Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,488 $400K 0.01% -60 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,484 $400K <0.01% +292 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,340 $387K 0.07% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 4,250 $379K 0.27% +100 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,243 $379K 0.05% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 4,238 $378K 0.04% -72 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,241 $378K 0.01% -194 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,218 $376K <0.01% -2,509 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 4,152 $370K <0.01% -2,698 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 4,073 $363K 0.01% -2,986 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,024 $359K 0.11% +880 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,015 $358K <0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,014 $358K 0.03% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,927 $350K <0.01% -5,523 13F-HR/A Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,898 $348K 0.19% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,861 $344K 0.01% +523 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,831 $342K 0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,831 $342K 0.01% -5,995 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,778 $337K 0.06% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,764 $336K 0.11% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,761 $336K 0.1% -853 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,750 $335K 0.09% +76 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,725 $332K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,715 $331K 0.01% -1,174 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,713 $331K 0.02% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,696 $330K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,683 $329K 0.01% +350 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,680 $328K 0.03% +475 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,583 $327K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,662 $326K 0.05% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,617 $323K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,608 $322K <0.01% -243 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,602 $321K 0.01% -186 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,581 $319K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,542 $316K <0.01% +291 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 3,500 $312K <0.01% +2,000 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,499 $312K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,467 $309K 0.01% -139 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,799 $301K 0.13% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,400 $297K 0.01% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,300 $294K 0.13% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,264 $291K 0.01% 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,257 $291K 0.04% -144 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,223 $288K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,206 $286K 0.04% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,154 $281K 0.17% 0 13F-HR/A Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,140 $280K 0.01% -624 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,129 $279K 0.08% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 3,113 $278K 0.12% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,150 $275K <0.01% +1,008 13F-HR Timeline Group Ulysses Management LLC More: the full row for Ulysses Management LLC 3,000 $268K 0.06% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,000 $268K 0.02% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,000 $268K 0.01% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,991 $267K <0.01% new 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,975 $265K 0.02% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,967 $265K 0.08% -555 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,932 $262K 0.11% +575 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,929 $261K <0.01% new 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,858 $255K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,835 $253K <0.01% +2,763 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,815 $251K 0.07% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,800 $250K 0.02% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,775 $248K 0.11% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,756 $246K 0.01% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,749 $245K 0.03% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,712 $242K <0.01% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,700 $241K 0.01% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,700 $241K 0.01% new 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 2,669 $238K 0.16% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,034 $232K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,562 $229K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,543 $227K <0.01% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,543 $227K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,541 $227K 0.01% +1,758 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 2,515 $224K <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,505 $223K <0.01% +47 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,503 $223K 0.03% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,500 $223K 0.48% new 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 2,497 $223K 0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,484 $222K <0.01% +160 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,480 $221K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,464 $220K <0.01% -184 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,461 $220K 0.09% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,454 $219K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,434 $217K 0.02% -14 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,370 $211K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,363 $211K <0.01% -645 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,340 $209K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,318 $207K <0.01% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,317 $207K 0.04% -777 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,295 $205K 0.06% -1,686 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,279 $203K 0.03% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,241 $200K 0.04% -177 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,210 $197K 0.03% +500 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,207 $197K 0.01% -8,161 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,180 $194K 0.03% +45 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,035 $182K <0.01% +1,562 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,977 $176K <0.01% +1,547 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,771 $158K <0.01% +694 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,735 $155K <0.01% +223 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,733 $155K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,716 $153K 0.11% -55 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,700 $152K <0.01% new 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 1,640 $146K 0.09% +24 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,585 $141K <0.01% +1,293 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,530 $136K 0.01% -148 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,482 $132K <0.01% -747 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,352 $121K 0.03% +100 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,214 $108K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,185 $106K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,080 $96.3K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,060 $94.6K <0.01% +268 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,043 $94K 0.06% +310 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,053 $93.9K <0.01% -531 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,025 $91.4K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 938 $83.7K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 900 $80.3K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 743 $65.7K 0.01% +150 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 716 $63.9K <0.01% +296 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 682 $60.8K <0.01% +332 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 667 $59.5K <0.01% +146 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 667 $59.5K <0.01% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 614 $54.8K 0.02% +109 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 600 $53.5K 0.03% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $53.5K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 600 $53.5K <0.01% +584 13F-HR Timeline Quarry LP More: the full row for Quarry LP 594 $53K 0.01% +509 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 588 $52.5K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 571 $50.9K 0.01% +12 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $44.6K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 460 $41K 0.03% new 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 455 $40.6K <0.01% -27 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 431 $38K <0.01% -983 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 415 $37K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 412 $36.8K <0.01% +329 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 400 $35.7K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 300 $32.3K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 351 $30.6K <0.01% -26 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 343 $30.6K <0.01% +7 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 336 $30K 0.01% +4 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 300 $27K <0.01% +100 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 294 $26.2K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 278 $24.8K 0.02% +105 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 247 $22K <0.01% -25 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 224 $20K <0.01% +24 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 219 $19.5K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 218 $19.4K <0.01% new 13F-HR Timeline Group Team Financial Group, LLC More: the full row for Team Financial Group, LLC 207 $18.5K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $17.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 191 $17K 0.01% +90 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 187 $16.2K <0.01% +8 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 169 $15.1K <0.01% -37 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 157 $14K <0.01% +51 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 155 $13.8K 0.01% +27 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 154 $13.7K <0.01% +9 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 150 $13.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 154 $13K <0.01% +61 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 145 $12.9K <0.01% +127 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 144 $12.8K <0.01% -76 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 136 $12.1K <0.01% +64 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 30 $11.8K <0.01% new 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 96 $11.2K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 121 $10.8K <0.01% +20 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 121 $10.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 121 $10.8K <0.01% +81 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 121 $10.8K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 120 $10.7K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 105 $9.37K <0.01% +21 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $8.92K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 100 $8.92K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 99 $8.83K <0.01% +52 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 92 $8.21K <0.01% -64 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 92 $8.17K <0.01% +48 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 90 $8.03K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 99 $8K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 118 $7.66K <0.01% 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 85 $7.58K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $7.41K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 83 $7.4K <0.01% +43 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 81 $7.23K <0.01% -8 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 69 $6K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 67 $5.98K <0.01% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 65 $5.8K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 63 $5.62K <0.01% +42 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 56 $5K <0.01% +27 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 55 $4.91K <0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 47 $4.24K <0.01% 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 50 $4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 44 $3.92K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 34 $3.64K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 35 $3.12K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33 $2.94K <0.01% -91 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 30 $2.68K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 25 $2.23K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24 $2.14K <0.01% +14 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $2K <0.01% +8 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 22 $1.96K <0.01% +12 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $1.87K <0.01% +12 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 20 $1.78K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18 $1.61K <0.01% -179 13F-HR Timeline Group