Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,791 $1.08M 0.01% +1,860 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,783 $1.08M 1.03% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,723 $1.06M 0.75% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,581 $1.03M 0.06% -23 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,560 $1.03M 0.2% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,485 $1.01M 0.03% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,473 $1.01M 0.3% +49 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,448 $1M 0.01% +60 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,430 $996K 0.1% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 4,402 $990K 0.36% -433 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,367 $984K 0.1% +501 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,327 $976K 0.07% -101 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,302 $968K 0.07% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,200 $945K <0.01% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,147 $933K 0.07% -99 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,097 $922K <0.01% +40 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,053 $912K 0.07% -300 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,025 $905K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,963 $891K +87 Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 3,941 $886K 0.23% -16,853 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,774 $846K 0.07% +1,767 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,730 $839K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,694 $831K 0.08% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,629 $816K 0.85% -72 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,545 $797K 0.43% -1,723 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,536 $795K 0.02% +78 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,525 $793K 0.25% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,497 $787K 0.11% +15 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,471 $781K 0.02% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,464 $779K <0.01% +1,673 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,449 $776K 0.43% +3,029 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,295 $741K 0.04% -2,333 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,273 $736K 0.19% +618 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,205 $721K 0.38% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,200 $720K 0.08% -300 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 3,195 $719K 0.46% 0 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 3,133 $705K 0.05% +396 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 3,065 $689K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,047 $685K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,038 $683K 0.1% -10,352 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,000 $675K 0.3% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,968 $667K <0.01% -284 13F-HR/A Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,933 $660K 0.01% -31 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,928 $659K 0.08% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,928 $659K 0.01% +9 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,922 $657K 0.01% -2,482 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,845 $641K 0.22% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,839 $639K 0.33% +166 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,825 $635K <0.01% -20 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 2,823 $635K +214 Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,822 $635K 0.3% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,817 $634K 0.78% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,804 $631K 0.48% +150 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,793 $628K 0.28% +400 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,784 $626K 0.08% -95 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,664 $599K <0.01% -175 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,668 $598K 0.24% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,598 $584K 0.05% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,578 $580K 0.53% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,532 $576K 0.21% -2,123 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,555 $575K 0.08% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,491 $573K 0.01% -154 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,547 $573K 0.01% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 2,543 $572K 0.55% -1,151 13F-HR/A Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,506 $565K 0.18% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,511 $565K 0.29% -60 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,495 $563K 0.2% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,488 $560K 0.09% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,480 $558K <0.01% +105 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,479 $558K 0.12% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,458 $553K 0.02% +130 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,438 $548K 0.07% +221 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,426 $546K 0.2% -5 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,327 $536K 0.25% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,362 $533K 0.1% -8 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,351 $529K 0.1% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 2,334 $525K 0.29% +1,136 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,325 $523K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,308 $519K 0.03% -337 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,307 $519K 0.08% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,291 $517K 0.14% +118 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,227 $501K 0.09% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,213 $498K 0.06% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,200 $495K 0.05% -47 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,200 $495K <0.01% -1,700 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,196 $494K 0.07% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,185 $491K 0.06% +137 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,167 $487K <0.01% +610 13F-HR Timeline Group Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,147 $483K 0.21% -37 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,142 $482K 0.19% +207 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,125 $478K <0.01% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,120 $477K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,117 $476K <0.01% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,113 $475K 0.01% -483 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,100 $472K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,068 $465K 0.14% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,060 $463K 0.36% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,046 $460K 0.04% -304 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,040 $459K 0.12% -1 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,977 $445K 0.02% -170 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,955 $439K 0.17% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,875 $422K <0.01% -217 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,862 $419K <0.01% +353 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,809 $411K 0.06% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,806 $406K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,800 $405K 0.01% 0 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,721 $404K 0.02% -50 13F-HR Timeline Group Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,765 $403K 0.23% +5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,791 $403K 0.01% -1,016 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,778 $400K <0.01% -32 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,771 $398K 0.03% -24 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,764 $397K 0.21% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,718 $386K 0.12% -11 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,655 $372K 0.01% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,654 $372K 0.23% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,638 $368K 0.01% -427 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 1,631 $367K 0.03% -86 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,620 $364K 0.03% +145 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,616 $363K <0.01% -2,709 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,598 $359K 0.25% -2 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,576 $354K 0.29% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,574 $354K 0.01% -30 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,562 $352K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,526 $343K 0.03% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,502 $338K <0.01% -5 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,498 $337K 0.02% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,488 $335K 0.2% -13 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,488 $335K 0.02% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,482 $333K 0.26% -1 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,444 $325K 0.01% +240 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,432 $322K 0.18% +262 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,425 $321K <0.01% 0 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,424 $320K 0.12% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,406 $316K 0.04% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,403 $316K <0.01% +53 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,400 $315K 0.13% +23 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,400 $314K 0.12% -2,965 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,364 $307K 0.08% +150 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 1,355 $305K 0.1% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,344 $302K 0.17% -2,992 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,333 $300K 0.01% 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,323 $298K 0.12% -12,361 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,305 $293K 0.08% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,301 $293K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,300 $292K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,300 $292K 0.01% -2,500 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,296 $292K 0.12% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,295 $291K 0.02% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,285 $289K 0.01% +153 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,277 $287K 0.05% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,273 $286K 0.07% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,256 $282K 0.03% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,200 $270K 0.17% -150 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,191 $268K <0.01% -3 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,175 $264K 0.07% -257 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,147 $258K 0.03% -50 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,144 $257K 0.01% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,105 $249K 0.02% -265 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,105 $249K <0.01% +58 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,105 $248K 0.11% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,091 $245K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,072 $241K 0.02% +624 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,071 $241K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,051 $236K 0.02% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,050 $236K 0.04% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,036 $234K 0.01% -14 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,037 $233K 0.1% +13 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,028 $231K <0.01% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,027 $231K <0.01% -625 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,024 $230K <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 $230K 0.04% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,011 $227K <0.01% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,004 $226K 0.12% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 993 $223K <0.01% -1,747 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 970 $223K 0.01% new 13F-HR/A Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 986 $222K 0.1% -105 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 986 $222K 0.01% -105 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 979 $220K <0.01% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 977 $220K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 977 $219K 0.06% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 973 $219K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 962 $216K <0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 959 $216K <0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 958 $215K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 954 $215K 0.03% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 953 $214K 0.03% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 940 $211K 0.09% +932 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 927 $210K 0.06% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 901 $209K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 922 $207K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 920 $207K 0.01% -119 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 894 $201K <0.01% -16,668 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 861 $194K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 860 $193K 0.01% -200 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 817 $184K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 800 $180K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 784 $176K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 741 $167K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 720 $162K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 626 $141K 0.01% 0 13F-HR Timeline