United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,584 $996K 0.11% +1,310 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,410 $975K 0.02% +2,234 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,306 $963K 0.21% -320 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,089 $938K <0.01% -39 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,915 $918K 0.07% +3,436 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,869 $913K 0.11% +86 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,731 $897K 0.11% +521 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,781 $891K 0.08% +509 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,677 $890K 0.01% -2,747 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 7,467 $866K 0.21% +5,767 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,402 $858K 0.01% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,259 $842K <0.01% +3,144 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,251 $841K 0.02% -13,133 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 7,250 $841K -2,049 Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,234 $839K 0.02% -1,000 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,087 $822K 0.1% -34,877 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,056 $818K 0.01% +1,061 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 7,036 $816K 0.23% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,946 $806K 0.2% +686 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 6,906 $801K 0.42% +1,737 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,903 $801K 0.02% -3,587 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,790 $788K 0.01% +2,321 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,753 $783K 0.32% +2,005 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 6,643 $770K 0.57% +1,123 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,638 $770K 0.12% +1,593 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,624 $768K 0.02% +628 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,492 $753K 0.02% +2,942 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,353 $737K 0.17% +1,432 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,338 $735K 0.17% -170 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,189 $718K 0.01% +3,320 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,131 $711K 0.26% +36 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,012 $697K 0.04% +1,237 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,996 $695K 0.01% +653 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,955 $691K <0.01% -277 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,874 $681K 0.13% +5,848 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,824 $675K <0.01% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,444 $631K 0.1% +2,107 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,397 $626K 0.11% +1,177 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,337 $619K 0.07% +275 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,325 $618K 0.04% +200 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,263 $610K 0.13% +844 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 5,763 $603K 0.25% +3,768 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,199 $603K 0.02% +1,014 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,158 $598K <0.01% +790 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,154 $598K 0.11% +289 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 5,190 $596K 0.69% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,114 $593K 0.02% +567 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,043 $585K 0.01% -2,387 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,031 $584K 0.12% +35 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,797 $580K <0.01% new 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 4,979 $577K 0.13% +645 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,961 $575K <0.01% +920 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 4,957 $575K 0.04% -641 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,921 $571K 0.02% -6,141 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,313 $564K 0.04% +332 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,812 $563K 0.03% +29 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,800 $557K 0.06% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,741 $550K 0.01% +956 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 4,652 $540K 0.21% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,648 $539K <0.01% +449 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,634 $537K <0.01% -3,064 13F-HR/A Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 4,557 $529K 0.16% +1,115 13F-HR Timeline Group Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 4,331 $502K 0.37% -248 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,272 $495K 0.24% +694 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,738 $495K 0.01% -634 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,980 $462K 0.01% -24,332 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,978 $461K 0.05% +631 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,968 $460K 0.15% +141 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,930 $456K 0.24% -150 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,894 $452K 0.02% -279 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,890 $451K 0.29% +594 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,022 $448K 0.01% -38 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,831 $444K 0.02% -20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,817 $443K 0.01% +125 13F-HR Timeline Group Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 3,813 $442K 0.23% -1,853 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,798 $440K 0.05% +877 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,166 $426K 0.02% +249 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,668 $425K 0.12% -64 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,617 $419K <0.01% -84 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,614 $419K 0.02% +334 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,793 $419K 0.09% -32,876 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,585 $416K <0.01% +308 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,564 $413K 0.01% -442 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,506 $407K <0.01% +251 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,500 $406K <0.01% 0 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,500 $406K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,489 $405K 0.01% +1,187 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,342 $388K 0.04% +190 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,300 $383K 0.28% -65 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,295 $382K 0.04% +102 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,269 $379K 0.05% +476 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,268 $379K 0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,193 $370K <0.01% -540 13F-HR/A Timeline Group Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 3,150 $365K 0.15% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,147 $365K 0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,135 $364K <0.01% -10,452 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,125 $362K 0.11% -7 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,094 $359K 0.01% -703 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,076 $357K 0.14% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,076 $357K 0.01% +65 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,071 $356K <0.01% -34 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,023 $351K <0.01% +483 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,007 $349K 0.1% +1,483 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,005 $349K 0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,965 $344K 0.05% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 2,914 $338K 0.18% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,913 $338K 0.02% +113 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,908 $337K 0.11% +80 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,858 $331K 0.01% -311 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,836 $329K 0.03% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,832 $328K 0.09% +289 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,824 $328K 0.07% +204 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,816 $327K 0.02% -3,071 13F-HR Timeline MOTCO More: the full row for MOTCO 2,797 $324K 0.03% +1,385 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,772 $321K 0.01% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,713 $315K 0.16% +52 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 2,687 $312K 0.23% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,658 $308K 0.11% +219 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,813 $308K 0.07% +541 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,671 $307K 0.01% -267 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,644 $307K 0.27% +194 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,620 $304K <0.01% +342 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,580 $299K 0.06% new 13F-HR/A Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,569 $298K 0.13% +65 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,691 $295K 0.05% +192 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,540 $295K <0.01% +340 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,535 $294K <0.01% +829 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,478 $287K 0.05% -3,238 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,461 $285K 0.04% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,451 $284K 0.05% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,440 $283K <0.01% -379 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,434 $282K 0.01% -148 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 2,418 $280K 0.03% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,409 $279K <0.01% +3 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,404 $279K +629 Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,401 $278K 0.01% -1,447 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,378 $276K 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,377 $276K <0.01% -1,179 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 2,358 $276K <0.01% +62 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,351 $273K 0.01% -57 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,336 $271K 0.02% -342 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,336 $271K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,319 $269K 0.02% -1,131 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,297 $266K 0.14% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,286 $265K <0.01% new 13F-HR Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,281 $265K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,270 $263K <0.01% -229 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,268 $263K 0.01% +30 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,264 $263K <0.01% +408 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,255 $262K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,243 $260K 0.01% +22 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,166 $251K 0.15% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,153 $250K 0.03% -3,408 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,144 $249K 0.02% -60 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,115 $245K 0.04% -859 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,104 $244K <0.01% -418 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,058 $239K <0.01% +716 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,047 $237K 0.01% +55 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,058 $234K <0.01% -4 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,018 $234K 0.05% -22 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,015 $234K 0.01% -216 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,000 $232K 0.14% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,993 $231K 0.03% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,993 $231K <0.01% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,985 $230K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,965 $228K 0.02% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,939 $225K 0.05% 0 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 2,482 $223K 0.19% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,920 $223K 0.06% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,917 $222K 0.15% +164 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,913 $222K 0.01% +236 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,058 $220K 0.05% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,859 $216K <0.01% new 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,860 $216K 0.11% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,850 $215K 0.04% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,840 $213K <0.01% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,849 $212K 0.04% -12 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,806 $209K 0.05% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,003 $206K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,761 $204K 0.01% +25 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,760 $204K 0.1% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,741 $202K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,711 $198K 0.06% +106 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,688 $195K <0.01% +364 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,567 $182K 0.01% -400 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,521 $176K <0.01% +362 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,460 $169K 0.08% -65 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,446 $168K <0.01% +878 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,436 $167K 0.1% +613 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,400 $162K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,350 $157K 0.16% -181 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,250 $145K 0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,230 $143K 0.09% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,170 $136K 0.02% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,015 $118K <0.01% +127 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 993 $115K 0.05% +565 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 922 $107K 0.03% -103 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 851 $98.7K 0.01% -300 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 841 $97.6K 0.02% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 839 $97.3K 0.08% new 13F-HR Timeline