% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,041 $284K 0.02% +3 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,031 $283K 0.11% +1 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,015 $282K 0.11% +3,825 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,002 $281K 0.02% -157 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,970 $279K 0.09% +4 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,970 $279K 0.26% -518 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,892 $273K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,885 $273K 0.05% +11 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,865 $271K 0.05% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,000 $269K 0.04% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,834 $269K 0.01% new 13F-HR Timeline Group Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 3,799 $267K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,755 $264K 0.02% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,706 $260K 0.06% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,704 $260K 0.05% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,692 $259K <0.01% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,660 $257K 0.13% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,659 $257K 0.04% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,633 $255K 0.18% +137 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,605 $253K 0.04% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,602 $253K 0.07% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,600 $253K 0.07% +441 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,587 $252K 0.08% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 3,566 $250K 0.11% +6 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,561 $250K 0.02% +5 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 3,900 $250K <0.01% -5,570 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 3,515 $247K 0.08% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,482 $244K 0.23% +3,368 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,475 $244K 0.21% +6 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,473 $244K 0.03% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,458 $243K 0.02% +14 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,431 $241K 0.03% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,410 $239K <0.01% -465 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,404 $239K 0.02% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,536 $238K 0.01% -1,481 13F-HR Timeline Efficient Frontier Advisors LLC More: the full row for Efficient Frontier Advisors LLC 3,389 $238K 0.15% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,381 $237K 0.17% -545 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,373 $237K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,355 $236K 0.01% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,311 $232K 0.01% +92 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,305 $232K 0.01% -218 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,303 $232K 0.05% +11 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,302 $232K 0.01% 0 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,290 $231K 0.07% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,278 $230K 0.02% 0 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,263 $229K 0.04% +5 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,253 $228K 0.12% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,226 $226K 0.01% -925 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,220 $226K 0.01% -9 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,224 $226K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,208 $225K 0.01% +1 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,182 $223K 0.03% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,171 $223K 0.03% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,161 $222K 0.16% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,121 $219K 0.03% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,084 $217K 0.04% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,058 $215K 0.14% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,057 $215K 0.08% 0 13F-HR/A Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,050 $214K 0.04% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,046 $214K 0.04% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,036 $213K 0.08% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,030 $213K 0.03% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,890 $211K 0.08% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,988 $210K 0.2% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,978 $209K 0.18% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,970 $209K 0.04% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,891 $203K 0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,884 $203K 0.08% new 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 2,880 $202K 0.09% -1,540 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,880 $202K 0.01% -320 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,877 $202K 0.11% -23 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,667 $187K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,589 $182K <0.01% +1,096 13F-HR/A Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,571 $180K 0.06% +11 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,562 $180K 0.08% +2,328 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,496 $175K 0.02% -775 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,411 $169K 0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,325 $163K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,246 $162K <0.01% +50 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,147 $151K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,075 $146K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,064 $145K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,023 $142K 0.08% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,837 $129K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,827 $128K 0.06% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,777 $125K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,706 $120K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,625 $114K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,584 $111K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,481 $104K 0.02% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1,465 $103K 0.08% +6 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,450 $102K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,402 $98.4K <0.01% +106 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,349 $94.7K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,300 $91.3K 0.02% +400 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,278 $89.7K 0.03% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,250 $87.8K <0.01% +9 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,352 $85.8K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,325 $84.1K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,189 $83.5K 0.01% -484 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,173 $82.3K <0.01% +98 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,071 $75.2K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,070 $75.1K 0.03% +135 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,070 $75.1K 0.01% +400 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,070 $75.1K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,065 $74.8K 0.02% -20 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,061 $74.5K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,042 $73.1K 0.05% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,032 $72.5K <0.01% +56 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,028 $72.2K 0.04% 0 13F-HR Timeline