Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 15,706 $1.07M 0.63% -1,353 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,614 $1.07M 0.17% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 15,495 $1.06M 0.45% +2,500 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 15,292 $1.05M 0.75% -422 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,153 $1.04M 0.02% +109 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,049 $1.03M 0.01% +632 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 14,754 $1.01M 0.01% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 14,574 $996K 0.19% -664 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,550 $995K 0.16% +703 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,530 $993K +2,404 Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 14,500 $991K 0.48% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,490 $991K 0.05% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,369 $982K 0.02% -51 13F-HR Timeline Group Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 14,315 $979K 0.39% -31 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,222 $972K 0.04% +9,063 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,958 $954K 0.01% +85 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,939 $953K <0.01% +2,989 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 13,826 $944K 0.15% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,727 $938K 0.02% -440 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 13,720 $938K 0.21% -825 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,711 $937K 0.12% +2,266 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 13,659 $934K 0.32% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,547 $926K 0.01% +10,750 13F-HR Timeline Group CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 13,531 $925K 0.28% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 13,455 $920K 0.62% +11,000 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,051 $911K 0.02% +606 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,272 $907K 0.14% -8,000 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 13,250 $906K 0.15% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,220 $904K <0.01% 0 13F-HR Timeline Group NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 13,200 $902K 0.39% +10,600 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,998 $889K 0.02% -3,802 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 12,889 $881K 0.01% +500 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,863 $879K 0.01% -3,919 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,744 $871K 0.15% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,739 $871K 0.07% +1,687 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 12,687 $867K 0.11% +1,050 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,655 $865K 0.15% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,429 $850K 0.1% +1,244 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,320 $842K 0.04% +1,652 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 12,160 $831K 0.76% 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,925 $815K 0.05% -2,143 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,922 $815K 0.01% -9 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,851 $810K 0.02% -2,236 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,820 $808K 0.34% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 11,793 $806K 0.54% -1,194 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,726 $802K 0.02% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,633 $795K 0.06% -3,809 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,600 $793K 0.03% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,461 $783K 0.01% -2,055 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,319 $774K 0.04% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,225 $767K 0.01% -2,020 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,216 $767K 0.06% +2,160 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 11,193 $765K 0.18% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,175 $764K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,171 $764K 0.04% -1,412 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,010 $753K 0.01% -500 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,005 $752K 0.01% +3,134 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,910 $749K 0.03% +10,894 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,894 $745K 0.05% -73 13F-HR/A Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,879 $744K 0.08% -4,484 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,788 $737K 0.01% +32 13F-HR Timeline IRIDIAN ASSET MANAGEMENT LLC/CT More: the full row for IRIDIAN ASSET MANAGEMENT LLC/CT 10,559 $722K 0.27% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,467 $718K 0.07% -1,340 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 10,500 $718K 0.54% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 10,303 $704K 0.01% new 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 10,289 $703K 0.36% 0 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 10,182 $696K <0.01% -4 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 10,147 $694K 0.31% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,131 $693K 0.05% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,123 $692K 0.1% -51 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 10,116 $692K 0.55% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,040 $686K 0.18% 0 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 10,000 $684K 1.17% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,000 $684K 0.06% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,922 $678K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,870 $675K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,817 $671K 0.04% +1,185 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 9,773 $668K 0.06% 0 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 9,741 $666K 0.27% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,737 $666K 0.02% -5,574 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,715 $664K 0.02% -38 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 9,686 $662K 0.17% +1,703 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,659 $660K 0.19% +1,056 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,590 $656K 0.1% +2,170 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,516 $651K 0.08% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,418 $644K 0.1% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,220 $630K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,154 $626K 0.02% -4,146 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,143 $625K 0.16% -2,973 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,137 $625K 0.04% +3,200 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,125 $624K 0.03% +1,019 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 8,907 $609K 0.58% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,832 $604K -1,165 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,773 $600K 0.01% -36 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,698 $595K 0.23% -1,431 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 8,188 $591K 0.09% +4,547 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 8,648 $591K 0.36% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,596 $589K <0.01% +4,216 13F-HR Timeline Group MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 8,585 $587K 0.18% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 