Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,700 $1.47M 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 10,685 $1.47M 0.49% +1,288 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,605 $1.46M 0.01% -1,562 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,565 $1.46M <0.01% +6,923 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 10,151 $1.4M 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,023 $1.38M 0.01% +1,824 13F-HR/A Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,738 $1.34M 0.03% -618 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,715 $1.34M <0.01% +1,319 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 9,700 $1.34M 0.31% -1,362 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,589 $1.32M 0.05% +432 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,315 $1.28M 0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,246 $1.27M 0.03% +3,470 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,154 $1.26M <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 8,896 $1.23M 0.38% +42 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,820 $1.22M 0.02% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,813 $1.21M 0.29% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,676 $1.2M 0.1% -4,382 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,577 $1.18M <0.01% +341 13F-HR Timeline Group Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 8,537 $1.18M 1.12% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,520 $1.17M 0.05% +413 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 8,356 $1.15M 0.68% -399 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,020 $1.1M 0.06% +274 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,877 $1.08M 0.01% +41 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,855 $1.08M <0.01% 0 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,690 $1.06M 0.06% +27 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,418 $1.02M 0.02% +2,007 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,407 $1.02M 0.02% +117 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,354 $1.01M 0.5% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,279 $1M 0.31% +3,350 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,226 $995K 0.07% +37 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 7,126 $980K 0.15% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,056 $977K 0.09% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 6,999 $964K 0.75% +568 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,890 $949K 0.02% +833 13F-HR/A Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,802 $937K 0.14% +52 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,779 $934K 0.05% +89 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,737 $933K 0.04% +102 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,745 $929K 0.01% -1,064 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,681 $920K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,667 $918K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,570 $905K 0.02% +257 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,396 $881K +864 Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,339 $873K 0.03% +249 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,208 $855K 0.36% -235 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,084 $838K 0.05% -11,160 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,552 $820K <0.01% -2,861 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,831 $803K 0.01% -2,388 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,749 $792K 0.42% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,732 $789K 0.01% +3 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,667 $781K 0.17% +70 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,550 $764K 0.29% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,544 $764K 0.34% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,458 $756K 0.03% +25 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,474 $754K 0.1% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,469 $753K 0.03% +282 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,435 $749K 0.06% +225 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,415 $746K 0.01% +100 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 5,410 $745K 0.03% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,392 $743K 0.06% +27 13F-HR Timeline MidAtlantic Capital Management, Inc. 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More: the full row for Collaborative Wealth Managment Inc. 4,896 $674K 0.27% -550 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,894 $674K 0.16% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,864 $670K <0.01% +2,350 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,818 $664K 0.02% -129 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,800 $661K 0.02% -86 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,799 $660K 0.09% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,743 $653K 0.17% +23 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,677 $644K 0.05% +11 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,622 $637K 0.08% -460 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,589 $632K 0.39% +126 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,476 $616K 0.42% +318 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,465 $615K 0.14% +200 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,423 $609K 0.03% +127 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,412 $608K 0.12% 0 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 4,348 $599K 0.24% +1,995 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,344 $598K 0.47% 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 4,167 $574K 0.48% +1,424 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,096 $564K <0.01% +33 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,086 $563K 0.04% -330 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,074 $561K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,043 $557K <0.01% -390 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,185 $555K 0.04% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,965 $546K 0.1% +20 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 3,853 $531K <0.01% +1,762 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 3,851 $530K 0.02% -72 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,850 $530K 0.32% +152 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,813 $525K 0.01% -6 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,777 $525K 0.14% -65 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,803 $524K 0.24% +433 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,782 $521K 0.18% +1,179 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,743 $380K 0.12% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,757 $380K 0.01% +250 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,756 $380K 0.02% +40 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,732 $376K 0.02% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,702 $372K 0.23% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,676 $369K 0.01% -230 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,668 $368K <0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,607 $359K 0.01% +842 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,555 $354K 0.01% +127 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,558 $352K 0.02% +580 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 2,496 $344K 0.16% 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) 2,492 $343K 0.01% -3,268 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,484 $342K 0.01% -135 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,498 $341K 0.08% -277 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,475 $341K 0.01% -220 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,400 $330K 0.11% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,378 $328K <0.01% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,377 $327K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,334 $321K <0.01% +69 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,239 $308K <0.01% +171 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,236 $308K 0.12% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,223 $306K <0.01% -109 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,220 $306K 0.22% +75 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,220 $306K 0.21% -856 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,219 $304K 0.02% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,202 $304K 0.16% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,202 $303K 0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,189 $302K <0.01% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,187 $301K 0.19% -55 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,171 $299K 0.1% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,159 $297K 0.02% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,156 $297K 0.03% +8 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,155 $297K 0.1% -79 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,157 $297K 0.12% 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 $292K 0.02% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,100 $289K 0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,099 $289K 0.05% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,065 $284K 0.17% +11 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,059 $284K 0.04% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,051 $283K 0.36% +17 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,034 $280K 0.2% +10 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,000 $277K 0.02% 0 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,000 $275K 0.02% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,970 $273K 0.13% +10 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,978 $272K 0.02% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,962 $270K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,949 $268K <0.01% +71 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,947 $268K 0.01% +241 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,926 $265K <0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. 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More: the full row for VeraBank, N.A. 1,819 $251K 0.05% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,817 $250K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,792 $247K <0.01% +100 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,760 $242K 0.09% +5 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,754 $242K 0.01% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,745 $240K 0.02% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,717 $236K 0.03% +121 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,710 $236K <0.01% +1,693 13F-HR Timeline Group Kingsman Wealth Management, Inc. 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