RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,259 $1.25M <0.01% +10,297 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 21,128 $1.25M 0.41% +7,478 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20,798 $1.23M 0.14% +100 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,747 $1.22M 0.05% +10,007 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 20,531 $1.21M 0.32% -1,169 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 20,155 $1.19M <0.01% +8,856 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 20,096 $1.19M 0.12% +11,057 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 20,083 $1.19M 0.47% +273 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 20,000 $1.18M 0.35% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19,904 $1.17M 0.03% -35 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 19,669 $1.16M 0.06% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 19,663 $1.16M 0.32% +2,335 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 19,381 $1.15M 0.66% -320 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 19,237 $1.14M 0.24% +1,391 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 19,148 $1.13M 0.25% +3,736 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,112 $1.13M 0.02% +2,257 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,812 $1.11M 0.04% -2,353 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 18,800 $1.11M 0.39% +3,297 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 18,734 $1.11M 0.35% +3,394 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,698 $1.1M 0.02% -5,923 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 18,682 $1.1M 0.49% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,578 $1.1M 0.02% +5,773 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 18,259 $1.08M 0.07% +1,104 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 17,500 $1.03M 0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,406 $1.03M <0.01% -54,050 13F-HR Timeline Group Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 17,402 $1.03M 0.34% +8,274 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 17,275 $1.02M 0.05% -10,010 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 17,190 $1.01M 0.01% -322 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 17,060 $1.01M 1.35% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 16,910 $998K 0.81% +8,719 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,791 $991K 0.06% -481 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,763 $990K 0.26% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,683 $985K 0.01% +2,461 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 16,508 $974K 0.16% -4,285 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 16,494 $974K 0.58% +517 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 16,448 $971K 0.36% -1,186 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 16,182 $955K 0.83% +8,957 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,177 $955K 0.11% +1,411 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 15,871 $937K 0.21% new 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 15,672 $925K 0.06% -4,930 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,621 $922K 0.03% +7,157 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 15,325 $905K 0.25% -491 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 15,311 $904K 0.08% +996 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,299 $903K 0.02% -797 13F-HR Timeline Group CIM, LLC More: the full row for CIM, LLC 15,142 $894K 0.13% +3,920 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 14,901 $880K 0.17% -7,324 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,208 $879K 0.07% new 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 14,470 $854K 0.1% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 14,373 $848K 0.23% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,362 $848K 0.09% +9,123 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,302 $844K 0.02% +1,073 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,886 $820K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,785 $814K <0.01% +3,926 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 13,761 $812K 0.37% +7,628 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 13,535 $799K 0.17% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,370 $789K 0.03% +1,166 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,350 $788K 0.01% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 13,081 $772K 0.46% +3,414 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,055 $771K 0.13% +2,700 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,994 $767K 0.05% +1,316 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,894 $761K 0.02% +64 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,800 $756K 0.03% -3,700 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,716 $751K 0.05% -759 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,642 $746K 0.01% +337 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,553 $741K 0.01% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,545 $741K 0.14% +2,463 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,514 $739K 0.13% +1,088 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 12,421 $733K 0.03% +625 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 12,357 $729K 0.55% -127 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,338 $728K 0.01% +439 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,290 $725K 0.02% +899 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 12,287 $725K 0.51% -1,627 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,212 $721K 0.01% -12,913 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,172 $719K <0.01% +7,567 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,165 $718K 0.02% +3,701 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 12,063 $712K 0.44% +2,449 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,058 $712K 0.04% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,911 $703K 0.05% +480 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 11,907 $703K 0.13% -993 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 11,750 $694K 0.34% +315 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 11,669 $689K 0.1% +228 13F-HR/A Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 10,447 $686K 0.06% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 11,490 $678K 0.12% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,913 $678K 0.02% +1,010 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,438 $675K 0.05% -2,722 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 11,379 $672K 0.13% +1,006 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 11,374 $671K 0.16% +730 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,300 $667K 0.01% 0 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 11,264 $665K 0.17% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 10,030 $641K 0.19% -50 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 10,850 $640K 0.39% -13,825 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 10,850 $640K 0.04% -1,805 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 10,835 $640K 0.56% +900 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,782 $636K 0.01% +39 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,726 $633K 0.04% +955 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,618 $627K 0.13% +4,574 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 10,435 $616K 0.12% +3,780 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 9,785 $615K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,367 $612K 0.05% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 10,343 $611K 0.07% +4,275 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 10,250 $605K 0.44% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 10,245 $605K 0.37% +290 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 10,208 $603K 0.08% +2,266 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,000 $590K 0.08% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 9,983 $589K 0.11% -2,215 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 9,917 $585K 0.35% +2,108 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 9,839 $581K 0.13% +3,502 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 9,793 $578K 0.49% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,788 $578K 0.09% +1,994 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,763 $576K 0.03% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,755 $576K 0.2% +244 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,664 $570K 0.11% +161 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,619 $568K 0.03% +669 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,605 $567K 0.16% +1,992 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 9,540 $563K 0.09% -354 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 9,482 $560K 0.27% +1,032 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 9,432 $557K 0.24% +6,566 13F-HR/A Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 9,424 $556K 0.38% +3,679 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,374 $553K 0.01% +44 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 9,361 $553K 0.45% +36 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,847 $550K 0.15% +133 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 9,300 $549K 0.14% 0 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 9,136 $539K 0.44% +610 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,124 $539K 0.04% -9,184 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,123 $539K 0.09% -1,717 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 9,098 $537K 0.06% +3,264 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 9,214 $532K 0.43% +353 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,003 $531K 0.24% +1,827 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 8,927 $527K 0.25% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 8,867 $523K 0.23% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 8,840 $522K 0.18% +640 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,822 $521K 0.01% -533 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,705 $514K 0.01% 0 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 8,660 $511K 1.59% +5,503 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,639 $510K 0.01% +125 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8,638 $510K 0.11% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,521 $503K 0.01% +593 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,457 $499K 0.09% +718 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,401 $496K 0.03% +99 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,352 $493K 0.01% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,327 $492K 0.03% +1,854 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 8,306 $490K 0.07% +288 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,083 $477K 0.21% -1,575 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,075 $477K 0.1% +375 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,038 $474K 0.02% -1,467 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,000 $472K <0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,936 $468K 0.01% new 13F-HR/A Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,923 $468K 0.08% +2,887 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 7,912 $467K 0.11% +403 13F-HR Timeline CLG LLC More: the full row for CLG LLC 7,911 $467K 0.12% +60 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,893 $466K 0.03% -5,471 13F-HR Timeline Group Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 7,831 $462K 0.36% -627 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,613 $449K 0.02% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,563 $446K 0.02% +2,092 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 7,550 $446K 0.15% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,535 $445K 0.08% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,443 $439K 0.02% +2,748 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,356 $434K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 7,249 $428K 0.18% -1,158 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,102 $419K <0.01% -2,108 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,070 $417K 0.02% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,057 $417K 0.03% -7,554 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,012 $414K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,982 $412K 0.02% +6,717 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,950 $410K 0.02% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,877 $406K 0.04% +36 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,773 $400K 0.13% +1,701 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,668 $394K 0.05% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,642 $392K 0.02% +1,389 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,640 $392K 0.01% -74 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,605 $390K 0.01% -4,993 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,602 $390K 0.07% +733 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,369 $376K <0.01% +1,960 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,355 $375K 0.01% new 13F-HR/A Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 6,352 $375K 0.11% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,276 $370K 0.05% +298 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,256 $369K <0.01% +693 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 6,254 $369K 0.1% +2,258 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,218 $367K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,206 $366K 0.07% +1,079 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 6,183 $365K 0.37% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 6,170 $364K 0.22% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,774 $363K 0.02% +252 13F-HR/A Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,130 $362K 0.04% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,116 $361K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,081 $359K 0.07% -5,722 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,690 $356K <0.01% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,000 $354K 0.05% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,940 $351K 0.12% -2,985 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,922 $350K 0.01% +28 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,895 $348K 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,871 $347K 0.04% -249 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,815 $343K 0.02% -4,181 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,804 $343K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,795 $342K 0.11% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,777 $341K 0.03% -2,300 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,742 $339K 0.1% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,710 $337K 0.09% -1,342 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,708 $337K 0.03% -667 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,681 $335K <0.01% 0 13F-HR Timeline