AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 13,483 $2.33M 1.52% -279 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 13,422 $2.32M 0.36% +120 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 13,402 $2.32M 3.19% +845 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,323 $2.3M 0.17% +2,824 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,309 $2.3M 0.11% +1,314 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 12,905 $2.3M 1.49% +1,907 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 13,220 $2.28M 0.37% 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 13,948 $2.26M 0.58% +2,879 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 13,032 $2.25M 1.53% -447 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 12,934 $2.23M 1.55% +614 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 12,916 $2.23M 1% +4,843 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 12,886 $2.23M 0.5% +6,713 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 12,885 $2.23M 1.38% +2,208 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 12,859 $2.22M 1.27% -14 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,846 $2.22M 0.46% -22 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,800 $2.21M 0.6% +5,149 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 12,790 $2.21M 1.9% -472 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,787 $2.21M 0.61% +76 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 12,761 $2.2M 0.94% +2,653 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,708 $2.2M 0.16% +1,701 13F-HR/A Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,696 $2.19M 0.77% -52 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. 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More: the full row for K2 Financial Inc. 13,021 $2.07M 2.03% +418 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,936 $2.06M 0.05% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,878 $2.05M 0.07% +54 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 11,865 $2.05M 0.85% +576 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,826 $2.04M 1.56% +2,174 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,806 $2.04M 1.86% +9 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,794 $2.04M 0.88% +135 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 11,791 $2.04M 3.01% -23 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,780 $2.03M 0.18% -762 13F-HR Timeline Truepoint, Inc. 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More: the full row for Center for Financial Planning, Inc. 11,215 $1.94M 0.25% +1,299 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,212 $1.94M 0.19% +1,301 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,172 $1.93M 0.06% +379 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 11,158 $1.93M 0.03% +242 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,141 $1.92M 0.63% +439 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,134 $1.92M 0.02% +4,101 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,107 $1.92M 0.07% +1,618 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for GHP Investment Advisors, Inc. 10,906 $1.88M 0.09% -139 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 10,840 $1.87M 1.41% -86,802 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 10,747 $1.86M 1.41% +567 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 10,729 $1.85M 0.08% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 10,698 $1.85M 0.75% +5,895 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 10,685 $1.85M 0.16% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 10,675 $1.84M 0.59% +827 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,670 $1.84M 0.08% -640 13F-HR/A Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 10,644 $1.84M 1.77% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,567 $1.83M 0.18% -284 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,498 $1.81M 0.08% -120 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 10,491 $1.81M 0.25% -6,985 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 11,165 $1.81M 1.11% +7,465 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,450 $1.81M 0.5% +4,054 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 10,445 $1.8M 0.63% +623 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,429 $1.8M 1.09% +1,167 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,512 $1.8M 0.17% +975 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,378 $1.79M 0.11% +1,825 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,355 $1.79M 0.09% -3,095 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 10,334 $1.79M 0.39% +631 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,263 $1.77M 0.35% 0 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 10,239 $1.77M <0.01% -48,233 13F-HR Timeline Group Seek First Inc. More: the full row for Seek First Inc. 10,168 $1.76M 1.56% 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 10,153 $1.75M 1.49% +288 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 10,128 $1.75M 0.35% -17 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,113 $1.75M 0.11% -209 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 10,113 $1.75M 0.65% -3,632 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 10,101 $1.74M 0.04% +105 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 10,101 $1.74M 1.27% -74 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 10,065 $1.74M 0.24% +69 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,018 $1.73M <0.01% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,994 $1.73M 0.42% -4,380 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,983 $1.72M 0.03% +1,508 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 9,971 $1.72M 1.15% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,971 $1.72M 0.17% +40 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,943 $1.72M 0.2% +704 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 10,440 $1.71M 0.37% -113 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 9,900 $1.71M 0.38% +678 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,898 $1.71M 0.06% +261 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 9,880 $1.71M 1.42% -1,525 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,868 $1.7M 0.07% -11,050 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,486 $1.7M 