Capital Square, LLC More: the full row for Capital Square, LLC 2,738 $268K 0.12% +412 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 2,549 $266K 0.23% -62 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,540 $265K 0.1% 0 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for Institute for Wealth Management, LLC. 2,266 $237K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,244 $234K <0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,229 $233K 0.02% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,200 $230K 0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,537 $230K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,190 $229K 0.01% +133 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,173 $227K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,171 $227K 0.01% -128 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 2,154 $225K <0.01% -146,529 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,119 $221K <0.01% -1,447 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,109 $220K 0.01% -450 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 2,107 $220K 0.03% +29 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,100 $219K 0.09% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,090 $218K <0.01% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,090 $218K <0.01% -1,294 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,083 $218K 0.01% -150 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,063 $216K 0.1% -298 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,058 $215K 0.12% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,045 $214K <0.01% -193 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,016 $211K 0.03% new 13F-HR/A Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,004 $209K 0.03% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,000 $209K 0.02% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,000 $209K 0.05% new 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,000 $209K 0.1% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 1,993 $208K 0.15% -603 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,986 $207K <0.01% new 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,984 $207K 0.06% -3,167 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,975 $206K 0.06% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,969 $206K 0.03% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,960 $205K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Strategic Wealth Partners, Ltd. 1,546 $161K 0.01% -91,536 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,482 $155K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,440 $150K 0.05% -330 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,397 $146K <0.01% +857 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,450 $145K 0.07% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,300 $136K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,221 $128K <0.01% +648 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,187 $124K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,150 $120K 0.01% +877 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for IMA Advisory Services, Inc. 100 $10.4K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $10.4K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 100 $10.4K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 100 $10.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 90 $9.4K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 84 $8.78K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 81 $8.46K <0.01% -10 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 80 $8.36K 0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 78 $8.15K <0.01% +76 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 63 $7K <0.01% -320 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 62 $6.48K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 58 $6.06K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 44 $4.6K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 40 $4.18K <0.01% -30 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 39 $4.08K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 33 $3.45K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 33 $3.45K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 30 $3.14K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 29 $3.03K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26 $2.72K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 26 $2.35K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 22 $2.3K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 20 $2.09K <0.01% -2 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 19 $1.99K <0.01% -19 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 18 $1.88K <0.01% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 16 $1.67K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16 $1.67K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16 $1.67K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 16 $1.57K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10 $1.04K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7 $750 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6 $627 <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6 $627 <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5 $523 <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5 $522 <0.01% 13F-HR Timeline