Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 86,875 $3.44M 1.48% +273 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 39,015 $1.54M 0.16% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,279 $921K <0.01% +202 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,549 $892K <0.01% +2 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 19,920 $788K 0.01% -635 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 15,130 $599K 0.11% new 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 14,755 $584K 0.43% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,505 $574K <0.01% +4,022 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 13,692 $574K 0.11% -7,787 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 11,743 $465K <0.01% -11,256 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 $435K <0.01% 0 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 $411K <0.01% 0 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,094 $320K <0.01% -10,743 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 7,272 $288K 0.2% -6,532 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,069 $240K <0.01% 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 5,634 $223K <0.01% -136 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,501 $218K <0.01% +3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,393 $213K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,267 $208K <0.01% new 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 4,890 $192K 0.16% +302 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,500 $59.4K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,326 $52.5K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,311 $51.9K <0.01% -10 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,136 $45K <0.01% +4 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 662 $26.3K <0.01% +317 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 610 $24.1K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 511 $20.2K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 455 $18K <0.01% -302 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 386 $15.3K <0.01% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 340 $13.5K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 324 $12.8K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 316 $12.3K <0.01% -11 13F-HR/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 293 $11.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 220 $8.71K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 155 $6.19K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 147 $5.82K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 125 $4.95K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 100 $3.96K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 89 $3.52K <0.01% +1 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 75 $2.97K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 60 $2.38K <0.01% new 13F-HR Timeline