INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,442 $1.39M 0.1% +4,279 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,363 $1.38M 0.17% +7,501 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,311 $1.37M 0.05% +1,865 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 15,238 $1.37M 0.27% +80 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 15,141 $1.36M <0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,044 $1.35M 0.02% +3,971 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 15,031 $1.35M 0.01% -3,876 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,767 $1.33M 0.04% +3,938 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 14,754 $1.32M 0.02% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,545 $1.31M 0.31% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 14,500 $1.3M 0.58% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,490 $1.3M 0.07% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 14,439 $1.3M 0.17% -224 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,420 $1.29M 0.03% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,417 $1.29M 0.01% 0 13F-HR/A Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 14,346 $1.28M 0.52% -12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,167 $1.27M 0.03% +20 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,087 $1.26M 0.03% -3,375 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,068 $1.26M 0.08% -2,239 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,873 $1.25M 0.01% -5,000 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,847 $1.24M 0.23% +1,387 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,659 $1.23M 0.44% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 13,531 $1.21M 0.38% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 13,520 $1.21M 0.16% +9,348 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,516 $1.21M 0.02% -908 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,495 $1.21M 0.06% +14 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 13,345 $1.2M 0.04% +73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,300 $1.19M 0.02% +7,213 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 13,731 $1.19M 0.51% -54 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 13,250 $1.19M 0.2% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,245 $1.19M 0.02% -78 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,220 $1.19M <0.01% -200 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 12,995 $1.17M 0.5% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 12,987 $1.17M 0.78% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,855 $1.15M 0.26% -81 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,744 $1.14M 0.21% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,655 $1.14M 0.19% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 12,608 $1.13M 0.93% +140 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,583 $1.13M 0.06% +334 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,571 $1.13M <0.01% +6,802 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 12,389 $1.11M 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,445 $1.11M 0.03% +580 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 13,826 $1.1M 0.18% -5,000 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,835 $1.09M 0.17% -1,225 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,126 $1.09M +3,062 Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,116 $1.09M 0.28% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,931 $1.07M 0.02% 0 13F-HR/A Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,820 $1.06M 0.48% -436 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,809 $1.06M 0.01% -1,774 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,807 $1.06M 0.11% +4,969 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,726 $1.05M 0.03% -400 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 11,637 $1.04M 0.14% +40 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,600 $1.04M 0.04% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 11,575 $1.04M 0.55% +20 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,510 $1.03M 0.01% -397 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 11,445 $1.03M 0.14% +197 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,319 $1.02M 0.06% -710 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 11,247 $1.01M 0.02% +968 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 11,678 $1.01M 0.04% +7,728 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 11,185 $1M 0.12% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,175 $1M 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,052 $992K 0.07% +50 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,967 $985K 0.16% +20 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,950 $983K <0.01% +301 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,162 $974K 0.02% -99 13F-HR/A Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,807 $970K 0.26% -356 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,756 $966K 0.02% -2,036 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,668 $958K 0.05% 0 13F-HR Timeline IRIDIAN ASSET MANAGEMENT LLC/CT More: the full row for IRIDIAN ASSET MANAGEMENT LLC/CT 10,559 $948K 0.37% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 10,289 $924K 0.52% -5,500 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,205 $916K 0.02% -452 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 10,186 $914K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,174 $913K 0.14% -38 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 10,147 $911K 0.46% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,129 $909K 0.39% +2,025 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 10,116 $908K 0.73% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,040 $901K 0.28% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,000 $898K 0.08% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,997 $897K -148 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,922 $891K 0.01% -2,386 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,870 $886K 0.02% -12,700 13F-HR/A Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 9,773 $877K 0.07% -25 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,753 $876K 0.03% +4,172 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 9,741 $874K 0.38% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 9,602 $862K 0.27% +4,532 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,516 $854K 0.11% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,418 $845K 0.13% -1 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,368 $841K 0.22% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,316 $836K 0.01% +2,057 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 9,252 $830K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,056 $813K 0.06% +516 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 9,050 $812K 0.01% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,020 $810K 0.46% +1,150 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,834 $793K 0.06% +2,124 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,809 $791K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,760 $786K 0.01% +273 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,748 $785K 0.02% -15 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,715 $782K 0.01% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,632 $775K 0.04% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,603 $772K 0.23% +700 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 8,585 $771K 0.24% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 8,573 $770K 0.32% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,560 $768K 0.17% -249 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,526 $765K 0.05% +385 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 8,500 $763K 0.07% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 8,500 $763K 0.47% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,471 $760K 0.02% +1,211 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 8,372 $752K 0.15% -450 13F-HR Timeline Galaxy Group Investments LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Group Investments LLC 8,335 $748K 0.07% 0 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 8,330 $748K <0.01% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,284 $744K 0.19% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,255 $741K <0.01% +3,386 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,225 $738K 0.02% -2,500 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,983 $736K 0.19% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,164 $733K 0.01% -137 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,106 $728K 0.03% -2,889 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,039 $722K 0.01% +496 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,912 $710K 0.12% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,871 $707K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,861 $706K 0.05% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,711 $695K 0.04% -397 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,705 $692K 0.01% -2,050 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,700 $691K <0.01% -1,792 13F-HR/A Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,642 $686K 0.08% +4,854 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,420 $684K 0.11% -549 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,570 $680K 0.03% -210 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 7,496 $673K <0.01% +1,148 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,357 $660K 0.09% -1,843 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,315 $657K 0.11% -334 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,280 $653K 0.01% -2,142 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,655 $649K 0.56% 0 13F-HR/A Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 7,223 $648K 0.17% +546 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,625 $637K 0.06% -1,957 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,079 $635K 0.12% -136 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,073 $635K 0.15% -586 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,059 $634K 0.05% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,950 $624K 0.39% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,205 $623K 0.01% +5 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,923 $621K 0.24% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 6,822 $612K 0.2% -75 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 6,724 $604K 0.29% +1,349 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 6,647 $597K 0.38% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,604 $593K <0.01% +9 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,568 $590K 0.12% +87 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,565 $589K 0.01% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,400 $575K 0.33% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 6,373 $572K 0.17% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,329 $568K <0.01% +451 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,325 $568K 0.26% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,316 $567K 0.01% +575 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,296 $565K <0.01% -11,684 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,292 $565K 0.14% -791 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,250 $561K 0.01% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 6,234 $560K 0.12% -1,234 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,225 $559K 0.04% +148 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,844 $555K 0.03% -115 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,173 $554K 0.06% +199 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6,160 $553K 0.26% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 6,157 $553K 0.19% -263 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,124 $550K 0.02% +75 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 6,115 $549K 0.29% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 6,073 $545K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,063 $544K 0.03% -278 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,055 $544K 0.04% 0 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 6,000 $539K 0.24% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,990 $538K 0.06% -1,170 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,978 $537K 0.03% -754 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 5,977 $537K 0.33% -222 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,937 $533K 0.03% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,926 $532K 0.07% -70 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,871 $527K 0.04% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,864 $526K 0.15% -4 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,860 $526K 0.09% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,800 $521K 0.04% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,772 $518K 0.14% +226 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,716 $513K 0.02% +2,416 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,695 $511K 0.07% +494 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,694 $511K <0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,875 $511K 0.05% new 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. 5,659 $508K 0.01% -283 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,461 $504K <0.01% +105 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,496 $493K 0.06% -1,953 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,485 $492K 0.06% -18 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 5,454 $490K 0.06% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,451 $489K 0.05% -483 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,426 $487K 0.03% +826 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,130 $487K 0.07% -33 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,424 $487K 0.02% +205 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,419 $486K 0.04% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,309 $477K <0.01% +698 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 5,304 $476K 0.19% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,236 $470K 0.02% +387 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,176 $465K 0.03% -435 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,159 $463K 0.02% +1,932 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,116 $459K 0.04% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 5,050 $453K 0.3% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,038 $452K 0.01% +36 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 5,000 $449K 0.14% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,000 $449K 0.1% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,233 $445K 0.18% -155 13F-HR Timeline