ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,451 $380K 0.1% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,554 $380K 0.05% -141 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 5,490 $375K 0.38% 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. 5,457 $373K 0.01% -202 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 5,454 $373K 0.04% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,452 $373K 0.03% +33 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,451 $373K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,426 $371K 0.02% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,376 $368K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,361 $367K 0.01% +323 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,300 $362K 0.02% +80 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,258 $359K 0.03% +532 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 5,249 $359K 0.22% -728 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 5,234 $358K 0.08% -1,000 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,233 $358K 0.02% +2,398 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,190 $355K 0.09% -1,102 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,182 $354K 0.06% -25,590 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,176 $354K 0.02% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,125 $350K 0.05% -5 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,116 $350K 0.03% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 5,050 $345K 0.22% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,036 $344K 0.02% -200 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 5,000 $342K 0.1% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,000 $342K 0.07% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,962 $339K <0.01% -499 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,120 $333K 0.13% -113 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,836 $331K <0.01% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,831 $330K 0.01% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,813 $329K 0.03% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,809 $329K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,789 $327K 0.02% +273 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,785 $327K 0.01% +140 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,756 $325K 0.04% +1 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 4,710 $322K 0.13% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,695 $321K 0.02% +725 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,684 $320K <0.01% +950 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,665 $319K 0.09% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,636 $317K <0.01% -673 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,608 $315K 0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,588 $314K 0.01% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,575 $313K 0.03% +27 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,555 $311K 0.08% 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 4,550 $311K 0.18% 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,538 $310K 0.05% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,520 $309K 0.03% 0 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,504 $308K 0.12% -800 13F-HR/A Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,464 $305K 0.08% -1,400 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,424 $302K 0.11% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,388 $300K 0.05% -1,472 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,337 $296K 0.09% +125 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,311 $295K <0.01% -300 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 4,301 $294K 0.18% -292 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,284 $293K 0.05% +200 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,274 $292K 0.07% +1,450 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,250 $291K 0.11% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,246 $290K 0.02% +250 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,243 $290K 0.05% +81 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,205 $287K 0.09% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,200 $287K 0.02% -1,600 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,060 $278K 0.09% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,057 $277K 0.07% -147 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,046 $277K 0.02% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,041 $276K 0.07% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,038 $276K 0.12% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,033 $276K 0.15% +6 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,992 $273K 0.01% +598 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,904 $273K 0.04% -15 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,957 $271K 0.06% +7 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,910 $268K 0.02% +220 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 3,837 $262K 0.04% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,819 $261K 0.01% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,817 $261K 0.06% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,802 $260K 0.01% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,785 $259K 0.4% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,774 $258K 0.08% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,750 $256K 0.01% 0 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,740 $256K 0.06% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,735 $255K 0.04% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,729 $255K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,722 $254K 0.03% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,722 $254K 0.07% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,721 $254K 0.05% -879 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,722 $254K 0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,715 $254K 0.02% -115 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,700 $253K 0.01% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,700 $253K 0.07% +800 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,688 $252K 0.03% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 3,558 $251K 0.19% +13 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,657 $250K 0.07% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,647 $249K 0.11% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,640 $249K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,594 $246K 0.02% +442 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,180 $243K 0.09% -93 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,555 $243K 0.01% +369 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,538 $242K 0.16% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,527 $241K <0.01% -203 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,231 $241K 0.01% -2,613 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,192 $240K 0.11% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,503 $239K 0.03% -20 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,495 $239K 0.04% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,494 $239K 0.11% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,420 $234K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 3,390 $232K 0.23% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,300 $231K 0.09% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,365 $230K 0.14% +87 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,358 $230K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,357 $230K <0.01% -326 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,348 $229K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,340 $228K 0.03% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,321 $227K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,315 $227K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,310 $226K 0.01% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,295 $225K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,285 $225K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,275 $224K 0.02% -260 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,264 $223K 0.03% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,254 $222K 0.07% -954 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,234 $221K <0.01% +1,130 13F-HR/A Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,213 $220K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,210 $219K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,204 $219K <0.01% -209 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,185 $218K 0.06% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,182 $218K 0.08% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,167 $216K 0.02% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,164 $216K 0.01% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,149 $215K 0.01% +237 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,148 $215K 0.04% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,144 $215K 0.03% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,138 $215K 0.02% +50 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,131 $214K 0.06% -318 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 3,121 $213K 0.16% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,107 $212K 0.03% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,106 $212K 0.11% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,067 $210K 0.02% 0 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,065 $210K 0.02% -500 13F-HR Timeline Group Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 3,064 $209K 0.19% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,044 $208K 0.02% +248 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,044 $208K 0.16% +400 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,033 $207K 0.01% 0 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,033 $207K 0.03% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,992 $205K <0.01% +64 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,983 $204K 0.03% -511 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,980 $204K 0.24% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,972 $203K <0.01% 0 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,970 $203K 0.21% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,969 $203K 0.07% 0 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,961 $202K 0.17% 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,959 $202K 0.05% -1,385 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,950 $202K <0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,950 $202K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,847 $195K 0.02% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,777 $190K <0.01% 0 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,703 $185K <0.01% +266 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,620 $179K <0.01% +105 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,467 $169K 0.04% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,399 $164K 0.03% -107 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,184 $158K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,246 $154K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,195 $150K 0.04% +1,925 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,184 $149K 0.07% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,914 $149K 0.12% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,168 $148K 0.04% -161 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,145 $147K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,097 $143K 0.05% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,003 $137K 0.09% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,910 $131K 0 Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,896 $130K 0.04% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,835 $125K 0.06% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,823 $124K 0.02% +367 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,805 $123K 0.05% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,648 $113K <0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,600 $109K 0.07% -400 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,512 $103K 0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,500 $103K <0.01% 0 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,493 $102K 0.08% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,450 $99.1K 0.07% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,418 $96.9K 0.01% -2,022 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,417 $96.9K 0.03% 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,890 $96.5K 0.13% +400 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,387 $94.8K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,352 $92.4K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,322 $90.4K <0.01% +618 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,302 $89K 0.05% -128 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,300 $88.9K <0.01% 0 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,239 $84.7K 0.04% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,183 $80.9K 0.03% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,274 $80.8K 0.03% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,171 $80K <0.01% -4,253 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,141 $78K 0.01% 0 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,115 $76.5K 0.02% -1,557 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,114 $76.2K 0.07% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,067 $72.9K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,049 $71.7K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,044 $71.4K <0.01% +154 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,006 $68.8K 0.02% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,000 $68.4K 0.07% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 986 $67.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 980 $67K 0.01% -200 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 971 $66.4K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 950 $64.9K <0.01% 0 13F-HR Timeline