Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,907 $318K 0.22% +26 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 6,800 $313K 0.19% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,786 $312K 0.02% -467 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,759 $311K <0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,733 $310K 0.12% +775 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,711 $309K <0.01% 0 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,695 $308K 0.01% -4,363 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,578 $302K 0.03% -99 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,561 $302K 0.03% new 13F-HR/A Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,531 $300K 0.03% -665 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,529 $300K 0.14% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,500 $299K 0.11% -175 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,497 $299K 0.02% -232 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,450 $296K 0.09% +106 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,433 $296K 0.03% 0 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 6,255 $295K 0.22% +430 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,421 $295K 0.08% -1,304 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,347 $292K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,283 $289K <0.01% -779 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,279 $289K 0.03% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,413 $288K 0.01% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 6,249 $287K 0.22% -125 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 6,200 $285K 0.07% -2,000 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,155 $283K <0.01% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,153 $283K 0.04% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,101 $282K 0.05% -53,449 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 6,102 $281K 0.04% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,018 $277K 0.11% -14,101 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 6,000 $276K 0.31% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 6,000 $276K 0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,000 $276K 0.02% -300 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 6,000 $276K 0.14% -13,000 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,000 $276K 0.06% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,854 $269K 0.03% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 5,850 $269K 0.09% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,826 $268K 0.08% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,826 $268K 0.08% new 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,734 $264K 0.19% -1,713 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,698 $262K 0.01% -18,000 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,678 $261K <0.01% -314 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,670 $261K 0.02% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,615 $258K 0.12% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,597 $257K 0.17% -13,968 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,558 $255K 0.01% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 5,535 $254K 0.25% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,521 $254K 0.01% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,500 $253K <0.01% new 13F-HR Timeline Group CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 5,500 $253K 0.15% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,500 $253K 0.05% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,488 $252K 0.07% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,468 $251K 0.01% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,466 $251K 0.03% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,550 $250K 0.24% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,416 $249K 0.08% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,399 $248K 0.03% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,365 $247K 0.02% 0 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5,364 $247K 0.14% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,335 $245K 0.02% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 5,332 $245K 0.17% -5,533 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,302 $244K <0.01% +4,984 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,259 $242K 0.01% -850 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,187 $238K <0.01% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,147 $237K 0.03% -1,900 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 5,133 $236K 0.03% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,100 $234K <0.01% 0 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 5,070 $233K 0.02% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,065 $233K 0.12% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,070 $232K 0.11% -220 13F-HR Timeline Rule One Partners, LLC More: the full row for Rule One Partners, LLC 5,001 $230K 0.19% -100,000 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 5,000 $230K 0.18% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 5,000 $230K 0.09% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,000 $230K 0.1% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,965 $228K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,923 $226K 0.07% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,900 $225K 0.25% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,858 $223K 0.09% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,844 $223K 0.24% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,825 $222K <0.01% -2,081 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,818 $221K 0.08% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,809 $221K 0.04% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,785 $220K 0.17% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,762 $219K 0.01% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,758 $219K 0.01% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,708 $216K 0.21% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,701 $216K 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,689 $216K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,683 $215K 0.02% -4,020 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,669 $215K 0.03% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,664 $214K 0.05% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,625 $213K 0.01% -2,990 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,625 $213K 0.04% new 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 4,620 $212K 0.1% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,583 $211K 0.03% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,563 $210K <0.01% -6,425 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 4,521 $208K 0.02% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,500 $207K <0.01% -12,500 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,498 $207K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,470 $205K 0.07% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,450 $205K 0.11% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,436 $204K <0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,405 $202K 0.01% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,391 $202K 0.01% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,365 $201K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,300 $198K 0.13% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,961 $197K <0.01% +735 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,255 $196K 0.03% +40 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,043 $186K 0.02% 0 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 3,906 $180K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,650 $178K 0.08% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,825 $176K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,600 $165K 0.03% 0 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,582 $165K 0.02% +126 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,546 $163K 0.02% -1,500 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,506 $161K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,268 $150K 0.01% -204 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,215 $148K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,035 $140K 0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,928 $135K 0.03% +440 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,861 $132K 0.05% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,860 $131K 0.01% -78 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,849 $131K 0.04% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 3,008 $130K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Friedenthal Financial More: the full row for Friedenthal Financial 2,747 $126K 0.08% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,696 $124K 0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,625 $121K 0.07% +2,325 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,520 $116K 0.02% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,500 $115K 0.05% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 2,455 $113K 0.01% -1,315 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,444 $112K 0.02% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,383 $110K 0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,346 $108K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,348 $108K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,333 $107K 0.09% +830 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 2,338 $107K <0.01% -1,800 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,361 $107K <0.01% -9,534 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,299 $106K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,200 $101K 0.06% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,194 $101K 0.01% +1,700 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,164 $99.5K <0.01% -44 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,989 $92K <0.01% 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,000 $91.9K 0.04% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,000 $91K <0.01% -4,350 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,958 $90K 0.01% -796 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,935 $89K 0.06% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,883 $86.6K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,787 $82.1K <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,756 $80.7K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,701 $78.2K 0.02% -152 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 1,670 $76.8K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,558 $71.6K 0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,533 $70.5K 0.04% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,529 $70.3K 0.05% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,521 $69.9K <0.01% -200 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,500 $69K <0.01% -3,000 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,485 $68.3K 0.03% +50 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,481 $68.1K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,415 $65K 0.02% +915 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,412 $64.9K <0.01% +276 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,391 $64K 0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,369 $62.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,350 $62.1K <0.01% +78 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,300 $59.8K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,300 $59.8K 0.01% -250 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,290 $59.3K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,207 $55.5K 0.02% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,206 $55.4K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,186 $54.5K 0.04% -31 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,075 $49.4K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,050 $48.3K <0.01% 0 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1,045 $48.1K 0.03% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,038 $47.7K 0.01% +441 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,025 $47.1K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,010 $46.4K 0.01% +250 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,000 $46K <0.01% -314,460 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,000 $46K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,000 $46K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 961 $44.2K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 946 $43.5K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 932 $42.8K <0.01% -1,619 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 930 $42.8K <0.01% +380 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 925 $42.5K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 928 $42.5K 0.05% -393 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 912 $41.9K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 900 $41.4K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 886 $40.7K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 800 $36.8K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 783 $36K <0.01% -65 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 750 $34.5K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 850 $34K 0.02% +100 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 735 $33.8K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 700 $32.2K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 700 $32.2K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 689 $31.7K 0.01% +251 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 678 $31.2K 0.02% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 674 $31K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 648 $29.7K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 645 $29.7K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 667 $26.5K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 574 $26.4K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 555 $25.5K 0.02% new 13F-HR Timeline