1.13% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,836 $1.7M 1.32% +1,604 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 9,820 $1.7M 0.23% -474 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,809 $1.69M 0.29% +429 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 9,766 $1.69M 0.43% -544 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,750 $1.68M 0.19% +2,143 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 9,738 $1.68M 0.68% -508 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,730 $1.68M 0.69% +75 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,695 $1.67M 0.36% 0 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 9,622 $1.66M 3.15% +98 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,613 $1.66M 1.08% +253 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 9,599 $1.66M 0.48% +118 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,521 $1.64M 0.56% -190 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 9,515 $1.64M 0.01% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 9,494 $1.64M 0.18% +4,008 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 9,461 $1.63M 0.58% -1,096 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 9,432 $1.63M 0.91% -135 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,428 $1.63M 0.01% -51 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,356 $1.62M 0.12% -419 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,335 $1.61M 0.33% +6,175 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,305 $1.61M 0.65% +1 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 9,270 $1.6M 0.51% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 9,258 $1.6M 0.32% +590 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,311 $1.59M 0.31% +3,804 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 9,215 $1.59M <0.01% -41,716 13F-HR Timeline Group Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 9,168 $1.58M 1.2% +143 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,154 $1.58M 0.31% -146 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,118 $1.58M 0.08% -758 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 9,106 $1.57M 0.1% -496 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,071 $1.57M 1.42% +5 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,050 $1.56M 0.06% -40 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,047 $1.56M 0.07% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,033 $1.56M 0.02% -552 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,533 $1.54M 1.11% -921 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,899 $1.54M 0.05% +148 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 8,891 $1.54M 0.33% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,888 $1.54M 0.03% +1,216 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,872 $1.53M 1.38% -197 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,867 $1.53M 0.44% -8,547 13F-HR Timeline 4Thought Financial Group Inc. 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More: the full row for Colorado Capital Management, Inc. 8,806 $1.52M 0.71% -1,046 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 8,804 $1.52M 1% +1,567 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,772 $1.52M 0.26% +60 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,744 $1.51M 0.16% +100 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,720 $1.51M 0.02% -148 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,711 $1.5M 0.86% -1,463 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 8,695 $1.5M 0.25% +7 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,681 $1.5M 0.45% -197 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,670 $1.5M 0.02% +2,563 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,631 $1.49M 0.01% +1,500 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 8,630 $1.49M 0.07% -1,499 13F-HR Timeline Group Ted Buchan & Co More: the full row for Ted Buchan & Co 8,613 $1.49M 0.7% -386 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,553 $1.48M 0.34% new 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,525 $1.47M 0.13% -1,552 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,524 $1.47M 0.11% -68 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 8,506 $1.47M 0.19% +3 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 8,467 $1.46M 1.13% -59 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,381 $1.45M 0.6% -224 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,376 $1.45M 1.32% +7 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,346 $1.44M 0.88% -7,180 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,338 $1.44M 0.17% -295 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,321 $1.44M 0.03% -7,208 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,319 $1.44M 0.06% +266 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 8,313 $1.44M 0.08% +76 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,312 $1.44M 0.53% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,311 $1.44M 0.6% +1,595 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 8,301 $1.43M 0.4% +45 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,297 $1.43M 0.09% +57 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,257 $1.43M 0.24% -1,032 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8,251 $1.43M 0.08% -1,200 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,241 $1.42M 0.14% +1,056 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 8,182 $1.41M 0.1% +4,231 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,606 $1.41M 0.09% +4,309 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8,127 $1.4M 0.59% -187 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,111 $1.4M 0.34% +754 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 8,126 $1.4M 0.52% -90 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 8,091 $1.4M 0.23% +539 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,399 $1.4M 0.12% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,081 $1.4M 0.25% +156 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,080 $1.4M 0.11% -6,454 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 8,079 $1.4M 1.02% +43 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,008 $1.38M 0.18% +1,448 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,008 $1.38M <0.01% +2,322 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,005 $1.38M 0.21% +18 13F-HR Timeline