Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,297 $1.29M 0.03% +71 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,261 $1.28M 0.01% -14 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,237 $1.28M 0.01% -576 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,999 $1.22M 0.19% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,985 $1.22M 0.09% +56 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,940 $1.21M 0.08% -195 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,875 $1.19M 0.06% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,827 $1.18M 0.08% +500 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,833 $1.18M 0.12% -783 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,723 $1.15M 0.79% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,710 $1.15M 1.03% -73 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,637 $1.14M 0.42% +1,969 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,644 $1.13M 0.81% +2,101 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,563 $1.11M 0.01% +115 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,485 $1.09M 0.03% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,469 $1.09M 0.3% -4 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,447 $1.09M <0.01% +350 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,235 $1.03M 0.07% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,215 $1.03M 0.09% -215 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,200 $1.03M <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 4,173 $1.02M 0.04% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,113 $1M 0.06% -468 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,054 $990K 0.07% +1 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 4,011 $979K 0.36% -391 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,930 $959K -33 Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,919 $959K 0.12% -448 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,907 $954K 0.07% -240 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,730 $910K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,698 $903K 0.08% +4 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,682 $899K 0.01% +1,876 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,679 $898K 0.02% -5,374 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,691 $897K 0.06% -83 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,539 $864K 0.84% -90 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,527 $861K 0.01% -1,264 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,525 $860K 0.27% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,497 $854K 0.11% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,493 $853K <0.01% +29 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,471 $847K 0.02% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,387 $827K 0.4% +182 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,378 $825K 0.54% -71 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,338 $823K 0.13% +65 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 3,327 $812K 0.05% +194 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,304 $806K 0.62% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,228 $788K 0.02% -308 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,200 $781K 0.09% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 3,195 $780K 0.44% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,123 $762K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,110 $759K 0.02% +1,064 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,105 $758K 0.8% -440 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,089 $754K 0.02% +42 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,064 $748K <0.01% +400 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,052 $745K 0.1% -13 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,038 $742K 0.1% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,000 $732K 0.29% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,953 $721K <0.01% -15 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,933 $718K 0.24% +88 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,934 $716K 0.01% +1 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,924 $714K 0.01% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,922 $713K 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) 2,917 $712K 0.02% +2,532 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,928 $712K 0.08% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,911 $711K <0.01% +744 13F-HR/A Timeline Group Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 2,904 $709K +81 Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,893 $706K 0.46% +89 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,830 $691K <0.01% +5 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,829 $691K 0.3% +7 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,817 $688K 0.82% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,797 $683K 0.28% +4 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,784 $680K 0.08% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,773 $677K 0.02% +315 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,727 $666K 0.07% +289 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,716 $663K 0.1% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,676 $653K 0.07% +491 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,614 $638K 0.38% -225 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,598 $634K 0.05% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,577 $629K 0.02% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,555 $624K 0.08% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,547 $622K 0.01% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,506 $613K 0.18% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,495 $610K 0.19% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,491 $608K 0.01% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,488 $607K 0.09% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,480 $605K <0.01% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,479 $605K 0.12% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,471 $603K 0.42% -107 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,327 $589K 0.09% +100 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,345 $572K 0.09% -6 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Equitable Holdings, Inc. 2,332 $569K <0.01% +554 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,330 $569K 0.02% +5 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,298 $561K 0.19% -128 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,235 $546K <0.01% +619 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,213 $540K 0.06% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,206 $538K 0.05% +6 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,158 $527K 0.25% -353 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,147 $524K 0.21% 0 13F-HR/A Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,122 $518K 0.05% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,117 $517K <0.01% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,113 $516K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,099 $512K 0.19% -43 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,095 $511K 0.1% -267 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,068 $505K 0.15% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,063 $503K 0.36% +3 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,013 $491K <0.01% +138 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,995 $487K <0.01% -130 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,972 $481K 0.02% -5 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,955 $477K 0.17% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,932 $472K 0.11% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,913 $465K 0.06% +104 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,040 $459K 0.12% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,800 $439K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,795 $438K 0.01% +4 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,717 $433K 0.01% -4 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,764 $431K 0.21% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,763 $430K 0.03% -8 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 1,722 $420K 0.12% +4 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,713 $418K <0.01% new 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 1,666 $407K 0.03% +46 13F-HR/A Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,658 $405K 0.24% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,655 $404K 0.01% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,650 $403K 0.16% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,640 $400K 0.01% +2 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 1,631 $398K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,611 $393K 0.01% +278 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,598 $390K 0.25% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,596 $390K 0.27% +114 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,576 $385K 0.28% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,562 $382K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,552 $379K 0.05% -755 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,541 $376K 0.05% -655 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,538 $375K 0.01% -36 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,529 $373K 0.03% +3 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,528 $373K 0.14% +96 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,509 $368K <0.01% -353 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,503 $367K <0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,498 $366K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,488 $363K 0.02% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,475 $360K 0.2% -13 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,425 $348K <0.01% 0 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,426 $347K 0.12% +2 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,406 $343K 0.04% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,404 $343K <0.01% +1 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,379 $337K 0.13% -21 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,367 $334K 0.08% +3 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,367 $334K <0.01% +339 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 1,355 $331K 0.11% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,350 $330K 0.1% -50 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,344 $328K 0.17% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,341 $327K 0.01% -103 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 1,283 $322K 0.05% +6 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,316 $321K 0.02% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,316 $321K <0.01% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,301 $318K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,300 $317K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,300 $317K 0.01% 0 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,299 $317K 0.13% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,291 $315K 0.02% -4 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,284 $313K 0.07% +109 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,280 $312K 0.01% new 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,277 $312K 0.12% -46 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,255 $306K 0.11% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,244 $304K 0.01% +208 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,238 $302K 0.02% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,214 $296K 0.02% -8,351 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,200 $293K 0.16% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,191 $291K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,150 $281K 0.03% +3 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,146 $280K 0.01% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,113 $272K 0.04% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,108 $270K 0.11% +3 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,105 $270K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,091 $266K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,089 $266K 0.04% +67 13F-HR Timeline Group Warner Group LLC More: the full row for Warner Group LLC 1,080 $264K 0.18% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,072 $262K 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,072 $262K 0.02% +1 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,064 $260K <0.01% +91 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,050 $256K 0.04% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,042 $254K <0.01% -23,958 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,040 $254K 0.09% +3 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,027 $251K <0.01% 0 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,024 $250K <0.01% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,001 $244K 0.12% -3 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,001 $244K <0.01% -3,944 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 986 $241K 0.1% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 986 $241K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 971 $239K 0.01% +1 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 979 $239K <0.01% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 977 $238K 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 962 $235K <0.01% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 958 $234K 0.01% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 954 $233K 0.03% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 940 $229K 0.09% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 939 $229K <0.01% -20 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 929 $228K 0.06% +2 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 928 $227K 0.03% -25 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 924 $226K 0.05% -349 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 923 $225K 0.01% -333 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 922 $225K <0.01% 0 13F-HR Timeline