SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,100 $1.02M 0.31% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,092 $1.02M 0.09% +378 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,090 $1.02M 0.29% -66 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,089 $1.02M 0.29% -89 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,078 $1.01M 0.17% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,076 $1.01M 0.16% +676 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,071 $1.01M 0.14% -37 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 2,069 $1.01M 1.18% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,068 $1.01M 0.33% +20 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,059 $1M 0.76% -203 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,056 $1M 0.22% +165 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,056 $1M 0.07% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,050 $1M 0.61% 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,038 $994K 0.21% -19 13F-HR Timeline InvesTrust More: the full row for InvesTrust 2,037 $994K 0.38% +82 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,041 $990K 0.18% -105 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,022 $986K 0.27% -3 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,019 $985K 0.12% +1 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,016 $984K 0.14% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,006 $983K 0.01% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,004 $978K 0.71% -7 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,000 $976K 0.7% +5 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,998 $975K 0.25% +229 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 2,002 $973K 0.92% +23 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,995 $973K 0.49% -40 13F-HR Timeline Brand Asset Management Group, Inc. 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Safra Sarasin Holding AG 1,912 $933K 0.02% +661 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,911 $932K 0.45% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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Paul & Associates, LLC 1,785 $871K 0.29% -7 13F-HR Timeline AMARA FINANCIAL, LLC. 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More: the full row for Sterling Financial Planning, Inc. 1,738 $848K 0.26% +6 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,736 $847K 0.09% -19 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,734 $846K 0.3% -76 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,731 $845K 0.07% +18 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,731 $844K <0.01% -149 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,728 $843K 0.07% +5 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,728 $843K 0.82% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,713 $836K 0.06% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,707 $833K 0.18% -13 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,707 $833K 0.3% -112 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,704 $831K 0.25% +413 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,701 $830K 0.06% +6 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,701 $830K 0.72% +41 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,693 $826K 0.25% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,691 $825K 0.29% +135 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,686 $823K 0.32% +586 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,682 $821K 0.28% -230 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,677 $818K 0.29% +3 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,675 $817K 0.23% 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,673 $816K 0.23% -54 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,671 $815K 0.04% -28 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,669 $814K 0.24% -24 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,664 $812K 0.46% +101 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 1,659 $809K 0.62% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $809K 0.49% 13F-HR Timeline Amount filed as zero, left out of ratios. Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,656 $808K 0.32% -6 13F-HR Timeline Maltin Wealth Management, Inc. 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More: the full row for Buttonwood Financial Advisors Inc. 1,641 $800K 0.27% -98 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,639 $800K 0.16% -75 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,630 $799K 0.03% +22 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,635 $798K 0.3% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,634 $797K 0.05% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,629 $795K 0.44% +1 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,626 $793K 0.11% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 1,625 $793K 0.72% -1,294 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,623 $792K 0.59% -22 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,622 $791K 0.15% +12 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,621 $791K 0.38% -30 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,619 $790K 0.19% -106 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,618 $790K 0.18% -78 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,618 $789K 0.26% -203 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,616 $788K 0.43% -51 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,605 $783K 0.17% +3 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,600 $781K 0.19% 0 13F-HR Timeline Group Oath Planning, LLC More: the full row for Oath Planning, LLC 1,595 $778K 0.77% 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,595 $778K 0.72% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,594 $778K 0.01% +2 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,587 $774K 0.14% +36 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,583 $772K 0.11% +3 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,576 $769K 0.28% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,573 $767K 0.21% +2 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,565 $764K 0.03% +249 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,561 $762K 0.33% -1,523 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,561 $762K 0.02% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,559 $760K 0.09% +49 13F-HR/A Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,558 $760K 0.05% +1 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 1,556 $759K 0.65% 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 1,555 $759K 0.84% -1,185 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,558 $757K 0.15% -34 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,544 $754K 0.03% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,542 $752K 0.16% -65 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,538 $750K 0.06% -540 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,538 $750K 0.04% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,534 $749K 0.25% +157 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,533 $748K 0.09% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,533 $748K 0.53% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,521 $742K 0.17% -189 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,520 $742K 0.05% +3 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,513 $738K 0.25% +671 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,512 $738K 0.23% +135 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,511 $737K 0.16% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,510 $737K 0.78% 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,508 $736K 0.16% +13 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,507 $735K 0.14% -11 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,506 $735K 0.1% +165 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,505 $734K 0.27% -432 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,503 $733K 0.04% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,502 $733K 0.07% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,496 $730K 0.1% -94 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,496 $730K 0.18% -2,413 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,495 $729K 0.01% +3 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,494 $729K 0.01% -5 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,490 $727K 0.26% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,488 $726K 0.03% -16 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,487 $725K 0.11% +6 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,485 $724K 0.05% -103 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 1,481 $723K 0.48% -54 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,475 $720K 0.2% +181 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,475 $720K <0.01% -474 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,473 $719K 0.09% +120 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,464 $714K 0.4% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,464 $714K 0.04% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,463 $714K 0.52% -146 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,462 $713K 0.52% -15 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,461 $713K 0.21% +911 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,459 $712K 0.04% -763 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,459 $712K 0.14% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 1,458 $711K 0.62% +3 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,457 $711K 0.13% +12 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,456 $710K 0.03% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,451 $708K 0.35% +42 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,450 $707K <0.01% -372 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,447 $706K 0.27% +147 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,442 $703K 0.12% +75 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,442 $703K 0.74% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,433 $703K <0.01% +700 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,439 $702K 0.07% +49 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,438 $702K 0.08% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,436 $700K 0.21% -74 13F-HR/A Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,434 $700K 0.38% -8 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,432 $699K 0.32% 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,431 $698K 0.01% +44 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,426 $696K 0.47% 13F-HR Timeline