LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,811 $968K 0.08% +4,807 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,762 $959K 0.7% +1 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,723 $951K 0.75% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,655 $937K 0.42% +2,676 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,604 $927K 0.05% +335 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,557 $922K 0.02% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,560 $918K 0.19% 0 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,485 $903K 0.03% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,430 $892K 0.09% +13 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,428 $892K 0.08% -1 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,424 $891K 0.29% -640 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,388 $884K 0.01% +691 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,353 $877K 0.07% +2 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,336 $873K 0.49% -1,126 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,325 $871K <0.01% +1,200 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,246 $855K 0.06% -80 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,200 $846K <0.01% 0 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,365 $842K 0.16% +2,915 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,057 $817K <0.01% 0 13F-HR Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,947 $795K 0.07% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,913 $788K 0.04% +2,672 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,900 $785K <0.01% -5,400 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,866 $783K 0.09% -3,374 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,876 $781K +309 Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,871 $780K 0.09% +150 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,800 $765K 0.02% -67 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,730 $751K 0.14% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,701 $745K 0.95% -66 13F-HR Timeline Flavin Financial Services, Inc. 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LLC 3,567 $718K 0.69% +10 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,525 $710K 0.25% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,500 $705K 0.09% +200 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,482 $701K 0.11% +5 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,458 $696K 0.02% -1,387 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 420 $675K 0.48% -2,903 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,336 $672K 0.05% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,324 $669K 0.03% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,252 $655K <0.01% +1,274 13F-HR Timeline Group HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,205 $645K 0.4% +704 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 3,195 $643K 0.45% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,065 $617K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,047 $614K 0.01% -48 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,000 $604K 0.29% -2,000 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,964 $597K 0.01% +76 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,931 $590K 0.01% +17 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,928 $590K 0.08% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,919 $588K 0.01% +8 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,879 $580K 0.09% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,845 $573K <0.01% -1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,845 $573K 0.22% +180 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,839 $572K <0.01% -1,293 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,822 $568K 0.28% -211 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,817 $567K 0.79% -283 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,807 $565K 0.01% +1,778 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,792 $562K <0.01% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,737 $554K 0.04% -3,587 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,740 $552K 0.01% +1,336 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,673 $538K 0.3% -865 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,655 $535K 0.17% -559 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,654 $535K 0.45% +29 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for BAILARD, INC. 2,547 $513K 0.01% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,506 $505K 0.14% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,495 $502K 0.22% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,488 $501K 0.09% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,479 $499K 0.11% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,431 $490K 0.19% -45 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,393 $482K 0.25% +5 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,375 $478K <0.01% +45 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,370 $477K 0.1% -380 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,351 $473K 0.02% -829 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,351 $473K 0.1% -53 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,350 $473K 0.09% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,328 $469K 0.02% +153 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,327 $469K 0.23% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,325 $468K 0.02% +6 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,307 $464K 0.09% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,247 $453K 0.05% +6 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,227 $448K 0.09% -87 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,217 $446K 0.06% -199 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,213 $446K 0.06% -50 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,184 $440K 0.22% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,173 $438K 0.11% -46 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 2,147 $432K 0.03% -2,834 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,125 $428K <0.01% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,120 $427K 0.05% +4 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,117 $426K <0.01% +95 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 2,092 $421K <0.01% -109 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,068 $416K 0.14% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,065 $416K 0.01% -56 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,060 $415K 0.37% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,048 $412K 0.05% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,935 $412K 0.14% 0 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,041 $411K 0.12% -849 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,008 $404K 0.01% +8 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,007 $402K 0.04% +1,137 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,955 $395K 0.18% +245 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,848 $372K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,866 $368K <0.01% +578 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Institute for Wealth Management, LLC. 1,197 $241K 0.03% +2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,194 $240K <0.01% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,170 $236K 0.15% -18 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,132 $228K 0.01% -195 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,105 $222K 0.11% +3 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,091 $220K 0.1% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,091 $220K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,091 $220K 0.01% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 1,082 $218K 0.49% -2,303 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,067 $215K 0.03% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 8 $214K 1.56% -998 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,060 $213K 0.02% -309 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,051 $212K 0.02% -24 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,050 $212K 0.01% -705 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,050 $211K 0.04% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,047 $211K <0.01% -469 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,041 $210K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,039 $209K 0.01% +5 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,024 $206K <0.01% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,024 $206K 0.09% +3 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,022 $206K 0.04% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,011 $204K <0.01% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,000 $201K 0.04% -93 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 979 $197K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 952 $192K 0.01% +951 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 875 $176K 0.04% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 861 $173K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 822 $166K <0.01% +236 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 817 $165K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 800 $161K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 784 $158K 0.02% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 720 $153K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 741 $149K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 626 $126K 0.01% +151 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 549 $111K 0.15% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 526 $106K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 495 $99.7K 0.09% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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LLC 360 $72.5K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 319 $64.2K <0.01% -70 13F-HR Timeline Group