Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,656 $437K 0.03% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,599 $433K <0.01% +291 13F-HR/A Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,581 $432K 0.06% -1,180 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,497 $426K 0.06% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,492 $423K <0.01% +336 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,365 $418K 0.23% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 6,258 $411K 0.08% -219 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 6,248 $410K 0.02% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,181 $406K 0.07% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,157 $404K 0.02% +435 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,129 $402K 0.26% -17 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,110 $401K 0.18% -658 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,081 $399K 0.09% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,079 $399K 0.08% +179 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,027 $395K 0.05% -983 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,919 $388K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,316 $388K 0.01% -3,646 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 5,829 $382K 0.19% +459 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,826 $382K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,773 $379K 0.03% new 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,742 $377K 0.03% +1,109 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,706 $374K 0.02% -4,090 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 5,659 $371K 0.25% -450 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,658 $371K <0.01% new 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 5,922 $371K 0.24% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,640 $370K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,628 $369K 0.04% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,611 $368K <0.01% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 5,593 $367K 0.2% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,585 $366K 0.15% -516 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,525 $362K 0.03% -7,184 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,500 $361K 0.01% -150 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,494 $360K 0.05% new 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,479 $359K 0.04% +1 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,447 $357K 0.11% -13,954 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,383 $353K 0.01% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,351 $351K <0.01% -148 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,302 $348K 0.03% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,255 $345K 0.01% +100 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,380 $343K 0.03% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,190 $341K 0.03% -8,470 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 5,185 $340K 0.12% -464 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,180 $340K 0.08% +174 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,168 $339K <0.01% -36 13F-HR Timeline Group AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,156 $338K 0.17% +65 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,144 $337K 0.04% -82 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,087 $334K 0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,071 $333K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,029 $330K <0.01% -103 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 5,017 $329K 0.1% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,002 $328K <0.01% -1,083 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,000 $328K 0.02% -133 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,973 $326K 0.19% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,908 $322K 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,873 $320K 0.02% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,864 $319K 0.03% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,848 $318K 0.09% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,807 $315K <0.01% +9 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,780 $314K <0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,773 $313K 0.03% -2,130 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,703 $309K 0.03% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,696 $308K 0.03% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,630 $304K 0.01% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,637 $300K 0.02% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 4,565 $300K <0.01% new 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,525 $297K 0.02% +536 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 4,525 $297K 0.07% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,512 $296K 0.02% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,502 $295K 0.06% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,495 $295K 0.03% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,475 $294K 0.15% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,447 $292K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,423 $290K 0.02% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,415 $290K 0.02% -331 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,410 $289K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,357 $286K 0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,322 $284K 0.03% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,254 $279K 0.02% new 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 4,199 $275K 0.12% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,180 $274K 0.02% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,177 $274K 0.06% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,161 $273K 0.03% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,146 $272K 0.1% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,132 $271K 0.02% +148 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,125 $271K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,156 $270K 0.01% -2,244 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 4,110 $270K 0.24% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,070 $267K 0.02% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,066 $267K 0.2% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 4,052 $266K 0.1% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 4,024 $264K 0.06% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,015 $263K 0.01% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,000 $262K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,991 $262K 0.05% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,982 $261K 0.02% +3,771 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,965 $260K 0.01% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,946 $259K 0.05% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,906 $256K <0.01% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,870 $254K 0.05% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 3,827 $251K 0.16% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,798 $249K 0.05% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,717 $244K 0.08% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,704 $243K 0.02% +592 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,665 $240K 0.09% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,636 $239K <0.01% +2,750 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,631 $238K <0.01% new 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 3,606 $237K 0.06% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,600 $236K 0.1% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,559 $233K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,532 $232K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,522 $231K <0.01% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,511 $230K 0.02% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,500 $230K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,480 $228K 0.03% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,478 $228K <0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,477 $228K 0.04% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,469 $228K 0.14% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,457 $227K 0.04% new 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,442 $226K 0.11% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,431 $225K 0.08% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,370 $221K 0.11% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,350 $220K 0.25% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,346 $220K 0.04% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,337 $219K 0.05% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,333 $219K 0.01% new 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 3,331 $219K 0.03% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,309 $217K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,309 $217K 0.01% +1,409 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 3,309 $217K 0.07% 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 3,292 $216K 0.03% new 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 3,278 $215K 0.16% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,253 $213K 0.01% -179 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 3,250 $213K 0.02% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,244 $213K 0.01% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,245 $213K 0.05% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,222 $211K 0.03% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,179 $209K 0.06% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,152 $207K 0.03% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,115 $204K 0.01% new 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $203K 0.13% new 13F-HR Timeline Amount filed as zero, left out of ratios. Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 3,094 $203K 0.13% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,086 $203K 0.07% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,082 $202K 0.06% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,080 $202K 0.02% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,052 $200K 0.01% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 2,998 $197K 0.16% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,859 $188K 0.05% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,775 $182K 0.04% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,707 $178K <0.01% +56 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,518 $165K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,460 $161K 0.04% +300 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,386 $157K 0.01% +8 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,252 $148K 0.02% +49 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,225 $146K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,015 $132K <0.01% +20 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 1,985 $130K 0.08% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,952 $128K 0.02% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,656 $109K 0.04% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,615 $106K 0.04% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 1,557 $102K 0.08% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,540 $101K 0.01% +100 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 1,531 $100K 0.09% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,527 $100K 0.02% -300 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,465 $96.1K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,464 $96.1K <0.01% +734 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,461 $95.8K 0.01% +95 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,450 $95K 0.07% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,439 $94.4K 0.06% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,426 $90.5K 0.06% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,367 $89.7K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 1,334 $87.6K 0.02% -226 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,236 $81.1K 0.02% 0 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,210 $79.4K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,202 $78.9K 0.01% -94 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,185 $77.8K 0.02% +1,002 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,160 $76.1K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,150 $75.5K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,189 $73.8K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,055 $69.2K <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,072 $68.6K 0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 30,853 $66.9K 0.01% +30,284 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,744 $64K <0.01% +3,244 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 935 $61.3K 0.01% -210 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 930 $61K 0.03% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 877 $57.5K <0.01% +404 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 797 $52.3K 0.03% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 780 $51.2K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 775 $50.8K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 763 $50.1K 0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 739 $47.5K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 715 $46.9K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 676 $44.4K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 664 $43.6K 0.01% +628 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 631 $41.4K 0.03% -200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 624 $40.9K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 615 $40.4K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 609 $40K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 604 $39.6K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 602 $39.5K 0.02% -200 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 550 $36.1K <0.01% 0 13F-HR Timeline