SCS Capital Management LLC More: the full row for SCS Capital Management LLC 23,629 $526K <0.01% -9,585 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 23,241 $517K 0.03% -17,959 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 23,000 $512K 0.09% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,770 $507K 0.01% +120 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 22,282 $493K 0.05% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 22,076 $491K 0.01% 0 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 22,035 $491K 0.03% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 21,976 $489K 0.06% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 21,811 $486K 0.04% +17 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,739 $484K <0.01% +4,883 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 21,409 $477K 0.03% +1,500 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 21,349 $475K 0.29% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,110 $470K 0.07% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 21,000 $467K 0.29% +5,250 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,699 $461K 0.1% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20,279 $451K <0.01% +12,352 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,054 $446K <0.01% +402 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 20,000 $445K 0.01% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 20,000 $445K 0.06% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 19,700 $439K 0.03% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 19,532 $435K 0.14% +359 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 19,250 $429K 0.14% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,100 $425K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,090 $425K <0.01% -2,614 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 18,884 $420K 0.04% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 18,653 $415K <0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,626 $415K <0.01% 0 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 18,556 $413K 0.05% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 18,300 $407K 0.19% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 18,153 $404K 0.06% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 18,071 $402K 0.03% -23,382 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 17,848 $397K 0.09% 0 13F-HR Timeline Morgan Creek Capital Management, LLC More: the full row for Morgan Creek Capital Management, LLC 17,642 $393K 0.26% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 17,500 $390K 0.14% 0 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 17,000 $378K 0.29% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,986 $378K <0.01% +2,531 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 16,500 $367K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16,400 $365K 0.01% -1,200 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,988 $356K <0.01% +525 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 15,968 $356K 0.11% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 15,613 $348K 0.08% +215 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,553 $346K 0.01% -9,569 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,460 $344K 0.01% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 15,457 $344K 0.21% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,204 $338K 0.01% -1,943 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 15,183 $338K 0.01% +400 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 15,100 $336K 0.01% 0 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 14,900 $332K 0.06% -1,300 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 14,833 $330K 0.03% -435 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,800 $329K 0.07% +638 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,753 $328K <0.01% +3,401 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 14,600 $325K 0.04% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,865 $325K <0.01% +2,745 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,294 $318K <0.01% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 14,267 $318K 0.05% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,000 $312K 0.04% -690 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,903 $309K <0.01% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 13,844 $308K 0.02% +923 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,770 $307K <0.01% +905 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,742 $306K <0.01% -10,398 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 13,602 $303K 0.04% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,400 $298K 0.02% -500 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 13,000 $289K 0.13% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 12,989 $289K <0.01% -90,034 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 12,618 $281K 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,591 $280K <0.01% -145,707 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 12,547 $279K 0.02% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,310 $274K <0.01% 0 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 12,206 $272K 0.19% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,097 $269K <0.01% +1,633 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 12,058 $268K 0.15% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 12,033 $268K 0.16% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,918 $265K 0.03% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,885 $265K <0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,719 $261K <0.01% +68 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,574 $258K 0.03% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 11,500 $256K 0.19% +1,500 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,365 $253K 0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,295 $251K <0.01% 0 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 11,199 $249K 0.14% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 11,020 $245K 0.03% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,937 $243K 0.01% -10,134 13F-HR Timeline First Trust Capital Management L.P. More: the full row for First Trust Capital Management L.P. 10,922 $243K 0.01% -592 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,908 $243K 0.01% +17 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 10,800 $240K 0.05% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,800 $240K 0.07% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,700 $238K <0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,600 $236K 0.02% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,580 $236K 0.01% +848 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,434 $232K 0.04% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,404 $232K 0.01% +466 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,346 $230K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,338 $230K <0.01% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 10,300 $229K 0.03% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,990 $229K 0.04% -1,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,193 $227K <0.01% -401 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,000 $223K 0.01% -1,208 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,000 $223K 0.01% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,000 $223K <0.01% new 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 10,000 $223K 0.05% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $223K 0.04% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,784 $218K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,758 $217K 0.08% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,739 $217K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,700 $216K 0.03% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,694 $216K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,673 $215K <0.01% -3,775 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 9,646 $215K 0.05% 0 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 9,618 $214K 0.21% +11 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 9,580 $213K 0.05% -180 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,506 $212K 0.01% -195 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 9,500 $211K 0.09% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,430 $210K 0.09% -420 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,399 $209K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,197 $205K <0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,140 $203K 0.01% 0 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 9,090 $202K 0.05% +444 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,029 $201K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,788 $196K <0.01% -1,757 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 8,108 $180K <0.01% -32,549 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,000 $178K 0.03% 0 13F-HR/A Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 7,400 $165K 0.13% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,559 $146K <0.01% -505 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,122 $136K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,971 $133K 0.01% -4,817 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,705 $127K <0.01% +870 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,360 $119K 0.04% -200 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,255 $117K 0.06% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,076 $113K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,052 $112K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,045 $112K <0.01% -2,244 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,690 $104K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,552 $101K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,300 $95.7K <0.01% +750 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,057 $90.3K <0.01% -28 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,807 $84.7K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,794 $84.5K <0.01% 0 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,540 $78.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,400 $75.7K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,300 $73.5K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,146 $70K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,145 $70K <0.01% -195 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,800 $62.3K 0.02% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,550 $56.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,500 $55.6K <0.01% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 2,500 $55.6K 0.04% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,500 $55.6K 0.01% -500 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,400 $53.4K <0.01% -5,921 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,357 $52.5K 0.02% 0 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) 2,344 $52.2K <0.01% +2,138 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,304 $51.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,288 $50.9K <0.01% +88 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,189 $49.6K <0.01% -10,000 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,134 $47.5K 0.01% +38 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,000 $44.5K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,000 $44.5K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,982 $44.1K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,910 $42.5K <0.01% +910 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,782 $39.7K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,700 $37.8K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,623 $36.1K <0.01% +376 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/ 1,610 $35.8K <0.01% -1,600 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,574 $35K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,428 $33K 0.02% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,472 $32.8K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,423 $31.7K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,395 $31.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,265 $28.2K <0.01% +29 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,244 $27.7K -115 Timeline Financial Life Planners More: the full row for Financial Life Planners 1,226 $27.3K 0.02% +23 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,221 $27.2K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,200 $27K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,103 $24.6K <0.01% -1,102 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,033 $23K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,021 $22.8K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $22.3K <0.01% +500 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $22.3K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,000 $22.3K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 1,000 $22.3K 0.02% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 961 $21.4K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 841 $18.7K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 800 $17.8K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 722 $16.1K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 681 $15.2K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 650 $14.5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $13.4K <0.01% 0 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 573 $12.8K 0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $11.1K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 500 $11.1K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 500 $11.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 486 $11K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 434 $9.66K <0.01% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 429 $9.56K <0.01% +16 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 410 $9.13K <0.01% -1,233 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 400 $8.9K <0.01% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 400 $8.9K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $8.9K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 388 $8.63K <0.01% +371 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 370 $8.24K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 330 $7.35K <0.01% 0 13F-HR Timeline