D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 39,193 $810K 0.11% +1,972 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 38,496 $796K -20,571 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 38,200 $790K <0.01% +990 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 37,373 $772K <0.01% +4,113 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 37,280 $771K 0.01% -7,035 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 36,519 $755K 0.32% +14,018 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 35,170 $727K 0.01% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 35,067 $725K 0.05% -202,782 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 34,912 $719K <0.01% +8,750 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 34,543 $714K 0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 34,433 $712K 0.24% +1,496 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 34,145 $706K 0.01% -2,513 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 34,025 $703K 0.02% -8,348 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 33,474 $692K 0.04% +3,140 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 33,402 $690K 0.04% -681 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 33,350 $689K 0.25% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 32,928 $681K <0.01% +4,307 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 32,558 $673K 0.01% -647 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 32,346 $669K 0.04% +6,087 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,273 $667K <0.01% +1,084 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 32,066 $663K 0.26% +2,379 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 31,515 $651K 0.03% +3,991 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 30,761 $636K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 30,080 $622K 0.02% +3,922 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 29,530 $610K 0.11% -165 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 29,348 $607K 0.09% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 27,825 $575K 0.05% -654 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 27,468 $568K 0.08% +9,362 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26,745 $553K 0.08% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 26,661 $551K 0.01% +8,207 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 26,315 $544K <0.01% +808 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 25,099 $542K 0.04% +281 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 28,658 $533K 0.07% -515 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 24,950 $516K 0.05% +1,500 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 24,376 $504K <0.01% -231 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,209 $500K <0.01% +4,645 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,190 $500K 0.01% +1,545 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 23,702 $490K 0.02% +18,126 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 23,646 $489K 0.14% +74 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 23,566 $487K 0.05% -693 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 23,571 $486K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,443 $485K 0.01% -3,081 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 22,415 $482K 0.28% +11,467 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 23,159 $479K 0.33% -1,859 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 21,937 $453K 0.01% -1,946 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,258 $439K 0.02% +2,312 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 21,118 $437K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 21,025 $435K 0.03% +3,143 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,690 $428K 0.06% -234 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,019 $414K 0.04% +1,350 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 19,770 $409K 0.07% -1,060 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 18,314 $407K 0.18% -341 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,432 $402K 0.01% +43 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,272 $398K 0.02% +2,000 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 19,264 $398K 0.22% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,183 $397K 0.01% +563 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 18,946 $392K 0.23% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 18,461 $382K 0.02% -1,590 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,311 $378K <0.01% +780 13F-HR/A Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 18,265 $378K 0.03% +278 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 18,190 $376K 0.02% new 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 18,046 $373K <0.01% 0 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 17,879 $370K 0.05% +582 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 17,740 $367K 0.04% -18,965 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 17,253 $357K 0.04% -9,428 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 16,847 $348K 0.05% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16,804 $347K <0.01% 0 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 16,678 $345K 0.09% +166 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 16,455 $340K 0.14% +2,652 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,386 $339K <0.01% +2,871 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 16,316 $337K 0.07% -226 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,158 $334K 0.01% +685 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 15,914 $329K 0.06% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 15,885 $328K 0.07% +284 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,433 $319K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,266 $316K 0.01% +158 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 15,223 $315K 0.12% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,030 $311K <0.01% -20,606 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,428 $298K 0.02% -606 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,388 $297K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,321 $296K 0.02% +2,422 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 14,005 $289K 0.04% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,845 $286K <0.01% +2,656 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 13,819 $286K 0.02% -5,451 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,588 $281K 0.01% +833 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,236 $274K 0.09% +175 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 13,176 $272K 0.07% +182 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 13,122 $271K 0.07% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,954 $268K <0.01% -17 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,670 $262K 0.01% new 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 12,500 $258K 0.08% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,434 $257K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,376 $256K 0.01% -602 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,248 $253K 0.04% -2,191 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,240 $253K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,102 $250K 0.03% -5,671 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,012 $248K 0.01% -4,751 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,853 $245K <0.01% +1,532 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,766 $243K 0.01% +958 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,704 $242K <0.01% +168 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,484 $237K <0.01% +342 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,429 $236K <0.01% +1,129 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,313 $234K <0.01% +10,368 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,420 $233K 0.01% +44 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 11,262 $233K 0.02% +182 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 11,112 $230K 0.04% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 11,050 $228K 0.14% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,975 $227K 0.05% +167 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 10,932 $226K 0.03% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,930 $226K 0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,692 $221K 0.12% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,508 $217K 0.01% -39 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,369 $214K <0.01% -2,245 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,313 $213K <0.01% +226 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,297 $213K <0.01% +731 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,856 $213K 0.02% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,132 $209K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,080 $208K 0.01% -1,193 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,063 $208K <0.01% new 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 9,738 $201K 0.19% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 8,500 $176K 0.05% new 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) 7,212 $149K <0.01% +5,717 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,038 $145K 0.01% +38 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,704 $139K <0.01% -479 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,616 $137K <0.01% +1,591 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,607 $137K <0.01% +897 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,389 $132K 0.02% -1,409 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,118 $126K <0.01% -307 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,933 $123K <0.01% +1,899 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,472 $113K 0.01% +19 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,000 $103K 0.02% 0 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 4,434 $91.7K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,232 $87.5K <0.01% +2,399 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,072 $84.2K 0.04% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,798 $78.5K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,306 $68K <0.01% -462 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,151 $65.1K 0.01% -3,220 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,008 $62.2K <0.01% +7 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,700 $55.8K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,630 $54.4K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,510 $51.9K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,495 $51.6K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,421 $50K <0.01% -75 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,417 $50K 0.04% -128 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,350 $48.6K <0.01% +176 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,211 $45.7K <0.01% -2,567 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,149 $44.4K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,149 $44.4K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,000 $41K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,930 $39.9K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,741 $36K <0.01% -1,407 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,680 $34.7K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,640 $34K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,563 $32.3K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,534 $31.7K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,507 $31.1K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,470 $30.8K <0.01% +1,417 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,485 $30.7K 0.01% +273 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,431 $29.6K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,400 $28.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,384 $28.6K 0.03% +173 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,373 $28.4K <0.01% +652 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,181 $24.4K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,129 $23.3K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 977 $20.2K 0.01% +121 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 871 $18K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 840 $17.4K <0.01% +315 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 758 $15.7K <0.01% -78 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 727 $15K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 715 $14.8K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 714 $14.8K <0.01% +122 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 668 $13.8K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 615 $12.7K <0.01% +400 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 600 $12.4K 0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 600 $12K <0.01% -600 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 559 $12K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 555 $11.5K <0.01% +420 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 548 $11.3K <0.01% +42 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 483 $10.3K <0.01% +111 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 498 $10.3K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 475 $9.82K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 404 $8.35K <0.01% -18 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 400 $8.27K <0.01% +18 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $8.27K 0.01% +100 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 400 $8.24K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 381 $8.06K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 385 $7.96K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 342 $7.07K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 323 $6.68K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 310 $6.41K <0.01% -12 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $6.2K <0.01% -1,200 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 300 $6.2K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 278 $5.75K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 274 $5.66K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 272 $5.62K <0.01% +58 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 268 $5.54K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 264 $5.46K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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