Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,493 $633K 0.01% +2,123 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 21,924 $631K 0.01% +21,686 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,418 $630K 0.03% +8,407 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,584 $630K 0.1% +171 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 13,400 $629K <0.01% +1,000 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 13,356 $627K 0.06% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 13,250 $622K 0.12% -404 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 13,219 $620K 0.01% -350 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 13,153 $617K 0.15% +206 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,093 $614K 0.08% +893 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 13,070 $613K 0.04% +3,044 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,059 $613K 0.06% -296 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 13,000 $610K <0.01% -8,000 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,602 $591K 0.02% +8,765 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,495 $586K 0.01% +1,050 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 12,407 $582K 0.39% +2,244 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 12,325 $578K <0.01% +276 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 12,219 $573K 0.18% +118 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,214 $573K 0.02% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,101 $568K 0.01% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 12,095 $568K 0.48% +3,135 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12,086 $567K 0.07% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,045 $565K 0.01% -4,145 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,964 $561K 0.03% -1,030 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,837 $556K 0.01% +101 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,835 $555K 0.12% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 11,876 $554K 0.24% +2,662 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,716 $550K 0.31% -48 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 11,712 $550K 0.1% +1,211 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 11,578 $543K 0.02% +896 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11,567 $543K 0.04% +750 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 11,500 $540K 0.13% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,319 $531K 0.21% +32 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 11,222 $527K -158 Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,191 $525K 0.07% +41 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 11,169 $524K 0.3% +5,521 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,058 $519K 0.04% -3,500 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,977 $515K 0.25% -276 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,941 $513K <0.01% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,929 $513K 0.18% +630 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 10,903 $512K 0.01% +555 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 10,866 $510K 0.42% +237 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,800 $507K 0.12% 0 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 10,775 $506K 0.41% new 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,750 $504K 0.04% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,750 $504K 0.01% +750 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,707 $502K 0.01% -1,002 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,705 $502K 0.04% -1,796 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,713 $502K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,673 $501K 0.01% -19,342 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 10,654 $500K 0.02% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 10,610 $498K 0.13% -111 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 10,608 $498K 0.3% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,150 $496K 0.08% +1,350 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,433 $490K 0.01% +417 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,375 $487K 0.03% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,992 $487K 0.19% -1,137 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 10,234 $480K 0.05% +819 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,216 $479K 0.1% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,200 $479K 0.19% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,000 $469K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,924 $466K 0.04% -52 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,814 $461K 0.03% +19 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,079 $457K 0.25% -94 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 9,727 $456K 0.28% +447 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,633 $452K 0.01% -225 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,596 $450K 0.01% +194 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 9,572 $449K 0.34% -690 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 9,490 $445K 0.31% +322 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,457 $444K 0.02% -2,219 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,285 $436K 0.16% +1,927 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,282 $436K <0.01% -6,414 13F-HR/A Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,200 $432K 0.13% -8,978 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,080 $426K 0.03% -4,179 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 9,000 $422K 0.7% -20,000 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,949 $420K 0.01% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,930 $419K 0.07% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,915 $418K 0.13% +25 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,900 $418K 0.01% +948 13F-HR Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,866 $416K 0.22% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,825 $414K 0.22% +3,407 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 8,795 $413K 0.13% -380 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,793 $413K <0.01% -318 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 8,765 $411K 0.11% +1,000 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,743 $410K 0.16% +2,165 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,732 $410K 0.07% -730 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 8,650 $406K 0.36% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 8,601 $404K 0.19% +164 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,573 $402K 0.03% +946 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,553 $401K 0.01% -2,869 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,467 $397K 0.11% +221 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,375 $393K 0.06% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 8,289 $389K 0.16% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,284 $389K 0.34% +90 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,270 $388K 0.02% -77 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 8,250 $387K 0.12% +300 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,161 $383K <0.01% +1,721 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 7,769 $380K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,076 $379K 0.02% -814 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,021 $376K 0.05% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,000 $375K 0.01% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,995 $375K 0.07% -314 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 7,968 $374K 0.25% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,941 $373K 0.01% +383 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 7,870 $369K 0.41% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,864 $369K <0.01% -6,015 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,806 $366K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,772 $365K 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,726 $363K <0.01% +150 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 7,653 $359K 0.03% +650 13F-HR/A Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,648 $359K 0.19% +1,857 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,599 $357K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,532 $353K <0.01% +1,311 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,500 $352K <0.01% 0 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 7,500 $352K 0.35% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 7,430 $349K 0.18% +136 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 7,344 $345K 0.14% +102 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,286 $342K 0.01% +1,291 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,285 $341K <0.01% -396 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,260 $341K 0.03% +2,529 13F-HR/A Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 7,183 $337K 0.35% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,107 $334K 0.08% +195 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 7,100 $333K <0.01% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 7,070 $332K 0.21% 0 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 6,998 $328K 0.16% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 6,937 $326K 0.05% -1,386 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,937 $326K 0.05% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,827 $320K 0.1% +15 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,792 $319K 0.04% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,784 $318K 0.04% +22 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,755 $317K 0.01% -113 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 6,745 $317K 0.18% +34 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,743 $316K 0.06% +134 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,700 $314K 0.05% +500 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 6,700 $312K 0.15% -2,100 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,630 $311K 0.01% -71 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,564 $308K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,480 $304K 0.01% +54 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 6,397 $300K 0.05% +43 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,363 $299K <0.01% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,318 $296K <0.01% 0 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,280 $295K 0.1% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,147 $288K 0.07% +139 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,129 $288K 0.12% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,103 $286K 0.04% +46 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,093 $286K 0.05% +99 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,065 $285K 0.05% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,019 $282K 0.11% -235 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,920 $278K 0.01% +643 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,878 $276K 0.02% -270 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,846 $274K 0.02% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 5,771 $271K 0.08% -995 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,747 $270K 0.07% +9 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 5,711 $268K 0.08% -134 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,638 $265K 0.02% +1,033 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,600 $263K 0.1% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,589 $262K 0.03% +950 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 261,798 $262K 0.04% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,568 $261K 0.02% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,566 $261K 0.03% -144,353 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,563 $261K <0.01% +1 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,525 $259K 0.12% -700 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,490 $258K 0.03% -39 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,479 $257K 0.01% +40 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,459 $256K 0.06% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,406 $254K 0.01% -100 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,269 $247K 0.17% +7 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,262 $247K <0.01% -2,000 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,248 $246K 0.15% -269 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 5,202 $244K 0.09% +2 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,196 $244K 0.03% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,191 $244K 0.01% 0 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 5,178 $243K <0.01% +3,848 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5,154 $242K 0.14% +15 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,135 $241K <0.01% -17,283 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,130 $241K 0.18% -107 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,133 $240K 0.11% 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 5,103 $239K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,985 $234K 0.01% +69 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 4,951 $232K 0.05% 0 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,906 $230K 0.04% +52 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,893 $230K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,880 $229K 0.06% -775 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,875 $229K 0.04% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,846 $227K 0.03% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,810 $226K <0.01% -12 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 4,805 $225K 0.02% +32 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,725 $222K 0.02% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,696 $220K 0.01% +4 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,650 $218K 0.07% -500 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,585 $215K 0.06% +36 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,539 $213K 0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,524 $212K 0.02% +239 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,500 $211K 0.02% +50 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,500 $211K 0.02% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 4,500 $211K 0.13% 0 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 4,475 $210K <0.01% -279 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,462 $209K 0.01% new 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,462 $209K 0.15% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,452 $209K 0.04% -423 13F-HR Timeline