FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,454 $466K 0.07% -186 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 10,425 $465K 0.09% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,417 $464K 0.01% +1,573 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 10,331 $460K 0.04% new 13F-HR/A Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 10,212 $455K 0.09% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,052 $448K 0.02% -749 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 9,905 $441K 0.13% -24,547 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,824 $438K <0.01% +3,150 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 9,672 $431K 0.03% +165 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,602 $428K <0.01% +768 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,515 $425K 0.05% +106 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,458 $421K 0.01% +1,386 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,425 $420K 0.01% +4,764 13F-HR/A Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 9,376 $418K 0.01% -419,167 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,347 $417K 0.01% +3,781 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 9,313 $415K 0.02% -238 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 9,226 $411K <0.01% new 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,000 $401K 0.09% -7,000 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,728 $389K 0.01% +3,145 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,721 $389K 0.03% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,670 $386K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,659 $386K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,610 $384K 0.03% -2,496 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,527 $380K 0.02% -364 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,518 $380K 0.03% +2,695 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,500 $379K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,392 $374K 0.03% -108 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8,355 $372K <0.01% +8,308 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 8,340 $372K 0.06% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 8,259 $368K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,231 $367K 0.01% +1,799 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 8,224 $366K 0.97% +830 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,060 $359K 0.01% +1,902 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 8,044 $358K 0.1% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,044 $358K 0.01% new 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,022 $357K <0.01% new 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,774 $346K 0.07% +2,314 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,759 $346K 0.05% +225 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,746 $345K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,560 $337K 0.05% +2,402 13F-HR Timeline Miller Value Partners, LLC More: the full row for Miller Value Partners, LLC 7,510 $335K 0.12% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 7,500 $334K 0.12% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,483 $333K 0.01% +600 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,352 $328K 0.08% -34 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 7,351 $328K 0.09% -402 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 7,231 $322K 0.17% +439 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,162 $319K 0.07% -6,378 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,162 $319K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,037 $314K 0.03% +370 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,995 $312K 0.01% +1,502 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 6,798 $303K <0.01% -303 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,765 $301K 0.05% +1,176 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,722 $300K 0.01% -3,221 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 6,683 $298K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,425 $284K 0.06% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,375 $284K 0.01% +405 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 6,359 $283K 0.09% 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 6,312 $281K 0.03% 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 6,294 $280K 0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,200 $276K 0.02% -450 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,141 $274K 0.29% -5,318 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,109 $272K 0.01% +2,815 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 6,006 $268K 0.57% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,000 $267K <0.01% 0 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,980 $266K <0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,939 $265K <0.01% +20 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,838 $260K 0.05% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,749 $256K 0.04% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,732 $255K <0.01% new 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,715 $255K 0.01% new 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,700 $254K 0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,652 $252K 0.01% -8,281 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,608 $250K 0.11% +37 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,543 $247K 0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,526 $246K 0.03% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,467 $244K 0.07% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,439 $242K <0.01% 13F-HR/A Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,420 $242K 0.06% 0 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 5,413 $241K 0.12% 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,386 $240K 0.01% new 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,297 $236K 0.12% -209 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 5,271 $235K 0.19% -65 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,266 $235K <0.01% +262 13F-HR/A Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,182 $231K 0.03% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,153 $230K 0.04% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,019 $224K 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,977 $222K <0.01% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,946 $220K 0.16% -235 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,942 $220K 0.01% new 13F-HR/A Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,834 $215K 0.09% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,822 $215K 0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,812 $214K 0.04% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,779 $213K 0.02% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,742 $211K 0.08% -383 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,737 $211K 0.03% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,684 $209K <0.01% +1,915 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,655 $207K <0.01% new 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,557 $203K <0.01% -16,792 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,529 $202K 0.04% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,495 $200K 0.06% +357 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,493 $200K 0.01% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,423 $197K 0.2% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,315 $192K 0.1% -178 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,823 $170K <0.01% +47 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,800 $170K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,688 $164K <0.01% +1,142 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,467 $154K <0.01% +1,267 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,288 $147K 0.03% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 3,260 $145K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,659 $118K <0.01% +55 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,329 $104K 0.01% +82 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,196 $97.9K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,072 $92.3K 0.1% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,820 $81.1K 0.01% +46 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,793 $79.9K <0.01% -11,936 13F-HR/A Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,721 $76.7K 0.03% +1,700 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,711 $76.2K <0.01% +516 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,583 $71.5K <0.01% +159 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,557 $69.4K 0.05% -799 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,488 $66.3K 0.01% +680 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,455 $64.8K <0.01% +161 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,411 $62.9K 0.07% +11 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,370 $61K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,298 $57.8K <0.01% -354 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,290 $57.5K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,239 $55.2K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,196 $53.3K 0.04% +70 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,158 $51.6K 0.01% +1,041 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,115 $49.7K 0.01% +1,043 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,052 $46.9K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,013 $45.1K 0.02% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 925 $41.2K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 724 $32.3K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 689 $30.7K <0.01% +141 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 639 $28.5K <0.01% +7 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 580 $25.8K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 568 $25.3K <0.01% -101 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 535 $24K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 500 $22.3K <0.01% +93 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 495 $22.1K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 495 $22.1K <0.01% +20 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 493 $22K <0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 473 $21.1K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 368 $20.7K 0.03% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 460 $20.5K <0.01% -2,023 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 449 $20K <0.01% -260,266 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 426 $19K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 424 $18.9K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 396 $17.6K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 384 $17.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 350 $15.6K <0.01% +25 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 334 $14.9K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 319 $14.2K <0.01% +9 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 312 $13.9K <0.01% +132 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 301 $13.4K <0.01% +60 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $13.4K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 299 $13.3K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 292 $13K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 264 $11.8K <0.01% -14 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 262 $11.7K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 236 $11.4K <0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 232 $10.4K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 225 $10K <0.01% +25 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 520 $10K <0.01% +292 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 213 $9.49K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 213 $9.49K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $8.91K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 194 $8.64K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 186 $8.29K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 166 $7.4K <0.01% -146 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 155 $6.91K <0.01% +12 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 147 $6.55K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 150 $6.04K <0.01% -15,066 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 134 $5.97K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 134 $5.97K <0.01% -40 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 129 $5.75K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 115 $5.12K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 113 $5.04K <0.01% 0 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 108 $4.81K <0.01% -216 13F-HR Timeline Quarry LP More: the full row for Quarry LP 104 $4.63K <0.01% -1,782 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 102 $4.55K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 96 $4.28K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 90 $4.01K <0.01% +32 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 76 $3.39K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 75 $3.34K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 80 $3K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 63 $2.81K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 59 $2.61K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 58 $2.58K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 48 $2.14K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 39 $1.74K <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 38 $1.69K <0.01% +9 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 37 $1.65K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 36 $1.6K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $1.47K <0.01% -1 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $1.43K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 32 $1.43K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $1.43K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 29 $1.29K <0.01% -2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 28 $1.26K <0.01% 0 13F-HR Timeline