JSF Financial, LLC More: the full row for JSF Financial, LLC 5,255 $1.23M 0.27% +67 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,195 $1.22M 0.7% +138 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,189 $1.22M 0.23% -50 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,166 $1.21M 0.36% -3,738 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,153 $1.21M 0.01% -142 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,500 $1.21M 0.07% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,105 $1.2M 0.26% +20 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 5,085 $1.19M 0.46% -52 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 5,081 $1.19M 0.01% -2,982 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,073 $1.19M 0.01% +1 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,033 $1.18M 0.66% +311 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,017 $1.18M 0.22% -1,913 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,972 $1.17M 0.38% +211 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,894 $1.15M 0.06% -167 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,870 $1.14M 0.03% +109 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,726 $1.11M 0.02% 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 4,731 $1.11M 0.02% -231 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,673 $1.1M -13 Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4,673 $1.1M 0.29% +152 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,665 $1.1M 0.03% +699 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,646 $1.09M 0.08% +124 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,612 $1.08M 0.02% -20 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,606 $1.08M 0.17% -950 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,565 $1.07M 0.01% +1,509 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,496 $1.06M 0.03% -1,924 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,503 $1.05M 0.92% 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,402 $1.03M 0.18% +20 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,394 $1.03M 0.14% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,363 $1.03M 0.04% +616 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 4,367 $1.02M <0.01% +1,761 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,349 $1.02M <0.01% -474 13F-HR Timeline Group CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 4,345 $1.02M 0.32% -2,699 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,300 $1.01M 0.01% +3,057 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,264 $1M 0.07% -560 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,234 $995K 0.03% +716 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,230 $994K 0.01% +87 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,218 $991K 0.04% +73 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,212 $990K 0.14% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,196 $986K 0.04% -2,007 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,190 $985K 0.13% +2,417 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,171 $980K 0.05% +5 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,620 $968K 0.03% +3,659 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,120 $968K 0.05% +682 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,111 $966K 0.17% +351 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,102 $964K 0.13% +566 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,097 $963K 0.01% +33 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,086 $958K 0.05% +535 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,072 $957K 0.01% -5,585 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,061 $954K 0.11% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,050 $952K 0.05% -68 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,041 $950K 0.14% +141 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,014 $943K +352 Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 4,000 $942K 0.04% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,008 $942K 0.33% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,997 $939K 0.4% +94 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,949 $928K 0.14% -109 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,922 $922K 0.01% -864 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,913 $921K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,863 $908K 0.03% +195 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. 3,854 $906K 0.01% 0 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,848 $904K 0.37% +53 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,800 $893K 0.6% +150 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,795 $892K 0.01% +803 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,775 $887K 0.06% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,743 $880K 0.09% +815 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,726 $876K 0.05% +229 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,701 $870K 0.02% -387 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,648 $857K 0.01% 0 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,646 $857K 0.02% 0 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,639 $855K 0.05% +676 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,629 $853K 0.04% +134 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 3,537 $831K 0.5% +1,567 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,685 $829K 0.19% -236 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,514 $826K 0.47% +120 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,500 $822K 0.29% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,474 $816K 0.36% -282 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,437 $808K 0.01% -604 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,432 $806K 0.02% +180 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,423 $804K <0.01% -221 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,380 $794K 0.13% -1,278 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,374 $793K 0.34% +1,884 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/ 3,373 $792K <0.01% +235 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,352 $788K 0.01% +71 13F-HR/A Timeline Group 111 Capital More: the full row for 111 Capital 3,349 $787K 0.15% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,337 $784K 0.01% +1,914 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,309 $778K 0.07% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,286 $772K 0.47% +36 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,275 $770K 0.02% +341 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,269 $768K 0.02% +212 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,268 $768K 0.02% +47 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,255 $765K 0.05% +527 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,252 $764K 0.03% +398 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,229 $759K 0.12% -868 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,186 $749K 0.05% +1,056 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,178 $747K 0.01% +293 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,167 $744K 0.1% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,165 $744K 0.01% +676 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,147 $739K <0.01% +217 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,142 $738K 0.1% -11 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,127 $735K 0.01% -338 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,109 $731K 0.28% +1,964 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,100 $728K 0.18% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,096 $727K 0.04% -59 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,077 $723K 0.09% +2,044 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,027 $712K 0.03% +131 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 3,000 $705K 1.43% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,997 $704K 0.01% +1,563 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,982 $701K 0.05% +367 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,967 $697K +812 Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,942 $691K 0.16% -22 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,916 $685K 0.23% +299 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,872 $675K 0.02% +191 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,858 $672K 0.11% -24 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,849 $669K 0.3% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,818 $662K 0.2% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,817 $662K 0.02% 0 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 2,805 $659K 0.01% -52,873 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,788 $655K 0.24% -9 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,778 $655K 0.07% +168 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 2,783 $654K 0.18% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,773 $652K 0.2% -101 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,771 $651K 0.49% -7 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,770 $651K 0.06% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,765 $650K 0.11% +195 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 2,725 $640K 0.29% 0 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 2,703 $635K 2.08% -421 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,697 $634K 0.2% +23 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,688 $632K 0.29% -100 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,682 $630K 0.01% -822 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,680 $630K 0.02% -2,125 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,675 $629K 0.02% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,650 $623K 0.21% -73 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,664 $618K 0.1% +25 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,629 $618K 0.06% -709 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,621 $616K 0.01% -210 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,603 $612K 0.41% +41 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,599 $611K 0.53% -402 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,599 $603K 0.05% +406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,563 $602K 0.01% -3,806 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,547 $598K 0.03% +654 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,546 $598K 0.32% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,529 $594K 0.02% -59 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,526 $594K 0.01% -318 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,500 $587K 0.34% 0 13F-HR Timeline Heronetta Management, L.P. More: the full row for Heronetta Management, L.P. 2,497 $587K 0.32% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,488 $585K 0.13% +4 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,452 $576K 0.39% -16 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,448 $575K 0.01% +7 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,440 $573K 0.37% -20 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,439 $573K 0.25% -5 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,434 $572K 0.03% -1 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,427 $570K 0.17% 0 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 2,418 $568K 0.28% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,406 $565K 0.01% +756 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,384 $560K 0.43% -5,588 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,295 $540K 0.01% +956 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,287 $537K 0.08% -4,580 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,282 $536K 0.07% +14 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,279 $536K 0.04% +52 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,275 $535K 0.01% +51 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,262 $532K 0.02% +464 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,209 $519K 0 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,196 $517K 0.03% +1,011 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 2,200 $517K 0.4% -16,800 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,177 $512K 0.31% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,171 $510K 0.36% -24 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,170 $510K 0.07% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,166 $509K 0.02% -72 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,152 $505K 0.14% -3 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,120 $498K 0.03% -50 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,102 $494K 0.04% -4 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,070 $486K 0.11% +33 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,068 $486K 0.05% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,053 $482K 0.09% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,029 $477K 0.24% +2 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,022 $475K 0.02% -4 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,011 $473K 0.01% -427 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,011 $473K 0.01% -1,167 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,003 $471K 0.08% -1,686 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,001 $470K 0.22% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,000 $470K 0.05% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,000 $470K 0.06% +550 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,998 $470K 0.01% +103 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,139 $468K 0.7% -35 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,992 $468K 0.03% +57 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,991 $468K 0.02% +160 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,980 $465K 0.15% -2 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,975 $464K 0.29% -10 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,970 $463K 0.04% +244 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,963 $461K 0.02% +329 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,955 $459K 0.26% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,953 $459K 0.09% new 13F-HR/A Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,948 $458K 0.24% -95 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,941 $456K 0.01% -135 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,926 $453K 0.01% -292 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,911 $449K <0.01% +16 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,908 $448K 0.04% -170 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,908 $448K 0.03% -22 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. 1,904 $448K 0.01% +22 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,899 $446K <0.01% 0 13F-HR Timeline