KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,449 $521K <0.01% +285 13F-HR Timeline Group BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 6,380 $515K 4.45% 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 6,287 $508K 0.77% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,267 $506K 0.09% +4,597 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,645 $505K 0.01% -3,697 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,230 $503K 0.02% -510 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,196 $500K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,178 $499K 0.02% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,162 $498K 0.25% +456 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,117 $494K 0.01% +518 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,108 $493K <0.01% +3,609 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,108 $493K 0.02% -23 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,050 $488K 0.01% +750 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,020 $486K 0.06% -7 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,999 $484K 0.01% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,930 $479K 0.16% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,924 $478K 0.01% +852 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,801 $468K 0.02% -428 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,701 $460K 0.01% +1,958 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 5,625 $454K 0.12% +400 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,548 $449K +756 Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,537 $447K 0.13% +77 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 5,500 $444K <0.01% -25,544 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,315 $429K 0.03% +2,750 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,290 $427K 0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,278 $426K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,232 $422K 0.01% +137 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,201 $420K <0.01% -193 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,164 $417K 0.01% +134 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 5,141 $415K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,140 $415K 0.01% -10 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,057 $408K <0.01% +1,937 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,019 $405K 0.02% +2,060 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,000 $404K 0.07% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,957 $400K 0.16% +51 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,933 $398K 0.03% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 4,930 $398K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,850 $392K 0 Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 4,573 $387K 0.26% +2,106 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,793 $387K 0.03% -1,611 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,701 $380K <0.01% +874 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 2,000 $373K 0.09% -1,300 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,568 $369K 0.15% -35 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 4,550 $367K 0.05% +350 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,543 $367K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,503 $364K 0.04% -142 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,483 $362K <0.01% +368 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,477 $361K 0.01% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,472 $361K 0.1% +115 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 4,419 $357K 0.05% +1,508 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,408 $356K 0.15% +322 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,407 $356K 0.15% -875 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,326 $349K 0.04% +388 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,310 $348K 0.11% +623 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,292 $347K 0.02% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,256 $344K 0.06% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 4,196 $339K 0.01% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,159 $336K 0.07% -205 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,128 $333K 0.02% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,113 $332K 0.19% -35 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,083 $330K 0.42% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,837 $329K 0.05% +1,102 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4,069 $329K 0.01% +1,217 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,065 $328K 0.04% -376 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,060 $328K 0.01% +130 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,051 $327K 0.02% -250 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,044 $327K 0.09% +149 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,044 $326K 0.04% +141 13F-HR Timeline TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 4,000 $323K 0.14% new 13F-HR/A Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 4,000 $323K 0.07% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,972 $321K <0.01% 0 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 3,923 $317K 0.2% -815 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,921 $317K <0.01% +974 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 3,890 $314K 0.14% +1,100 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,887 $314K 0.06% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,870 $312K 0.03% +171 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,857 $311K 0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,823 $309K 0.04% -524 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 3,750 $303K 0.13% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,725 $301K <0.01% -351 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,692 $298K 0.03% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,646 $294K 0.01% +860 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,644 $294K 0.02% +713 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,617 $292K 0.01% +152 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 3,609 $291K 0.26% +616 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 3,607 $291K 0.2% +4 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,555 $287K 0.03% -47 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,553 $287K <0.01% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,525 $287K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,541 $286K 0.04% +168 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,517 $286K 0.03% -47 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,456 $279K 0.08% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,440 $278K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,429 $277K <0.01% -32 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,941 $274K 0.11% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,374 $272K 0.01% +393 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,327 $269K 0.05% -517 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,257 $263K 0.08% +120 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,151 $261K 0.01% +16 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,230 $261K 0.05% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,229 $261K 0.12% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,215 $260K 0.1% +8 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,179 $257K <0.01% 0 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,157 $255K 0.03% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,154 $255K <0.01% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,142 $254K 0.05% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,125 $252K 0.24% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,107 $251K 0.01% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,746 $251K 0.12% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,080 $249K 0.13% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,076 $248K 0.06% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,070 $248K 0.03% +120 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,032 $245K 0.01% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,031 $245K 0.05% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,883 $244K 0.03% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,007 $243K 0.04% -167 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,964 $239K 0.11% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 2,962 $239K 0.21% 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,952 $238K 0.05% +4 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,950 $238K 0.17% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,918 $236K 0.01% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,913 $235K 0.01% new 13F-HR Timeline Group TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,893 $234K 0.08% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,885 $233K 0.03% +58 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,867 $231K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,861 $231K 0.07% +150 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,849 $230K <0.01% +129 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 2,831 $229K 0.08% +99 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,830 $228K <0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,827 $228K <0.01% +119 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,811 $227K 0.02% +22 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,765 $223K <0.01% -350 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,759 $223K 0.08% -4,563 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,734 $221K <0.01% +114 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,539 $218K 0.05% +4 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2,665 $215K 0.1% -124 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,600 $210K 0.03% +210 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,596 $210K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,580 $208K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,559 $207K <0.01% +32 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,556 $206K 0.01% -41 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,555 $206K 0.01% -185 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,550 $206K 0.11% -28 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,538 $205K 0.02% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,500 $202K 0.01% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,500 $202K 0.04% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,489 $201K 0.06% -449 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,356 $190K 0.04% +1,129 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,243 $182K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,113 $171K 0.04% +220 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,100 $170K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,076 $168K <0.01% +1,173 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,036 $164K <0.01% -923 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,826 $147K <0.01% +471 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,804 $146K 0.14% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,719 $143K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,764 $142K 0.1% new 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 312 $138K 1.69% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,696 $137K 0.07% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,620 $131K <0.01% +1,539 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,550 $125K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,549 $125K 0.04% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,542 $125K <0.01% +831 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,526 $123K <0.01% +149 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,509 $122K <0.01% +478 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,500 $121K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,480 $119K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,453 $117K <0.01% +95 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,448 $117K <0.01% +595 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,420 $115K 0.02% 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,345 $109K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,300 $105K 0.01% +300 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,281 $103K 0.04% +22 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,175 $97.4K 0.02% +1,085 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,196 $97K <0.01% -120 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,082 $87.4K <0.01% +285 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 869 $78K 0.05% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 954 $77K 0.01% +950 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 880 $71K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 855 $69K 0.04% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 850 $68.6K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 837 $67.6K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 801 $65.1K <0.01% 0 13F-HR/A Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 800 $64.6K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 800 $64.6K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 804 $64K 0.02% -230 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 769 $62.1K <0.01% +280 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 732 $59.1K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 700 $56.5K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 696 $56.2K 0.03% +172 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 683 $55.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 672 $54.3K 0.01% -56 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 667 $53.9K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 660 $53.3K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 590 $47.6K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 578 $46.7K <0.01% -24 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 542 $43.8K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 537 $43.4K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 506 $40.9K 0.01% -323 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $40.4K <0.01% 0 13F-HR Timeline