Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,196 $1.5M 0.03% +2,778 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 14,064 $1.49M 0.64% -5 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 13,828 $1.46M 0.04% -1,050 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,759 $1.45M 0.01% +65 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 13,736 $1.45M 1.03% 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 13,611 $1.44M 0.32% +39 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,203 $1.4M 0.01% +2,957 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 13,169 $1.39M 0.05% +7,044 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,155 $1.39M 0.02% -2,125 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,107 $1.39M 0.02% -3,229 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 13,100 $1.38M 0.1% +1,250 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,058 $1.38M 0.02% -688 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,017 $1.38M 0.01% +374 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,783 $1.35M 0.01% 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 12,776 $1.35M 1.27% 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 12,721 $1.34M 0.1% +2,380 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,670 $1.34M 0.02% -25 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,655 $1.34M 0.26% -520 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 12,556 $1.33M 0.13% -467 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 12,470 $1.32M 0.1% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,468 $1.32M 0.07% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,415 $1.31M 0.07% +314 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,374 $1.31M 0.31% -415 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,214 $1.29M 0.08% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 12,889 $1.27M 0.48% +6,909 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11,689 $1.24M 0.27% +254 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 11,656 $1.23M 0.5% -95,085 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 11,230 $1.19M 0.11% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,216 $1.19M <0.01% -401,554 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 11,084 $1.17M <0.01% -122,203 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 11,077 $1.17M 0.5% +1,320 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,032 $1.17M 0.01% +12 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,942 $1.16M 0.05% -204 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,933 $1.16M 0.03% -1,298 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,915 $1.15M 0.01% -160 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10,900 $1.15M 0.92% -580 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,838 $1.15M 0.02% +594 13F-HR Timeline Group Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 10,833 $1.14M 1.02% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 10,832 $1.14M 0.4% +127 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,660 $1.14M 0.04% -413 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,732 $1.13M 0.01% -793,892 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 10,570 $1.12M 0.45% -3,175 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,196 $1.08M 0.19% -218 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10,122 $1.07M 0.4% -90 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,098 $1.07M 0.02% -3,103 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 10,945 $1.06M 0.49% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,932 $1.05M 0.01% +613 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,924 $1.05M 0.03% -10 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,882 $1.04M 0.29% -2,790 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,761 $1.03M <0.01% -726 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 9,740 $1.03M 0.5% +670 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,680 $1.02M <0.01% -180 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 8,816 $1.02M 0.47% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,602 $1.01M 0.09% -236 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,558 $1.01M 0.1% -557 13F-HR Timeline Thomist Capital Management, LP More: the full row for Thomist Capital Management, LP 9,300 $995K 0.27% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,404 $994K 0.19% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,158 $991K 0.01% -220 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,325 $986K 0.03% -5 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 9,300 $983K 0.03% 0 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 9,293 $982K <0.01% new 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 9,223 $975K 0.05% +629 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,074 $959K 0.01% +3,291 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,011 $953K 0.06% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,012 $952K 0.03% +71 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,983 $949K 0.1% -15 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 8,945 $945K 0.03% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,939 $945K 0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,767 $938K 0.06% +1,896 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,711 $921K 0.02% -12 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,668 $916K 0.1% -6,176 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,718 $915K 0.01% +8,398 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,203 $913K 0.33% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,535 $902K <0.01% -275 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,484 $897K 0.05% +89 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 8,455 $894K 0.78% 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,308 $878K 0.01% -7,531 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,202 $867K <0.01% -3,198 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,870 $832K 0.03% -307 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 7,845 $829K 0.61% +1,927 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,794 $824K <0.01% -483 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,083 $822K 0.66% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,686 $812K 0.02% -1,358 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,650 $809K 0.02% +800 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,609 $804K 0.23% +132 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,534 $796K 0.02% +274 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,500 $793K 0.19% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,374 $779K 0.01% -380 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 7,320 $774K 0.38% -1,480 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,315 $773K 0.32% -770 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,269 $768K 0.14% -60 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,201 $761K 0.06% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,121 $753K <0.01% -400 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,035 $744K 0.02% -746 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,923 $741K 0.02% +40 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,939 $733K 0.01% -13,429 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,933 $733K 0.05% -5,615 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,927 $732K 0.13% +45 