VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,999 $1.18M 0.15% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,905 $1.16M 0.43% -905 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,875 $1.15M 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,844 $1.14M <0.01% -397 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,749 $1.12M 0.94% +15 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,723 $1.12M 0.77% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,694 $1.11M 0.08% -115 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,668 $1.1M 0.01% +1,376 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,387 $1.1M 0.02% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,612 $1.09M 0.08% -93 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,599 $1.09M 0.05% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,570 $1.08M 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,517 $1.07M 0.02% -622 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 4,440 $1.06M 0.36% -166 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,485 $1.06M 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,477 $1.06M <0.01% -1,543 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,396 $1.04M 0.02% new 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,977 $1.04M -2,071 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,350 $1.03M 0.03% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,200 $993K <0.01% 0 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,117 $973K 0.07% +60 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,208 $965K 0.03% -9 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,076 $963K 0.08% -158 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,925 $928K 0.02% -170 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,833 $906K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,821 $903K +5 Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,760 $889K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,737 $883K 0.06% -94 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,730 $882K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,654 $864K 0.08% -12 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,649 $863K 0.01% -35 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,621 $856K 0.09% -538 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,600 $851K 0.04% -550 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,525 $833K 0.23% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,518 $832K 0.21% -80 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,510 $830K 0.1% +22 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,471 $820K 0.02% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,444 $814K 0.75% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,426 $810K 0.38% +23 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,413 $807K 0.02% -463 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,411 $806K 0.01% +722 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $799K 0.45% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,327 $786K 0.41% +47 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,322 $785K 0.02% +1,337 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,310 $782K 0.16% +1,034 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,286 $777K 0.15% -47,072 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,247 $767K <0.01% -84 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,238 $765K 0.04% -3 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,200 $756K 0.09% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 3,195 $755K 0.39% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,977 $748K <0.01% +229 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,144 $743K 0.01% +8 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,105 $734K 0.08% +93 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,049 $721K 0.08% -3 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,936 $694K 0.07% +8 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 2,932 $693K 0.04% -284 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,910 $688K <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,864 $677K 0.02% -595 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,852 $674K 0.29% +9 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,843 $672K 0.03% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,835 $670K 0.41% +24 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,812 $665K 0.25% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,800 $662K 0.22% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,791 $660K 0.01% -142 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,784 $658K 0.07% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,765 $654K 0.13% -100,961 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,739 $647K 0.8% -78 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,721 $643K 0.01% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,662 $629K 0.03% -296 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,526 $617K 0.28% -619 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,599 $614K 0.04% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,555 $609K 0.08% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,576 $609K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAILARD, INC. More: the full row for BAILARD, INC. 2,547 $602K 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 2,526 $597K 0.01% +836 13F-HR Timeline Group Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 2,515 $594K 0.5% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,506 $592K 0.19% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,500 $591K 0.23% -500 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,495 $590K 0.2% 0 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 2,494 $589K 0.5% -5,225 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,488 $588K 0.08% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,484 $587K 0.36% -412 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,479 $586K 0.11% 0 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 2,417 $572K 4.49% +293 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,410 $570K 0.12% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,399 $567K 0.01% -105 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,385 $564K 0.34% -24 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,346 $555K 0.02% +6 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 2,339 $553K 0.18% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,331 $551K 0.19% +464 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,327 $550K 0.04% +1,238 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,327 $550K 0.24% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,301 $544K 0.17% +1 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,301 $544K 0.26% +105 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,267 $536K 0.09% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,257 $533K 0.25% +788 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,245 $531K <0.01% +143 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,222 $525K 0.05% +6 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,220 $525K 0.08% -727 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,204 $521K 0.02% -30 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,197 $519K 0.08% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,176 $514K <0.01% +657 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,168 $512K 0.38% -130 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,163 $511K 0.06% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,147 $507K 0.19% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,049 $507K 0.06% +47 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,117 $500K <0.01% 0 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,090 $494K 0.05% -39 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,079 $491K 0.01% -1,205 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,068 $489K 0.14% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,065 $488K 0.08% +13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,060 $487K 0.01% +6 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,046 $484K 0.01% +2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,998 $476K <0.01% -201 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,000 $473K 0.01% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,000 $473K 0.38% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,995 $472K <0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,992 $471K 0.01% -73 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,986 $469K <0.01% -777 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,969 $465K 0.28% +2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,955 $462K 0.15% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,838 $434K 0.31% -6 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 1,830 $433K 0.1% -70 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,802 $426K 0.03% +304 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,801 $426K <0.01% +288 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,800 $425K <0.01% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,779 $420K 0.02% +350 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,776 $420K 0.04% -58,958 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,770 $418K 0.01% +86 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,744 $412K 0.19% -20 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,727 $408K 0.09% -3 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,703 $402K 0.02% -165 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,685 $398K 0.01% +179 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,670 $395K 0.15% 0 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,666 $394K 0.22% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,659 $392K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,655 $391K <0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,637 $387K 0.03% +10 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,631 $386K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,621 $383K <0.01% 0 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,576 $372K 0.25% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,564 $370K 0.05% +5 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,562 $369K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,553 $367K 0.32% -23 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,546 $365K 0.22% -52 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,541 $364K 0.05% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,541 $364K 0.02% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,542 $364K 0.04% -532 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,504 $355K 0.35% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,488 $352K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,481 $350K 0.03% +392 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 1,444 $341K 0.13% -1,218 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,443 $341K 0.09% -36,462 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 1,434 $339K 0.28% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,414 $334K 0.14% +4 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,391 $329K 0.18% +25 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,391 $329K <0.01% new 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,385 $327K 0.13% +2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,381 $326K <0.01% +1 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,371 $324K 0.08% +2 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,363 $322K <0.01% -1,190 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,318 $312K <0.01% -42 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 1,254 $310K 0.15% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,305 $308K 0.06% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,301 $307K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,300 $307K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,300 $307K 0.01% 0 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 1,289 $305K 0.05% +3 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,288 $304K 0.03% +44 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,277 $302K 0.11% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,273 $301K 0.04% +466 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,257 $297K 0.1% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,229 $290K 0.01% -131 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,222 $289K 0.02% -92,899 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,215 $287K 0.23% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,204 $285K 0.01% +218 13F-HR/A Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,200 $284K 0.15% 0 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,191 $281K <0.01% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,138 $269K 0.17% +4 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,125 $266K <0.01% +162 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,116 $264K 0.01% -4,232 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,113 $263K 0.04% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,112 $263K 0.1% +3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,089 $257K 0.01% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,083 $256K 0.02% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,080 $255K 0.17% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,077 $254K 0.08% -115 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,074 $254K 0.13% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,050 $248K 0.03% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,048 $248K 0.09% +3 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,046 $247K 0.02% -1,184 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,043 $247K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,032 $244K 0.21% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,024 $242K <0.01% 0 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 1,023 $242K 0.2% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,017 $240K <0.01% -1,201 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 991 $234K 0.01% -238 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 986 $233K 0.1% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 985 $233K 0.04% -588 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 970 $229K 0.02% new 13F-HR Timeline