UNITED BANK More: the full row for UNITED BANK 21,075 $1.66M 0.21% -18,902 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,900 $1.64M 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,303 $1.6M 0.04% -3,363 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 20,268 $1.59M 0.17% +64 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,131 $1.59M 0.03% +819 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 20,146 $1.58M 0.32% +1,526 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 19,857 $1.56M 0.26% +4,857 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,571 $1.54M 0.02% +5,507 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 19,563 $1.54M 0.18% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 19,122 $1.5M 0.03% -617 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 19,011 $1.5M 0.03% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 18,980 $1.49M 0.01% +5,544 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 18,975 $1.49M 0.48% +3,533 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 18,944 $1.49M 1.01% +93 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 16,958 $1.49M 0.2% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 18,736 $1.47M 0.04% -1,029 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,658 $1.47M 0.1% +513 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,476 $1.45M 0.03% -5,103 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 18,060 $1.42M <0.01% +2,370 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,807 $1.4M 0.01% +369 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,637 $1.39M 0.02% +5,788 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 15,393 $1.38M 0.1% -2,355 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,118 $1.35M 0.01% +708 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,968 $1.33M <0.01% -5,401 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 16,838 $1.32M <0.01% +4,972 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,750 $1.32M 0.41% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 16,327 $1.28M 0.74% +1,742 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,045 $1.26M 0.01% +1,364 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 15,987 $1.26M 0.45% -250 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,943 $1.25M 0.02% +604 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 21,525 $1.24M 0.83% -79,829 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,586 $1.23M 0.01% -456 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 15,553 $1.22M 0.23% -2,429 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 15,500 $1.22M 1.2% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 15,250 $1.2M 0.11% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15,033 $1.18M 0.03% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 13,865 $1.18M 0.04% -1,147 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 14,935 $1.17M 0.52% -336 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 14,803 $1.16M 0.11% +45 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,782 $1.16M 0.02% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,722 $1.16M 0.04% +702 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,719 $1.16M 0.01% +10,464 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 14,704 $1.16M 0.1% -1,352 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 14,688 $1.16M 0.57% -4,811 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 14,679 $1.16M <0.01% -76 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 14,410 $1.15M 0.86% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 14,525 $1.14M 0.76% +210 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,518 $1.14M 0.56% -353 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 14,487 $1.14M 0.33% +2,403 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,387 $1.13M 0.04% -95 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,317 $1.13M 0.07% +938 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,286 $1.12M 0.11% -17,160 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,227 $1.12M 0.07% -979 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 14,164 $1.11M 0.15% -260 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 13,994 $1.1M 1.15% -184 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,945 $1.1M 0.04% +1,846 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,864 $1.09M 0.08% -6,779 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 13,853 $1.09M 0.21% +1,409 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,805 $1.09M 0.08% -65 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 13,591 $1.07M 0.14% -1,062 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 13,551 $1.07M 0.43% +2,386 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 13,398 $1.05M 0.33% -3,420 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,268 $1.04M <0.01% +1,130 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,193 $1.04M <0.01% -1,756 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,169 $1.04M 0.08% -1,517 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 13,020 $1.02M 0.44% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,019 $1.02M 0.14% +776 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,875 $1.01M 0.01% +2,892 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,868 $1.01M 0.01% -1,261 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 12,830 $1.01M 0.55% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,773 $1M 0.07% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 12,767 $1M 0.11% -809 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,478 $982K 0.18% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 12,436 $978K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,382 $974K 0.02% +224 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,354 $972K 0.01% -31,708 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 12,350 $971K 0.6% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,301 $968K 0.01% +1,201 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,300 $967K 0.08% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 12,226 $962K 0.89% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,048 $948K 0.09% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 11,992 $943K 0.01% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 11,977 $942K 0.28% -5,314 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 11,942 $939K 0.34% +3,730 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,891 $935K 0.05% -619 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,355 $933K 0.03% +4,914 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,832 $931K 0.01% +1,372 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 11,762 $925K 0.41% +3,133 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 11,761 $925K 0.78% new 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 11,653 $925K 0.15% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 11,755 $925K 0.86% -810 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 11,575 $910K 0.31% -5,852 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 11,491 $904K 0.09% -601 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,397 $896K 0.03% +7,495 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 11,357 $893K 0.75% 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 11,351 $893K 0.6% -5,625 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,131 $876K 0.04% -54,210 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,101 $873K 0.05% +8,292 