ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 5,167 $803K 0.24% +56 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,163 $803K 0.26% -246 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,127 $797K <0.01% +173 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,954 $770K 0.24% +152 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,891 $760K 0.05% +381 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 4,866 $756K <0.01% -798 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,800 $746K 0.09% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,791 $745K 0.06% +2,015 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,632 $720K 0.02% +372 13F-HR/A Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,623 $719K 0.01% +329 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,411 $698K 0.02% +1,504 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,378 $681K <0.01% +100 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,295 $668K 0.02% +295 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,291 $667K 0.03% +252 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,286 $666K 0.08% -166 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,280 $665K 0.24% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,223 $656K 0.05% +1 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,205 $654K 0.2% +888 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 16,848 $641K 0.16% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,119 $640K 0.04% -6 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 4,115 $640K 0.02% -6 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. 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More: the full row for McKinley Carter Wealth Services, Inc. 3,653 $568K 0.03% -19 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,630 $564K 0.03% -200 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,948 $552K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,458 $538K 0.07% -347 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,398 $528K <0.01% -224 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,321 $524K +3 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,364 $523K 0.01% -91 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,287 $511K <0.01% -304 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 3,264 $507K 0.1% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,254 $506K 0.09% 0 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for Valley Brook Capital Group, Inc. 3,126 $486K 0.33% +25 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,060 $476K 0.13% +1 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,026 $470K 0.15% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,002 $467K 0.01% +987 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,914 $453K 0.02% +575 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,878 $447K 0.3% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,873 $447K 0.03% +1,175 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,847 $443K 0.03% +8 13F-HR/A Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,763 $430K 0.11% +371 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 2,734 $425K 0.02% -197 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,703 $420K 0.08% +156 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,695 $419K 0.32% +1,076 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,683 $417K 0.01% +1 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,669 $415K 0.01% +165 13F-HR Timeline LVZ, Inc. 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More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,145 $333K 0.16% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,125 $332K 0.03% +650 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,122 $330K <0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,116 $329K <0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,115 $329K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,112 $328K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,126 $327K <0.01% +573 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,091 $325K <0.01% +562 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,083 $324K 0.03% +3 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,071 $322K <0.01% 0 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,065 $321K 0.19% +5 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,022 $314K 0.14% -603 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,000 $311K 0.05% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,993 $310K 0.04% +61 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,979 $308K 0.24% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,942 $302K 0.02% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,932 $300K 0.16% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,925 $299K 0.02% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,890 $294K 0.02% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,877 $292K 0.09% +152 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,850 $288K 0.08% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,808 $281K 0.23% -81 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,800 $280K 0.01% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,800 $280K 0.17% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,792 $278K 0.04% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,787 $278K 0.02% +59 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 1,777 $276K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,753 $273K <0.01% +40 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,746 $271K 0.01% +146 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,733 $269K 0.06% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,726 $268K 0.03% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,700 $264K 0.15% +200 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,689 $263K 0.03% +26 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,686 $262K 0.01% +51 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,673 $260K 0.01% new 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 1,655 $257K 0.07% new 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,652 $257K 0.14% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,650 $256K 0.02% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,640 $255K 0.04% 0 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,638 $255K 0.06% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,634 $254K 0.12% +1 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,595 $248K 0.15% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,593 $248K +1,482 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,573 $245K <0.01% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,525 $237K 0.19% new 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,505 $234K 0.04% -21 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,495 $232K 0.04% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,485 $231K <0.01% -136 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 1,476 $229K 0.15% +35 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,464 $227K <0.01% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,449 $225K 0.17% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,441 $224K 0.03% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,404 $218K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,359 $211K <0.01% +2 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,347 $209K <0.01% -132 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,343 $209K 0.03% -138 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,339 $208K 0.01% +140 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,318 $205K 0.08% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,310 $204K 0.02% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,300 $202K 0.03% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,290 $200K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,257 $195K <0.01% +233 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,163 $181K 0.03% -124 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,135 $176K 0.06% +3 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,104 $172K 0.02% -154 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,075 $167K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,035 $161K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,034 $161K <0.01% +440 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,025 $159K 0.01% +525 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Sunbelt Securities, Inc. 593 $92.2K 0.01% -95 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 588 $91.4K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 565 $87.8K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 501 $77.9K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $77.7K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 485 $75.4K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 475 $73.8K 0.03% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 454 $71.1K <0.01% +83 13F-HR Timeline CX Institutional More: the full row for CX Institutional 448 $70K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 425 $66.1K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 400 $62.2K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 398 $61.9K 0.02% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 385 $59.8K <0.01% +200 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 375 $58.3K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 350 $54.4K <0.01% -150 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 350 $54.4K 0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 325 $50.6K 0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 322 $50K 0.01% +1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 316 $49.1K 0.02% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 300 $46.6K <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 300 $46.6K <0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 296 $45.9K 0.02% +1 13F-HR Timeline BIRCHBROOK, INC. 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