SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 5,255 $678K 0.31% +347 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,247 $676K <0.01% +53 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,238 $675K 0.01% -240 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,221 $673K 0.03% -401 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,156 $665K 0.01% -79 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,130 $661K 0.08% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,070 $654K 0.03% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,042 $650K <0.01% -12,188 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,031 $649K 0.03% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,019 $647K 0.11% -5,110 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,011 $646K 0.26% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,995 $644K 0.07% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,934 $636K 0.02% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,929 $635K 0.01% -408 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,871 $628K 0.16% +86 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,829 $623K 0.04% +1,631 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,669 $602K 0.33% -7,483 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,657 $600K 0.02% +55 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,725 $600K 0.23% +581 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,616 $595K 0.04% -32 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,481 $578K 0.28% +14 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,456 $575K 0.09% +2 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,368 $563K <0.01% +1,311 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,366 $563K <0.01% +2,190 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,360 $562K 0.17% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,343 $560K 0.05% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,332 $559K <0.01% 0 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 4,295 $554K 0.41% -25 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,268 $550K <0.01% 0 13F-HR/A Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,249 $548K 0.07% +1,464 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,244 $547K <0.01% -1,525 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,207 $542K 0.09% +19 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,151 $535K 0.06% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,122 $531K 0.08% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 4,108 $531K 0.23% +389 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,090 $527K <0.01% 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,075 $525K 0.02% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,962 $511K 0.05% +192 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,961 $511K 0.14% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,900 $503K 0.33% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,895 $502K 0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,891 $502K 0.01% -121 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,854 $497K 0.5% -580 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,768 $486K 0.05% +196 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,763 $485K 0.34% +16 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,737 $482K 0.01% -1 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,737 $482K 0.07% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,715 $479K 0.17% +125 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,703 $477K 0.01% +75 13F-HR/A Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,701 $477K <0.01% -245 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,556 $458K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,537 $456K 0.01% +327 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,512 $453K 0.01% -47 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,507 $452K <0.01% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,468 $447K 0.43% 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 3,527 $447K 0.21% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,429 $442K 0.12% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,406 $439K 0.01% +18 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,385 $436K 0.41% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,339 $430K 0.13% +14 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,268 $421K 0.02% -13 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,260 $420K 0.12% 0 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 $418K 0.01% 0 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,201 $413K 0.2% -3,625 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3,200 $413K 0.1% -250 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,194 $412K 0.09% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,173 $409K <0.01% -48,100 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,165 $408K 0.02% -37 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,155 $407K 0.11% +782 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,139 $405K 0.31% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,134 $404K 0.01% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,118 $402K 0.02% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,117 $402K 0.03% -54 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,113 $401K 0.09% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,082 $397K 0.01% 0 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,076 $397K 0.09% 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,060 $395K <0.01% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,049 $393K 0.01% 0 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,038 $392K 0.01% -69 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,037 $392K 0.03% -259 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,010 $388K 0.13% +13 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,985 $385K <0.01% -278 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,967 $383K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,959 $381K 0.12% -21 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,940 $379K 0.02% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,917 $376K 0.05% -60 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,877 $371K <0.01% +1,931 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,868 $370K <0.01% -224 13F-HR Timeline Group WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,775 $358K 0.3% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,775 $358K 0.01% -290 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,769 $357K 0.01% -561 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,720 $351K 0.08% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,716 $350K 0.09% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,678 $345K 0.01% +280 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,648 $341K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,646 $341K <0.01% +993 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,551 $329K 0.01% -29 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,500 $322K 0.07% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,460 $317K 0.01% -100 13F-HR/A Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,440 $315K 0.21% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,400 $314K 0.03% +1 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,430 $313K 0.15% +431 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,424 $313K 0.08% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,415 $311K <0.01% new 13F-HR Timeline Group PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 2,408 $310K 0.07% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,406 $310K 0.18% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,367 $305K 0.18% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,290 $305K 0.01% -88 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,354 $303K 0.07% -183 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,337 $301K 0.05% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,334 $301K <0.01% +8 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,332 $301K 0.01% +204 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,298 $296K 0.02% -370 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,286 $295K 0.01% -720 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,253 $293K 0.02% -3,054 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,264 $292K 0.07% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,231 $288K 0.11% +10 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 2,195 $283K 0.15% 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,150 $277K 0.1% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,145 $277K 0.14% +200 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,134 $275K <0.01% -72 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,101 $271K 0.01% -1,907 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,067 $266K 0.01% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 2,054 $265K 0.12% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,043 $263K 0.01% -139 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 2,041 $263K 0.21% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,012 $259K 0.02% +9 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,998 $258K 0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,000 $258K <0.01% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,000 $258K 0.03% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,000 $258K 0.15% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,000 $258K 0.08% 0 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,000 $258K 0.23% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,992 $257K 0.02% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,980 $255K 0.02% -15 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,974 $255K 0.03% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,935 $249K 0.06% +9 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,933 $249K 0.01% -1,467 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 1,905 $246K <0.01% new 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,903 $245K 0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,900 $245K 0.02% -50 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,870 $241K 0.05% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,855 $239K 0.06% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,827 $236K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,813 $234K <0.01% -166 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,790 $231K 0.2% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,744 $225K 0.02% -647 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,709 $220K 0.11% +50 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,702 $219K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,695 $219K 0.01% -2,175 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,674 $216K 0.02% -145 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,662 $214K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,653 $213K <0.01% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,651 $213K 0.02% +6 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,620 $209K <0.01% new 13F-HR Timeline Group RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,613 $208K 0.1% -66,298 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 $206K 0.01% new 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 1,599 $206K 0.03% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,571 $203K 0.3% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,555 $200K 0.08% -50 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,500 $193K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,483 $191K 0.01% +67 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,450 $187K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,307 $169K 0.15% -62 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,243 $160K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,220 $157K 0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,200 $156K 0.05% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1,168 $151K 0.06% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,148 $148K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,132 $146K 0.01% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,096 $141K <0.01% +1 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,081 $139K 0 Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,037 $134K 0.03% +579 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,019 $131K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,014 $131K <0.01% +37 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,009 $130K 0.05% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 877 $113K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 859 $111K 0.08% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 825 $106K 0.03% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 825 $106K 0.01% -350 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 825 $106K 0.04% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 791 $105K 0.07% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 800 $103K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 743 $95.8K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 729 $94K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 700 $90.3K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 700 $90.2K 0.01% -1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 690 $89K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 688 $88.7K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 641 $82.7K <0.01% +3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 641 $82.6K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 637 $82.1K 0.03% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 615 $79.3K 0.22% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 606 $78.1K <0.01% +63 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 600 $77.4K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 600 $77.4K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 597 $76.9K <0.01% +97 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 577 $74.4K 0.04% -577 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 556 $71.7K 0.03% +3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 527 $67.9K 0.02% 0 13F-HR Timeline