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 11,098 $873K 0.45% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 11,066 $870K 0.18% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,751 $869K +1,102 Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 11,034 $868K 0.24% -1,046 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 11,010 $866K 0.22% -1,014 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 10,980 $864K 0.48% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,950 $861K 0.01% -210 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 10,900 $857K <0.01% new 13F-HR/A Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 10,883 $856K 0.46% +478 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,838 $853K 0.05% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,817 $851K <0.01% +161 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10,776 $848K 0.82% -2,400 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 10,648 $838K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 10,597 $834K 0.19% -1,771 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 10,595 $833K 0.11% +88 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,529 $828K 0.05% -6,347 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,474 $824K 0.13% -663 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 10,419 $820K 0.51% +263 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,258 $807K 0.02% +785 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,862 $807K 0.13% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,234 $805K 0.01% +368 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,143 $798K 0.02% +2,981 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,034 $789K 0.05% +1,231 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,006 $787K 0.08% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,920 $780K 0.01% +384 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,914 $780K 0.01% +2,115 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 9,890 $778K 0.11% -3,370 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,851 $775K 0.04% +171 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,786 $770K 0.1% 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,750 $767K 0.09% +847 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 9,505 $748K 0.6% -225 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,481 $746K 0.15% -1,945 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,463 $744K 0.09% -38,595 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,420 $741K <0.01% +668 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,402 $740K 0.13% -1,657 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,369 $737K 0.05% -939 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,169 $721K 0.01% +60 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,114 $717K 0.09% -3,553 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,090 $715K 0.07% -1,000 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 9,033 $711K 0.21% +33 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,032 $710K 0.03% -682 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,012 $709K 0.04% +877 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,010 $709K 0.01% -6,612 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 8,990 $707K 0.4% -316 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,964 $705K 0.28% +857 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,961 $705K 0.19% -70 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,954 $704K 0.05% -444,841 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,953 $704K 0.14% -250 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,922 $702K 0.13% +4,290 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,901 $700K 0.48% -6,245 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,875 $698K 0.08% +333 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,859 $697K 0.11% -1,830 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,852 $696K 0.01% 0 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 8,811 $693K 0.38% -735 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,790 $691K 0.08% -1,426 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,819 $690K 0.17% new 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 8,674 $682K 0.26% -640 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,580 $675K 0.05% -993 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,571 $674K 0.23% -361 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 8,530 $671K 0.21% -820 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,510 $669K 0.06% -749 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,408 $661K 0.01% -202 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 8,395 $660K 0.11% +1,357 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 8,220 $647K 0.14% +400 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,212 $646K 0.04% -6,495 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,124 $639K 0.14% -84,433 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,106 $638K <0.01% +309 13F-HR Timeline Group SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 8,739 $635K 0.81% 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 7,903 $622K 0.39% -660 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,888 $620K 0.08% +285 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 7,841 $617K 0.44% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,841 $617K 0.25% +1,002 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,705 $609K 0.03% -401 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 7,725 $608K 0.05% +215 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 7,625 $600K <0.01% new 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,611 $599K 0.05% +2,088 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,600 $598K 0.36% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,528 $592K 0.02% -156 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,364 $579K 0.08% -980 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,958 $578K 0.03% 0 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 7,309 $575K 0.5% +1,750 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 7,298 $574K 0.25% -173 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,267 $572K 0.05% new 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,171 $570K 0.5% -2 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,224 $568K <0.01% -684 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 7,187 $565K 0.14% -1,437 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,166 $564K 0.03% +591 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 7,138 $561K 0.12% -28 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,126 $561K 0.05% -1,015 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,119 $560K 0.03% +410 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,084 $557K 0.01% +646 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 7,009 $551K 0.33% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 6,995 $550K 0.33% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,962 $548K 0.2% +1,657 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,955 $547K 0.36% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,948 $547K 0.18% -220 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,939 $546K <0.01% new 13F-HR Timeline Group LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 6,917 $544K 0.45% -2,766 13F-HR Timeline Foster Group, Inc. 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