Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,853 $394K 0.01% -239 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,835 $393K 0.01% +1,704 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 4,820 $391K 0.09% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,812 $391K 0.07% -23 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 4,814 $390K 0.03% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,796 $389K 0.03% +1,140 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,794 $389K 0.02% -1,355 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,754 $386K 0.13% +33 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,712 $383K 0.05% -4,716 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,711 $382K 0.05% -56 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,708 $382K 0.13% -5,859 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,667 $379K 0.01% +682 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,628 $376K 0.09% +80 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,617 $375K <0.01% +4 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,549 $369K 0.01% -658 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,523 $367K 0.02% +10 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,511 $366K <0.01% +42 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,505 $366K 0.03% +1,938 13F-HR/A Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,473 $363K 0.1% +448 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,461 $362K 0.01% -3,393 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,449 $361K 0.01% +958 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. 4,445 $361K 0.01% +493 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,442 $361K 0.04% -1,202 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,407 $358K <0.01% +9 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,389 $356K 0.05% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,315 $349K 0.15% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,304 $349K 0.08% -52 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,290 $348K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,282 $348K <0.01% 0 13F-HR/A Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,263 $346K 0.12% -138 13F-HR Timeline Group Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 4,264 $345K 0.02% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,231 $343K 0.07% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,208 $342K 0.43% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,206 $341K 0.05% +138 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,180 $339K 0.03% -570 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,162 $338K 0.09% +120 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,155 $337K 0.1% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,152 $337K 0.08% +34 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,144 $336K 0.05% -59 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,137 $336K 0.15% -1,819 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,127 $335K <0.01% -333 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,104 $333K 0.05% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,084 $332K -26 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,074 $331K 0.02% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,053 $329K 0.02% -945 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 4,045 $328K 0.2% +1 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,040 $328K 0.03% +550 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,034 $328K 0.11% +27 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,949 $321K 0.01% -161 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,919 $318K 0.01% 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 3,875 $315K 0.02% +1,277 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,873 $314K 0.03% -11 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,860 $313K 0.01% +43 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,844 $312K 0.03% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,825 $311K 0.03% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,810 $309K <0.01% +440 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,799 $308K 0.23% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,778 $307K 0.28% -41 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,765 $306K 0.3% -12,250 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,698 $300K 0.16% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,695 $300K 0.02% -11,535,600 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,688 $299K <0.01% -125 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,685 $299K 0.09% -120 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,657 $297K <0.01% -310 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,653 $297K 0.05% new 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,639 $295K 0.11% -160 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,634 $295K 0.01% -405 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,630 $294K 0.1% +224 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,614 $293K 0.06% +261 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,606 $293K 0.02% +9 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,602 $291K 0.07% +262 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,551 $288K 0.01% +321 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 3,545 $288K 0.14% 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,537 $287K 0.07% -3,337 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,635 $287K 0.42% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,521 $286K 0.01% -139 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,507 $285K 0.04% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,442 $279K 0.02% +49 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,441 $279K 0.27% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,437 $279K 0.01% +250 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,436 $279K 0.02% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,425 $278K 0.01% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 3,400 $276K 0.12% +600 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,400 $276K 0.16% 0 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 3,349 $272K 0.04% 0 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 3,345 $272K 0.27% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,308 $269K 0.09% +561 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,301 $268K 0.03% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,263 $265K <0.01% new 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,248 $264K 0.05% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,247 $264K 0.02% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,233 $262K 0.05% +4 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 3,229 $262K 0.25% +46 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,204 $260K 0.14% +691 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,167 $257K 0.06% +39 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,137 $255K 0.04% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 3,176 $255K 0.05% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,103 $252K 0.03% +27 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,084 $250K 0.17% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,030 $246K 0.02% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,027 $246K 0.01% -12,070 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,013 $245K 0.11% +295 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,007 $244K <0.01% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,999 $243K 0.06% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,997 $243K 0.02% -3,053 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,990 $243K 0.05% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,987 $243K <0.01% +21 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,982 $242K 0.03% +19 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,784 $242K 0.08% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,944 $239K <0.01% -27 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,942 $239K 0.35% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,972 $238K <0.01% -33 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,925 $237K 0.03% -325 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,907 $236K 0.01% -320 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,899 $235K 0.09% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,899 $235K 0.02% -1,983 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,877 $234K 0.03% +185 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,867 $233K 0.1% -1,505 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,860 $232K 0.02% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,835 $230K 0.01% -206 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,790 $227K 0.02% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,769 $225K 0.02% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,757 $224K 0.05% -494 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 2,742 $223K 0.09% -69 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,734 $222K 0.04% -542 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,728 $221K 0.05% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,721 $221K 0.08% +186 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,716 $221K 0.13% -64,804 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,712 $220K 0.05% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,710 $219K 0.04% -18 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,668 $217K 0.08% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 2,661 $216K 0.11% -522 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,642 $215K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,637 $214K 0.01% +400 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,624 $213K 0.09% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,617 $213K 0.03% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,615 $212K 0.19% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,601 $211K 0.02% -188 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,600 $211K 0.13% -159 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 2,583 $210K 0.18% -116 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,554 $207K 0.05% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,527 $205K 0.01% -104 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,510 $204K 0.01% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,500 $203K 0.06% +6 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,489 $202K 0.05% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,512 $201K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,477 $201K 0.02% -80 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,466 $200K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,350 $191K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,340 $190K 0.01% +34 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,135 $189K <0.01% +860 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,217 $180K 0.01% new 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 2,200 $179K <0.01% +600 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,189 $178K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,158 $175K 0.05% -718 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 2,124 $172K 0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,000 $162K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,961 $159K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,902 $154K 0.01% -209 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $150K 0.12% 0 13F-HR Timeline Amount filed as zero, left out of ratios. EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,838 $149K 0.04% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,826 $148K 0.06% -761 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,795 $146K 0.02% +26 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 1,725 $140K 0.03% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,699 $138K 0.01% +273 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,518 $123K 0.05% -311 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,500 $122K 0.01% +1,299 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,500 $122K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,483 $120K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 1,462 $119K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,447 $118K 0.01% +889 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,433 $116K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,425 $116K <0.01% +18 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,408 $114K 0.04% +63 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,401 $114K 0.04% -57 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,386 $113K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,365 $111K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,302 $106K 0.02% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,300 $105K 0.03% +700 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,132 $91.9K <0.01% -204 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,130 $91.7K 0.08% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,130 $91K 0.02% +521 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,118 $90.8K <0.01% +1,117 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,100 $89K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,063 $86.3K 0.03% +151 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,040 $84K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,004 $81.3K <0.01% -192 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 978 $79.4K <0.01% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 930 $74.8K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 908 $73.7K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 908 $73.7K 0.05% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 830 $67.4K 0.04% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 811 $65.8K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 779 $63.2K <0.01% +11 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 777 $63.1K <0.01% -586 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 776 $63K 0.01% +6 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 748 $60.7K 0.03% -230 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 736 $59.5K 0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 700 $56.8K 0.05% -300 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 686 $55.7K 0.06% new 13F-HR Timeline