Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,403 $1.23M 0.37% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 4,252 $1.19M 0.18% -245 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,218 $1.18M 0.01% -16 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,215 $1.18M 0.13% -1 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,182 $1.16M 0.02% -1,436 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,068 $1.14M 0.04% +483 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,067 $1.14M 0.03% -38 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,997 $1.12M 0.01% -5 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,991 $1.12M 0.05% -841 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,840 $1.07M 0.32% +343 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,815 $1.07M 0.18% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,686 $1.05M 0.11% -143 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,734 $1.04M 0.05% +448 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,725 $1.04M 0.2% +863 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,721 $1.04M 0.11% -109 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,700 $1.04M <0.01% 0 13F-HR/A Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,654 $1.02M 0.04% -509 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. 3,649 $1.02M 0.02% -140 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,589 $1M 0.08% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,542 $991K <0.01% +924 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,517 $984K +103 Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,489 $976K 0.21% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,434 $961K 0.01% -27 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,396 $950K <0.01% -153 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,383 $947K 0.12% +2 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,382 $946K 0.33% -1,314 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,366 $942K 0.01% +1,965 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,340 $935K <0.01% +247 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,308 $926K 0.07% -190 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,296 $922K <0.01% -60 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,267 $914K 0.01% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,241 $907K 0.4% -1,145 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,228 $903K +1,675 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,171 $887K 0.01% +2,276 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,145 $881K 0.02% +1,005 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,594 $874K 0.17% +283 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,086 $864K <0.01% +108 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,085 $863K 0.15% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,074 $860K 0.41% -148 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,075 $860K 0.15% +15 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,065 $858K 0.38% -67 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,064 $857K 0.29% -90 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,039 $850K 0.02% +113 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,009 $842K 0.02% +25 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 3,004 $841K 0.32% -62 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,982 $835K 0.8% -38 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,970 $830K 0.02% -4 13F-HR/A Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,765 $774K 0.12% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,751 $770K 0.06% +1,817 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,731 $764K 0.01% -52 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,717 $760K 0.11% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,701 $756K 0.06% +122 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,690 $753K 0.21% +306 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,794 $743K 0.06% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,646 $740K 0.16% +28 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,600 $728K 0.01% +159 13F-HR Timeline Group MWA Asset Management More: the full row for MWA Asset Management 2,525 $707K 0.39% -102 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,515 $704K 0.06% -60 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,507 $702K 0.04% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,477 $693K <0.01% +331 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,459 $688K 0.08% +729 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 2,442 $683K 0.39% +76 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 2,425 $679K 0.36% -7 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,423 $678K 0.1% +946 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,402 $672K 0.31% -18 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,402 $672K 0.29% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,385 $667K 0.3% -415 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,342 $655K 0.13% +7 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,331 $652K <0.01% -41 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,329 $652K 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,328 $651K <0.01% +179 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,272 $636K 0.23% -19 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,258 $632K 0.13% 0 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 2,225 $623K 0.24% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,209 $618K 0.05% -189 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,190 $613K 0.01% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,166 $606K 0.92% +39 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,141 $599K 0.09% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,087 $592K 0.04% +27 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,111 $591K 0.11% -52 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,099 $587K <0.01% +52 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,098 $587K 0.01% -253 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,088 $584K 0.04% +565 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,070 $579K 0.43% +21 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,033 $577K 0.17% -56 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,011 $563K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,962 $549K <0.01% -111 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 1,958 $548K 0.14% -66 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,935 $541K 0.08% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,887 $528K 0.04% -13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,880 $526K 0.06% -96 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,877 $525K 0.03% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,867 $522K 0.27% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,865 $522K <0.01% +174 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,823 $510K 0.07% -34 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,808 $506K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,805 $505K 0.03% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,785 $500K 0.21% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,782 $499K 0.02% +115 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,774 $496K 0.13% -40 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,765 $494K 0.17% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,758 $492K 0.01% -595 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,718 $481K 0.1% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,716 $480K <0.01% 0 13F-HR Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,713 $479K 0.07% -5 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,712 $479K 0.02% -50 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,687 $472K 0.07% -54 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,685 $472K 0.01% -38 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 1,627 $455K 0.34% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,614 $452K 0.05% +17 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,605 $449K 0.13% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,600 $448K 0.01% +1,380 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,577 $441K 0.07% -3 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,537 $430K 0.01% +281 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for BlackRock, Inc. 1,424 $398K <0.01% +542 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,411 $395K 0.05% -44,316 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,408 $394K 0.01% -100 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,408 $394K 0.18% +448 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,391 $389K 0.08% -8 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,380 $386K 0.09% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,372 $384K 0.13% -20 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,355 $379K 0.04% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,350 $378K 0.01% 0 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,346 $377K 0.03% +486 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,347 $377K 0.01% -1,698 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,343 $376K 0.01% +19 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,341 $375K 0.16% +183 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,340 $375K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,338 $374K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,329 $372K 0.01% -407 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,322 $370K 0.01% -1,057 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,303 $365K <0.01% -15,584 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,285 $360K 0.01% -17 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,282 $359K 0.09% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,282 $359K 0.04% +302 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,280 $358K 0.13% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,285 $358K 0.05% +16 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,244 $348K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,242 $348K 0.08% -27 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,235 $346K 0.01% -693 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 1,234 $345K 0.08% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,220 $341K 0.04% +15 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,215 $340K <0.01% +75 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,205 $337K 0.09% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,200 $336K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,189 $333K 0.05% +2 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,175 $329K 0.14% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,160 $325K 0.02% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,146 $321K 0.2% -50 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,130 $316K 0.02% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,104 $309K 0.03% -421 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,104 $309K 0.02% -89 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,102 $308K <0.01% -595 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,100 $308K 0.03% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 1,098 $307K <0.01% -38,146 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,097 $307K 0.08% -1,392 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,095 $306K 0.01% -27 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,094 $306K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,092 $306K 0.07% -128 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,071 $300K 0.02% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,070 $299K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,065 $298K <0.01% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,064 $298K 0.13% -465 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,056 $296K 0.02% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,050 $294K 0.05% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,039 $291K 0.02% +93 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,028 $288K 0.21% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,018 $285K 0.02% +929 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,010 $283K 0.06% -34 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 1,014 $281K 0.15% 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,000 $280K 0.1% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $280K 0.04% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,000 $280K 0.01% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,000 $280K 0.08% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $280K 0.03% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,000 $280K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 995 $278K <0.01% +30 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 981 $275K 0.1% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 967 $271K 0.04% +179 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 964 $270K <0.01% +91 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 960 $269K 0.08% -1,186 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 965 $269K 0.04% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 955 $267K 0.03% 0 13F-HR/A Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 950 $266K 0.04% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 950 $266K 0.07% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 932 $261K <0.01% 0 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 931 $261K 0.1% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 930 $260K <0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 927 $259K 0.01% -666 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 914 $256K 0.04% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 908 $254K 0.01% -11 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 905 $253K <0.01% 0 13F-HR Timeline Group