Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 5,330 $382K 0.13% +1,520 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,199 $372K 0.04% -267 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,184 $371K 0.02% +1,641 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,138 $368K 0.13% new 13F-HR/A Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,099 $365K 0.14% +2,139 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,067 $363K 0.07% -2,263 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,035 $361K 0.02% +717 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,019 $359K 0.02% +1,948 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,980 $357K -93 Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,979 $357K 0.01% -9,051 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,955 $355K <0.01% -3,679 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,916 $352K 0.03% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,898 $351K 0.01% +2,774 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,885 $350K 0.09% +600 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 4,808 $344K 0.33% 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,724 $338K 0.09% +3,207 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,711 $337K 0.14% 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,603 $330K 0.03% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,600 $329K <0.01% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,568 $327K 0.04% +1,931 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,555 $326K 0.06% +1,417 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,509 $323K 0.01% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,507 $323K 0.14% -1,885 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,482 $321K 0.04% +2,870 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 4,465 $320K 0.28% 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,400 $315K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,393 $315K <0.01% +2,851 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,350 $312K 0.04% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,335 $310K 0.04% +265 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,772 $308K <0.01% +90 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,286 $307K 0.01% +257 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,200 $301K 0.2% -450 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,184 $300K 0.23% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,077 $292K 0.04% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,065 $291K 0.05% +2,050 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,061 $291K 0.14% +182 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,026 $288K <0.01% +1,242 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,017 $288K 0.01% -2,962 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,000 $286K 0.03% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,000 $286K 0.04% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,996 $286K 0.01% -8,854 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,970 $284K 0.02% -775 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,948 $283K 0.04% +1,660 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,926 $281K 0.29% 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,921 $281K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,916 $280K 0.01% -735 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,905 $280K 0.14% +95 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 3,880 $278K 0.28% +1,300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,868 $277K 0.02% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,833 $274K 0.05% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,826 $274K 0.02% new 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 3,812 $273K <0.01% new 13F-HR Timeline Group Capital World Investors More: the full row for Capital World Investors 3,794 $272K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,767 $270K <0.01% 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,700 $265K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,678 $263K 0.09% +734 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,671 $263K <0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 3,660 $262K 0.22% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,620 $259K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,617 $259K 0.01% -521 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,600 $258K <0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,526 $252K 0.01% new 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,493 $250K 0.23% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,535 $249K 0.01% +35 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,475 $249K 0.06% new 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 3,470 $248K 0.02% +420 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 3,466 $248K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,461 $248K 0.01% +1,973 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,400 $243K 0.05% +700 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,400 $243K 0.03% +1,300 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,361 $241K 0.04% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,347 $240K 0.01% -437 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,306 $237K 0.02% -3,806 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,304 $237K <0.01% -498 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,300 $236K 0.03% 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 3,292 $236K 0.23% -3,708 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 3,275 $235K 0.06% -175 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,166 $234K <0.01% -5,919 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,225 $231K 0.06% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 11,210 $230K 0.16% +2,000 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 3,209 $230K 0.19% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,192 $229K 0.04% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,184 $228K <0.01% new 13F-HR/A Timeline Woodline Partners LP More: the full row for Woodline Partners LP 3,170 $227K <0.01% new 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,150 $226K 0.11% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,132 $224K <0.01% -3,416 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,130 $224K 0.02% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,125 $224K 0.01% new 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,118 $223K 0.03% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,100 $222K 0.06% +1,000 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,092 $221K <0.01% +129 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,078 $220K <0.01% -1,164 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,364 $220K 0.08% new 13F-HR/A Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,076 $220K 0.1% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,063 $219K <0.01% -2,667 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,061 $219K 0.03% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,034 $217K 0.06% +500 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,010 $216K 0.06% -437 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 3,006 $215K 0.02% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,005 $215K 0.01% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,000 $215K 0.03% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,000 $215K 0.04% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,000 $215K 0.18% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,979 $213K 0.02% -4,403 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 2,971 $213K 0.27% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,959 $212K 0.01% -125 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,926 $210K <0.01% -730 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,888 $207K <0.01% 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,867 $205K 0.1% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,839 $203K 0.01% +818 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,814 $202K 0.17% -5,715 13F-HR Timeline DBA TRADING, LLC More: the full row for DBA TRADING, LLC 2,800 $201K 0.2% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,795 $200K 0.05% -171 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,700 $193K 0.24% +850 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,600 $186K 0.05% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,530 $181K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,247 $163K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,249 $161K <0.01% -1,246 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,231 $160K <0.01% +65 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,740 $155K 0.05% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,040 $146K 0.03% +2,000 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,008 $144K 0.01% +1,364 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 2,000 $143K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,993 $143K <0.01% +1,841 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. 1,900 $136K <0.01% +1,015 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,897 $136K 0.01% +652 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,887 $135K 0.08% +430 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,629 $117K 0.06% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,627 $117K 0.01% 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,591 $114K 0.11% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,574 $113K <0.01% +774 13F-HR Timeline Group High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,570 $112K 0.11% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,542 $110K 0.04% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,534 $110K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,486 $106K 0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,472 $105K 0.07% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,421 $102K 0.01% -13,730 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,417 $101K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,100 $98.9K 0.04% +300 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,370 $98.1K 0.03% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,315 $94.2K 0.01% +315 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,305 $93.5K <0.01% -245 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 915 $92.6K <0.01% +429 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,289 $92.3K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,251 $89.6K <0.01% +295 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 1,240 $88.8K <0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,200 $85.9K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,146 $82.1K <0.01% +1,066 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,040 $74.5K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,025 $73.4K <0.01% +625 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,016 $72.8K 0.05% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,000 $71.6K 0.05% -666 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 967 $69.2K <0.01% -2,292 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 919 $65.8K <0.01% +719 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 910 $65.2K 0.02% -3,198 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 886 $63.4K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 880 $63K 0.05% +85 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 854 $61.2K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 852 $61K <0.01% -1,477 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 753 $53.9K 0.01% +613 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 749 $53K 0.01% -646 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 725 $51.9K <0.01% -1,127 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 695 $49.8K <0.01% -2,943 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 687 $49.2K <0.01% +212 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 685 $49K <0.01% 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) 674 $48.3K <0.01% -85,876 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 670 $48K <0.01% -201 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 667 $47.8K <0.01% +666 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 653 $46.8K 0.01% +240 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 635 $45.5K <0.01% -670 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 625 $44.8K 0.01% +305 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 608 $43.5K <0.01% +403 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 600 $43K <0.01% +125 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 541 $42.2K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 584 $41.8K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 575 $41.2K 0.02% -450 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 534 $38.2K 0.03% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 517 $37K 0.01% +417 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 512 $37K 0.04% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 343 $36.4K 0.01% +251 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 500 $36K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 500 $35.8K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 500 $35.8K 0.03% +350 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $35.8K 0.03% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 495 $35.4K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 485 $34.7K <0.01% +255 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 474 $33.9K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 472 $33.8K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 462 $33K 0.01% +119 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 450 $32.2K <0.01% -1,184 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 450 $32.2K <0.01% +225 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 450 $32.2K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 423 $30.3K <0.01% -181 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 401 $28.7K <0.01% +44 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 400 $28.6K 0.03% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 397 $28.4K 0.03% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 385 $27.6K <0.01% +121 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 385 $27.6K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 362 $25.9K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 358 $25.6K 0.01% 13F-HR Timeline