Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,430 $990K 0.01% -902 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,274 $969K 0.12% +311 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 7,250 $966K 0.36% +2,799 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,210 $960K 0.14% +618 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 6,665 $888K 0.34% -2,650 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,508 $867K 0.23% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,494 $865K <0.01% +582 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 6,315 $841K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,260 $834K 0.25% +5,878 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,232 $830K 0.01% +2,018 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 6,178 $823K 0.14% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,176 $823K 0.02% +3,804 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,996 $799K 0.03% +446 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,995 $798K 0.01% -41,231 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,887 $784K 0.03% +3,077 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,860 $780K 0.06% new 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,753 $766K 0.15% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,749 $766K 0.01% +461 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,716 $761K 0.16% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,095 $757K 0.32% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 5,666 $755K 0.44% -2,034 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,598 $746K 0.05% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,561 $741K 0.13% +3,227 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,533 $737K 0.05% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 5,520 $735K 0.63% +1,313 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,981 $727K 0.06% +3,544 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 5,435 $724K 0.37% +116 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,394 $718K 0.3% -847 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,343 $712K 0.01% +431 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,324 $709K 0.33% +4,584 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 5,169 $688K 0.48% +271 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,125 $683K 0.05% +798 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,062 $674K 0.09% -26 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,045 $672K 0.14% +2,995 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,996 $665K 0.16% +380 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,921 $655K 0.17% +102 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,865 $648K 0.13% +358 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,800 $639K 0.07% -150 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,775 $636K 0.04% +84 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,748 $632K 0.31% +1,788 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,541 $625K 0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,661 $621K <0.01% -319 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 4,652 $620K 0.29% 0 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 4,579 $610K 0.53% +485 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,783 $608K 0.04% -6,482 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,547 $606K 0.02% +2,558 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,060 $602K 0.01% +265 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,469 $600K 0.01% +1,132 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,479 $597K 0.06% +2,386 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,419 $589K 0.16% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,372 $582K 0.01% +202 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,368 $582K <0.01% +295 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,334 $577K 0.14% +255 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,080 $577K 0.31% +730 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,220 $562K 0.13% +2,014 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,199 $559K <0.01% +894 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,185 $557K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,173 $556K 0.02% +567 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,115 $548K <0.01% -787 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,041 $538K <0.01% +575 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 4,020 $535K 0.11% +155 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. 4,006 $534K 0.01% +1,064 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,930 $523K 0.01% -2,664 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,917 $522K 0.03% +1,495 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,851 $513K 0.03% -132 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,848 $513K 0.02% -8,921 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,827 $510K 0.18% +221 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,797 $506K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,785 $505K 0.01% +1,803 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,733 $493K <0.01% +354 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,701 $493K <0.01% +1,748 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,692 $492K 0.02% +2,533 13F-HR/A Timeline Group Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,578 $477K 0.26% +19 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,732 $474K 0.16% +148 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,556 $474K 0.01% +1,850 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,550 $473K 0.01% +1,721 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,500 $466K <0.01% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,450 $460K 0.05% +1,288 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,442 $459K 0.17% +1,463 13F-HR/A Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,395 $452K 0.07% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,365 $448K 0.36% +380 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,347 $446K 0.05% +379 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,337 $444K 0.08% new 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,296 $439K 0.3% -404 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,280 $437K 0.03% +416 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,277 $436K 0.01% -377 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,255 $434K <0.01% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,235 $431K 0.01% -852 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,193 $425K 0.05% +363 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 3,183 $424K 0.14% +980 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,169 $422K 0.01% +848 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,152 $420K 0.05% -853 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 3,150 $420K 0.17% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,132 $417K 0.15% -103 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,105 $414K <0.01% +1,041 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,076 $410K 0.21% +76 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,938 $408K 0.02% +1,173 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,034 $404K 0.41% +13 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,011 $401K 0.01% +742 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,005 $400K 0.01% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,974 $396K 0.07% +47 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,965 $395K 0.06% +460 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,921 $389K 0.05% 0 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 2,914 $388K 0.24% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,869 $382K 0.01% -7,471 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,828 $377K 0.15% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,819 $375K <0.01% +19 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,800 $373K 0.02% +1,034 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,793 $372K 0.06% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,737 $365K 0.07% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 2,687 $358K 0.29% -100 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,678 $357K 0.03% +158 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,661 $354K 0.19% -95 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,620 $349K 0.09% +1,737 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,582 $344K 0.01% +927 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,543 $339K 0.12% +438 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,540 $338K <0.01% +380 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,522 $336K <0.01% +790 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,504 $334K 0.17% -57 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,499 $333K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ironwood Financial, llc More: the full row for Ironwood Financial, llc 2,499 $333K 0.06% +729 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,450 $326K 0.34% -155 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,439 $325K 0.13% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,408 $321K 0.01% -8,932 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,408 $321K 0.05% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,406 $320K <0.01% +29 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,394 $319K 0.11% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,272 $312K 0.09% +579 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,337 $311K 0.14% +2,332 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,302 $307K 0.01% -663 13F-HR/A Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,281 $304K 0.05% +250 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,278 $303K <0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,238 $298K 0.01% +37 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,231 $297K 0.02% +548 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,228 $297K 0.01% new 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,221 $296K 0.02% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,204 $293K 0.03% -184 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 2,296 $293K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,200 $293K <0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,062 $290K 0.01% +1 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,142 $285K <0.01% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,104 $280K 0.05% -274 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,058 $274K 0.08% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,995 $272K 0.13% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,040 $272K 0.07% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,000 $266K 0.14% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,999 $266K 0.15% -53 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,996 $266K <0.01% +256 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,993 $265K 0.04% 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 $265K <0.01% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,992 $265K 0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,967 $262K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,964 $262K 0.02% -3,688 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,956 $261K 0.02% -87 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,939 $258K 0.06% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,920 $256K 0.08% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,861 $249K 0.05% +7 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,860 $248K 0.16% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,856 $247K <0.01% new 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,850 $246K 0.06% -3,257 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,807 $242K <0.01% +62 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,806 $241K 0.06% 0 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 1,775 $236K 0.01% +156 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,757 $234K 0.01% +718 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,753 $234K 0.17% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,736 $231K <0.01% +496 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,706 $227K <0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,702 $227K 0.01% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,700 $226K 0.06% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,679 $224K 0.08% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,677 $223K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,736 $221K 0.01% -555 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,656 $221K 0.06% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,655 $220K 0.03% -345 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1,630 $217K 0.16% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,617 $215K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,606 $214K 0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,605 $214K 0.07% +413 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,604 $214K <0.01% -928 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,600 $213K 0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,597 $213K 0.05% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,580 $210K 0.03% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,574 $210K <0.01% new 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,549 $206K 0.1% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,531 $204K 0.28% -8,019 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,529 $204K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,525 $203K 0.1% -336 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,524 $203K 0.07% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,506 $201K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,412 $188K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,395 $186K 0.01% +82 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,367 $182K 0.08% -355 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,342 $179K <0.01% +30 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/ 1,324 $176K <0.01% +149 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,550 $172K 0.07% -6,575 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,230 $164K 0.14% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,159 $154K <0.01% +655 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,151 $153K 0.01% -85 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,025 $136K 0.05% +349 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $133K 0.03% new 13F-HR Timeline