GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,090 $522K <0.01% 0 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,084 $521K <0.01% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,075 $520K 0.03% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,076 $520K 0.05% -75 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,040 $515K 0.34% -182 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 4,037 $515K 0.24% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,961 $505K 0.12% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,941 $503K 0.02% +2,803 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,923 $500K <0.01% +24 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,918 $500K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,895 $497K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,893 $496K 0.01% +295 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 3,545 $485K 0.19% +7 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,790 $483K 0.25% -110 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,786 $483K 0.01% -1,664 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,784 $483K <0.01% +1,234 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,755 $479K -2,601 Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,736 $476K 0.06% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,734 $476K 0.44% -120 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. 3,722 $475K 0.01% +2 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,631 $463K 0.23% -1,038 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,600 $459K <0.01% -910 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,598 $459K <0.01% +166 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,596 $459K 0.01% -7,244 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,588 $458K 0.01% +1 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,432 $458K 0.07% -2,068 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,536 $451K <0.01% +883 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,809 $448K 0.01% -75 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,431 $437K 0.01% +115 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,388 $432K 0.3% -29 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,384 $431K 0.07% -461 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,381 $431K 0.01% +247 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,363 $429K <0.01% +2 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,358 $428K 0.01% +119 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,350 $427K 0.01% -33 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,344 $426K <0.01% +225 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 3,340 $426K 0.08% +140 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,315 $423K 0.37% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3,304 $421K 0.03% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,302 $421K 0.01% +175 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,274 $417K <0.01% -12 13F-HR/A Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3,272 $417K 0.04% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,248 $414K 0.11% +9 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,241 $413K 0.11% -7,531 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,239 $413K 0.01% 0 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,208 $409K 0.01% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,170 $404K 0.04% +24 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,165 $404K 0.01% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,159 $403K 0.14% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,155 $402K 0.09% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,142 $401K 0.02% +10 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,131 $399K <0.01% new 13F-HR Timeline Group Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,113 $397K 0.07% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,105 $396K 0.23% -294 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,091 $394K <0.01% -1,108 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,084 $393K 0.13% -315 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,076 $392K 0.08% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,072 $392K 0.04% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,049 $389K <0.01% +10 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,034 $387K 0.11% +9 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,011 $384K 0.02% +44 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,940 $375K 0.17% +1 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,940 $375K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,875 $374K <0.01% -254 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,874 $366K 0.01% -233 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,082 $363K 0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,817 $359K 0.08% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,809 $358K 0.01% +690 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,803 $357K 0.02% +805 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,775 $354K 0.27% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,772 $353K 0.01% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,761 $352K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,754 $351K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,720 $347K 0.07% 0 13F-HR/A Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,713 $346K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,702 $345K <0.01% -2,314 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,688 $343K 0.01% +4 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,669 $340K <0.01% +930 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,632 $336K <0.01% -130 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,551 $325K <0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,526 $322K 0.01% -753 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,500 $319K 0.07% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,464 $314K 0.03% +58 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,455 $313K 0.14% 0 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,403 $313K 0.02% +1,183 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,406 $307K 0.15% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,400 $306K 0.01% new 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,395 $306K <0.01% -8,885 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,389 $305K <0.01% -191 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,383 $304K <0.01% -1,351 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,367 $302K 0.16% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,200 $294K 0.01% -90 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,289 $292K <0.01% +1 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,278 $290K 0.02% +14 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,264 $289K 0.07% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,263 $289K 0.02% -163 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,258 $288K 0.04% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,234 $285K <0.01% +1 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,226 $284K <0.01% -3,774 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,206 $281K 0.09% -610 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,150 $274K 0.15% new 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 2,109 $269K 0.12% -92 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,091 $267K <0.01% -35,617 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,057 $262K 0.11% -116 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 2,054 $262K 0.1% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,028 $259K 0.02% +6 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,021 $258K <0.01% +101 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,000 $255K 0.14% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,000 $255K 0.07% 0 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,000 $255K 0.22% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,992 $254K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,978 $252K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,977 $252K <0.01% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,974 $252K 0.01% -10 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,974 $252K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,940 $247K 0.01% +198 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,919 $245K 0.01% -300 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,910 $243K 0.11% +201 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,896 $242K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,893 $241K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,893 $241K <0.01% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,892 $241K 0.04% -740 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,870 $238K 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,865 $238K <0.01% -1,068 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,843 $235K 0.01% -28,701 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,835 $234K 0.01% -351 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,830 $233K 0.05% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,825 $233K 0.01% -455 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,820 $232K 0.08% +10 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,818 $232K <0.01% new 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 1,790 $228K 0.15% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,773 $226K 0.02% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,769 $226K 0.01% -2,689 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,755 $224K <0.01% +255 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,744 $222K 0.01% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,710 $218K 0.05% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,702 $217K 0.01% 0 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,696 $216K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,691 $216K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,674 $213K 0.01% -360 13F-HR Timeline Group PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,673 $213K 0.04% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,645 $210K 0.02% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,636 $209K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,615 $206K <0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,611 $205K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,601 $204K 0.01% new 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 1,593 $203K 0.03% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,576 $201K 0.01% -571 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,571 $200K 0.27% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,518 $194K <0.01% -1,619 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,479 $189K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,370 $175K 0.05% +1 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,352 $172K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,291 $165K 0.13% -12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,180 $150K <0.01% -63 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,081 $138K 0 Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,048 $134K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,017 $130K 0.05% +3 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,000 $128K <0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 991 $126K 0.12% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 891 $114K <0.01% -804 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 877 $112K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 860 $110K <0.01% -237 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 826 $105K <0.01% -30 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 825 $105K 0.03% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 800 $102K <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 800 $102K 0.01% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 800 $102K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 729 $93K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 704 $89.8K 0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 688 $87.7K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 684 $87.2K <0.01% +103 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 671 $85.6K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 650 $82.9K 0.02% -800 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 646 $82.4K <0.01% +2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 641 $81.7K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 590 $75.2K 0.01% +150 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 577 $73.6K 0.03% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 550 $70.1K 0.16% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 534 $68.1K 0.06% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 527 $67.2K 0.02% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,000 $65.3K 0.05% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 500 $63.8K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 488 $62.2K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 480 $61.2K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 480 $61.2K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 428 $54.6K 0.05% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 397 $54.5K 0.02% -240 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 417 $53.2K 0.01% -79 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 406 $51.8K 0.02% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 404 $51.5K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 404 $51.5K <0.01% -9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 400 $51K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 400 $51K 0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 356 $45.4K <0.01% -283 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 327 $42K <0.01% +164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 329 $42K <0.01% +1 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 319 $40K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 310 $39.5K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 306 $39K 0.02% +288 13F-HR Timeline