Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,568 $1.77M 0.04% +1,514 13F-HR/A Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 14,431 $1.75M 0.18% +111 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,312 $1.74M -159 Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,116 $1.71M 0.04% +423 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,077 $1.71M 0.02% +406 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,848 $1.68M 0.14% -207 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 13,526 $1.64M 0.37% +678 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,498 $1.64M 0.01% +2,433 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,349 $1.62M 0.42% +198 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,963 $1.57M 0.05% -507 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 12,880 $1.56M 1.42% -1,000 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 12,315 $1.49M 0.12% +1,666 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 12,125 $1.47M 0.24% -689 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,901 $1.45M 0.12% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11,741 $1.43M 0.04% -518 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,713 $1.42M 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,704 $1.42M 0.11% -1,254 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,666 $1.42M <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,522 $1.4M <0.01% 0 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 11,352 $1.38M 0.08% -150 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 11,106 $1.35M 0.14% +4,317 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 11,061 $1.34M 0.71% -3,356 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 10,935 $1.33M 0.56% +208 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,693 $1.33M 0.02% +67 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,931 $1.33M 0.1% +947 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 10,687 $1.3M 0.22% new 13F-HR Timeline American Trust More: the full row for American Trust 10,671 $1.3M 0.12% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,563 $1.28M 0.08% +7,079 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,423 $1.27M 0.24% +24 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,423 $1.26M <0.01% +1,266 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 10,088 $1.24M 0.16% -407 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,797 $1.19M 0.01% +222 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,790 $1.19M 0.95% -144 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,778 $1.19M <0.01% +85 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,704 $1.18M 0.03% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,656 $1.17M 0.96% +359 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,602 $1.17M 0.99% +1,115 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,890 $1.1M 0.02% +729 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,055 $1.1M 0.01% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,362 $1.01M 0.11% -245 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,042 $1M 0.04% -395 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,000 $971K <0.01% -6,144 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,960 $966K 0.07% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,666 $930K +1,474 Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 7,627 $926K <0.01% -327 13F-HR Timeline Group Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 7,442 $910K 0.35% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,308 $909K 0.08% +155 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,449 $904K <0.01% -56 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,445 $904K 0.2% -3 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,441 $903K 0.09% -519 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,075 $859K 0.21% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,913 $839K 0.48% 0 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 6,819 $828K 0.14% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,787 $824K 0.04% -1,392 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,777 $823K <0.01% +90 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,770 $822K 0.08% +698 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,749 $820K 0.43% +14 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,734 $817K 0.05% +811 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,485 $787K 0.04% +91 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,029 $783K 0.13% +458 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,449 $783K 0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,324 $768K 0.02% -10,398 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,270 $761K 0.04% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,252 $759K <0.01% -888 13F-HR/A Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,179 $750K 0.07% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,146 $746K 0.01% +981 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,126 $744K 0.02% +2,764 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,100 $740K 0.05% +3,649 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,993 $727K 0.02% +394 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,815 $706K 0.01% +249 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,749 $698K 0.23% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,744 $697K 0.56% -1,670 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,593 $679K <0.01% +720 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,529 $671K 0.03% +8 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,434 $660K 0.38% +881 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,394 $655K 0.26% -426 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,378 $653K 0.05% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,343 $649K 0.25% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,337 $648K 0.19% -20 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,241 $636K 0.01% +30 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,187 $630K 0.01% +331 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,135 $623K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,129 $623K 0.02% -83 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,127 $622K 0.03% -73 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,040 $611K +1,929 Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,000 $607K 0.02% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 5,000 $607K 0.2% -2,602 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,940 $600K 0.08% +1,151 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,929 $598K 0.77% +2,515 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,853 $589K 0.05% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,742 $576K 0.06% +20 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,731 $574K 0.05% -2 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,727 $574K 0.38% +1 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,652 $565K 0.21% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,613 $560K 0.01% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,600 $558K <0.01% +2,100 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,506 $547K <0.01% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,330 $526K 0.16% 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,308 $523K 0.01% +120 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,305 $523K 0.01% +355 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,304 $522K 0.34% -475 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,280 $520K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,268 $518K 0.01% new 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,239 $515K 0.36% -28 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,221 $512K 0.05% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,118 $511K 0.03% +73 13F-HR/A Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,193 $509K 0.11% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,063 $508K 0.14% +404 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,172 $506K 0.01% -1,244 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,061 $493K <0.01% +3,142 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 3,960 $481K 0.08% -16,718 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,935 $478K 0.08% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,923 $476K 0.12% +406 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,905 $474K 0.02% -2,115 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,900 $473K <0.01% +1,245 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 3,883 $471K 0.19% +1,087 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,878 $471K 0.13% -220 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,861 $469K 0.07% -901 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,743 $468K 0.01% -57 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,851 $467K 0.21% -872 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,827 $465K 0.01% +1 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,819 $464K 0.09% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,784 $459K 0.05% +278 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,761 $457K 0.09% -1,070 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,741 $454K 0.01% +103 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,735 $453K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,648 $443K 0.01% 0 13F-HR/A Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,646 $443K 0.28% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,632 $441K 0.01% new 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,623 $440K 0.15% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,614 $439K 0.03% -571 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,612 $438K 0.08% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,595 $436K -757 Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,571 $433K 0.09% -2,036 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,570 $433K <0.01% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,564 $433K 0.04% -744 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,538 $429K 0.05% +1,408 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,535 $429K 0.12% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,523 $428K 0.1% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,500 $425K 0.08% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,442 $417K 0.06% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,429 $416K <0.01% new 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 3,737 $411K 0.05% -625 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,371 $409K 0.14% +1,774 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,343 $406K <0.01% -399 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,246 $394K 0.01% -5,781 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,225 $391K <0.01% +741 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,196 $388K 0.05% +250 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,140 $381K <0.01% +231 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,085 $374K 0.03% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,982 $364K 0.1% -188 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,000 $364K 0.2% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,910 $353K 0.01% -403 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,895 $351K 0.01% +2 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 2,894 $351K 0.12% -349,556 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,870 $348K <0.01% +209 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 2,853 $346K 0.17% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,800 $340K 0.19% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,743 $333K 0.08% -25 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,740 $333K 0.01% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,731 $331K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,699 $328K 0.02% +62 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,640 $320K 0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,618 $318K 0.14% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,609 $317K 0.04% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,584 $314K <0.01% -983 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,584 $314K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,531 $307K 0.01% -487 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,501 $304K <0.01% +188 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,466 $299K 0.29% -487 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,400 $291K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,398 $291K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,360 $286K 0.03% +2 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,335 $283K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,289 $278K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,268 $275K 0.02% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,255 $274K 0.07% +6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,239 $272K 0.01% -1,282 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,237 $272K 0.05% +6 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,216 $269K 0.14% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 165 $268K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,191 $266K 0.02% +1 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,180 $265K <0.01% -31 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,166 $263K 0.17% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,143 $260K 0.01% -39 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 2,012 $247K 0.11% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,030 $246K 0.07% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,986 $243K 0.01% -1 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,000 $243K 0.03% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,000 $243K <0.01% 0 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $243K 0.18% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,977 $240K 0.01% +1 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,964 $238K 0.01% -469 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,962 $238K 0.01% +460 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,943 $236K <0.01% -101 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 1,941 $236K 0.01% -17 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,936 $235K 0.01% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,904 $231K 0.08% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,897 $231K <0.01% 0 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,896 $230K 0.06% new 13F-HR Timeline