MWA Asset Management More: the full row for MWA Asset Management 4,020 $358K 0.25% +55 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,000 $356K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,903 $355K 0.01% +49 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,979 $354K 0.01% new 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,957 $352K 0.06% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,951 $352K <0.01% -523 13F-HR/A Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 3,817 $340K 0.06% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 3,768 $335K 0.29% 0 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 3,740 $333K 0.03% -120 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,725 $332K 0.01% -245 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,719 $331K <0.01% +507 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,655 $325K 0.02% -310 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 3,641 $324K <0.01% new 13F-HR Timeline Group Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,628 $323K 0.13% -85 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,614 $322K 0.24% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,609 $321K 0.01% +2,464 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,605 $321K 0.01% -172 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,600 $320K 0.13% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,600 $320K <0.01% -200 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,595 $320K <0.01% -30 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,572 $318K 0.02% +925 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,572 $318K 0.02% +141 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,560 $317K 0.06% +12 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,500 $311K 0.06% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,405 $303K 0.06% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,395 $302K 0.07% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,380 $301K -4,238 Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,372 $300K 0.13% +480 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,360 $299K 0.29% -120 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,321 $296K 0.01% new 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,300 $294K 0.07% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,299 $294K <0.01% +60 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,295 $293K 0.06% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,268 $291K 0.12% -67 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,259 $290K 0.18% -597 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,257 $290K 0.01% +1 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 3,212 $286K 0.34% -145 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,201 $285K 0.06% +16 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,175 $283K 0.21% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,155 $281K <0.01% -38 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,131 $280K 0.08% +1,055 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,140 $279K 0.26% +562 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,135 $279K 0.08% -34 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,100 $276K 0.14% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,096 $276K 0.08% +158 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,055 $272K 0.09% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,029 $271K 0.02% -502 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 2,986 $268K <0.01% +626 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,008 $268K 0.16% +417 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 3,000 $267K 1.16% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,795 $265K 0.02% -19,996 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,878 $261K 0.18% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,932 $261K 0.07% +60 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,930 $261K 0.05% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,930 $261K 0.03% +1 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,925 $260K 0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,898 $258K 0.06% +69 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,873 $256K 0.03% +340 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,845 $253K 0.02% -2,125 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 2,837 $252K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,828 $252K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,821 $251K 0.08% -5 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,813 $250K 0.03% +33 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,806 $250K 0.01% -2,160 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,795 $249K <0.01% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,795 $249K 0.04% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,744 $244K 0.18% -339 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,739 $244K 0.03% +354 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,732 $243K 0.01% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 2,700 $240K 0.06% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,652 $236K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,600 $231K 0.08% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,545 $226K 0.05% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,544 $226K 0.17% -602 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,540 $226K 0.03% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,525 $225K 0.06% 0 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,500 $222K 0.03% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,500 $222K 0.13% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,482 $221K 0.03% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,475 $220K 0.02% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 2,468 $220K 0.15% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,466 $219K 0.06% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,463 $219K 0.03% -2,271 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 2,447 $218K 0.05% +15 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 2,425 $216K 0.07% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,416 $215K 0.01% -94 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,415 $215K 0.09% -816 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,397 $213K 0.12% +39 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,375 $211K 0.02% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,375 $211K 0.08% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,369 $211K 0.05% -240 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,358 $210K <0.01% -578 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,340 $208K 0.01% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,325 $207K 0.1% +50 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,320 $206K 0.04% +295 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,308 $205K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,303 $205K <0.01% +278 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. 2,304 $205K <0.01% +189 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,282 $203K <0.01% -99 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,258 $201K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,211 $197K 0.11% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,195 $195K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,180 $194K <0.01% +2,150 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,174 $193K <0.01% -9,705 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,169 $193K 0.01% +1,529 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,087 $186K <0.01% -1,723 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,800 $179K 0.02% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,000 $178K 0.06% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,915 $170K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,890 $168K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,885 $168K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,870 $166K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,860 $166K 0.04% 0 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,825 $162K 0.16% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,783 $159K 0.01% +933 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,750 $155K 0.01% +1,749 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,726 $154K 0.15% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,693 $151K <0.01% +1,488 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 1,390 $124K 0.06% +795 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,219 $108K <0.01% +152 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,162 $103K 0.01% +262 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,144 $102K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,039 $92.5K 0.04% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,010 $90K 0.02% -50 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,010 $89.9K <0.01% -405 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 995 $88.5K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 936 $83.3K <0.01% +675 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 935 $83.2K 0.05% -760 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 912 $81.2K 0.01% +52 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 905 $80.5K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 895 $79.6K 0.06% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 892 $79.4K 0.08% -75 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 850 $75.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 839 $74.7K <0.01% +127 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 775 $69K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 684 $60.9K 0.01% +234 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 680 $60.5K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 655 $58.3K <0.01% +514 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 625 $55.6K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 625 $55.6K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 590 $52.5K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 565 $50.3K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 563 $50K 0.01% +515 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 555 $49.4K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 535 $48K <0.01% -337 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 500 $44.5K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 500 $44.5K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 494 $44K 0.04% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 491 $43.7K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 490 $43.6K 0.02% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 440 $39.2K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 428 $38.1K <0.01% +128 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 425 $37.8K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 375 $33.4K <0.01% 0 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 371 $33K 0.01% +24 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 345 $31K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 339 $30.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 320 $28.5K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 319 $28.4K <0.01% +194 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 315 $28K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 305 $27.2K <0.01% -339 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 300 $26.7K 0.02% +100 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 292 $26K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 290 $25.8K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 285 $25.4K 0.02% -340 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 280 $24.9K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 278 $24.7K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 265 $23.6K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 260 $23.1K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 250 $22.2K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 240 $21.4K 0.01% -80 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 200 $20K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 225 $20K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 210 $18.7K <0.01% -649 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $17.8K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 190 $16.9K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 176 $15.7K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 170 $15.1K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 151 $13.4K 0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 148 $13.2K <0.01% +30 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 140 $12.5K 0.01% +25 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 137 $12.2K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 134 $11.9K <0.01% +92 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 132 $11.7K <0.01% -1,408 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $11.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 125 $11.1K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 125 $11.1K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 122 $10.9K 0.02% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 115 $10.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 115 $10.2K <0.01% 0 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 115 $10.2K <0.01% 0 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 110 $9.79K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 105 $9.34K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 96 $8.54K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 94 $8.37K <0.01% +46 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 93 $8.28K <0.01% -12 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 92 $8.19K <0.01% -179 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 85 $7.57K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 80 $7.12K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 78 $6.94K <0.01% 0 13F-HR Timeline Group