8,567 $586K 0.26% -6 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,560 $585K 0.09% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,551 $585K <0.01% +296 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,539 $584K 0.04% +13 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,521 $582K 0.03% new 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 8,500 $581K 0.05% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 8,775 $574K 0.22% -4,956 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,675 $570K 0.07% +2,190 13F-HR Timeline Galaxy Group Investments LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Group Investments LLC 8,335 $570K 0.08% 0 13F-HR/A Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 8,330 $569K <0.01% 0 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,307 $568K 0.01% +268 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,284 $566K 0.12% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 8,274 $566K 0.32% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,270 $565K <0.01% +106 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,233 $563K 0.01% -3,014 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,225 $562K 0.01% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 8,225 $562K 0.34% -275 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 8,142 $557K 0.11% -230 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,080 $552K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,020 $548K <0.01% -740 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 8,009 $547K 0.12% -4,846 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,945 $543K 0.02% +4,405 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,912 $541K 0.07% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,893 $540K 0.01% +3,234 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,876 $538K 0.01% -872 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,876 $538K <0.01% -7,265 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,861 $537K 0.04% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,834 $536K 0.04% -1,000 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,809 $534K <0.01% +109 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,800 $533K 0.02% -10,450 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 7,765 $531K 0.01% +1,200 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,710 $527K 0.02% +140 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,705 $527K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,677 $525K 0.01% +2,864 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,655 $523K 0.44% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,642 $522K 0.06% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,283 $521K 0.01% +78 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,565 $517K 0.02% -5,930 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,524 $514K 0.03% -187 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,514 $514K 0.05% +3,757 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 7,462 $510K 0.28% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,442 $509K 0.01% +1,726 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,346 $502K <0.01% -7,685 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,305 $499K 0.01% +100 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,195 $492K <0.01% +591 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,151 $489K 0.04% +5,820 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,082 $484K 0.21% +260 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,079 $484K 0.09% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,065 $483K 0.01% -215 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,051 $482K 0.01% -1,420 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,032 $481K 0.03% +1,536 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,950 $475K 0.3% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,872 $470K 0.04% -187 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,584 $469K 0.01% -2,578 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,823 $466K <0.01% -13,328 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,823 $466K 0.17% -100 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,731 $460K 0.03% +860 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 6,724 $460K 0.22% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 6,647 $454K 0.3% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,642 $454K 0.01% -2,674 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,582 $450K <0.01% +253 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,548 $448K 0.11% -2,820 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,531 $446K 0.01% +215 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 6,531 $446K 0.13% -3,071 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 6,500 $444K 0.35% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,488 $444K <0.01% +5,692 13F-HR/A Timeline Group Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,400 $438K 0.24% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,399 $437K 0.09% -674 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,387 $437K 0.2% 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 6,373 $436K 0.13% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,348 $434K <0.01% -1,148 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,345 $434K 0.03% +120 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,330 $433K 0.15% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,325 $432K 0.2% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,266 $428K 0.03% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,250 $427K 0.01% 0 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 6,240 $427K 0.29% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,239 $426K 0.28% -2,781 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,205 $424K 0.04% +215 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,740 $423K 0.05% +115 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6,170 $422K 0.18% +10 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 6,157 $421K 0.13% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,146 $420K 0.01% -2,569 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,124 $419K 0.01% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 6,115 $418K 0.2% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 6,113 $418K 0.43% 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 6,073 $415K 0.02% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,055 $414K 0.03% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,050 $414K <0.01% -3,000 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 6,000 $410K 0.22% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,945 $406K 0.02% -118 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,891 $403K 0.26% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,856 $400K 0.05% -70 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,845 $400K 0.08% -723 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,749 $393K 0.05% -1,608 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,735 $392K 0.02% +1,000 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,734 $392K 0.04% -439 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,699 $390K <0.01% +1,260 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,645 $386K 0.02% -333 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,609 $383K <0.01% -687 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,568 $381K 0.1% -204 13F-HR Timeline