Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 85,395 $3.62M 1.32% -1,480 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 39,015 $1.65M 0.17% 0 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,562 $957K <0.01% +13 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 18,665 $791K 0.01% -1,255 13F-HR Timeline ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 16,307 $691K 0.63% 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 14,875 $631K 0.42% +120 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,851 $630K <0.01% +346 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 13,692 $574K 0.09% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,495 $530K <0.01% -10,784 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,990 $466K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,427 $442K <0.01% +5,160 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,388 $440K <0.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,376 $440K <0.01% -1,367 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 7,631 $347K 0.23% +2,741 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 7,807 $331K 0.2% +535 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,069 $257K <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,658 $240K <0.01% +157 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,112 $132K <0.01% -2,281 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,326 $56.2K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,312 $55.6K <0.01% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,157 $49.1K <0.01% +495 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,133 $48.1K <0.01% -3 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 610 $25.9K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 532 $22.6K <0.01% +77 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 511 $21.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 387 $16.4K <0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 340 $14.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 324 $13.7K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 300 $12.7K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 293 $12.4K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 268 $11.4K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 220 $9.33K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 125 $5.3K <0.01% 0 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 116 $4.92K <0.01% -200 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 100 $4.24K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 87 $3.7K <0.01% -2 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 77 $3.32K <0.01% -78 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 60 $2.54K <0.01% 0 13F-HR Timeline