Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,842 $781K <0.01% +2,875 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,746 $765K <0.01% +2,944 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,672 $760K 0.74% -47 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,673 $754K <0.01% -98 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,554 $734K 0.05% +640 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,515 $728K 0.73% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,407 $711K 0.03% +344 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,403 $710K 0.02% +2,037 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,396 $709K 0.32% +110 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,362 $703K 0.02% +2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,361 $703K 0.4% -201 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 4,302 $694K <0.01% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,298 $693K 0.03% +1,080 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,275 $689K 0.05% +120 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,274 $689K 0.07% +2,365 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,268 $688K 0.02% -831 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,223 $681K 0.37% -558 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,159 $671K 0.03% -27 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,117 $669K 0.02% -4,606 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,114 $663K 0.01% -250 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,010 $647K 0.06% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,985 $645K 0.51% -26 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,000 $645K <0.01% -9,100 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,000 $645K 0.15% +2,000 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,977 $641K 0.13% -312 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,975 $641K 0.06% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,841 $619K 0.01% +2,243 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,754 $605K <0.01% +1,859 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,751 $605K 0.01% -155 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,671 $592K 0.03% -438 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 3,662 $591K 0.13% +9 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,613 $583K <0.01% -600 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,562 $574K 0.01% +608 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,556 $573K 0.04% +2,921 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,545 $572K 0.01% -257 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,492 $568K 0.01% +878 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 3,517 $567K 0.43% 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,500 $564K 0.48% +400 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,465 $559K <0.01% +2,187 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,453 $557K <0.01% +111 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,406 $549K 0.08% +88 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,378 $545K 0.01% -5,266 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,372 $544K 0.01% -94 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,353 $541K 0.27% -93 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,322 $536K 0.04% -50 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,258 $525K 0.03% +54 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 3,255 $525K 0.25% -28 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,237 $522K 0.29% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,228 $521K <0.01% +367 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,220 $519K 0.07% +92 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,170 $511K 0.03% +150 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,162 $511K 0.05% -1,203 13F-HR/A Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,102 $500K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,091 $499K <0.01% +330 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,029 $488K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,028 $488K 0.03% -32 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 3,006 $485K 0.24% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 3,000 $484K 0.23% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,992 $482K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,980 $481K 0.19% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,973 $480K 0.13% -159 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,942 $475K <0.01% +11 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,931 $473K <0.01% -6 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 2,907 $469K 0.04% +81 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,852 $460K 0.09% +53 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,841 $458K 0.05% +745 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,837 $457K 0.01% -527 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,829 $456K 0.02% +1,475 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,788 $453K 0.41% +272 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,807 $453K 0.02% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,771 $447K 0.29% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,757 $445K 0.21% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,402 $444K 0.14% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,754 $444K 0.3% +43 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,735 $441K 0.03% +5 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,724 $439K 0.11% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,687 $433K 0.01% +51 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,669 $430K 0.09% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,657 $428K 0.03% -82 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,617 $422K 0.4% +16 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,607 $420K 0.03% -14 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,603 $420K 0.03% +195 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,601 $419K 0.01% 0 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 2,586 $417K 0.04% -111,659 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,575 $415K 0.08% +275 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,554 $412K 0.16% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,551 $412K 0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,525 $407K 0.06% +3 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,499 $403K 0.06% +879 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,485 $401K <0.01% 0 13F-HR Timeline Group Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,477 $399K 0.16% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,391 $386K 0.01% -194 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 2,372 $383K 0.01% -2,805 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,439 $377K 0.02% -135 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,316 $374K 0.01% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,300 $371K 0.04% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,254 $364K 0.08% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,248 $363K 0.28% +75 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,242 $362K 0.24% +952 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,207 $356K 0.2% +601 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,187 $353K 0.02% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,167 $349K 0.28% +49 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,161 $349K 0.07% -4 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,148 $346K 0.19% -1,215 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,133 $344K 0.04% -235 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,443 $341K <0.01% -558 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,110 $340K 0.29% -122 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,108 $340K 0.15% +3 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,108 $340K 0.24% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,097 $338K <0.01% +1,837 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,080 $335K 0.02% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,075 $335K 0.29% -35 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,050 $331K <0.01% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,049 $330K 0.01% +116 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,046 $330K 0.34% +886 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,038 $329K 0.05% -145 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,011 $324K 0.08% -123 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,991 $321K -142 Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,989 $321K 0.04% -518 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,988 $321K 0.13% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,986 $320K <0.01% -36 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,925 $311K 0.21% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,918 $309K 0.01% -1 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,895 $306K <0.01% +155 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,895 $306K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,871 $302K 0.01% +350 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,862 $300K 0.08% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,857 $299K 0.08% -602 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,857 $299K 0.12% +38 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,838 $296K 0.24% -51 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,833 $296K 0.2% -52 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,831 $295K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,770 $286K 0.01% +160 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,770 $285K <0.01% -100 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 1,765 $285K 0.15% +621 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,755 $283K 0.01% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,747 $282K 0.08% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,733 $279K 0.02% +4 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,733 $279K 0.1% +2 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,720 $277K 0.13% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,697 $274K 0.01% -641 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,690 $273K <0.01% +176 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,689 $272K 0.13% +2 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,657 $271K 0.22% 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,677 $270K 0.02% +501 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,671 $270K <0.01% -1,460 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,657 $267K 0.01% -20 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,632 $263K 0.05% +337 13F-HR/A Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,605 $259K 0.17% +2 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,591 $257K 0.06% +136 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,580 $255K 0.02% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,567 $253K 0.04% +1 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,560 $252K 0.01% -160 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,552 $250K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,550 $250K 0.04% +401 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,548 $250K 0.01% -23,099 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,534 $247K <0.01% -40 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,515 $244K 0.04% +3 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,515 $244K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,491 $240K 0.1% +2 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,474 $240K 0.1% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,473 $238K <0.01% +373 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,473 $237K <0.01% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,459 $237K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,435 $231K <0.01% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 1,433 $231K 0.05% -104 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,426 $230K <0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,420 $229K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,415 $228K 0.02% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,405 $227K 0.19% +72 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,404 $226K 0.02% -200 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,400 $226K 0.02% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,388 $224K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,377 $222K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,372 $221K <0.01% -1 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,359 $219K 0.02% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,358 $219K 0.05% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,352 $218K <0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,344 $217K 0.02% -355 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,319 $213K 0.01% +118 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,314 $212K 0.31% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,309 $211K 0.02% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,309 $211K 0.02% +120 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,297 $209K 0.14% +1 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,387 $208K 0.09% +247 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,292 $208K 0.04% -856 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,287 $208K <0.01% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,285 $207K 0.02% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 1,276 $206K 0.04% -670 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,267 $204K 0.05% +1,266 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,322 $204K 0.04% +233 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,257 $203K 0.15% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,185 $191K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,075 $173K -6 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,059 $171K <0.01% -537 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,049 $169K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,044 $168K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,041 $168K 0.02% +267 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 980 $158K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 975 $157K 0.03% new 13F-HR Timeline Group