Mittelman Wealth Management More: the full row for Mittelman Wealth Management 15,121 $2.2M 1.37% +788 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 15,021 $2.19M 0.17% +3,190 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14,814 $2.16M 0.05% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 14,613 $2.13M 1.61% +481 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,535 $2.12M 0.04% -1,748 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,367 $2.09M 0.14% -722 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,285 $2.08M 0.2% -789 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,186 $2.07M 0.05% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 14,179 $2.07M 0.61% -79 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 14,151 $2.06M 0.73% -1,137 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 14,004 $2.04M 0.44% +71 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 13,970 $2.04M 0.52% -914 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,956 $2.03M <0.01% +551 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,776 $2.01M 0.13% -329 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 13,589 $1.98M 1.72% +109 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,556 $1.98M <0.01% +6,947 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 13,467 $1.96M 0.59% +815 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,457 $1.96M 0.1% -21 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,175 $1.92M 0.33% +750 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 13,143 $1.92M 0.57% -3,000 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,911 $1.88M 0.01% +388 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 12,894 $1.88M 0.05% -3,044 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,806 $1.87M <0.01% -2,470 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,778 $1.86M 0.01% -362 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,750 $1.86M 0.08% -1,121 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 12,699 $1.85M 1.66% +4,715 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 12,609 $1.84M 1.41% -151 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,558 $1.83M 0.39% +262 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 12,419 $1.81M 0.15% -4,543 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,248 $1.79M 0.08% +4,416 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,049 $1.76M 0.02% -176 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11,960 $1.74M 0.27% +773 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,926 $1.74M 0.05% -2,641 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,687 $1.7M <0.01% 0 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,459 $1.67M 0.11% -4 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 11,398 $1.66M 0.01% +57 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 11,260 $1.64M 1.04% -631 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 10,679 $1.64M 0.31% +44 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 10,882 $1.59M 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,859 $1.58M 0.01% +196 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,635 $1.55M 0.02% -245 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,519 $1.53M 0.05% -2,059 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,344 $1.51M 0.05% +4,866 13F-HR/A Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,334 $1.51M 0.02% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 10,192 $1.49M 0.43% -1,054 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 9,963 $1.45M 0.88% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,914 $1.45M 0.31% -1,199 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,909 $1.44M 0.05% -212 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,907 $1.44M 0.1% -508 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,782 $1.43M <0.01% -27 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,768 $1.42M 0.1% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,727 $1.41M <0.01% +2,520 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 9,669 $1.41M 1.06% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,878 $1.4M 0.27% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 9,595 $1.4M 0.43% -1,842 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,308 $1.36M 0.02% +57 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,212 $1.34M 0.02% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 9,202 $1.34M 1.07% -197 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 17,604 $1.32M 1.65% 0 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 9,014 $1.31M 0.12% 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,982 $1.31M 1.19% +123 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,818 $1.29M <0.01% -172 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,789 $1.28M 0.09% +9 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,734 $1.27M 0.11% -344 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 8,679 $1.26M 0.47% -193 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,658 $1.26M 0.27% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,457 $1.23M 0.13% -10 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,440 $1.23M 0.07% -428 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,421 $1.23M 0.04% +421 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,373 $1.22M 0.04% -252 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,310 $1.21M 0.04% -1,060 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,309 $1.21M <0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,271 $1.21M 0.02% -1,555 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,071 $1.18M 0.02% -343 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,035 $1.17M 0.2% +14 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,025 $1.17M 0.06% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 7,976 $1.16M 0.31% -2 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,936 $1.16M 0.78% -15 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,799 $1.14M <0.01% +234 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,733 $1.13M 0.03% +6,025 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,715 $1.12M 0.02% +1,044 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,658 $1.12M <0.01% -1,455 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,637 $1.11M 0.08% -46 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 7,529 $1.1M 0.21% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 7,510 $1.09M 0.57% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,484 $1.09M 0.03% +22 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,340 $1.07M 0.17% -118 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,282 $1.06M 0.01% +4,265 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,256 $1.06M 0.04% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,234 $1.05M 0.01% new 13F-HR/A Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 7,155 $1.04M 0.6% -1,731 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,091 $1.03M 0.36% +127 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,039 $1.03M 0.05% -9 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 6,992 $1.02M 0.59% +111 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,981 $1.02M 0.28% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,087 $1.02M 0.02% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 6,925 $1.01M 0.18% -4,731 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,864 $1M 0.9% +1,813 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,838 $997K 0.01% 0 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,301 $970K 0.09% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,558 $956K 0.73% -377 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,813 $946K 0.35% +618 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,479 $945K 0.01% +2,183 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,371 $929K 0.02% new 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,307 $919K 0.08% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,260 $913K 0.04% -205 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,036 $880K <0.01% +34 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,022 $878K 0.02% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,002 $875K 0.01% -85 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 5,995 $874K 0.01% +12 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,973 $871K 0.16% +1,824 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,922 $863K <0.01% +1,390 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,906 $861K 0.01% +641 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,832 $850K 0.29% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,790 $844K 0.01% +341 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 5,618 $819K 0.22% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,569 $812K 0.28% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,510 $803K 0.09% -37 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,487 $800K 0.02% 0 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,476 $798K 0.6% -1,656 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,444 $794K 0.28% -67 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,386 $785K 0.01% -113 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,369 $783K 0.01% +189 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,350 $780K 0.13% +199 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 5,350 $780K 0.77% +199 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,342 $779K <0.01% -194 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,326 $776K 0.04% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 5,319 $775K 0.26% +1,709 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,276 $769K <0.01% +2,010 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,276 $769K 0.1% +951 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,247 $765K 0.07% -84 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,212 $760K 0.97% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,207 $759K 0.1% +275 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,204 $759K 0.15% +4,581 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,139 $749K 0.4% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,058 $737K 0.01% +1,167 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,055 $737K <0.01% -7 13F-HR/A Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,028 $733K 0.01% +1,079 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,995 $728K 0.06% +130 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,989 $727K <0.01% -2,725 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,933 $719K 0.06% -91 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,932 $719K 0.29% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,922 $717K <0.01% +1,885 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,848 $707K 0.07% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,787 $698K 0.21% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,739 $691K 0.08% -54 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,704 $686K 0.16% +1,037 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,669 $681K 0.01% -917 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,535 $669K 0.01% 0 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,540 $662K 0.34% +100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,528 $660K <0.01% -254 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,459 $650K <0.01% +16 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 4,445 $648K 0.11% +623 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,422 $645K 0.05% -225 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,360 $636K 0.25% 0 13F-HR/A Timeline Trust Co of the South More: the full row for Trust Co of the South 4,270 $623K 0.1% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,254 $620K 0.53% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,151 $605K 0.31% +188 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,125 $601K 0.33% -338 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,104 $598K 0.01% -24 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,076 $594K 0.01% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,027 $587K <0.01% +172 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,991 $582K 0.03% -170 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,682 $582K 0.01% +306 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,986 $581K <0.01% +485 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 3,940 $574K 0.12% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,901 $569K 0.25% +174 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,877 $565K 0.02% -2 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,873 $565K 0.06% +105 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,847 $563K <0.01% 0 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,860 $563K 0.2% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,843 $560K 0.01% +1,224 13F-HR Timeline TD Waterhouse Canada Inc. 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