Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,351 $925K 0.07% +108 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,326 $920K 0.07% -1,903 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,269 $908K 0.05% +495 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,200 $893K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,132 $879K <0.01% +2,044 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 4,071 $866K 0.04% -503 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,057 $863K <0.01% +463 13F-HR Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,947 $839K 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,867 $822K 0.03% -43 13F-HR Timeline Group Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,767 $801K 0.99% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,730 $793K 0.15% -70 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 3,722 $791K 0.15% +10 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,721 $791K 0.09% +500 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,697 $786K 0.01% +358 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 3,581 $762K 0.56% 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,567 $759K +1,253 Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,557 $756K 0.71% +10 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,545 $754K 0.23% -50 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,538 $752K 0.41% -9,207 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,525 $750K 0.26% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,477 $739K 0.11% +916 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 3,385 $720K 1.54% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,323 $707K 0.4% 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,300 $702K 0.09% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,218 $684K 0.07% +511 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,214 $683K 0.22% 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 3,195 $679K 0.51% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,180 $676K 0.03% -160 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,125 $665K <0.01% +2,864 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,100 $659K 1.06% -539 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,095 $658K 0.01% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,065 $652K 0.11% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 3,033 $645K 0.28% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,002 $638K 0.09% +149 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,000 $638K 0.01% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,928 $623K 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,922 $621K 0.01% +74 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,914 $620K 0.01% -304 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,911 $619K 0.01% -187 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,890 $615K 0.18% +3 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,888 $614K 0.01% -2,946 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 2,883 $613K 0.58% 13F-HR/A Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,879 $612K 0.09% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,846 $605K <0.01% +5 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,750 $585K 0.14% -2,293 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,665 $567K 0.2% +265 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,644 $562K 0.01% -216 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,625 $558K 0.45% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,614 $556K 0.03% +18 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,597 $552K 0.05% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,582 $549K 0.37% 0 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 2,556 $544K +75 Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,555 $543K 0.12% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,547 $542K 0.01% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,541 $540K 0.29% -50 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 2,517 $535K 1.13% 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 2,508 $533K 0.18% -18 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,506 $533K 0.01% +103 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,506 $533K 0.14% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,501 $532K 0.32% +963 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,495 $531K 0.35% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,488 $529K 0.09% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,479 $527K 0.12% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,476 $526K 0.2% -320 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,432 $517K 0.02% -240 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,416 $514K 0.05% -5,679 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,404 $511K 0.11% -37 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,388 $508K 0.29% +4 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,375 $505K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,344 $498K 0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,330 $495K <0.01% +82 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,327 $495K 0.24% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,319 $493K 0.02% +6 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,314 $492K 0.1% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,307 $491K 0.11% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,263 $481K 0.06% -50 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,241 $476K 0.06% +483 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,219 $472K 0.12% -12 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 2,201 $468K <0.01% +342 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,184 $464K 0.24% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,175 $463K 0.02% -76 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,125 $452K <0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,121 $451K 0.01% +184 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,116 $450K 0.06% -408 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,068 $440K 0.14% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,048 $436K 0.05% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,058 $434K 0.42% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,022 $430K <0.01% 0 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,000 $425K 0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,979 $421K 0.39% +335 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,978 $421K <0.01% -313 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,935 $412K 0.14% +421 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,922 $409K 0.08% -2,064 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,836 $390K 0.24% 0 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,755 $385K 0.23% -117 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,795 $382K <0.01% -278 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,784 $379K <0.01% -74 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,755 $373K 0.01% -266 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,752 $369K 0.02% -128 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 1,728 $367K 0.14% +5 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,717 $365K 0.04% +201 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,710 $364K 0.03% -21 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,724 $363K 0.07% -6 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,677 $356K 0.14% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,710 $353K 0.17% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,655 $352K 0.01% -28 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,654 $352K 0.25% +5 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,640 $349K <0.01% -122 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,610 $342K 0.26% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,588 $338K <0.01% +16 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,574 $335K 0.29% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,557 $331K 0.01% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,530 $325K 0.22% -50 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,524 $324K 0.03% +65 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,523 $324K 0.03% +19 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,519 $323K 0.07% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,516 $322K <0.01% -65 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,509 $321K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,498 $319K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,488 $316K 0.02% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,483 $315K 0.26% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,466 $312K 0.17% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,456 $310K 0.01% +18 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,450 $308K 0.17% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,365 $301K 0.09% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,415 $301K 0.03% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,406 $299K 0.04% -150 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,404 $299K <0.01% -23,029 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,376 $293K 0.02% -44 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,369 $291K 0.02% +14 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,350 $287K 0.19% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,352 $287K 0.09% -275 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,347 $287K <0.01% +1 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,288 $283K <0.01% +992 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,327 $282K 0.01% -120 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,376 $279K 0.02% +13 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,314 $279K 0.07% -233 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,301 $277K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,300 $276K 0.02% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,273 $276K 0.06% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,295 $275K 0.02% -109 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,292 $275K 0.13% +3 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,241 $264K 0.02% -1,451 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,213 $258K 0.08% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,204 $256K 0.01% +549 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,195 $254K 0.03% +42 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,188 $253K 0.17% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,151 $245K <0.01% +170 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,149 $244K <0.01% -246 13F-HR Timeline Group Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,102 $234K 0.11% +18 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 1,097 $233K 0.03% +109 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,093 $232K 0.05% -54 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,091 $232K 0.12% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,091 $232K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,091 $232K 0.01% -61 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,075 $229K 0.02% -4 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,050 $223K 0.04% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,047 $223K <0.01% +15 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,034 $220K 0.01% -429 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,029 $219K 0.01% +64 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,024 $218K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,022 $217K 0.04% -120 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,021 $217K 0.09% +3 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,011 $215K <0.01% -24 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,006 $214K 0.12% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 995 $212K 0.01% +2 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 988 $210K 0.04% -15 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 982 $209K 0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 979 $208K <0.01% 0 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 977 $208K 0.01% -2 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 975 $207K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 973 $207K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 961 $204K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 953 $204K 0.01% -168 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 958 $204K 0.01% -308 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 956 $203K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 899 $192K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 870 $186K 0.02% -3 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 861 $183K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 817 $174K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 800 $170K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 783 $167K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 742 $158K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 741 $158K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 720 $153K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 586 $125K <0.01% +201 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 549 $117K 0.16% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 545 $116K 0.05% -108 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 513 $109K 0.05% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 495 $105K 0.09% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 475 $101K 0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 426 $90.5K 0.02% +173 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 413 $87.8K 0.02% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 396 $84.6K 0.01% -2,457 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 389 $82K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 374 $79.5K 0.01% 0 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 360 $76.6K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 344 $73.4K 0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 281 $59.8K <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 280 $59.5K <0.01% 0 13F-HR Timeline