Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,783 $408K 0.25% -2,210 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,667 $401K 0.05% -24 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,550 $398K 0.01% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,502 $395K 0.04% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 6,485 $390K 0.06% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 6,302 $379K 0.39% +137 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,297 $379K 0.13% -44 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,284 $378K 0.03% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,273 $377K 0.21% -3,561 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,271 $377K 0.18% +2,496 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 6,262 $377K 0.1% 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 6,110 $368K 0.03% +169 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 6,084 $366K 0.11% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,057 $364K 0.24% -428 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 5,986 $360K 0.18% -1,827 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,924 $356K 0.08% -972 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5,910 $356K 0.18% +73 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 5,908 $355K 0.27% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,817 $350K 0.08% +796 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,816 $350K +5,476 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,814 $350K <0.01% +1,547 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,748 $346K 0.1% -9 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,725 $344K 0.3% +269 13F-HR/A Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 5,705 $343K 0.29% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,651 $340K <0.01% -1 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,629 $339K 0.01% -4,245 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 5,629 $339K 0.07% +2,028 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,569 $339K 0.06% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,578 $336K 0.04% +513 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,373 $323K 0.16% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,345 $322K 0.2% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,311 $320K 0.04% -226 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,294 $319K 0.16% -362 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,268 $317K 0.08% -292 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,256 $316K 0.03% +100 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,212 $314K <0.01% 0 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,200 $313K 0.04% -200 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,178 $312K 0.02% -365 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,173 $311K 0.01% -140,583 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,127 $308K 0.24% -35,077 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,125 $308K 0.08% -5,558 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,071 $305K 0.21% -554 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,069 $305K 0.2% -105 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,067 $305K 0.02% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,970 $299K 0.1% -565 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,953 $298K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,938 $297K <0.01% -59 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,936 $297K 0.05% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,923 $296K 0.02% +86 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,913 $296K <0.01% +1,458 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,901 $295K 0.02% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,885 $294K 0.2% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,837 $291K <0.01% -2,007 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,767 $287K 0.2% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,760 $286K 0.2% +710 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,740 $285K 0.03% -6,318 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,669 $283K 0.03% -536 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,695 $282K 0.11% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,654 $280K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,654 $280K 0.02% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,607 $280K 0.12% -318 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 4,637 $279K 0.16% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,284 $278K 0.22% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,572 $278K 0.19% +329 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,584 $276K 0.04% -2,590 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,567 $275K 0.03% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,543 $273K 0.13% 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,500 $271K 0.03% 0 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 4,470 $269K <0.01% -700 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,457 $268K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4,350 $262K 0.23% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,316 $260K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,252 $256K 0.01% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,209 $253K 0.13% -309 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,201 $253K 0.17% 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,168 $251K 0.04% -1,204 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,058 $248K 0.03% -2,377 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,885 $248K 0.07% -376 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,104 $247K 0.04% -331 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 4,088 $246K 0.92% -242 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,079 $245K 0.13% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 4,058 $244K 0.25% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,053 $244K 0.03% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,039 $243K 0.15% -43 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,008 $241K 0.04% -2,134 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,627 $234K 0.14% -118,501 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,858 $232K 0.09% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,844 $231K 0.06% +360 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,823 $230K 0.05% +48 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,789 $228K 0.23% 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,744 $227K 0.11% +200 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,736 $225K 0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 3,735 $225K 0.25% 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,694 $222K 0.06% -228 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,651 $220K 0.02% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,650 $220K 0.05% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,606 $217K 0.14% -1,670 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,593 $216K 0.01% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,585 $216K 0.1% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,536 $215K 0.01% -132 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,566 $215K 0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,541 $213K 0.01% -172 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,530 $212K 0.07% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,510 $211K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,495 $210K 0.01% -3,046 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,470 $209K 0.08% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,319 $206K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,423 $206K 0.06% -202 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 3,362 $202K 0.11% 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,352 $202K 0.11% -96,892 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,344 $201K 0.07% -127 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,242 $200K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,302 $199K 0.07% +557 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,259 $196K <0.01% -1,493 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,250 $196K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,249 $196K 0.01% +358 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,993 $180K 0.08% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,992 $180K 0.13% -200 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,893 $174K <0.01% -35 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,695 $162K 0.06% +95 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,591 $156K 0.01% +830 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,544 $153K 0.11% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,402 $145K 0.07% -3 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,125 $128K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,032 $122K 0.03% -5,871 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,984 $119K 0.01% +110 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,968 $118K 0.04% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,865 $117K 0.16% -192 13F-HR/A Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,919 $115K 0.06% -245 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,790 $108K 0.01% +625 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,726 $105K 0.01% +1,564 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,736 $104K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,719 $103K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,700 $102K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,685 $101K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,605 $96.6K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,585 $95.4K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,572 $94.6K 0.04% +50 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,568 $94.3K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,551 $93.3K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,514 $91.1K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,351 $81.3K 0.01% -206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,317 $79.2K 0.02% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,280 $77K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,280 $77K 0.01% -150 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,206 $72.6K 0.05% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,100 $66.2K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,098 $66.1K 0.02% +971 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,067 $64.2K <0.01% -275 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,055 $63.5K 0.01% -21 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,040 $62.6K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,026 $61.7K 0.02% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,022 $61.5K 0.04% -1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,000 $60.2K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 964 $58K 0.01% -550 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 939 $56.5K <0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 926 $55.7K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 890 $54.1K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 889 $53.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 880 $52.9K 0.01% +174 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 861 $51.8K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 738 $44.8K <0.01% +123 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 714 $43K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 706 $42.5K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 650 $39.1K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 633 $38.1K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 611 $36.8K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 603 $36.3K <0.01% +465 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 600 $36K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 585 $35.2K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 575 $34.6K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 539 $32.4K <0.01% +232 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 512 $30.8K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 506 $30.4K 0.03% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 500 $30.1K <0.01% -179 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 500 $30.1K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 500 $30.1K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 496 $29.8K <0.01% +316 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 485 $29.2K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 477 $28.7K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 475 $28.6K 0.01% -838 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 475 $28.6K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 451 $27.1K 0.02% -13,508 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 450 $27.1K 0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 430 $26K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 427 $25.7K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 410 $24.7K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 405 $24.4K <0.01% -199 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 385 $23.2K <0.01% -150 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 359 $21.6K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 356 $21.4K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 354 $21.3K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 350 $21.1K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 300 $18.1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 306 $18K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 295 $17.8K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 281 $16.9K <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 275 $16.5K <0.01% -4 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 271 $16.3K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 255 $15.7K <0.01% 0 13F-HR Timeline