NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,852 $326K <0.01% +26 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,791 $319K 0.07% 0 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,791 $319K 0.21% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,719 $311K 0.01% +98 13F-HR Timeline American Trust More: the full row for American Trust 2,647 $303K 0.03% -464 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,600 $297K 0.02% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,478 $283K 0.13% +4 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,386 $273K 0.02% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,377 $272K 0.11% +108 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,370 $271K 0.05% 0 13F-HR Timeline Mascagni Wealth Management, Inc. 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More: the full row for Valued Retirements, Inc. 2,158 $247K 0.24% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,157 $247K <0.01% +10 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,138 $244K <0.01% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,085 $238K 0.17% +6 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,074 $237K 0.14% +41 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,043 $234K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,041 $233K <0.01% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,000 $229K 0.12% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,989 $227K 0.01% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,971 $225K 0.07% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,968 $225K 0.11% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,879 $225K 0.03% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,964 $225K <0.01% +59 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,934 $221K <0.01% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,922 $220K <0.01% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 1,791 $205K 0.01% -2,103 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,770 $202K 0.03% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,751 $200K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,585 $181K 0.01% -75 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,493 $171K <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. 1,476 $169K <0.01% 0 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,280 $146K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,206 $138K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,105 $126K 0.04% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,039 $119K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 994 $114K <0.01% +1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 977 $112K 0.01% +10 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 953 $109K 0.11% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 950 $109K 0.01% +698 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 948 $108K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 880 $97.7K 0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 822 $94K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 809 $92.5K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 800 $91K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 724 $82.8K 0.01% -16 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 718 $82.7K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 702 $80.3K 0.03% -90 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 572 $65.4K 0.04% -63,378 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 567 $64.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 560 $64K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 495 $56.6K <0.01% +20 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 493 $54.7K 0.03% +50 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 400 $45.7K <0.01% 0 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 400 $45.7K 0.04% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 389 $44.5K 0.02% 0 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 371 $42.5K 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 311 $35.6K <0.01% 0 13F-HR/A Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 301 $34.4K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 287 $32.8K 0.02% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 279 $32.1K <0.01% +134 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 272 $31.1K <0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 258 $29.5K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 200 $22.9K <0.01% -54 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 200 $22.9K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 182 $20.8K <0.01% +55 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 181 $20.7K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 179 $20.5K <0.01% -83 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 170 $19.4K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 154 $17.6K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 150 $17.1K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 140 $16K <0.01% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 121 $13.8K <0.01% -15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 100 $11.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 94 $10.8K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 86 $9.83K <0.01% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 80 $9.15K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 78 $8.92K <0.01% 0 13F-HR/A Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 78 $8.92K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 66 $7.54K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 57 $6.52K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $5.72K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 49 $5.6K <0.01% -33 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42 $4.8K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 40 $4.57K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $3.54K <0.01% +6 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $3.43K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26 $2.97K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10 $1.14K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $686 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $115 <0.01% new 13F-HR Timeline