D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,343 $857K 0.2% +563 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,266 $850K 0.01% +1,908 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 9,221 $846K 0.09% -3,255 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 9,196 $844K 0.01% -9,564 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,191 $843K 0.03% +2,498 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 9,191 $843K 0.4% new 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 9,140 $839K 0.47% +1 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 11,180 $839K 0.24% +6,878 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,859 $838K 0.1% 0 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 9,114 $836K 0.53% -390 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,076 $833K 0.12% -472 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 9,075 $833K 0.02% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,036 $829K 0.01% +66 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,000 $826K 0.05% -100 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,988 $825K 0.01% +502 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,982 $824K 0.03% -183 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,981 $824K 0.11% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,949 $821K 0.02% +2,063 13F-HR/A Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8,926 $819K 0.34% -1,028 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,922 $819K 0.07% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,907 $817K 0.06% +900 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8,855 $812K 0.03% +1,664 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 8,789 $807K 0.1% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,713 $800K 0.06% +1,924 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,708 $799K 0.06% -2,079 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 8,670 $796K 0.29% -52 13F-HR/A Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 9,165 $785K <0.01% +500 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,541 $784K 0.21% -600 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,522 $782K 0.24% -3,230 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,506 $781K 0.19% +1,300 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,500 $780K 0.45% -11 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 8,483 $778K 0.18% -30,443 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 8,450 $775K 0.27% -502 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,412 $772K 0.37% +476 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,383 $769K 0.03% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,370 $768K 0.11% -1,130 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,313 $763K 0.04% -243 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 7,747 $762K 0.43% +145 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,268 $759K 0.03% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8,260 $758K 0.6% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 7,706 $758K 0.1% 0 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 8,240 $756K 0.33% -3,000 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 8,210 $753K 0.18% -1,057 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,204 $753K 0.22% -5,904 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 8,192 $752K 0.24% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,186 $751K 0.04% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 8,178 $750K 0.74% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 8,157 $749K 0.12% -129 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,146 $748K 0.28% +296 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,141 $747K 0.12% new 13F-HR Timeline Group Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 8,043 $738K 0.61% +1,733 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,985 $732K 0.34% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,909 $726K 0.02% +995 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 7,550 $693K 0.1% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 7,530 $691K 0.17% +3,275 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,507 $689K 0.01% +4,407 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 7,500 $688K 1.61% +1,000 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 7,500 $688K 0.53% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,832 $685K 0.01% +1,910 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,459 $684K 0.25% +798 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 7,455 $684K 0.76% -1,427 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 7,380 $677K 0.63% -11,830 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,360 $675K <0.01% +1,752 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,312 $671K 0.07% +133 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 7,296 $670K 0.24% +14 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 7,255 $666K 0.5% -1,421 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 7,227 $663K 0.1% -1,630 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 7,223 $663K 0.08% -1,000 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,170 $658K 0.02% -1,630 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,160 $657K 0.46% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 7,100 $652K 0.12% +7,000 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,077 $649K 0.05% -4,903 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,034 $646K 0.31% -450 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 7,000 $642K 0.54% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,955 $638K 0.07% +1,049 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,947 $638K 0.05% +5 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 6,860 $630K 0.5% -119 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 6,825 $626K 0.3% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 6,815 $625K 0.05% +1,225 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,801 $624K 0.48% -18,066 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,792 $623K 0.15% +206 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,297 $622K 0.27% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,720 $617K 0.01% +1,773 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,713 $616K 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,672 $612K 0.01% -4,485 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 6,661 $611K 0.4% +715 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,630 $608K -3,599 Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,623 $608K 0.05% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,607 $606K new Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,578 $604K 0.04% -3,389 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 6,576 $603K 0.25% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,475 $594K 0.01% new 13F-HR/A Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 6,467 $593K 0.57% +3,583 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 6,430 $590K 0.23% +10 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 6,424 $590K 0.34% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,342 $582K 0.02% -1,425 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,321 $580K <0.01% -1,185 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,304 $578K 0.05% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,286 $577K 0.1% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,257 $574K <0.01% 0 13F-HR Timeline Group Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 6,249 $573K 0.56% -153 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,212 $570K 0.39% -2,626 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 6,177 $567K 0.35% +239 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. 