RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,300 $349K 0.07% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,281 $347K 0.27% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,275 $346K 0.02% -182 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,268 $345K 0.12% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,267 $345K 0.02% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,235 $342K 0.13% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,224 $341K <0.01% +114 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 46,100 $340K 0.13% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,201 $338K 0.06% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,187 $337K 0.25% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,183 $336K <0.01% -50,864 13F-HR Timeline Group Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,175 $336K 0.18% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,162 $334K 0.01% -95 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,055 $323K 0.02% -1,769 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,035 $321K 0.02% -60,595 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,026 $320K 0.02% 0 13F-HR/A Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,025 $320K 0.13% -75 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,024 $320K 0.07% -178 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,011 $318K 0.06% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,007 $318K 0.34% 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 3,001 $317K 0.25% 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 3,000 $317K 0.7% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,995 $317K 0.06% +111 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,980 $315K 0.16% -28 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,960 $313K 0.18% -19 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 2,959 $313K 0.18% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,947 $311K 0.06% -378 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,945 $311K 0.1% -362 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,940 $311K 0.04% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,937 $310K 0.02% +69 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,930 $310K 0.03% -13 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,925 $309K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,925 $309K 0.01% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,920 $309K 0.06% -74 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,866 $307K <0.01% +519 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 2,887 $305K 0.26% -268 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,878 $304K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,834 $300K 0.01% -518 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2,825 $299K 0.28% -105 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,795 $295K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,791 $295K <0.01% +859 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,782 $294K 0.07% -150 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,732 $289K 0.02% 0 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 2,728 $288K 0.16% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,725 $288K 0.01% 0 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,710 $286K 0.07% -2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,711 $286K 0.08% 0 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. 2,703 $285K 0.01% +559 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,671 $282K 0.02% +242 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,623 $277K 0.05% -127 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,621 $277K 0.01% +1,906 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,077 $275K 0.04% 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,606 $275K 0.19% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,602 $275K 0.01% -38 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,540 $268K 0.03% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,525 $267K 0.06% 0 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,500 $264K 0.03% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,500 $264K 0.01% -2,720 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,500 $264K 0.12% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,464 $260K 0.04% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 2,425 $256K 0.06% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,375 $251K 0.02% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,375 $251K 0.07% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,366 $250K <0.01% +32 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,362 $250K 0.01% -4,574 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,328 $246K 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,297 $243K 0.01% +118 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,275 $240K 0.09% -7,310 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,441 $240K 0.12% -123 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,397 $237K 0.01% -10,810 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,233 $236K 0.01% -3,423 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,232 $236K 0.01% -22 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,223 $235K 0.02% -18 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,200 $233K 0.02% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,200 $233K 0.09% -50 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,190 $231K 0.01% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,189 $231K 0.05% -5,515 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 2,184 $231K <0.01% 0 13F-HR Timeline Group Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 2,170 $229K 0.25% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,160 $228K <0.01% 0 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,157 $228K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,156 $228K 0.16% +132 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $224K 0.1% -2,134 13F-HR Timeline Amount filed as zero, left out of ratios. McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,107 $223K 0.02% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,095 $221K 0.06% -180 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,598 $221K 0.11% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,081 $220K <0.01% new 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,077 $220K <0.01% 0 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 2,069 $219K 0.1% +99 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,065 $218K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,064 $218K <0.01% -808 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,680 $217K 0.11% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,050 $217K <0.01% -2,095 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,041 $216K <0.01% -100 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,028 $214K 0.03% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,022 $214K 0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,000 $211K 0.06% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 2,000 $211K 0.03% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,982 $209K 0.18% -12,443 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,980 $209K 0.01% -440 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,980 $209K 0.14% -988 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,974 $209K <0.01% +100 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,968 $208K <0.01% +159 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,957 $207K 0.09% +69 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,955 $207K 0.11% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,918 $203K <0.01% -359 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,895 $200K 0.01% -35,248 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,885 $199K 0.04% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,875 $198K 0.13% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,875 $198K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,870 $198K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,800 $190K <0.01% -83,243 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,750 $185K 0.01% -1,832 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,800 $175K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,637 $173K 0.09% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,595 $169K 0.16% 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,511 $160K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,478 $158K 0.01% -10,460 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) 1,421 $150K <0.01% -22,448 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,414 $149K <0.01% +39 13F-HR/A Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 1,387 $147K 0.1% -14 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,385 $146K 0.01% -14,954 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,200 $127K 0.04% +500 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,140 $120K <0.01% -348 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,100 $116K 0.1% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,089 $115K 0.01% -11 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,077 $114K 0.1% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,010 $107K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,006 $106K 0.01% +94 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 102,942 $103K 0.07% 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 919 $97.1K 0.04% +328 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 905 $95.6K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 904 $95.5K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 895 $94.6K 0.05% 0 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 895 $94.6K 0.02% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 885 $94K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 870 $92K <0.01% +335 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 870 $92K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 850 $89.8K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 817 $86.3K 0.06% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 775 $81.9K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 772 $81.6K <0.01% -52 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 733 $77.5K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 716 $75.7K 0.03% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 705 $74.5K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 682 $72.1K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 655 $69.2K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 625 $66.1K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 576 $60.9K <0.01% 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 565 $59.7K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 562 $59.4K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 540 $57.1K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 525 $55.5K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 625 $54K <0.01% -3,086 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 500 $52.8K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 500 $52.8K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 485 $51.3K 0.01% -510 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 473 $50K 0.01% -18 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 468 $49.5K 0.01% +47 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 458 $48.4K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 450 $47.6K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 444 $46.9K 0.03% -50 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 440 $46.5K <0.01% +355 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 420 $44.4K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 400 $42.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 428 $42.1K <0.01% +400 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 400 $42K 0.04% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 395 $41.7K <0.01% +129 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 375 $39.6K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 373 $39.4K 0.01% +2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 364 $38K <0.01% -63 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 350 $37K 0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 323 $34.1K 0.01% +100 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 315 $33.3K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 315 $33.3K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 305 $32.3K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 300 $31.7K <0.01% -380 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 293 $31K <0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 290 $30.6K 0.01% -1 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 280 $29.6K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 275 $29K <0.01% -50 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 265 $28K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 260 $27.5K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 250 $26.4K 0.02% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 250 $26.4K 0.04% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 247 $26.1K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 229 $24.2K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 225 $23.8K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 220 $23.3K <0.01% -125 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 210 $22.2K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 207 $21.9K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 200 $21.1K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 195 $20.6K <0.01% +80 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 194 $20.5K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 190 $20.1K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 170 $18K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 151 $16K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 129 $13.6K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $13.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 125 $13.2K <0.01% 0 13F-HR Timeline