SWS Partners More: the full row for SWS Partners 17,978 $1.44M 0.31% +112 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 17,953 $1.44M 0.5% -113 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 17,840 $1.43M 0.13% -4,745 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 17,763 $1.42M 1.12% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 17,774 $1.42M 0.86% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,618 $1.41M +4,604 Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 17,600 $1.41M 0.1% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,352 $1.39M 0.03% +1,236 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 17,068 $1.36M 0.06% +7,207 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,953 $1.36M 0.18% -554 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. 16,880 $1.35M 0.02% +16,450 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 16,858 $1.35M 1% +2,308 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 16,856 $1.34M 0.11% -513 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 16,469 $1.32M 0.13% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,447 $1.32M 0.03% -1,383 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 16,421 $1.31M 0.03% -148 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,260 $1.3M 0.08% +2,281 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,064 $1.28M 0.05% +3,865 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 15,957 $1.28M 0.95% -650 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,899 $1.27M 0.21% +13,004 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,886 $1.27M 0.01% +142 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 15,850 $1.27M <0.01% -32,800 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 15,604 $1.25M 0.29% -964 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 15,553 $1.24M 0.34% +611 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 15,455 $1.24M 0.15% +382 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 15,365 $1.23M 0.32% +1,581 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,294 $1.22M 0.02% +8,837 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,289 $1.22M 0.37% -2,192 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 15,204 $1.22M 0.88% +2,304 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 15,180 $1.21M <0.01% +235 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 15,175 $1.21M 0.16% -740 13F-HR Timeline RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 15,000 $1.2M 1.07% new 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 14,993 $1.2M 0.41% 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 14,952 $1.2M 0.15% +1,833 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 14,835 $1.19M 0.61% +1,254 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 14,735 $1.18M 0.86% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,608 $1.17M <0.01% +4,906 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,521 $1.16M 0.13% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,460 $1.16M 0.01% -162 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,312 $1.14M 0.04% +132 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,190 $1.13M 0.22% +3,073 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 14,166 $1.13M 0.36% +20 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 14,086 $1.13M 0.34% +58 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,913 $1.11M 0.06% -569 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 13,802 $1.1M 0.26% +104 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 13,788 $1.1M 0.27% +1,885 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,768 $1.1M 0.07% -1,761 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 13,714 $1.1M 0.2% -13,523 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,706 $1.1M 0.04% +489 13F-HR Timeline NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 13,700 $1.1M 0.13% 0 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 13,600 $1.09M 0.73% -200 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 13,421 $1.07M 0.11% +365 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,403 $1.07M <0.01% +198 13F-HR Timeline Group Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 13,243 $1.06M 0.69% new 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 13,233 $1.06M 0.94% -651 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 13,224 $1.06M 6.1% +25 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,190 $1.05M 0.01% -17,958 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 13,156 $1.05M 0.27% +1,332 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,024 $1.04M 0.01% -150 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,018 $1.04M 0.05% +1,608 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,011 $1.04M 0.26% +225 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 13,000 $1.04M 0.46% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,990 $1.04M 0.02% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,933 $1.03M 0.02% +2,886 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,876 $1.03M 0.03% -21 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,875 $1.03M 0.05% +4,224 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,856 $1.03M 0.03% +234 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 12,848 $1.03M 0.08% +2,354 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 12,830 $1.03M 0.63% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 12,580 $1.01M 0.09% +76 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 12,566 $1M 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,540 $1M 0.08% +3,596 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 12,539 $1M 0.41% +3,861 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,429 $994K 0.03% +80 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,418 $993K 0.02% -41,236 13F-HR Timeline Group SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 12,363 $989K 0.04% -75,855 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,213 $977K 0.05% -701 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 12,035 $962K 0.61% +57 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 11,986 $959K 0.2% -2,522 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,962 $957K 0.02% +8,650 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,880 $951K 0.05% +2,416 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 11,909 $947K 0.07% +8,400 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,775 $942K 0.04% -1,059 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 11,763 $941K 0.18% +1,901 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 11,763 $941K 0.15% +1,901 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 11,649 $932K 0.73% -47 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,547 $923K 0.82% -307 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,463 $917K 0.03% -359 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,456 $916K 0.04% +2,379 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,444 $915K <0.01% +976 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,414 $913K 0.23% +22 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,368 $909K 0.06% +250 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,308 $904K 0.06% +5,011 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,275 $901K 0.01% +171 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 11,206 $896K 0.06% +3,814 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 11,131 $890K 0.22% -1,990 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,040 $883K 0.32% +2,540 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,998 $880K 0.15% +814 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,934 $874K 0.1% +276 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,710 $856K 0.04% +908 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 10,701 $856K 0.1% -13,964 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 10,637 $851K 0.4% -3,506 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,545 $843K 0.01% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 10,446 $835K 0.25% +2,941 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,235 $819K 0.01% 0 13F-HR Timeline Group Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 10,215 $817K 0.17% -14,865 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 10,190 $815K 0.08% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,170 $813K 0.07% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,210 $812K 0.02% +1 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,137 $811K 0.01% +1,891 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 10,120 $809K 0.75% -213 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 10,000 $800K 0.49% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,872 $789K <0.01% +3,574 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,835 $786K <0.01% -7,390 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,815 $785K <0.01% -12,682 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,767 $781K 0.03% -28,678 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,728 $778K 0.15% +7,926 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 9,685 $775K 0.07% +4,835 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 9,631 $770K 0.12% 0 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 9,452 $756K <0.01% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 9,440 $755K 0.12% -2,952 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,439 $755K 0.02% +139 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,427 $754K <0.01% new 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 9,412 $753K 0.73% -3,718 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,364 $749K 0.19% +557 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,327 $746K <0.01% +2,418 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,223 $738K 0.22% -1,687 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 9,167 $733K 0.06% -2,810 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,186 $732K <0.01% new 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,135 $731K 0.18% +336 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,095 $727K 0.11% +134 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,022 $721K 0.14% -3,024 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,010 $721K 0.02% +10 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 8,862 $709K 0.13% +204 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,832 $706K 0.57% -622 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,783 $702K 0.01% -6,031 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 8,762 $701K 0.14% +4,409 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 8,699 $696K 0.36% -152 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,663 $693K 0.06% +751 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,540 $683K 0.02% +3,386 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 8,465 $677K 6.11% -1,674 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,323 $666K 0.03% -2,170 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,291 $663K 0.29% -155 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,280 $662K 0.49% +374 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 8,272 $662K 0.57% +210 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 8,278 $661K <0.01% -648 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,266 $661K 0.01% +990 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,200 $656K 0.01% -536 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 8,179 $654K 0.5% +865 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,168 $653K 0.03% +18 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,164 $653K 0.01% -1,026 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,175 $652K 0.06% +7 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 8,143 $651K 0.39% -372 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,120 $649K 0.02% -107 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 8,082 $646K 0.43% -282 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,991 $639K 0.03% -27 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,999 $636K 0.03% +479 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,848 $628K 0.01% +990 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 7,821 $625K 0.12% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,777 $622K 0.11% +586 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,771 $621K 0.12% -541 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 7,755 $620K 0.11% -59 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,718 $617K 0.1% +341 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 7,701 $616K 0.52% +1,102 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,669 $613K <0.01% -98,768 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,635 $611K 0.2% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,605 $608K 0.04% -377 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,598 $608K 0.07% -661 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,550 $604K 0.02% +3,500 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,498 $600K 0.09% -13,042 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 7,483 $598K 0.27% +716 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,470 $597K 0.1% -73 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. 7,400 $592K 0.1% 0 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,378 $590K 0.14% +1,051 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,336 $587K 0.05% +1,687 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 7,315 $585K 0.52% +3,156 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 7,311 $585K 0.27% -1,075 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,275 $582K 0.03% +100 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 7,255 $580K 0.02% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 7,233 $578K 0.21% -11,790 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,203 $576K 0.05% 0 13F-HR Timeline AMERICAN CAPITAL MANAGEMENT INC More: the full row for AMERICAN CAPITAL MANAGEMENT INC 7,173 $574K 0.03% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,121 $569K <0.01% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,104 $568K 0.08% -160 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,064 $565K 0.08% +529 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,300 $564K 0.03% -576 13F-HR/A Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 7,038 $563K 0.3% -1,051 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 7,030 $562K 0.77% +232 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,012 $561K 0.07% -476 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. 6,989 $559K 0.01% +994 13F-HR Timeline Group Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 26,861 $558K 0.48% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,908 $552K 0.03% +501 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 6,899 $552K 0.14% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,875 $550K 0.05% +3,350 13F-HR Timeline Group GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 6,848 $548K 0.24% +395 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,756 $540K 0.04% -2,343 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,713 $535K 0.03% -20,634 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,699 $531K 0.18% +394 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,609 $529K 0.01% -50 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,567 $525K 0.01% +84 13F-HR Timeline