Summa Corp. More: the full row for Summa Corp. 10,000 $632K 0.31% +1,500 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,796 $619K <0.01% -101 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,554 $603K <0.01% +1,049 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,530 $602K <0.01% new 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 9,492 $599K 0.29% +1,406 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,414 $594K 0.08% -2,277 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 9,332 $589K 0.24% -13 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,313 $588K <0.01% +687 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 9,070 $573K 0.08% +387 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,896 $562K 0.4% +157 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 8,785 $558K 0.12% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,341 $534K 0.22% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,420 $532K 0.18% +903 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,327 $526K 0.03% -48 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,170 $516K <0.01% -753 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,130 $513K 0.01% +1,025 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,081 $510K 0.1% -191 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,931 $501K 0.02% +4,837 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 7,890 $498K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,884 $498K 0.02% +740 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,660 $484K <0.01% +1,877 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,606 $480K 0.03% +338 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,465 $471K 0.38% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,466 $471K 0.04% +1,505 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 7,393 $467K 0.13% +2,025 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,294 $461K <0.01% -3,667 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 7,222 $456K 0.11% -25 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,210 $455K 0.04% -195 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 7,106 $449K <0.01% +3,773 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,828 $431K 0.02% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,732 $425K <0.01% +237 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,355 $402K 0.08% -594 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,303 $398K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,220 $393K 0.07% +676 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,218 $393K 0.09% -449 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,090 $385K 0.03% +207 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,067 $383K <0.01% +2,135 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,067 $383K <0.01% +2,135 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,000 $379K 0.03% 0 13F-HR/A Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,897 $372K 0.07% -2,513 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,672 $358K 0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,516 $348K <0.01% +13 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,500 $347K <0.01% -150 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,492 $347K 0.03% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,422 $342K 0.03% -5 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,332 $337K 0.06% -9 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,304 $335K 0.05% +362 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,383 $335K 0.01% 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,215 $329K 0.04% +2,054 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,190 $329K <0.01% +415 13F-HR Timeline Group Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 5,189 $328K 0.06% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,109 $323K 0.08% -129 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,008 $316K 0.08% +1,955 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,920 $311K 0.17% 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,793 $303K 0.18% +92 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 4,620 $292K 0.01% +94 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,472 $282K <0.01% +3,047 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,472 $282K 0.08% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,437 $280K <0.01% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,411 $279K 0.07% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,377 $276K <0.01% +438 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,303 $272K 0.01% +625 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,149 $262K 0.24% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,118 $260K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,073 $257K 0.03% +90 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 4,041 $255K 0.15% 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,925 $248K 0.27% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,915 $247K 0.05% -1,090 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,889 $246K 0.16% +560 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,883 $246K 0.03% -986 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,821 $241K 0.11% 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,791 $239K 0.25% -627 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,768 $238K 0.09% -61 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 3,710 $234K 0.09% -318 13F-HR/A Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,699 $234K 0.02% -2 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,608 $229K 0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,630 $229K 0.41% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,627 $228K 0.04% +73 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,550 $224K 0.1% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,447 $218K <0.01% +80 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,366 $213K 0.03% +82 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 3,312 $209K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,905 $183K 0.04% +600 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,646 $168K 0.13% +2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,617 $165K 0.01% -1,896 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,500 $158K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,482 $157K 0.01% -81 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,226 $141K 0.01% +799 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,189 $138K <0.01% 0 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,149 $136K <0.01% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 2,121 $134K 0.09% +519 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,025 $128K 0.02% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,795 $113K <0.01% +404 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,726 $109K 0.01% +418 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,716 $108K 0.04% +833 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,529 $96.6K <0.01% -397 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,485 $95.3K <0.01% +810 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,501 $94.8K 0.05% +520 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,266 $79.9K <0.01% +721 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,231 $77.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,190 $75.2K <0.01% -122 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/ 1,118 $70.6K <0.01% +28 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 941 $59.4K <0.01% -39 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 936 $59.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 919 $58K <0.01% -103 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 894 $56.5K 0.03% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 868 $54.8K <0.01% -995 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 866 $54.7K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 827 $52.2K 0.03% +436 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 617 $39K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 616 $38.9K 0.01% -75 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 593 $37K 0.01% -90 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 579 $36.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 563 $35.6K 0.01% -17 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 534 $33.7K <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 523 $33.4K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 438 $27.7K <0.01% +273 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 431 $27.2K new Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 430 $27.2K <0.01% +4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 400 $25.3K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 387 $24.4K <0.01% -81 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 365 $23.1K <0.01% +322 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 341 $21.5K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 320 $20.2K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 286 $18.1K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 277 $17.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $15.4K <0.01% -424 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 214 $13.5K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 193 $12.2K <0.01% -1 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 12,162 $12.2K 0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 186 $11.9K 0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 165 $10.4K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 164 $10.4K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 162 $10.3K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $7.45K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 116 $7.33K <0.01% +115 13F-HR/A Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 87 $5.49K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 86 $5.43K <0.01% +43 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 85 $5.37K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 84 $5.28K <0.01% +2 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 82 $5.17K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 81 $5.12K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 75 $4.74K <0.01% +27 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 73 $4.61K <0.01% -545 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 69 $4.36K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 67 $4.23K <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 62 $3.92K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 60 $3.79K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 58 $3.66K <0.01% +20 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 58 $3.66K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 57 $3.64K <0.01% -127 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 57 $3.6K <0.01% -16 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 57 $3.6K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 54 $3.41K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 54 $3.4K <0.01% -3 13F-HR/A Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 50 $3.16K <0.01% -999 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 44 $2.78K <0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 32 $2.02K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $1.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28 $1.8K <0.01% -6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 27 $1.71K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 25 $1.58K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $1.58K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 23 $1.45K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 19 $1.2K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $1.01K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16 $987 <0.01% -13 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 14 $929 <0.01% new 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 11 $707 <0.01% -37 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11 $707 <0.01% -37 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 9 $568 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8 $506 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $469 <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3 $189 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3 $189 <0.01% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2 $126 <0.01% -866 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2 $126 <0.01% -6 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $126 <0.01% 0 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 1 $86 <0.01% -1 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1 $63 <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 1 $63 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 15 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.