UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,522 $364K <0.01% +5,948 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 27,366 $362K 0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 27,298 $361K <0.01% +3,305 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 26,636 $359K 0.05% -3,473 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 26,942 $356K 0.02% -90 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 26,308 $348K 0.01% -193 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 26,041 $344K 0.02% +1,568 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,873 $342K <0.01% +2,148 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,180 $341K 0.01% -1,512 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 25,794 $341K <0.01% -89 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,473 $336K <0.01% -298 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 25,084 $331K 0.06% -522 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 25,021 $331K 0.07% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 24,832 $328K 0.02% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 24,804 $328K 0.02% -81,414 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 24,676 $326K <0.01% +2,346 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 24,350 $322K 0.17% -1,500 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,261 $321K <0.01% +3,381 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 24,189 $320K 0.04% +1,871 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,425 $315K <0.01% -11 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 23,767 $314K 0.19% +5,895 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 23,099 $312K <0.01% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 23,490 $310K 0.26% +472 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,403 $309K <0.01% -230 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 23,200 $306K <0.01% -28,664 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 23,095 $305K <0.01% +4,890 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,070 $305K 0.01% -31,479 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,974 $303K <0.01% -22,748 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 22,650 $299K 0.24% -11,450 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 22,394 $296K 0.14% -2,808 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,321 $295K <0.01% +9,339 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 22,251 $294K 0.45% -620 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 22,227 $294K 0.01% +1,814 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,844 $289K 0.01% +2,495 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 21,838 $288K 0.02% +3,873 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,581 $285K <0.01% -822 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 21,511 $284K 0.28% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,270 $281K <0.01% +1,632 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 21,228 $280K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 20,892 $280K <0.01% +5,612 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 20,931 $276K 0.01% +519 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 20,912 $276K 0.06% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 20,686 $273K 0.08% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,484 $271K <0.01% 0 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,396 $269K <0.01% +638 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 20,264 $268K <0.01% -927 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,146 $266K 0.01% +255 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 19,961 $264K 0.14% +966 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,889 $263K <0.01% +2,209 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 19,507 $262K 0.04% +1,765 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 19,245 $259K <0.01% +3,868 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 19,471 $257K 0.01% -443 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,842 $249K <0.01% -2,230 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,735 $248K 0.01% +6,987 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,564 $245K <0.01% -1,637 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,313 $242K <0.01% +11,924 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 17,711 $234K 0.03% +135 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,603 $233K 0.01% +713 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 17,532 $232K 0.03% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 15,517 $231K 0.16% 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 17,164 $227K <0.01% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 17,122 $226K 0.18% -100 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 16,836 $222K 0.01% +3,107 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 16,420 $217K <0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 16,160 $213K 0.02% -9,869 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 15,783 $208K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,473 $204K <0.01% -211 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,174 $200K <0.01% +1,495 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 15,000 $198K 0.02% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,782 $195K 0.01% +1,228 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 14,633 $194K 0.02% +1,218 13F-HR/A Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,650 $194K 0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 14,647 $193K 0.01% +7,367 13F-HR/A Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,619 $193K 0.01% -6,953 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 14,394 $190K 0.02% 0 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 14,378 $190K 0.12% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,136 $187K 0.01% +2,004 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,000 $185K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,686 $181K <0.01% -2,102 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,627 $180K 0.03% -257 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 13,468 $178K 0.05% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,339 $176K <0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,262 $175K 0.02% 0 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 13,209 $174K <0.01% -1,332,246 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,165 $174K <0.01% -495 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,064 $173K <0.01% +1,968 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,762 $169K 0.01% +581 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,725 $168K 0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 12,582 $166K 0.04% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,546 $166K <0.01% +2,336 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,494 $165K <0.01% -172,918 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,246 $162K 0.01% +307 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 12,100 $160K 0.14% 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 12,092 $160K <0.01% -65,660 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,997 $158K <0.01% new 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 11,699 $155K 0.06% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 11,183 $151K 0.09% -5,338 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,324 $150K 0.02% -4,489 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 11,251 $149K 0.03% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 11,231 $148K 0.03% -87 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,158 $147K 0.01% +691 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 11,130 $147K 0.04% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,799 $146K 0.03% -82 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,004 $145K 0.01% -2,190 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,672 $144K 0.01% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,819 $143K <0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,778 $142K <0.01% -802 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,626 $140K <0.01% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 10,507 $139K 0.05% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,504 $139K <0.01% 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 10,503 $139K <0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,330 $136K <0.01% -257 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,298 $136K <0.01% +231 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,090 $133K <0.01% -340 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,000 $132K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,201 $122K <0.01% +561 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,880 $117K <0.01% +1,039 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,717 $115K <0.01% -1,281 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,488 $112K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8,193 $110K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,955 $105K 0.08% -400 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,989 $104K 0.04% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,413 $86K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,097 $80.5K 0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,816 $76.8K <0.01% +63 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,631 $74.4K <0.01% -38,820 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,766 $64.2K <0.01% +1,317 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,768 $63K <0.01% -11,202 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,528 $59.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,915 $51.7K <0.01% +2,210 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,826 $50.5K <0.01% -15,316 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,818 $50.4K <0.01% -1,950 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,600 $47.6K 0.01% -62,375 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,524 $46.5K <0.01% +778 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,435 $45.4K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,325 $43.9K <0.01% -53 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,282 $43.4K 0.01% +2,215 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,144 $41.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,500 $33K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,400 $31.7K 0.01% +696 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,364 $31.2K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,275 $30.1K <0.01% +1,389 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,251 $29.7K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,171 $28.7K <0.01% +10,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,100 $27.7K <0.01% -5,162 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,971 $26K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,909 $25K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,792 $24K <0.01% +1,093 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,761 $23.3K <0.01% +1,700 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,653 $21.8K <0.01% -403 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,649 $21.8K 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 1,625 $21.5K <0.01% +1,222 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 1,574 $21.2K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,600 $21.1K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,585 $20.9K 0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,476 $19.5K <0.01% -781 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,457 $19.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,455 $19.2K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,431 $18.9K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,383 $18.3K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,325 $17.5K <0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,249 $16.5K 0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,242 $16.4K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,200 $16.2K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,098 $14.9K <0.01% +452 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,050 $13.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,021 $13.5K <0.01% +611 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,005 $13.3K <0.01% +24 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,000 $13.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $13K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 971 $12.8K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 925 $12.2K <0.01% +193 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 894 $11.8K <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 857 $11.3K 0.01% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 854 $11.3K 0.01% -1,490 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 793 $10.7K <0.01% -94 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 768 $10.1K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 749 $9.89K <0.01% +118 13F-HR Timeline 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 728 $9.62K <0.01% -274 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 727 $9.6K <0.01% -19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 690 $9.12K <0.01% +628 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 608 $8.87K <0.01% +598 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 664 $8.78K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 644 $8.68K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. 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