Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,413 $1.37M <0.01% +4,931 13F-HR/A Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 10,372 $1.36M 0.1% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,356 $1.36M 0.04% -683 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,098 $1.32M 0.44% +492 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,652 $1.27M 0.05% +1,202 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 9,397 $1.23M 0.46% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,396 $1.23M 0.03% +474 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,360 $1.23M 0.14% -848 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,315 $1.22M 0.02% +502 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,157 $1.2M 0.04% +895 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,148 $1.2M 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,036 $1.19M 0.04% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 8,877 $1.16M <0.01% -26,979 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,820 $1.16M 0.02% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 8,854 $1.16M 0.38% +955 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,813 $1.16M 0.31% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 8,755 $1.15M 0.72% -9 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,396 $1.1M <0.01% +69 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,236 $1.08M <0.01% +311 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,219 $1.08M 0.01% +4 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,199 $1.08M 0.01% +442 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,136 $1.07M 0.04% -48 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,107 $1.06M 0.05% +82 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,100 $1.06M <0.01% -14,700 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,855 $1.03M <0.01% -130 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,836 $1.03M 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,809 $1.02M 0.01% -5,064 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,746 $1.02M 0.06% +733 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,663 $1.01M 0.06% +173 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 8,496 $1M 0.91% new 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,354 $965K 0.51% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,290 $956K 0.03% +4,845 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,189 $943K 0.07% +314 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 7,126 $941K 0.16% -135 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,056 $931K 0.09% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,823 $895K 0.03% +1,568 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,804 $893K 0.05% new 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 6,750 $886K 0.14% -780 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,690 $878K 0.06% -183 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,681 $877K 0.02% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,635 $875K 0.04% -124 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,667 $875K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,630 $870K 0.24% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,617 $868K 0.02% -3,733 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,443 $845K 0.39% -48 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 6,431 $844K 0.72% +1,099 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,313 $828K 0.02% -16 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,106 $801K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,090 $799K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,073 $797K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,057 $795K 0.02% +550 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,776 $758K 0.02% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,760 $756K 0.02% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,729 $752K 0.01% +211 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,847 $742K 0.04% -489 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,597 $734K 0.17% -227 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,550 $728K 0.44% -367 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,544 $727K 0.35% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 5,532 $726K +711 Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,474 $723K 0.11% +28 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,481 $719K <0.01% +1,714 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,433 $717K 0.03% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,446 $715K 0.31% -272 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 5,410 $710K 0.03% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,411 $710K 0.02% -4,418 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,365 $704K 0.06% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,336 $700K 0.5% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,315 $697K 0.01% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,230 $686K 0.42% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,210 $684K 0.06% +50 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,187 $681K 0.03% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,186 $680K 0.16% +450 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,082 $678K 0.09% +295 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,990 $655K 0.35% -1,510 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,947 $649K 0.02% -39 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,904 $643K 0.08% +117 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,894 $642K 0.15% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,886 $641K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,720 $619K 0.19% +4,505 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,666 $612K 0.05% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,645 $609K 0.2% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,463 $591K 0.4% +1,008 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,433 $582K <0.01% -260 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,416 $579K 0.05% -364 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,412 $579K 0.13% -75 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,296 $564K 0.03% -215 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,265 $560K 0.14% +385 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,185 $549K 0.04% +1,625 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,169 $547K 0.08% -5,289 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,158 $546K 0.43% +2,805 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,102 $538K 0.25% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,074 $535K 0.06% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,063 $533K <0.01% +192 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,945 $518K 0.1% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,929 $515K 0.17% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,923 $515K 0.02% +70 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,842 $504K 0.17% +275 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,819 $499K 0.01% +1,789 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,791 $497K 0.02% -484 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,785 $497K 0.24% -258 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,716 $488K 0.26% -95 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,698 $485K 0.25% +447 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,642 $478K <0.01% -24 13F-HR Timeline Group Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,636 $477K 0.29% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,630 $476K 0.33% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,592 $471K 0.08% +367 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,574 $469K 0.29% -15 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,500 $459K 0.35% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 3,471 $455K 0.05% -3,077 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,439 $451K <0.01% -2,209 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 3,370 $442K 0.23% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,370 $442K 0.23% +2,542 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,370 $442K <0.01% 0 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,342 $438K 0.08% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 3,332 $437K 0.31% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,306 $434K 0.42% 0 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,290 $432K 0.04% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,234 $424K 0.03% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,187 $418K <0.01% new 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,156 $414K 0.03% -329 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,147 $413K 0.02% +325 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,129 $411K 0.03% -7 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,076 $404K 0.29% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,006 $394K 0.12% 0 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,983 $391K 0.03% +157 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,975 $390K 0.03% 0 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,922 $383K 0.25% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,906 $381K 0.01% +214 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,889 $379K 0.35% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,867 $376K 0.46% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,865 $376K 0.01% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,865 $376K 0.07% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,822 $372K 0.08% 0 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 2,835 $372K 0.08% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,775 $364K 0.09% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,743 $360K 0.35% +362 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,732 $358K 0.02% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,730 $358K <0.01% +90 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,716 $356K 0.02% 0 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,702 $355K 0.23% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,695 $354K 0.01% +254 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,668 $350K 0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,619 $344K 0.01% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,610 $342K 0.05% +695 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,603 $342K 0.13% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,590 $340K 0.09% +1 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,587 $339K 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,514 $330K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,507 $329K 0.01% +235 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,428 $320K 0.01% +590 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,427 $318K 0.03% -2,798 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,378 $312K <0.01% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,377 $312K 0.01% 0 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,353 $309K 0.13% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,332 $306K <0.01% -996 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,266 $297K 0.17% +139 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,265 $297K <0.01% +240 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,242 $294K 0.2% +291 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,234 $293K 0.11% +40 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,202 $289K 0.01% -48 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,189 $287K <0.01% +10 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,202 $287K 0.18% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,171 $285K 0.11% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,159 $283K 0.02% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,148 $282K 0.03% -52 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,145 $281K 0.22% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,099 $278K 0.05% 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 2,117 $278K 0.02% 0 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,100 $276K 0.01% -20 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 2,091 $274K 0.15% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,091 $274K <0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,068 $271K <0.01% -18,161 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,059 $270K 0.04% -189 13F-HR/A Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,054 $270K 0.18% -128 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Darrow Company, Inc. 1,960 $257K 0.13% +4 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,937 $254K 0.06% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,926 $253K <0.01% +10 13F-HR Timeline Group Fifth Third Wealth Advisors LLC in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Wealth Advisors LLC 1,910 $251K 0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,886 $247K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,880 $247K 0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,878 $246K <0.01% -1,548 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,863 $246K 0.01% -240 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,819 $239K 0.05% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,816 $238K 0.1% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,765 $232K 0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,768 $232K 0.03% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,755 $230K 0.09% +988 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,745 $229K 0.03% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,706 $224K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,703 $223K <0.01% -499 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,696 $222K 0.14% -200 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,692 $222K <0.01% -305 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,677 $220K 0.04% 0 13F-HR Timeline