Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 20,870 $953K 0.58% -57 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 20,680 $944K 0.27% +2,510 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 20,183 $921K 0.5% +1,843 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 19,998 $913K 0.69% +961 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 19,964 $911K 0.47% +17 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,753 $902K 0.03% -1,207 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 19,342 $887K 0.5% +2,067 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 19,345 $883K 0.06% -5,676 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 19,066 $870K 0.54% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 18,682 $853K 0.5% +862 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18,664 $852K 0.02% -3,453 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 18,602 $849K 0.81% -333 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,593 $849K 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,505 $845K 0.19% +3,874 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 17,560 $802K 0.18% -257 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17,425 $795K <0.01% +3,865 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 17,236 $787K 0.11% +919 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 17,117 $781K 0.14% -2,362 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 16,975 $775K 0.27% -2,281 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,921 $772K 0.01% -72,463 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16,775 $766K 0.31% -3,587 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 16,598 $758K 0.22% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16,328 $747K 0.18% -26,972 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 16,290 $744K 0.03% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 16,275 $743K 0.12% +6,699 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,219 $738K 0.11% -6,772 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,097 $735K 0.07% +1,675 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,046 $733K 0.02% +356 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 15,592 $712K 0.46% 0 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 15,310 $701K 0.68% +1,741 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,037 $686K 0.03% -81,659 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,906 $680K 0.01% -9,826 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,851 $678K 0.29% +2,372 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 14,744 $673K 0.06% +4,129 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 14,582 $666K 0.27% -1,644 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 14,541 $664K 0.27% -545 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 14,320 $654K 0.51% -663 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 13,889 $634K 0.34% -31 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 13,864 $633K 0.28% -118 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 13,702 $625K 0.39% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,578 $620K 0.02% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,335 $609K -923 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,307 $607K <0.01% +3,314 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 13,304 $607K 0.12% +2,079 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,250 $605K 0.23% +3,370 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,236 $604K 0.12% -6 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 13,001 $593K 0.85% -250 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,964 $592K 0.55% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,153 $590K 0.01% 0 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 12,839 $586K 0.47% -672 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,719 $581K <0.01% -3,216 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,497 $570K 0.22% -21,009 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,344 $566K 0.02% -175 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 12,509 $562K 0.18% +338 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 12,039 $552K 0.03% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,056 $550K 0.21% +145 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,984 $547K 0.01% +6,346 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,897 $543K 0.07% +2,494 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 11,799 $539K 0.04% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 11,781 $538K 0.12% -10,799 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 11,639 $531K 0.17% +552 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,479 $524K 0.05% -104,266 13F-HR/A Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 11,428 $524K 0.18% -1,008 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,276 $515K 0.33% +2,357 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 11,194 $511K 0.08% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 11,180 $510K 0.22% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,086 $506K 0.13% -2,293 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 11,029 $503K 0.38% 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,720 $489K 0.04% +9 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 10,616 $485K 0.09% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,553 $482K <0.01% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 10,549 $482K 0.26% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,538 $481K 0.04% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,469 $478K 0.43% -10,218 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 10,469 $478K 0.15% +1,692 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,985 $456K 0.08% +115 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,780 $446K 0.05% +436 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,444 $431K 0.14% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,410 $430K 0.41% +1,350 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,330 $426K 0.01% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 9,182 $419K 0.03% +282 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 9,093 $415K 0.12% +467 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Fortitude Advisory Group L.L.C. 8,957 $404K 0.29% -777 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,779 $401K 0.02% -35 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,776 $400K <0.01% 0 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,677 $396K 0.13% -6,055 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,618 $395K 0.02% new 13F-HR/A Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 8,644 $395K 0.23% -1,635 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,195 $392K 0.01% +4,982 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,490 $388K 0.21% -33 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 8,349 $381K 0.22% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,218 $375K <0.01% 0 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,155 $372K 0.05% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,057 $368K 0.05% +1,051 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,008 $366K <0.01% +1,729 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,942 $364K 0.1% new 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,928 $362K 0.04% -7 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,798 $356K 0.03% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 7,650 $349K 0.05% -1,900 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,610 $347K 0.14% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,574 $346K 0.03% -862 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 7,538 $344K 0.02% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,400 $338K <0.01% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,302 $333K 0.03% +585 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 7,109 $325K 0.07% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,033 $321K 0.05% -2,521 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,932 $316K 0.03% new 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,870 $313K 0.02% -2,840 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,844 $312K 0.01% +6,467 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,829 $312K 0.07% -10,332 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 6,570 $300K 0.51% -691 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,500 $297K 0.12% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,441 $294K 0.05% +52 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,368 $291K 0.15% -590 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,249 $283K 0.05% 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 6,170 $282K 0.2% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,116 $279K 0.01% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 6,040 $276K 0.21% -1,163 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,930 $272K 0.03% -2,385 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,940 $271K 0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,886 $269K 0.11% +2,754 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,741 $262K <0.01% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,740 $262K 0.04% -3,169 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5,738 $262K 0.1% -702 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,630 $257K 0.13% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,555 $254K <0.01% -393 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,496 $251K 0.02% new 13F-HR Timeline Group McCarthy & Cox More: the full row for McCarthy & Cox 5,450 $249K 0.11% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,442 $248K 0.12% -23 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 5,305 $242K 0.04% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,102 $232K 0.05% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,074 $232K 0.02% -2,000 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,950 $226K 0.04% -1,037 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,839 $221K 0.04% +12 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,791 $219K 0.03% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,791 $219K 0.07% -25 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,702 $215K <0.01% new 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,626 $211K 0.01% -117 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,549 $208K 0.01% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,540 $207K 0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,440 $203K 0.03% new 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,391 $200K 0.18% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,949 $177K 0.06% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,141 $143K 0.14% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,105 $142K 0.08% +9 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,011 $137K 0.07% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,904 $133K <0.01% -2,480 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,464 $112K 0.02% +1,388 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,330 $106K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,312 $106K 0.05% -9,464 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,236 $102K <0.01% -2,083 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,117 $96.6K 0.06% -335 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,013 $91.9K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,903 $86.9K <0.01% +46 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,899 $85.5K <0.01% +1,419 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,872 $85.5K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,857 $84.8K 0.01% +1,312 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,835 $83.8K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,574 $71.9K <0.01% +297 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,567 $71.5K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,445 $66.1K 0.03% +93 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,393 $63.6K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,364 $62.3K 0.04% +1,010 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,318 $60.2K <0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,316 $60.1K 0.02% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,241 $56.7K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,233 $56.3K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,167 $52.4K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 904 $41.3K <0.01% +200 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 791 $36.1K <0.01% +306 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 746 $34.1K <0.01% +500 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 641 $29.3K <0.01% -1,797 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 626 $29K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 620 $28.3K 0.01% -380 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 628 $28K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 603 $27.5K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 573 $26.2K <0.01% +24 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 553 $25.2K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 543 $24.8K 0.01% +5 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 502 $22.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 446 $20.3K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 443 $20.2K <0.01% +436 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 429 $19.6K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 330 $15.1K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 325 $14.8K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 319 $14.6K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 292 $13.3K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 266 $12.1K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 253 $11.6K <0.01% -229 13F-HR Timeline General Partner, Inc. 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