Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 43,103 $2.13M 1.53% -678 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 41,762 $2.07M 0.12% +9,568 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 41,172 $2.04M 1.75% +1,870 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 40,663 $2.01M <0.01% +4,782 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 40,503 $2M 0.03% +9,919 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 40,238 $1.99M 0.09% +23,583 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 39,222 $1.94M <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 39,062 $1.94M 0.02% -10,904 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 38,916 $1.93M 0.93% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 38,095 $1.89M 0.01% -1,755 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 38,071 $1.88M 0.03% -1,490 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 37,500 $1.86M 0.24% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 37,030 $1.83M 0.02% +19,224 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 36,855 $1.82M 0.25% +9,430 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36,647 $1.82M 0.07% +18,044 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 36,269 $1.8M 0.37% -12,097 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 35,551 $1.76M 0.79% -2,570 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 35,203 $1.74M 0.16% -977 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,834 $1.72M 0.01% -7,702 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 34,717 $1.72M 0.2% +6,891 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 34,641 $1.71M 0.13% +2,448 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 34,557 $1.71M 0.05% +3,924 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 34,314 $1.7M 0.9% -300 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,066 $1.69M 0.01% +1,085 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 33,988 $1.69M 0.71% +2,541 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 34,048 $1.68M 0.02% +17,783 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 33,262 $1.65M 0.2% +5,182 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 32,934 $1.63M 0.53% -1,811 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 32,302 $1.6M 0.03% +789 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 31,028 $1.54M 2.1% +657 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 31,015 $1.54M <0.01% -4,768 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 30,509 $1.51M 0.23% -87 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,893 $1.48M 0.05% -12,762 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,682 $1.47M 0.02% +14,351 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 29,291 $1.45M 1.34% +2,826 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,510 $1.41M <0.01% -28,321 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,541 $1.41M +5,569 Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 27,304 $1.35M 0.74% +6,163 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27,298 $1.35M 0.06% -2,476 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 27,019 $1.34M 0.13% -16,393 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 26,903 $1.33M 0.95% +1,372 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 26,211 $1.3M 0.69% +1,673 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 25,797 $1.28M 0.67% +121 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 25,395 $1.26M 0.05% +17,964 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 25,123 $1.24M 0.94% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 24,604 $1.22M 0.07% +8,339 13F-HR/A Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 24,079 $1.19M 0.2% +2,092 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 22,698 $1.12M 0.57% +888 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,564 $1.12M 0.02% +6,280 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22,315 $1.1M 0.03% +10,679 13F-HR/A Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 22,227 $1.1M 0.4% +1,955 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,889 $1.08M 0.02% -4,341 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,276 $1.06M 0.07% +6,743 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 21,157 $1.05M 0.08% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,000 $1.04M 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 20,983 $1.04M 0.08% -93 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 20,618 $1.02M 0.6% +513 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 20,372 $1.01M 0.18% +6,965 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,083 $994K 0.03% +624 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 19,990 $989K 0.1% -649 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 19,822 $981K 0.1% +1,430 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 19,632 $972K 0.39% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 19,613 $971K 0.08% +3,374 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 19,504 $966K 0.5% +4,990 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 19,046 $943K 0.47% +377 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 18,994 $941K <0.01% +6,855 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,891 $935K 0.12% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 18,356 $909K 0.06% -14,924 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,317 $907K 0.01% -4,992 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 18,008 $891K 0.24% -108,550 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,936 $888K 0.05% +9,738 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 17,488 $866K 0.22% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 17,207 $852K 0.05% -6,859 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,080 $845K 0.05% +124 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,491 $816K 0.03% -63,787 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 15,832 $784K 0.07% +8,330 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,766 $780K 0.03% -555 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,523 $768K 0.01% +10,011 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,248 $755K 0.04% +143 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 15,230 $754K 0.34% +5,912 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 14,908 $739K 0.05% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 14,824 $734K 0.08% -3,560 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 14,215 $705K 0.16% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,761 $681K 0.25% +1,134 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 13,644 $675K <0.01% -9,672 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,560 $671K 0.04% -1,145 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,461 $666K 0.15% +811 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 13,358 $661K 0.13% -44,037 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 13,338 $660K 0.04% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,217 $654K 0.23% -1,781 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 13,170 $652K 0.24% +3,720 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 13,086 $650K 0.02% -7,494 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,927 $640K 0.03% -8,198 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,832 $635K 0.05% +20 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 12,824 $635K 0.41% -27 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,474 $617K 0.01% -807 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 