Rathbones Group PLC More: the full row for Rathbones Group PLC 14,244 $578K <0.01% -137 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,239 $578K 0.04% -671 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,437 $545K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,771 $518K 0.04% +2,250 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 12,698 $515K 0.03% +1,753 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 12,647 $513K 0.16% +160 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,474 $506K 0.01% +41 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 11,790 $479K 0.36% -117 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,589 $470K 0.03% -12 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,337 $460K 0.03% -1,032 13F-HR/A Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,268 $457K 0.06% +600 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 10,544 $428K 3.86% -2,174 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,365 $421K <0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,358 $420K 0.05% +147 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,278 $417K 0.02% +61 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,118 $411K 0.05% -172 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,893 $402K 0.06% +561 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,864 $400K 0.01% +1,178 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 9,780 $397K 0.39% -51 13F-HR Timeline Foguth Wealth Management, LLC. 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More: the full row for Clarus Group, Inc. 9,725 $395K 0.13% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 9,310 $378K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,304 $378K 0.02% +604 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 8,960 $374K 0.35% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,143 $371K 0.13% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,798 $357K 0.02% -1,891 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,262 $354K 0.03% -4,060 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,466 $344K 0.04% +2,218 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,386 $340K 0.01% +61 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,330 $338K 0.01% +5,410 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,270 $336K 0.18% +1,567 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 8,155 $331K 0.05% +1,589 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,100 $329K 0.02% +242 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,063 $327K 0.06% -343 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,937 $322K 0.02% -20 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,664 $311K <0.01% +1,086 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,658 $311K 0.01% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,614 $309K 0.21% -20 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,386 $300K 0.01% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 7,085 $288K 0.06% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,028 $285K 0.05% +193 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,975 $283K 0.09% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,487 $263K <0.01% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,430 $261K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,308 $256K <0.01% -241 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,189 $251K <0.01% +176 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,100 $248K 0.12% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 39,160 $245K 0.03% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,929 $241K <0.01% +42 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,769 $234K <0.01% -385 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,554 $225K 0.05% -378 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 5,441 $221K 0.06% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 5,410 $220K 0.09% +97 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 5,282 $218K 0.1% -101 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 5,341 $217K 0.19% +50 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,294 $215K <0.01% +4 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,227 $212K -4,920 Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,031 $204K <0.01% -255,734 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 4,996 $203K 0.14% -116 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,940 $200K <0.01% -23 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,789 $154K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,750 $112K 0.03% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2,475 $100K 0.11% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,189 $88.8K 0.03% -1,130 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,000 $81.2K 0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,734 $70.4K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,570 $63.7K <0.01% +150 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,538 $62.4K 0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,530 $62.1K <0.01% +1,320 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,363 $55.3K <0.01% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,200 $48.7K 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,100 $44.6K 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 1,005 $40.8K <0.01% +14 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,001 $40.6K 0.02% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 944 $38.3K 0.03% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 838 $34K 0.02% +13 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 815 $33.1K <0.01% +144 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 790 $32.6K 0.02% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 734 $29.8K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 545 $22K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 400 $16.2K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 400 $16K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 334 $13.6K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 313 $12.7K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 304 $12.3K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $12.2K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 284 $12K <0.01% new 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 269 $10.9K <0.01% +4 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 265 $10.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 254 $10.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 245 $9.94K <0.01% -19,396 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 160 $6.49K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 123 $4.99K <0.01% +70 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 98 $4K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 79 $3.21K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 79 $3.21K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 70 $2.84K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 69 $2.8K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 60 $2.44K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 49 $1.99K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $1.91K <0.01% -3,313 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 46 $1.87K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 37 $1.5K <0.01% +3 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 35 $1.42K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 35 $1.42K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 30 $1.22K <0.01% -80 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29 $1.17K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 15 $609 <0.01% 0 13F-HR Timeline