6,145 $564K 0.01% new 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,050 $555K 0.17% -50 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,009 $551K 0.01% -200 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 6,007 $551K 0.26% -16,527 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,980 $549K 0.22% +2,522 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,977 $548K 0.29% +580 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,976 $548K 0.06% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,954 $546K 0.28% -3,355 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,932 $544K 0.01% -2,219 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,900 $541K 0.04% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,826 $535K 0.13% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,818 $534K 0.08% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,031 $533K 0.29% -373 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 5,800 $532K <0.01% +1,000 13F-HR Timeline Group Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 5,750 $528K 0.01% -9,750 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 5,727 $526K 0.13% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,716 $525K 0.01% +688 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,700 $523K 0.02% -1,000 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,673 $521K 0.09% -280 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,628 $516K -771 Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,627 $516K 0.26% -1,010 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,621 $515K 0.03% -21,607 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5,588 $513K 0.29% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 5,560 $510K 0.07% +3,160 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,549 $509K 0.06% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,468 $502K 0.02% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,450 $500K 0.46% +50 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,447 $500K 0.05% -300 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,435 $499K 0.22% -787 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,416 $497K 0.09% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,399 $495K 0.02% +710 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,365 $492K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,278 $484K 0.02% -2,512 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,278 $484K 0.04% +38 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 5,512 $480K 0.2% -3,178 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,232 $480K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,215 $479K 0.08% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,210 $478K 0.07% +899 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,201 $478K 0.11% -833 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,178 $475K 0.01% +24 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,144 $472K 0.03% +1,930 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,132 $470K 0.03% +390 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,112 $469K 0.06% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,108 $469K 0.02% +420 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,108 $469K 0.13% +1,410 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,095 $468K 0.04% +675 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,065 $465K 0.17% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,050 $463K 0.03% -470 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,011 $460K <0.01% -3,662 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 5,000 $459K 0.17% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,000 $459K 0.03% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 4,765 $457K 0.26% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,941 $453K 0.06% +245 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 4,940 $453K 0.13% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,850 $445K 0.05% +300 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,828 $443K 0.08% +430 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,814 $442K 0.06% -365 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,809 $441K 0.06% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 4,791 $440K 0.41% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,787 $439K 0.01% -4 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,785 $439K 0.28% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,771 $438K 0.16% -310 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,735 $435K 0.07% +1,009 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,735 $435K 0.03% +67 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,574 $420K 0.03% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,565 $419K 0.01% +200 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,529 $416K 0.06% +332 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 4,518 $415K 0.28% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,508 $414K 0.04% -335 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,459 $409K 0.01% +41 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,430 $407K 0.11% -1,405 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. 4,430 $407K 0.01% -650 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,429 $406K 0.23% +727 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,422 $406K 0.03% 0 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 4,413 $405K 0.15% +1,112 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,409 $405K 0.14% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 5,330 $404K 0.22% 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,385 $402K 0.13% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,357 $400K 0.1% -97 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,354 $400K 0.08% +1,080 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,285 $393K 0.01% -130 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,280 $393K 0.03% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,268 $392K 0.03% -1,100 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,192 $385K 0.03% -963 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,187 $384K 0.25% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,169 $383K <0.01% +115 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,134 $379K 0.01% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,129 $379K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,100 $376K 0.07% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,095 $376K 0.1% -84,687 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,072 $374K <0.01% -1,562 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,031 $370K 0.05% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,014 $368K 0.17% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,736 $367K 0.02% +85 13F-HR/A Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,000 $367K 0.11% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 4,000 $367K 0.05% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,000 $367K 0.15% 0 13F-HR/A Timeline