OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 11,655 $575K 0.14% -108 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,533 $570K 0.16% +602 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,442 $565K 0.01% +1,354 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,406 $564K <0.01% -3,901 13F-HR Timeline Group Watchman Group, Inc. More: the full row for Watchman Group, Inc. 11,380 $562K 0.13% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,315 $559K 0.01% +494 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 11,300 $558K 0.11% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,274 $557K <0.01% +689 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,241 $555K 0.04% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 11,100 $548K <0.01% new 13F-HR Timeline Group Phraction Management LLC More: the full row for Phraction Management LLC 11,091 $548K 0.13% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,072 $547K 0.01% -247 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,970 $542K 0.02% +2,951 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,968 $542K 0.01% -1,195 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,907 $539K 0.01% -3,206 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,083 $538K 0.02% -58 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 10,874 $537K 0.36% +1 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,789 $533K <0.01% +3,570 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 10,679 $528K 0.11% +891 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 10,504 $519K 0.17% -5,246 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,355 $516K 0.02% -10,955 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 10,435 $516K 0.04% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 10,370 $512K 0.03% -2,890 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,234 $506K 0.01% 0 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,170 $503K 0.28% -1,935 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 10,000 $494K 0.04% -4,000 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,776 $483K 0.03% -1,432 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,753 $482K 0.01% -1,746 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,574 $473K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,411 $465K <0.01% new 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,208 $460K <0.01% +2,284 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,290 $459K 0.02% 0 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 9,220 $456K 0.02% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,496 $453K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,148 $452K <0.01% +840 13F-HR/A Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 9,109 $450K 0.53% -203 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,934 $441K 0.05% -200 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 18,929 $441K <0.01% -4,100 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 8,868 $438K 0.17% -496 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,823 $436K 0.02% +521 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,566 $423K 0.01% -2,382 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,524 $421K 0.08% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,467 $418K 0.05% +202 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 8,463 $418K 0.13% -2,511 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,446 $417K <0.01% -81 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 8,392 $415K 0.05% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,234 $407K 0.03% -926 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,220 $406K 0.14% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,184 $404K 0.11% -3,627 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,153 $403K 0.02% +2,031 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,831 $402K 0.01% +150 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,110 $401K 0.05% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8,051 $398K 0.1% -17,222 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 8,039 $397K 0.34% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,957 $393K 0.02% -215 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,890 $390K 0.03% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,780 $384K <0.01% -7,265 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,620 $377K 0.05% +85 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 7,584 $375K 0.01% -984 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,566 $374K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,521 $372K <0.01% -6,418 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,518 $371K <0.01% -761 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 7,468 $369K 0.3% +12 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 7,456 $368K 0.14% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,406 $366K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,309 $361K 0.03% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,304 $361K 0.1% -97 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,287 $360K 0.02% -5,877 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 7,270 $359K 0.14% -33 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7,200 $356K 0.03% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 7,140 $353K 0.12% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,138 $353K <0.01% -862 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,081 $350K 0.01% +1 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 7,059 $349K 0.35% -5,148 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,947 $343K 0.04% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,927 $342K 0.01% +795 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,923 $342K 0.03% -1,019 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,893 $341K <0.01% +788 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 6,365 $340K 0.39% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,550 $336K 0.2% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,757 $334K 0.01% +127 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,733 $333K 0.02% -90 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,466 $333K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,679 $330K <0.01% -61 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,662 $329K <0.01% -8,202 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 6,652 $329K 0.09% new 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,623 $327K 0.07% -142 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,498 $321K <0.01% -2,529 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,403 $316K 0.01% +10 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,360 $314K 0.11% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,350 $314K 0.15% -300 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,226 $308K 0.01% -1,131 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,172 $305K 0.19% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,141 $303K 0.01% -3,771 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,120 $302K 0.02% -1,961 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,112 $302K 0.04% +923 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,099 $301K 0.03% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 5,955 $294K 0.13% -232 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,930 $293K 0.03% +257 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,928 $293K 0.03% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,900 $292K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,848 $289K <0.01% +292 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,675 $280K 0.02% -51 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,675 $280K 0.06% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,573 $275K 0.01% -1,009 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 5,568 $275K 0.05% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,513 $272K <0.01% -96,432 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,482 $271K 0.01% -353 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 5,440 $269K 0.05% -742 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… in group Kranot Hishtalmut Le Morim Ve… More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 5,405 $267K 0.01% new 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,304 $262K 0.03% +2 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,285 $261K <0.01% -193 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,263 $260K <0.01% -3,000 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 5,235 $259K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,226 $258K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,218 $258K <0.01% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,121 $253K <0.01% +114 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,077 $251K 0.01% -1,486 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,023 $248K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,010 $248K 0.04% -838 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 4,996 $247K <0.01% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,951 $245K 0.04% +3 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,950 $245K 0.07% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,709 $244K 0.35% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,944 $244K 0.04% -533 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 4,900 $242K 0.01% new 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,873 $241K 0.05% -2,559 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,836 $239K 0.02% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,801 $237K 0.01% -674 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,800 $237K 0.01% 0 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,727 $236K 0.01% +135 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 4,769 $236K 0.08% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,743 $234K <0.01% +138 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,578 $226K 0.02% new 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 4,342 $220K 0.01% -2,881 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 4,429 $219K 0.06% -13,516 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,424 $219K 0.02% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,419 $218K 0.05% -1,421 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,409 $218K <0.01% -1,740 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,286 $212K <0.01% -603 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,286 $212K <0.01% -603 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,240 $210K 0.11% -3,497 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 4,072 $209K 0.13% 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. 4,195 $207K <0.01% -763 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,188 $207K 0.04% -24 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,158 $205K 0.05% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,111 $203K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,046 $200K <0.01% +10 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,900 $193K 0.04% +1,800 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,835 $189K 0.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,563 $176K <0.01% -759 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 3,555 $176K 0.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,472 $172K 0.01% -60,585 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,471 $171K 0.03% -2,828 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,453 $171K 0.02% -119 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,400 $168K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,383 $167K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,931 $164K 0.11% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,311 $164K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,017 $149K <0.01% -26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,936 $145K <0.01% -796 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,909 $144K <0.01% -2,963 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,907 $144K 0.01% -17,945 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,894 $143K 0.03% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,736 $135K 0.02% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,700 $133K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,610 $129K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,532 $125K <0.01% +448 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,522 $125K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,416 $119K 0.01% -550 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,399 $119K <0.01% -200 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,360 $117K <0.01% +1,970 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,177 $108K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,149 $106K <0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,120 $105K <0.01% -1,560 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $98K 0.04% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,941 $95.9K 0.01% new 13F-HR Timeline Group Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,729 $95.9K 0.05% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,916 $94.6K -3,262 Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,894 $93.6K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,758 $86.9K 0.03% 0 13F-HR Timeline Harbor Asset Planning, Inc. 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