National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,476 $370K 0.14% -419 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,450 $368K 0.32% +52 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,448 $368K 0.06% -70 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,441 $368K 0.07% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,420 $366K 0.17% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 6,400 $365K 0.07% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,400 $365K 0.09% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,300 $360K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,299 $359K 0.01% +620 13F-HR/A Timeline Vestcor Inc More: the full row for Vestcor Inc 6,285 $359K 0.01% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,200 $354K 0.02% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,198 $354K 0.07% +2,106 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,172 $352K 0.01% -274 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,166 $352K 0.01% +446 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 6,104 $348K 0.3% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,101 $348K 0.06% +522 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,432 $343K 0.05% -1,148 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,988 $342K 0.01% new 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,948 $339K 0.22% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5,844 $334K 0.02% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,808 $331K 0.04% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,786 $330K 0.03% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,763 $329K 0.13% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,729 $327K 0.05% +45 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,725 $327K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,719 $326K 0.02% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,719 $326K 0.14% 0 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,620 $321K 0.02% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,587 $319K 0.09% -149 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,553 $317K 0.02% new 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 5,539 $316K 0.16% +700 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 5,500 $314K 0.25% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,450 $311K 0.05% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,445 $311K 0.1% +8 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 5,444 $311K <0.01% -186 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,426 $310K 0.13% +38 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,420 $309K 0.07% +30 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,415 $309K 0.01% -845 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,400 $308K 0.05% 0 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 5,381 $307K 0.21% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,376 $307K 0.04% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,346 $305K 0.03% +16 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,341 $305K <0.01% +101 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,327 $304K 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,290 $302K 0.01% -330 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,253 $300K 0.04% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,246 $299K <0.01% -231,216 13F-HR Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 5,195 $296K 0.1% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,189 $296K 0.05% new 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 5,170 $295K 0.83% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,167 $295K 0.07% +1,023 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,120 $292K 0.09% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,060 $289K 0.05% +28 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,015 $286K 0.03% 0 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 5,000 $285K 0.03% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,000 $285K 0.01% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,000 $285K 0.11% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,000 $285K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,000 $285K 0.1% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 5,000 $285K 0.2% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,950 $282K 0.04% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,947 $282K 0.04% +300 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,936 $282K <0.01% -327 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,935 $282K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,935 $282K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,927 $281K <0.01% -1,305 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,905 $280K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,881 $279K 0.02% +85 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,855 $277K 0.14% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,845 $277K <0.01% -2,894 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 4,796 $274K 0.02% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,794 $274K 0.11% +90 13F-HR/A Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,756 $271K 0.12% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,744 $271K 0.01% +2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,728 $270K 0.02% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,728 $270K 0.18% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,620 $264K 0.03% -7,312 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,610 $263K 0.04% -41,567 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,687 $260K 0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,546 $259K 0.08% +1,703 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,543 $259K 0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,525 $258K 0.01% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,500 $257K 0.08% -400 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 4,500 $257K 0.17% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,498 $257K 0.02% -3,237 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,469 $255K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,393 $251K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,372 $249K 0.01% -7,595 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,333 $247K <0.01% -250 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,328 $247K 0.01% -12 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,300 $245K 0.03% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,284 $244K 0.01% -945 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,270 $244K 0.04% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,250 $243K 0.03% new 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 4,200 $240K 0.15% -500 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,189 $239K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,173 $238K 0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,107 $234K 0.03% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,050 $231K 0.16% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,049 $231K <0.01% +208 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,042 $231K 0.02% +74 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,038 $230K <0.01% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,029 $230K <0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,015 $229K 0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,000 $228K 0.02% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,053 $228K 0.04% +1 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,967 $226K 0.02% -146 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,910 $223K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,890 $222K <0.01% +90 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,877 $221K 0.12% -80 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,837 $219K 0.01% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,832 $219K 0.09% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,830 $219K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,821 $218K 0.04% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,800 $217K <0.01% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,758 $215K 0.04% -107 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,705 $211K <0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,700 $211K 0.07% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 3,692 $211K 0.06% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,691 $211K 0.18% -1,309 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,674 $210K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,662 $209K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,650 $208K 0.01% new 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,642 $208K 0.04% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,600 $205K 0.01% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,590 $205K 0.07% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,529 $201K 0.05% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,519 $201K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,492 $199K 0.03% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,300 $195K 0.02% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,432 $192K 0.01% -314 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,327 $190K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,264 $186K 0.02% +131 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,210 $183K 0.05% +185 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,191 $182K 0.03% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,114 $178K 0.04% -1,627 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,068 $175K <0.01% -2,590 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,939 $168K 0.02% +54 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,725 $155K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,603 $149K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,465 $141K 0.04% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,442 $139K 0.08% -1,616 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,363 $135K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,211 $126K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,173 $124K 0.02% +40 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) 2,154 $123K <0.01% +2,063 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,148 $123K 0.02% -70 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,100 $120K 0.06% -32,200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,000 $114K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,801 $103K 0.03% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,730 $98.7K <0.01% -2,399 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,655 $94.4K <0.01% +31 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,563 $89.2K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,559 $89K <0.01% +107 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,538 $87.7K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,535 $87.6K <0.01% -25 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,499 $85.5K <0.01% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,465 $83.6K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,457 $83.2K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,387 $79.2K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,316 $75.1K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,298 $74.1K 0.01% -79 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,260 $71.9K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,243 $70.9K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,235 $70.5K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,225 $69.9K <0.01% -90 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,135 $64.8K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,065 $60.8K 0.01% +20 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,064 $60.7K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,060 $60.5K 0.02% +20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,009 $57.6K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,000 $57.1K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,000 $57.1K 0.05% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,000 $57.1K 0.04% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 998 $57K 0.02% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 910 $52K 0.1% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 900 $51.4K 0.03% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 847 $48.3K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 812 $46.3K 0.04% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 800 $45.7K 0.03% 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 786 $44.8K 0.05% +15 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 778 $44.4K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 750 $42.8K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 712 $40.6K 0.01% +17 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 700 $39.9K 0.06% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 696 $39.7K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 659 $37.6K 0.02% +342 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 635 $36.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 559 $31.9K <0.01% +251 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 528 $30.1K <0.01% 0 13F-HR/A Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 524 $29.9K 0.02% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 500 $28.5K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 450 $25.7K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 417 $23.8K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 400 $22.8K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 354 $20.2K <0.01% +6 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 341 $19.1K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 332 $18.9K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 326 $18.6K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 300 $17.1K <0.01% 0 13F-HR Timeline