WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,820 $323K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,759 $320K 0.03% -339 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,741 $320K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,691 $317K <0.01% -554 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,678 $317K 0.01% -9,019 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,625 $314K 0.03% new 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 6,593 $313K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,536 $310K 0.02% +202 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 6,526 $309K -123 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,500 $308K 0.02% -903 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,475 $307K 0.01% -301 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,446 $306K 0.1% +5,407 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,435 $305K <0.01% -2,652 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 6,407 $304K <0.01% +134 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,528 $301K 0.03% -1,376 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,344 $301K <0.01% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,272 $297K 0.02% -9,531 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,249 $296K 0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,131 $295K 0.02% +1,100 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 6,181 $293K 0.32% -2,715 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,176 $293K 0.1% +215 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,047 $287K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,904 $280K <0.01% +2,014 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,621 $266K <0.01% +4,400 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,612 $266K <0.01% +1,273 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,600 $265K 0.15% +1,814 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,587 $265K <0.01% +104 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,581 $265K <0.01% +311 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,530 $262K 0.01% +3,438 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,452 $258K <0.01% +662 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,413 $257K 0.04% +2,052 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,408 $256K 0.02% -20,388 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,460 $252K 0.02% new 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 5,285 $251K -12,610 Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,249 $249K 0.03% -2,304 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,120 $243K 0.01% -164 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,106 $242K 0.04% -950 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,075 $241K <0.01% +1,750 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,501 $239K <0.01% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 5,022 $238K 0.03% -265 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,000 $237K 0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,975 $236K <0.01% -1,540 13F-HR/A Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,918 $233K 0.11% -5,532 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,889 $232K 0.05% +72 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,839 $229K 0.01% 0 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 4,825 $229K <0.01% +553 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 4,751 $225K <0.01% -60 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,712 $223K <0.01% -2,089 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,620 $219K 0.01% -452 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,580 $217K 0.01% +1,357 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,575 $217K 0.01% +3,020 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,568 $217K <0.01% +2,425 13F-HR/A Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,540 $215K 0.01% -2,148 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 4,510 $214K <0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,450 $211K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,425 $210K 0.01% +2,928 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,423 $210K 0.01% +834 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,360 $207K <0.01% -3,675 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,356 $207K 0.16% -169 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,300 $204K 0.12% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,271 $202K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,265 $202K 0.01% -394 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,217 $200K 0.01% +2,681 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,038 $191K 0.01% +1,623 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/ 4,000 $190K <0.01% -35,015 13F-HR Timeline Group FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 3,614 $171K <0.01% -56,086 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,350 $159K <0.01% -21,094 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,072 $146K 0.07% -71 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,069 $146K <0.01% +2,272 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,018 $143K <0.01% +187 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,920 $138K 0.05% -250 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,856 $135K 0.01% -338 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,825 $134K <0.01% +187 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,757 $131K 0.01% -100 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,701 $128K <0.01% -1,289 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,500 $119K 0.11% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,455 $116K <0.01% -2,171 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,325 $112K 0.02% +222 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,330 $110K <0.01% +460 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,300 $109K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,725 $81.8K <0.01% -5,831 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,716 $81.3K <0.01% -2,915 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,657 $79K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,615 $76.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,615 $76.6K <0.01% -826 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,613 $76.5K 0.01% +994 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,465 $69.5K 0.01% -2,026 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $66K <0.01% 0 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,360 $64.5K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,309 $62.1K <0.01% +952 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,300 $61.6K 0.03% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,266 $60K 0.03% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,240 $58.8K 0.07% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,178 $55.8K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,105 $53K 0.04% -564 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,098 $52.1K 0.04% +130 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,075 $51.7K <0.01% -84 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 1,085 $51.4K -8,972 Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 987 $46.8K <0.01% +123 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 984 $46.7K <0.01% -43 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 958 $45.4K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 939 $44.5K 0.01% +506 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 868 $41K <0.01% -18 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 855 $40.5K <0.01% -278 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 855 $40.5K 0.02% +674 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 779 $36.9K <0.01% +108 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 761 $36.6K <0.01% +100 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 737 $35.5K <0.01% +147 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 744 $35.2K <0.01% +78 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 700 $33.2K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 630 $29.9K 0.01% -215 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 606 $28.7K <0.01% +398 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 562 $26.6K <0.01% -1,223 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 538 $26K <0.01% +339 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 500 $23.7K 0.03% 0 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 499 $23.6K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 494 $23K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 480 $22.8K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 475 $22.5K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 474 $22.5K <0.01% -4 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 470 $22.3K <0.01% +347 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 453 $21.5K <0.01% -219 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 450 $21.3K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 430 $20.4K 0.01% -136 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 425 $20.1K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 417 $19.8K <0.01% -14 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 417 $19.8K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 415 $19.7K <0.01% +75 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 394 $18.7K <0.01% +199 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 383 $18.2K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 369 $17.5K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 358 $17K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 347 $16.5K <0.01% -53 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 340 $16.1K -393,057 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 318 $15.1K <0.01% +95 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 315 $14.9K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 315 $14.9K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 303 $14.4K 0.01% +188 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 288 $13.7K <0.01% -12,378 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 275 $13K <0.01% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $11.9K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 245 $11.6K <0.01% +136 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 238 $11.3K <0.01% +67 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 235 $11.1K <0.01% -13 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 235 $11.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 226 $10.7K 0.01% -80 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 225 $10.7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 224 $10.6K <0.01% +45 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 210 $9.96K <0.01% +162 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $9.48K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 200 $9.48K <0.01% +198 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $9.48K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 200 $9.48K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 195 $9.24K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 186 $8.82K <0.01% +45 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 185 $8.77K <0.01% +85 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 179 $8.49K <0.01% +116 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 177 $8.39K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 175 $8.3K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 174 $8.25K <0.01% -124 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 160 $7.59K <0.01% +142 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 160 $7.59K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 129 $6.12K <0.01% -7 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 127 $6.02K <0.01% +3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 126 $5.97K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 125 $5.93K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 120 $5.69K <0.01% -45 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 95 $5K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 105 $4.98K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 102 $4.84K <0.01% +80 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $4.74K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 100 $4.74K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 95 $4.5K <0.01% +55 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $4.45K <0.01% +45 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 93 $4.41K +82 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 92 $4.36K <0.01% +10 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 90 $4.27K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 88 $4.17K <0.01% +20 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 88 $4.17K <0.01% +3 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 86 $4.08K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 87 $4K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 80 $3.79K <0.01% -100 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 78 $3.7K <0.01% -48 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 78 $3.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 75 $3.56K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 73 $3.46K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 73 $3.46K <0.01% +50 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 71 $3.37K <0.01% -352 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 69 $3.27K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. 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