Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,342 $377K 0.02% +91 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,332 $374K <0.01% +174 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,331 $374K 0.02% -242 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,326 $373K 0.08% -224 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,316 $370K 0.01% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,316 $370K 0.1% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,309 $368K 0.01% -246 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,305 $367K 0.01% -358 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,304 $367K 0.01% -187 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,300 $365K 1.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,290 $363K 0.01% -215 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,283 $360K 0.16% +65 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,280 $360K <0.01% +204 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,275 $360K 0.2% -63 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 1,275 $358K 0.28% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,256 $357K 0.11% +8 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,258 $354K 0.18% -57 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,259 $354K 0.26% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,254 $352K 0.09% -120 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,252 $352K 0.11% +3 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,251 $352K 0.01% +192 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,248 $351K 0.21% -126 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,239 $348K 0.08% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,238 $348K 0.02% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,230 $346K 0.15% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,229 $345K 0.01% +5 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,224 $344K 0.12% -7 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,207 $339K <0.01% -3,393 13F-HR Timeline Group Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 1,200 $337K 0.23% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,200 $337K 0.14% 0 13F-HR Timeline Group Act Two Investors LLC More: the full row for Act Two Investors LLC 1,189 $334K 0.07% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,178 $332K <0.01% +15 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,181 $332K <0.01% -1,349 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,180 $332K 0.03% +14 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,173 $330K 0.04% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,160 $326K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,158 $326K <0.01% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,157 $325K 0.19% -133 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,152 $324K 0.03% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,151 $323K 0.08% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,140 $320K 0.13% 0 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,140 $320K 0.02% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,135 $319K 0.03% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,132 $318K 0.05% -3,744 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,132 $318K 0.04% +20 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,130 $318K 0.02% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,123 $316K 0.02% -17 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,122 $315K 0.01% +6 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,110 $312K 0.01% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,108 $312K 0.16% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,102 $310K 0.03% -80 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,100 $309K 0.09% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,087 $305K 0.02% +70 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,045 $305K 0.01% +8 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,084 $305K 0.01% -264 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,079 $303K 0.01% -60 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,076 $302K 0.03% -15 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,069 $300K 0.01% -583 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,061 $298K 0.14% -64 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,058 $297K 0.03% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,055 $296K <0.01% 0 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,063 $296K 0.04% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,050 $295K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,043 $293K 0.07% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,038 $292K <0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,038 $292K 0.01% -3,265 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 1,037 $291K 0.2% -201 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,029 $289K 0.11% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,029 $289K 0.11% -560 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,026 $288K 0.04% -52 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,025 $288K 0.02% +47 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,019 $287K 0.07% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,017 $286K 0.03% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,003 $283K 0.01% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 1,002 $282K 0.03% new 13F-HR Timeline Group K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 1,000 $281K 0.03% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $281K 0.04% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,000 $281K 0.02% new 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 1,000 $281K 0.13% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 979 $275K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 977 $275K 0.03% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 972 $273K 0.03% -84 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 967 $272K 0.06% -282 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 965 $271K 0.02% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 959 $269K 0.01% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 958 $269K 0.06% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 957 $269K 0.02% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 956 $269K 0.04% -706 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 950 $268K 0.02% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 950 $267K 0.03% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 948 $266K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 947 $266K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 944 $265K 0.05% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 942 $265K <0.01% new 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 931 $262K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 928 $262K 0.01% new 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 931 $262K 0.14% -208 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 928 $261K 0.03% -214 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 928 $260K 0.05% -4 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 924 $260K 0.14% new 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 918 $259K 0.06% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 900 $253K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 894 $251K 0.01% -198 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 893 $251K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 892 $251K 0.07% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 891 $250K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 889 $250K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 891 $249K 0.01% +756 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 884 $248K 0.02% -212 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 883 $248K <0.01% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 885 $248K <0.01% +89 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 879 $247K 0.01% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 879 $247K 0.14% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 868 $244K 0.07% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 865 $243K 0.04% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 864 $243K 0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 850 $239K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 850 $239K <0.01% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 850 $239K 0.11% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 848 $238K 0.01% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 847 $238K 0.03% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 844 $237K <0.01% -442 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 840 $236K <0.01% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 839 $236K 0.02% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 837 $235K 0.12% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 834 $234K 0.04% -9,783 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 831 $233K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 829 $233K <0.01% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 823 $231K 0.06% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 823 $231K <0.01% -210 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 819 $230K 0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 817 $230K 0.08% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 815 $229K 0.02% new 13F-HR Timeline Group Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 814 $229K 0.16% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 812 $228K 0.05% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 809 $227K 0.18% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 807 $227K 0.01% -128 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 812 $226K 0.02% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 800 $225K 0.02% -648 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 800 $225K 0.01% -2,890 13F-HR Timeline Group TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 800 $225K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 794 $223K <0.01% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 787 $221K 0.08% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 784 $220K 0.07% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 781 $219K 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 780 $219K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,638 $218K 0.02% +12 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 770 $216K 0.11% -500 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 767 $216K 0.11% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 740 $215K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 764 $215K 0.04% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 762 $214K 0.17% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 756 $212K 0.04% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 749 $211K 0.01% -24 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 746 $210K 0.03% -526 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 746 $210K 0.08% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 744 $209K <0.01% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 872 $209K 0.03% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 741 $208K 0.04% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 737 $207K 0.01% -19,799 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 737 $207K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 733 $207K 0.09% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 735 $207K 0.06% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 733 $206K 0.05% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 733 $205K 0.01% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 721 $203K 0.03% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 717 $201K 0.06% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 715 $201K 0.02% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 690 $194K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 686 $193K 0.11% -7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 682 $192K 0.01% +186 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 668 $188K 0.02% -8 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 662 $186K 0.05% +2 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 659 $185K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 652 $184K 0.01% -104 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 645 $181K 0.07% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 640 $180K 0.05% +70 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 629 $177K 0.01% +29 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 617 $173K 0.02% +7 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 612 $172K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 612 $170K 0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $169K 0.04% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 564 $159K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 546 $153K <0.01% -105 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 542 $152K <0.01% -31 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 525 $148K 0.01% +127 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 521 $146K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 496 $139K 0.04% +280 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 492 $138K <0.01% +6 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 475 $134K <0.01% -1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 463 $130K 0.01% +136 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 463 $130K 0.01% -160 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 457 $128K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 455 $128K 0.04% -361 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 425 $119K 0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 420 $118K 0.02% -4 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 414 $116K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 413 $116K 0.07% +248 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 412 $116K 0.03% -260 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 402 $113K 0.02% -1 13F-HR Timeline