Calydon Capital More: the full row for Calydon Capital 10,257 $338K 0.06% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,255 $338K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 10,250 $338K 0.03% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,189 $336K <0.01% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,182 $336K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,781 $335K 0.01% -74 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 10,130 $334K 0.07% +3,389 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,579 $331K 0.23% +28 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,762 $322K 0.17% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,717 $322K 0.31% +2,958 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,242 $320K 0.06% +2,672 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,651 $318K 0.03% -1,479 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 9,646 $318K 0.15% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,640 $318K <0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,548 $315K 0.03% -272 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,540 $315K 0.01% new 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 9,525 $314K 0.25% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,492 $313K 0.19% -31,895 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,455 $312K 0.02% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 9,424 $311K 0.12% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,403 $310K 0.16% +23 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 9,403 $310K 0.18% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,320 $307K 0.09% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 9,310 $307K 0.09% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,303 $307K 0.03% -800 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 9,292 $307K 0.17% 0 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,262 $306K 0.03% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 9,243 $305K 0.13% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,240 $305K 0.03% -103 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 9,232 $305K 0.3% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,173 $303K 0.02% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,125 $301K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,064 $299K 0.06% +22 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,043 $298K 0.02% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 9,001 $297K 0.03% +80 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 8,995 $297K 0.02% +1,452 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,831 $295K <0.01% +2,493 13F-HR Timeline Group Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 9,122 $292K 0.19% +65 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,832 $291K 0.04% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,692 $287K 0.09% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,673 $286K 0.01% -609 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 8,666 $286K 0.18% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 8,646 $285K 0.14% -20 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,639 $285K 0.01% -1,350 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 8,557 $282K 0.07% -285 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 8,531 $281K 0.09% +21 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,489 $280K 0.01% -174 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,485 $280K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,475 $280K 0.01% +1,589 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,437 $278K 0.02% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,395 $277K 0.02% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,381 $276K 0.03% +20 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 8,296 $274K 0.23% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 8,288 $273K 0.02% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,247 $272K 0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,210 $271K 0.03% -8,210 13F-HR Timeline Group First National Advisers, LLC in group FIRST NATIONAL BANK OF OMAHA More: the full row for First National Advisers, LLC 8,158 $269K 0.04% 0 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,140 $269K 0.04% +20 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,090 $267K 0.03% -215 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,077 $266K 0.05% +20 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 7,965 $263K 0.05% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,956 $262K 0.02% -49 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,848 $259K 0.02% 0 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,840 $259K 0.03% 0 13F-HR/A Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 7,768 $256K 0.19% -860 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,674 $253K 0.09% -733 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 7,627 $251K 0.16% -252 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 7,546 $249K 0.03% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,403 $244K 0.03% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,380 $243K 0.02% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,355 $243K 0.11% +18 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,327 $242K 0.01% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,314 $241K 0.04% +10 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,311 $241K 0.02% 0 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,766 $240K 0.05% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,267 $240K 0.11% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,239 $239K <0.01% 0 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 7,237 $239K 0.2% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,231 $239K 0.09% -27 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,873 $238K 0.02% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,167 $236K 0.01% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,122 $235K 0.05% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 7,114 $235K 0.09% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 7,071 $233K 0.27% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 6,959 $230K 0.01% 0 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,945 $229K 0.09% -3,958 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,940 $229K 0.07% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,700 $229K 0.05% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,905 $228K 0.05% new 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,872 $227K <0.01% 0 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,865 $226K <0.01% +18 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,850 $226K 0.02% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,837 $226K 0.04% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 6,824 $225K 0.07% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,857 $225K <0.01% +5 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,815 $225K 0.03% +15 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,725 $222K 0.01% -8,961 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,725 $222K 0.02% +133 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,705 $221K 0.12% -23,732 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,666 $220K 0.02% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,561 $216K 0.11% -830 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,544 $216K 0.11% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,477 $214K 0.03% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,472 $214K 0.05% 0 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 6,452 $213K 0.12% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,447 $213K 0.12% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,430 $212K 0.01% 0 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,391 $211K 0.19% +583 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,374 $210K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 6,335 $209K 0.09% 0 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 6,301 $208K 0.09% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,261 $207K <0.01% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 6,199 $205K 0.09% -30 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 6,175 $204K 0.03% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 6,112 $202K 0.04% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,229 $202K 0.03% +611 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,101 $201K 0.06% +279 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 5,854 $193K 0.01% +305 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 5,569 $184K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5,557 $183K 0.06% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,238 $173K <0.01% -2,619 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,213 $172K 0.08% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 5,196 $171K 0.11% +13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,224 $168K 0.07% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,492 $148K 0.03% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,424 $146K 0.02% +18 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,380 $144K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,034 $133K 0.02% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 4,000 $132K 0.08% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,879 $128K 0.03% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,728 $123K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,663 $121K 0.03% +9 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,648 $120K <0.01% -6,795 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,605 $119K 0.04% -65 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,333 $110K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,272 $108K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,249 $107K 0.04% +110 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 238,363 $106K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,135 $103K 0.02% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,087 $102K 0.07% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $99K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,855 $94.2K 0.04% -1,820 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,654 $87.6K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,637 $87K 0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,543 $74.1K <0.01% 0 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,182 $72K 0.03% -38 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,173 $71.7K 0.06% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,164 $71.4K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,115 $69.8K 0.02% -170 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,114 $69.7K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,066 $68.2K 0.01% +5 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,816 $59.9K 0.01% +159 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,738 $57.3K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,545 $51.1K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,444 $47.6K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,311 $43.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,215 $40.1K <0.01% -8,100 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,070 $35.3K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,007 $33.2K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 820 $28.4K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 830 $27.4K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 687 $22.7K 0.02% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 647 $21K <0.01% -585 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 629 $20.8K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 628 $20.7K <0.01% -98 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 313 $18.7K 0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 551 $18.2K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 547 $18.1K 0.01% -63 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 538 $17.7K <0.01% -308 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 501 $16.5K 0.01% -3,141 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 500 $16.5K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 491 $16.2K <0.01% -11,290 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 471 $15.5K <0.01% +2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 340 $11.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 308 $10.2K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 252 $8.31K 0.16% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 207 $6.83K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 190 $6.27K <0.01% +41 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 181 $5.96K <0.01% -74 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 169 $5.58K 0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 100 $3.3K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 96 $3.17K <0.01% +95 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 100 $3K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 86 $2.84K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 67 $2.21K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 60 $1.98K <0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $1.65K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 31 $1K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -11,444 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 52 $4.31M -109,967 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.