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,898 $729K 0.09% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,825 $721K 0.17% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,944 $717K 0.12% -289 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,765 $715K 0.03% +799 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,725 $711K 0.06% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,724 $711K 0.03% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,656 $703K 0.06% +646 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6,649 $703K 0.02% -6,902 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,595 $697K 0.12% -1,044 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,550 $692K 0.02% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,637 $690K 0.11% +2,565 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,480 $685K 0.14% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,470 $684K 0.03% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,360 $672K <0.01% 0 13F-HR/A Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,255 $661K 0.04% +3,323 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,125 $647K 0.34% -100 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,030 $637K 0.02% +323 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,021 $636K 0.04% -4,064 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,000 $634K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,955 $629K 0.04% -269 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,875 $621K 0.58% 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,873 $621K 0.01% +63 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,870 $620K 0.03% -290 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,841 $617K 0.02% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,825 $616K 0.09% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,790 $612K 0.02% -48 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,706 $603K <0.01% -150 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,696 $602K 0.03% -9,986 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,608 $593K 0.34% -83 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,567 $588K 0.01% -68 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,514 $583K 0.02% -189 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,355 $566K -675 Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,242 $554K 0.08% -102 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,236 $549K 0.01% +4,803 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,170 $546K 0.27% -525 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,160 $546K 0.01% 13F-HR Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 5,121 $541K 0.44% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,092 $538K <0.01% 13F-HR/A Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,075 $536K 0.27% +126 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,040 $533K 0.07% -309 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,000 $528K 0.23% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,975 $526K 0.02% +488 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,925 $521K 0.23% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,875 $515K <0.01% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,837 $511K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,834 $511K 0.04% -123 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,776 $505K 0.02% -145 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,722 $499K 0.02% +982 13F-HR Timeline Group Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 4,640 $490K 0.28% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,564 $482K -5,962 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,563 $482K 0.02% +483 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,530 $479K 0.02% -3,287 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 4,529 $479K 0.43% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,505 $476K 0.05% +235 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 4,398 $465K <0.01% +2,171 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,375 $462K -50 Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,325 $457K 0.16% +200 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,306 $455K 0.11% 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,275 $452K 0.19% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,257 $450K 0.02% new 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,410 $446K 0.01% -1,577 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,204 $444K 0.01% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,180 $442K 0.36% +20 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,152 $439K 0.12% +4 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 3,876 $438K 0.43% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,135 $437K 0.02% -105 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,869 $437K 0.09% -7,250 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,107 $434K <0.01% 0 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,097 $433K 0.13% -1,570 13F-HR/A Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,089 $432K <0.01% -4,679 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,075 $431K 0.01% -10 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,030 $426K 0.17% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,000 $423K 0.01% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,985 $421K 0.47% 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,971 $420K 0.12% -279 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,957 $418K 0.07% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,908 $408K 0.36% 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,860 $408K 0.23% -225 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 3,825 $404K 0.35% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,820 $404K 0.01% -150 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,735 $395K 0.06% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,730 $394K 0.01% +586 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,730 $394K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,705 $392K 0.01% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,694 $390K 0.24% -407 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,685 $389K 0.07% +1,730 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,670 $388K 0.38% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,650 $386K 0.14% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,598 $380K <0.01% +128 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,595 $380K <0.01% 0 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,586 $379K 0.01% -236 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,584 $379K 0.22% -30 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,540 $374K 0.05% -10 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,512 $371K 0.13% -9,184 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,495 $369K 0.06% +49 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,405 $359K 0.06% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,385 $358K 0.03% +75 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,378 $357K 0.02% -1,364 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 3,368 $356K <0.01% 13F-HR/A Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 3,364 $356K 0.12% -12,112 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,350 $354K 0.14% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,317 $351K 0.13% -224 13F-HR Timeline