Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,505 $1.02M <0.01% +537 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 8,474 $1.02M 0.6% +986 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 8,335 $1M 0.18% -1,215 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,303 $997K 0.04% +3,267 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 8,298 $996K 0.21% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,198 $984K 0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,101 $972K <0.01% -3,687 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 8,097 $972K 0.05% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,000 $960K 0.02% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,877 $946K 0.08% +202 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,363 $925K <0.01% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,399 $888K 0.05% -4,744 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 7,375 $885K 0.28% -5,273 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,343 $881K <0.01% -54 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,327 $879K 0.02% -6,459 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,134 $856K 0.01% +961 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,115 $854K <0.01% +541 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,070 $849K 0.02% -4,878 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,908 $829K 0.01% +563 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,864 $824K 0.02% +2,158 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,776 $813K 0.17% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,591 $791K 0.06% -253 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,558 $787K 0.02% +2 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,477 $777K 0.06% +140 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 6,368 $764K 0.57% +89 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,361 $764K 0.02% -4,339 13F-HR/A Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,329 $760K 0.01% -15,000 13F-HR Timeline Group O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 6,300 $756K 0.21% -700 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 6,290 $755K 0.23% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,277 $753K 0.06% -201 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,177 $741K 0.04% -353 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 6,100 $732K 0.02% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,077 $729K 0.32% +69 13F-HR/A Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 6,020 $723K 0.62% -115 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 5,863 $704K <0.01% +1,074 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,808 $697K 0.01% -328 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,556 $667K 0.01% -5,065 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,428 $652K 0.02% -331 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,418 $650K 0.01% -1,395 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,318 $638K <0.01% +249 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,300 $636K 0.06% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,294 $636K 0.01% +502 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,249 $630K <0.01% new 13F-HR Timeline Group MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 5,224 $627K 0.55% -850 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 5,115 $614K 0.11% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,094 $611K <0.01% -562 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,065 $608K 0.01% +415 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,043 $605K 0.02% +186 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,025 $603K 0.04% -200 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,996 $600K <0.01% -1,672 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,955 $595K 0.02% -477 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,943 $593K 0.3% -140 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,924 $591K 0.05% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,893 $587K <0.01% -500 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,675 $586K 0.12% -900 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,860 $583K 0.08% 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,827 $579K <0.01% +1,332 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,800 $576K 0.01% -800 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,800 $576K 0.09% -800 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,640 $557K 0.01% -1,493 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,615 $554K <0.01% -2,580 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,613 $554K <0.01% +758 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,569 $548K 0.01% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,545 $546K 0.27% -115 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 4,541 $545K 0.41% -370 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 4,512 $542K 0.59% +19 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 4,403 $539K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,273 $535K <0.01% +3,772 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 4,090 $531K 0.46% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 4,400 $528K 0.03% 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,001 $512K 0.29% +1,400 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 4,058 $487K 0.4% -4,236 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 4,044 $485K 0.01% -1,386 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 4,023 $483K 0.01% +1,441 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,959 $475K 0.06% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,907 $469K 0.29% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,831 $460K 0.01% -3,728 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,782 $454K 0.01% new 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,750 $450K 0.04% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,732 $447K 0.05% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 3,706 $445K 0.28% +32 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,639 $437K <0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,591 $431K 0.01% +150 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,579 $430K 0.01% 0 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,522 $423K <0.01% +1,000 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,487 $419K 0.06% -74 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,477 $417K 0.35% +1,679 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,452 $414K 0.03% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,387 $407K 0.11% +100 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,370 $405K 0.03% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,360 $403K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,315 $398K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,252 $397K <0.01% -3,708 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,300 $396K 0.03% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 3,202 $384K 0.4% +1,072 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,178 $381K <0.01% -4,178 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 3,174 $381K 0.14% -293 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,125 $375K 0.02% -425 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,088 $371K 0.01% +55 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,065 $368K <0.01% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,063 $368K <0.01% +200 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,000 $360K 0.03% 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,000 $360K <0.01% 0 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,000 $360K 0.12% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,933 $352K 0.01% +1,050 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,841 $341K 0.01% new 13F-HR/A Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 2,754 $331K 0.06% +470 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,750 $330K 0.02% -1,000 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,725 $327K <0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,699 $324K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,691 $323K 0.19% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,604 $313K 0.01% -53,710 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,530 $304K 0.02% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,524 $303K 0.08% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,509 $301K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,500 $300K 0.05% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,509 $292K 0.05% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,317 $291K 0.01% +124 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,394 $287K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,385 $286K 0.03% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,370 $284K <0.01% -247 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for CIBC Bancorp USA Inc. 1,591 $251K <0.01% 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,074 $249K 0.01% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 2,002 $240K 0.01% -3,136 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,000 $240K 0.56% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,982 $238K 0.02% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,963 $236K 0.18% -3 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,939 $233K 0.13% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,930 $232K 0.04% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,924 $231K 0.02% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,900 $228K 0.07% +200 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,894 $227K 0.03% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,875 $225K 0.03% -2,244 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,870 $224K 0.02% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,864 $224K 0.02% +27 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,919 $223K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,837 $221K <0.01% -487 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. 1,828 $219K <0.01% -1,925 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,823 $219K <0.01% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 1,786 $214K 0.18% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,776 $213K 0.04% -70 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,764 $212K 0.02% 0 13F-HR Timeline Group Bridgewater Advisors Inc. 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More: the full row for Shoker Investment Counsel, Inc. 1,727 $207K 0.06% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,713 $206K <0.01% new 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 1,710 $205K <0.01% -63 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 3,035 $205K 0.02% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,708 $205K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,639 $197K 0.01% -24 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,505 $189K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,550 $175K <0.01% +300 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,402 $168K 0.1% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,401 $168K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,338 $161K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,309 $157K 0.04% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,280 $154K <0.01% -250 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,219 $146K 0.12% +110 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 684 $142K 0.03% +557 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,139 $137K <0.01% -5 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,001 $120K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 967 $116K <0.01% -22 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 930 $112K 0.01% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 902 $108K 0.03% -1,142 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 881 $106K 0.06% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 877 $105K 0.06% -1,052 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 837 $100K <0.01% new 13F-HR/A Timeline Sunbelt Securities, Inc. 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More: the full row for IMA Advisory Services, Inc. 594 $71.3K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 534 $64K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 519 $62.3K <0.01% +310 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 500 $60K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $60K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 500 $60K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 500 $60K 0 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 453 $54.4K <0.01% +3 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 450 $54K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 442 $53.1K <0.01% +25 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 414 $49.8K <0.01% new 13F-HR Timeline Group