TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 18,458 $2.88M 0.01% +4,018 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 18,206 $2.86M 0.66% +663 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,611 $2.85M 0.05% +40 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,386 $2.84M 0.06% +1,487 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 17,996 $2.82M 0.37% +324 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,958 $2.82M <0.01% +761 13F-HR Timeline Group Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 20,366 $2.82M 1.87% -130 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17,676 $2.77M 0.42% -128 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,515 $2.75M 0.08% +2,096 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 17,454 $2.74M 0.34% +2,264 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17,407 $2.73M 1.84% -834 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 17,406 $2.73M 1.21% +62 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,330 $2.72M 0.07% +122 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 17,289 $2.71M 0.13% new 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 17,105 $2.68M 0.74% -794 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 17,173 $2.68M 0.18% +416 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,078 $2.68M 0.14% +7,578 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 17,000 $2.67M 0.04% 0 13F-HR Timeline Group CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 16,960 $2.66M 0.05% +5,650 13F-HR/A Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 16,830 $2.64M 0.3% +270 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 16,778 $2.63M 0.02% -8,790 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 16,636 $2.61M 0.67% +627 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,340 $2.56M 0.07% -754 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 16,308 $2.56M 0.58% -6 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,227 $2.55M 0.04% +5,000 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 16,202 $2.54M 0.46% +40 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,143 $2.53M 0.22% -129 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 16,084 $2.52M 1.03% -351 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 16,072 $2.52M 0.05% +813 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 15,945 $2.5M 0.38% -310 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 15,899 $2.5M 7.03% +57 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 15,829 $2.48M 1.49% +2,087 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 15,741 $2.47M 0.04% -563 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 15,751 $2.44M 1.45% -317 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,468 $2.43M 0.02% +11,945 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 15,380 $2.41M 0.32% +158 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 15,367 $2.41M 0.6% +1,364 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 15,243 $2.39M 0.2% +499 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,225 $2.39M 0.07% -1,608 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 15,005 $2.35M 0.22% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,859 $2.33M 0.03% +525 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 14,820 $2.33M 1.03% -110 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 14,703 $2.31M 1.42% -19 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,442 $2.27M 0.03% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,410 $2.26M <0.01% +2,340 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 14,408 $2.26M 0.41% +8,137 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 14,193 $2.23M 0.51% -1,432 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 14,154 $2.22M 0.05% +1,326 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 14,025 $2.2M 0.15% -320 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,008 $2.2M 0.03% -325 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 13,935 $2.19M 1.18% -7 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,895 $2.18M <0.01% +6,680 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 13,875 $2.18M 0.3% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,825 $2.17M 0.86% -51 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,689 $2.15M 0.07% +7 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 13,632 $2.14M 0.65% +486 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,630 $2.14M 0.02% -1,203 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 13,345 $2.09M 0.14% +6,697 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 13,281 $2.08M 0.32% +364 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,274 $2.08M 0.03% -346 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,218 $2.07M 0.21% -2,235 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,193 $2.07M 0.18% -21,774 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,083 $2.05M 0.1% -100 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,072 $2.05M 0.01% -3,337 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,023 $2.04M 0.03% +3,858 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,833 $2.01M 0.08% -427 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 12,807 $2.01M 0.25% +24 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 12,615 $1.98M 0.02% +884 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,498 $1.96M 0.15% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,474 $1.96M 0.26% -971 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 12,387 $1.94M 0.2% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,357 $1.94M 0.05% +53 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 12,355 $1.94M 0.04% -92 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 12,335 $1.94M 1.06% +921 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 12,263 $1.92M 0.86% -649 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 12,237 $1.92M 1.36% -23,435 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 12,172 $1.91M 0.1% +14 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,145 $1.9M 0.02% -60 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 12,095 $1.9M 0.62% -15,512 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 12,034 $1.89M <0.01% 0 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 11,987 $1.88M 0.2% -134 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,943 $1.87M 0.02% 0 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 11,940 $1.87M 0.9% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 11,920 $1.87M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,821 $1.86M 0.87% +734 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 11,799 $1.85M 1.05% -144 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 11,621 $1.82M <0.01% -22 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 11,468 $1.8M 0.82% new 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 11,450 $1.8M 1.51% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 11,424 $1.79M 1.18% -578 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,351 $1.78M 0.34% -1,573 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 11,315 $1.78M 0.53% +41 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,296 $1.77M 0.35% -188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 11,187 $1.76M 0.7% +225 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,130 $1.75M 0.06% +102 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,049 $1.74M 0.06% +906 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,039 $1.73M 0.13% +1,952 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 11,018 $1.73M 0.16% 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 10,996 $1.73M <0.01% 0 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,939 $1.72M 0.68% +1,580 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 10,800 $1.7M 0.01% 0 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 10,771 $1.69M 0.88% +236 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 10,702 $1.68M 0.63% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,635 $1.67M 0.12% +1 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,612 $1.67M 0.65% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,589 $1.66M 0.06% -349 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 10,560 $1.66M 0.34% -1,580 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 10,542 $1.65M 0.38% +19 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,512 $1.65M 0.1% +1 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 10,454 $1.64M 0.56% +27 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,445 $1.64M <0.01% -2,202 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,438 $1.64M 0.06% +954 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,260 $1.61M 1.61% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,221 $1.6M 0.08% +112 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,180 $1.6M 0.13% +3,785 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,174 $1.6M 0.08% +4,971 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 10,168 $1.6M 0.53% -19 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,159 $1.59M 0.31% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,148 $1.59M 0.04% +1,265 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,096 $1.58M 0.02% +1,334 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,076 $1.58M 0.18% -328 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 10,050 $1.58M 0.29% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 10,004 $1.57M 0.98% -485 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $1.57M 0.07% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,894 $1.55M 0.06% -262 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,881 $1.55M 0.04% +1,700 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 9,750 $1.53M 0.49% +700 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,724 $1.53M 0.03% -34 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 9,675 $1.52M 0.55% +30 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 9,655 $1.52M 1.29% -19 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,651 $1.51M 0.04% +2 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 9,530 $1.5M 0.67% -540 13F-HR/A Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 9,470 $1.49M 0.56% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 9,441 $1.48M 0.21% +168 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,425 $1.48M 0.11% -398 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9,404 $1.48M 0.52% -2,228 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,615 $1.47M 0.06% -119 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 9,328 $1.46M 1.2% -281 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,317 $1.46M 0.08% +92 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,148 $1.44M 0.66% -29 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,123 $1.43M 0.07% -149 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,105 $1.43M 0.05% +29 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 8,968 $1.41M 0.38% -36 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 8,713 $1.41M 0.92% -9,082 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 8,957 $1.41M 1.89% +7 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,836 $1.39M 0.12% +1,846 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,816 $1.38M 0.03% -1,570 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,785 $1.38M 0.11% +34 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,741 $1.37M 0.08% +20 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 8,733 $1.37M 0.12% +845 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,650 $1.36M 0.09% +689 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 8,647 $1.36M 0.16% -366 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,618 $1.35M 0.23% +156 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,554 $1.34M 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,546 $1.34M 0.12% +3 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 8,534 $1.34M 0.57% +1 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,508 $1.34M 0.1% +314 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,504 $1.33M 0.08% +3,745 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 8,500 $1.33M <0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 8,499 $1.33M 0.07% +6,243 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,473 $1.33M 0.15% -642 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 8,412 $1.32M 0.47% -653 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 8,360 $1.31M 0.29% +194 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 8,347 $1.31M 0.09% +28 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,328 $1.31M 0.05% 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,290 $1.3M 1.4% +259 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 8,250 $1.29M 0.41% 0 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 8,190 $1.29M 0.3% 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 8,145 $1.28M 0.45% -26 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,086 $1.27M 0.04% new 13F-HR Timeline GEN Financial Management, INC. 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