12,422 $615K 0.4% +333 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 12,144 $601K 0.35% +3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,047 $600K 0.01% -47,589 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 11,902 $589K 0.29% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,718 $580K 0.01% +1,515 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,550 $572K 0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,264 $558K <0.01% -11 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 10,985 $544K 0.01% +4,546 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 10,882 $539K 0.29% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 10,850 $537K 0.24% -2,006 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,823 $536K <0.01% -1,024 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,700 $530K 0.05% new 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 10,471 $518K 0.06% -1,706 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 10,237 $507K 1.83% +5,617 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,132 $502K 0.06% +91 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 10,078 $499K 0.3% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 10,055 $498K 0.25% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,762 $483K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,622 $476K 0.02% +62 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,339 $462K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,335 $462K 0.01% -27,316 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,307 $461K 0.05% +108 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,187 $455K 0.06% -540 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,098 $450K 0.02% +2,283 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,936 $442K 0.12% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,803 $436K <0.01% +726 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,490 $420K 0.09% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,400 $416K 0.03% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 8,340 $414K 0.04% -34 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 8,256 $409K 0.15% -1,458 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,229 $407K 0.05% +226 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,124 $402K 0.01% +268 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,122 $402K 0.01% new 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,121 $402K 0.01% -6,922 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,116 $402K 0.07% +3,324 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,110 $401K 0.08% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,067 $399K <0.01% +1,342 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,994 $396K <0.01% +92 13F-HR Timeline Group LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,941 $393K 0.18% +91 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,502 $371K <0.01% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,425 $368K 0.02% +106 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,201 $356K 0.02% +1,582 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,028 $348K 0.01% +2,134 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,892 $341K 0.01% +6,869 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 6,807 $337K 0.24% -8 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,671 $330K 0.02% new 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 6,649 $329K 0.12% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,547 $324K 0.04% -8,036 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,494 $322K 0.01% -18,115 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,453 $319K 0.07% +1,533 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,271 $310K <0.01% +2,069 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6,218 $308K 0.15% -9,462 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,165 $305K 0.09% -80 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,140 $304K 0.09% -609 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,085 $301K 0.02% +43 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,005 $297K 0.07% new 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 6,000 $297K 0.28% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,940 $294K 0.02% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,880 $291K <0.01% 0 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 5,860 $290K 0.13% +25 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,761 $285K 0.01% -8,591 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,754 $285K 0.07% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,629 $279K 0.03% +9 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,486 $272K 0.06% -280 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,479 $271K 0.11% -411 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,374 $266K 0.02% -270 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,355 $265K <0.01% 0 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,350 $265K 0.04% +500 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,320 $263K 0.03% 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 5,271 $262K 0.16% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,255 $260K 0.06% -4 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,200 $257K 0.04% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,142 $255K 0.09% +478 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,141 $254K 0.02% -7,226 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,101 $252K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,011 $248K 0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,922 $244K 0.03% +27 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 4,902 $243K 0.22% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,750 $235K <0.01% -12,666 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,654 $230K 0.21% +880 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,351 $215K 0.02% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,320 $214K 0.07% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,315 $214K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,223 $209K 0.04% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,306 $165K 0.02% +1,006 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,236 $160K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,086 $103K 0.03% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,822 $90.2K 0.03% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,800 $89.1K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,758 $87K <0.01% new 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,629 $80.6K 0.02% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,629 $80.6K 0.02% +975 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,621 $80.2K <0.01% +620 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,542 $76.3K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,448 $71.7K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,396 $69.1K 0.03% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,280 $63.3K 0.05% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,131 $56K 0.04% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,079 $53.4K 0.03% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,021 $51K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 915 $45.3K <0.01% +201 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 818 $40.5K 0.01% -272 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 734 $36.3K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 700 $35K <0.01% 0 13F-HR Timeline