LRI Investments, LLC More: the full row for LRI Investments, LLC 712 $133K 0.01% -290 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 700 $130K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 658 $116K 0.02% +132 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 622 $116K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 604 $112K 0.02% -1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 600 $112K 0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $112K 0.03% -500 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 600 $112K 0.03% +40 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 566 $105K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 552 $103K 0.02% new 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 550 $102K 0.06% +13 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 475 $88.4K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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LLC 429 $80K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 428 $79.7K 0.04% -198 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 424 $79K 0.01% +7 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 408 $75.9K <0.01% +50 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 403 $75K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 395 $73.5K 0.01% -61 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 387 $71.9K +41 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 358 $66.6K 0.01% +25 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 357 $66K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 347 $64.6K 0.01% +333 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 343 $63.8K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 342 $63.7K 0.01% +9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 341 $63.5K 0.05% -161 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 330 $61.4K <0.01% -38 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 325 $60.5K 0.03% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 321 $59.7K <0.01% +104 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 321 $59K 0.01% +66 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 314 $58.4K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 309 $58K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 306 $57K 0.02% +27 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 300 $55.8K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 308 $55.7K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for GABLES CAPITAL MANAGEMENT INC. 220 $40.9K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 226 $40.6K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 213 $39.6K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 212 $39.4K 0.01% +107 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 208 $38.7K <0.01% new 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 200 $37.2K 0.03% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 200 $37.2K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 197 $37K 0.02% -58 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 198 $36K <0.01% +162 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 191 $36K <0.01% -39 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 191 $35.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 174 $32.4K <0.01% -28 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 171 $31.8K 0.02% +3 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 170 $31.6K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 167 $31.1K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 166 $30.9K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 166 $30.9K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 165 $30.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 174 $30.6K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 163 $30.3K 0.01% -19 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 24 $4.47K <0.01% -11 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 23 $4.34K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 23 $4.28K <0.01% +6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 23 $4.28K <0.01% +7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $4.09K <0.01% -56 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 21 $3.95K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 21 $3.92K <0.01% -5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $3.91K <0.01% +5 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 18 $3.35K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 18 $3.28K <0.01% -13 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $3.17K <0.01% +13 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 16 $3.11K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 16 $2.98K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 16 $2.98K <0.01% +6 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 15 $2.79K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 14 $2.61K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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WEALTH MANAGEMENT LLC 4 $745 <0.01% +2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4 $745 <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $637 <0.01% -20 13F-HR Timeline Blume Capital Management, Inc. 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Allen Investments, LLC 1 $186 <0.01% -9 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $186 <0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 0 $17 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.