Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,020 $303K 0.03% +60 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,018 $303K 0.02% -250 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,014 $303K 0.12% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,000 $302K 0.02% 0 13F-HR Timeline Group Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,000 $302K 0.79% -3,500 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,000 $302K 0.08% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,948 $298K 0.03% -560 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,944 $298K 0.12% +131 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,923 $296K 0.03% +3,564 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,909 $295K 0.02% -283 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,900 $294K 0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,888 $293K 0.01% +1,266 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,873 $292K 0.06% -54 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,856 $291K 0.03% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,852 $291K 0.17% -50 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,846 $290K 0.13% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,788 $286K 0.02% +564 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,785 $286K 0.08% -600 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,781 $285K 0.01% -74 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,750 $283K <0.01% -815 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,726 $281K 0.03% -1,386 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,724 $281K 0.01% -12 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,705 $280K <0.01% -217 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 3,702 $279K 0.25% +129 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,690 $278K 0.01% +100 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,687 $278K 0.01% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,686 $278K 0.05% -1,142 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,684 $278K 0.02% +498 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,625 $274K 0.04% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,623 $273K 0.07% -1,317 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,599 $272K 0.14% +1,077 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,595 $271K 0.11% -75 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,589 $271K 0.05% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,585 $271K 0.01% +283 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,577 $270K 0.01% +823 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,575 $270K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,557 $268K 0.01% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,551 $268K 0.14% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,540 $267K 0.17% +23 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,524 $266K 0.22% 0 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3,500 $264K 0.07% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,045 $264K 0.02% +1,964 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 3,495 $264K 0.01% 0 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,440 $262K 0.06% -7,740 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,464 $261K 0.08% -200 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,448 $260K 0.06% -446 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,442 $260K 0.12% -223 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,432 $259K 0.01% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,420 $258K 0.19% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,417 $258K 0.06% +20 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,413 $258K <0.01% +175 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,402 $257K <0.01% -643,400 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,397 $256K 0.11% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,368 $254K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,364 $254K <0.01% +938 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,360 $253K 0.08% -50 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,351 $253K 0.02% -49 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,344 $252K 0.09% -321 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 3,324 $251K 0.11% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,319 $250K 0.03% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,313 $250K 0.11% +20 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,313 $250K 0.08% -1,100 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,312 $250K 0.04% -250 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,312 $250K 0.12% -1,117 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,301 $249K 0.06% -225 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,300 $249K 0.16% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,282 $248K 0.01% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,270 $247K 0.04% -444 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,252 $245K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,245 $245K 0.02% +132 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,237 $244K 0.05% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,224 $243K 0.06% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,209 $242K 0.07% +1,350 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,180 $240K 0.19% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,175 $240K 0.08% -2,805 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,126 $236K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,110 $235K <0.01% -535 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,095 $234K 0.04% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,084 $233K 0.02% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 3,082 $233K 0.1% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,057 $232K 0.01% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,056 $231K 0.11% -45 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,055 $231K 0.11% -280 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,051 $230K 0.05% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,039 $229K 0.03% +86 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,036 $229K 0.03% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,032 $229K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,895 $227K 0.07% -25 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,014 $227K <0.01% +483 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,005 $227K 0.17% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,000 $226K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,000 $226K 0.07% -140 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,992 $226K 0.04% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,986 $225K 0.04% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,980 $225K 0.12% +50 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,978 $225K 0.21% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,965 $224K <0.01% -49 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,837 $223K 0.02% -400 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,956 $223K 0.02% -569 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,954 $223K 0.06% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,953 $223K 0.01% new 13F-HR/A Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,953 $223K 0.03% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,950 $223K 0.11% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,949 $223K 0.01% -448 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,915 $220K 0.06% 0 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,900 $219K 0.04% +400 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 2,898 $219K 0.04% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,880 $217K 0.01% -630 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,880 $217K 0.02% +343 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,876 $217K 0.02% +30 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,858 $216K 0.01% -24 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,847 $215K 0.01% -16,119 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,845 $214K 0.01% -55 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,830 $214K 0.03% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,826 $213K 0.03% +122 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,796 $211K <0.01% +1,325 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,792 $211K 0.01% -95 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,770 $209K 0.02% -706 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,767 $209K 0.11% -13,377 13F-HR Timeline Group Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 2,734 $206K 0.15% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,725 $206K 0.06% +400 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 2,678 $202K 0.13% -500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,668 $201K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,642 $199K 0.01% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,628 $198K -3,000 Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,610 $197K 0.01% -450 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,520 $190K 0.02% 0 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,547 $187K 0.12% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,492 $187K 0.02% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,463 $186K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,366 $179K 0.02% +108 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,349 $177K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,346 $177K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,330 $176K 0.03% +1,792 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,293 $173K 0.06% +252 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,287 $173K 0.07% +87 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,282 $172K 0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,250 $170K 0.08% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 2,211 $167K <0.01% -6,954 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,216 $167K 0.05% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,203 $166K 0.14% +2,200 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,150 $162K 0.02% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,000 $151K 0.01% 0 13F-HR Timeline L1 Global Manager Pty Ltd More: the full row for L1 Global Manager Pty Ltd 2,000 $151K 0.12% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,975 $149K 0.01% +104 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,900 $143K 0.05% -80 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,874 $141K 0.19% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,850 $140K 0.02% +1,100 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,776 $134K 0.02% 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,750 $132K 0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,750 $132K 0.07% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,646 $124K 0.04% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,596 $120K 0.03% +1,008 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 1,590 $120K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,558 $118K 0.06% -100 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,557 $117K <0.01% +507 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,535 $116K 0.08% -4,642 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,500 $113K 0.02% -250 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,500 $113K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,500 $113K 0.08% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,470 $111K <0.01% -17 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,442 $111K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 1,453 $110K 0.06% -46 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,442 $109K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,427 $108K 0.01% +127 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,425 $108K 0.01% +125 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,400 $106K 0.05% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 22,995 $104K 0.02% +2,644 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,370 $103K 0.01% +34 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,366 $103K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,353 $103K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,354 $102K <0.01% -262 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,277 $96.4K 0.01% +100 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,254 $94.6K 0.02% new 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,230 $92.8K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,209 $91K <0.01% +60 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,200 $90.5K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,186 $89.5K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,163 $87.7K 0.04% -700 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,150 $86.8K 0.04% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,100 $83K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,094 $82.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,086 $82K 0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $75.5K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,000 $75.5K 0.04% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 986 $74.4K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 914 $69K <0.01% -122 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 900 $67.9K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 876 $66.1K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 869 $65.6K <0.01% +225 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 815 $61.5K 0.02% +664 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 671 $61K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 800 $60.4K 0.05% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 774 $58.4K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 748 $56.4K 0.02% +100 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 736 $55.5K 0.06% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 735 $55.5K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 716 $54K 0.01% +560 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 700 $52.8K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 692 $52.2K 0.01% 0 13F-HR Timeline