Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,338 $358K 0.1% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,282 $354K 0.03% -1 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,253 $352K 0.08% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,252 $352K 0.02% +202 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,230 $351K 0.35% +3,125 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,224 $350K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,218 $350K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,211 $350K <0.01% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,203 $349K <0.01% -901 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,150 $345K 0.07% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,126 $344K <0.01% +1,056 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,125 $344K 0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,095 $342K 0.03% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 5,041 $341K 0.12% -4,067 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,000 $335K 0.03% new 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 5,000 $335K 0.1% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,952 $332K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,895 $328K <0.01% +4,417 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,861 $326K <0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,838 $324K 0.03% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,819 $323K <0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,665 $313K 0.2% -2,155 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,613 $309K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,600 $309K <0.01% +4,495 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,581 $307K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,564 $306K <0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,531 $304K <0.01% -2,103 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,518 $303K 0.01% -46,544 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,484 $301K 0.11% new 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,473 $300K 0.04% new 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 4,460 $299K <0.01% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,455 $299K 0.03% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,446 $298K 0.2% +200 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,421 $297K <0.01% +431 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,398 $295K <0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 4,396 $295K <0.01% -1,991 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,422 $294K 0.06% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,422 $294K 0.06% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,384 $294K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,368 $293K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,362 $293K 0.01% +264 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,477 $288K 0.02% new 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,276 $287K 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,237 $284K 0.04% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,209 $282K 0.02% -10,167 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 4,200 $282K 0.13% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,102 $275K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,085 $274K 0.01% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,075 $273K 0.05% -3,707 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,027 $270K <0.01% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,023 $270K 0.02% new 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 3,974 $267K <0.01% new 13F-HR/A Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,970 $266K 0.12% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,965 $266K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,940 $264K <0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,907 $262K 0.03% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,900 $262K 0.11% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,782 $254K 0.08% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,775 $253K 0.15% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,752 $252K 0.09% -3,072 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,638 $244K 0.05% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,600 $243K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,618 $243K 0.01% -87 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,586 $241K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,589 $241K 0.01% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,560 $239K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,563 $239K <0.01% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,559 $239K 0.04% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,556 $239K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,554 $238K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,550 $238K 0.06% -2,450 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,529 $237K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,495 $234K 0.02% +1,571 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,472 $233K <0.01% new 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,453 $232K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,445 $231K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,427 $230K <0.01% new 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,381 $227K 0.17% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,342 $224K <0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,314 $222K <0.01% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,300 $221K 0.07% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,300 $221K 0.03% -1,000 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,275 $220K 0.12% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,264 $219K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,235 $217K 0.03% +1,835 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,231 $217K <0.01% +1,034 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,190 $214K <0.01% new 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,179 $213K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,750 $213K 0.02% -70 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,154 $212K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,152 $211K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,149 $211K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,146 $211K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,142 $211K <0.01% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,127 $210K 0.01% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,125 $209K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,116 $209K 0.07% new 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,070 $206K 0.04% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,065 $206K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,064 $206K 0.12% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,059 $205K 0.01% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,050 $205K 0.13% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,048 $204K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,042 $204K <0.01% +286 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,000 $201K 0.1% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,844 $191K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,798 $188K 0.06% +2,602 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,737 $184K <0.01% +703 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,695 $181K 0.02% +2,374 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,628 $176K <0.01% -4,412 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,600 $174K 0.09% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,520 $169K 0.07% new 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,281 $153K <0.01% -33,944 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,128 $143K 0.02% +198 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,066 $139K 0.05% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,988 $133K <0.01% -4,489 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,950 $131K 0.03% +1,949 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,848 $126K 0.01% +398 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,865 $125K 0.06% +1,102 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,730 $116K 0.08% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,666 $112K <0.01% -162 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,598 $107K 0.01% -32 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,512 $101K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,510 $101K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,470 $98.6K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,411 $94.6K <0.01% +983 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,400 $93.9K <0.01% +1,300 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,394 $93.5K <0.01% +1,120 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,391 $93K <0.01% +920 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,331 $89.3K <0.01% +859 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,322 $88.7K <0.01% -155 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,226 $82.2K 0.02% +526 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,216 $82K <0.01% -1,990 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,216 $81.6K <0.01% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,134 $76.1K <0.01% +328 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,130 $75.8K 0.03% +930 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,095 $73.4K <0.01% +106 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,020 $68.4K 0.02% -8,319 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,000 $67.1K <0.01% new 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 1,000 $67.1K 0.04% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 962 $64.5K 0.01% +459 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 913 $61.2K <0.01% -58 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 843 $56.5K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 834 $56K 0.01% +424 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 806 $54.1K 0.03% +177 13F-HR Timeline USCF Advisers LLC More: the full row for USCF Advisers LLC 800 $53.7K 5.39% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 744 $49.9K <0.01% -266 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 700 $46.9K 0.02% +30 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 642 $43K <0.01% +277 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 635 $42.6K <0.01% +327 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 600 $40.2K 0.01% +500 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 564 $37.8K 0.01% +552 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 500 $33.5K <0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 500 $33.5K 0.01% -1,000 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 500 $33.5K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 500 $33.5K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 445 $29.8K <0.01% -230 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 421 $28.2K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 364 $26.3K <0.01% +294 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 350 $23.5K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 340 $22.8K <0.01% -5,298 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 325 $21.8K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 324 $21.7K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 313 $21K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 270 $18.1K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 265 $17.8K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 258 $17.4K <0.01% -95 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 250 $16.8K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 245 $16.4K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 243 $16.3K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 240 $16.1K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 200 $15.7K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 225 $15.1K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 213 $14.3K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 211 $14K 0.01% -322 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 208 $14K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 206 $13.8K <0.01% +53 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 203 $13.6K 0.01% +100 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 200 $13.4K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 200 $13.3K 0.01% +50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 191 $12.8K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 187 $12.5K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 186 $12.5K <0.01% +23 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 183 $12.3K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 180 $12.1K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 174 $11.7K <0.01% 0 13F-HR/A Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 200 $11.5K 0.02% 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 167 $11.2K 0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 164 $11K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 163 $10.9K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 150 $10.1K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 150 $10.1K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 147 $9.87K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 146 $9.79K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 142 $9.52K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 141 $9.46K <0.01% -125 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 140 $9.39K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 138 $9.26K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 138 $9.26K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 135 $9.05K <0.01% 0 13F-HR Timeline