Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,284,671 $862M 11.4% -187,266 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 833,798 $114M 24.3% +17,386 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 547,311 $75.1M 21.99% +12,223 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 361,453 $49.6M 8.47% -572 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 299,573 $41.1M 1.47% +407 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 152,789 $21M 2.26% -7,775 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 123,218 $17.5M 12.33% +6,802 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 124,619 $17.1M 0.05% new 13F-HR Timeline Group Westwood Wealth Management More: the full row for Westwood Wealth Management 109,055 $15M 5.49% -39,560 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 89,256 $12.4M 2.34% +10,387 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 78,101 $10.7M <0.01% +65,062 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 74,572 $10.2M 0.07% 0 13F-HR/A Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 67,920 $9.32M 1.74% -11,810 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 62,669 $8.6M <0.01% +7,994 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,720 $8.47M 0.01% +871 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 56,876 $7.8M 0.29% -134 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 54,445 $7.47M 1.93% -2,718 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 52,959 $7.27M 6.67% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 52,656 $7.22M 0.01% -64,992 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 47,100 $6.46M 0.12% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 46,412 $6.37M 1.24% -210,569 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 45,727 $6.27M 1.44% -6,566 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 44,870 $6.16M 4.9% +1,315 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 43,485 $5.97M 0.3% -1,446 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,192 $5.25M 0.01% -5,731 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 35,862 $4.92M 0.79% +501 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 35,850 $4.92M 0.01% +26,294 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 34,870 $4.78M 0.01% +5,467 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 33,298 $4.57M <0.01% +364 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 30,210 $4.14M 0.01% -400 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 29,779 $4.09M 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 27,020 $3.71M 0.06% +350 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,780 $3.67M 0.02% 0 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 26,115 $3.58M 0.12% 0 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 24,928 $3.42M 1.58% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,555 $3.37M <0.01% -3,914 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 23,861 $3.27M 0.13% +159 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,750 $3.12M <0.01% 0 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,403 $2.94M 0.36% -1,732 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,358 $2.93M 0.08% -660 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 20,942 $2.87M 0.12% +16,338 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 20,343 $2.79M 0.08% -27,615 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 20,297 $2.78M 0.01% new 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 19,734 $2.71M 1.47% +4,131 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,192 $2.63M <0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 17,718 $2.43M -1,627 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,513 $2.27M <0.01% +122 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,570 $2.14M 0.01% -3,768 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 14,750 $2.02M 3.93% +1,027 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) 14,710 $2.02M 0.06% +13,114 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,511 $1.99M 0.4% -1,017 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 14,221 $1.95M 0.16% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 14,022 $1.92M 0.29% +906 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 14,000 $1.92M 0.06% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,064 $1.79M 0.07% -1,841 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,675 $1.74M 0.79% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,306 $1.69M 0.03% +2,748 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 11,968 $1.64M 0.89% +386 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,920 $1.64M 0.06% -336 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 11,618 $1.59M 0.74% +6,514 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10,996 $1.51M 0.68% -5,232 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,863 $1.49M 0.01% +375 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,790 $1.48M <0.01% +106 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10,311 $1.41M 0.03% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 10,147 $1.39M 0.95% -401 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 10,000 $1.37M 0.29% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,685 $1.33M 0.04% -600 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,600 $1.32M 0.04% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,525 $1.31M 0.19% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,180 $1.26M 0.33% -1,480 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 8,605 $1.18M 0.18% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,339 $1.14M 0.02% -1,003 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,133 $1.12M <0.01% +1 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,893 $1.08M 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,601 $1.04M <0.01% -5,200 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 7,558 $1.04M 0.52% -19 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 7,285 $1000K 0.31% +185 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,256 $996K 0.01% -3,384 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,248 $994K 0.01% 0 13F-HR/A Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,014 $962K 0.26% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,999 $960K 0.02% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,644 $912K 0.31% -18,965 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,566 $901K 0.14% +1,018 13F-HR/A Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,454 $885K 0.35% +430 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,432 $882K 0.31% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,170 $847K <0.01% -32 13F-HR/A Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 5,891 $808K 0.51% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,700 $782K 0.01% new 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,580 $766K 0.06% -825 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 5,276 $724K 0.03% +5,045 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,104 $697K 0.01% +354 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,015 $688K 0.02% -205 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,800 $659K 0.02% 0 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,800 $659K 0.2% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,617 $633K 0.01% -2,403 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,422 $607K 0.14% -1 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,406 $605K 0.09% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,391 $602K 0.06% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,348 $597K <0.01% 0 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,334 $595K 0.07% +2,300 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,308 $591K 0.04% -446 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4,180 $573K 0.24% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,050 $556K 0.04% +850 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,008 $550K 0.4% +5 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 3,839 $527K 0.3% +5 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,834 $526K <0.01% +1,600 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,808 $522K 0.12% -272 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,608 $495K 0.06% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,556 $488K 0.03% 0 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 3,359 $483K 0.33% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,460 $475K 0.03% -3,370 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,444 $473K 0.35% -412 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,414 $468K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,358 $461K <0.01% -3,206 13F-HR/A Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,328 $457K 0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,309 $454K <0.01% -7,360 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,303 $453K 0.01% -336,018 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,302 $453K 0.33% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,200 $439K <0.01% new 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,200 $439K 0.12% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,065 $434K 0.02% -1,256 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,085 $429K <0.01% -2 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,080 $423K 0.04% +74 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,001 $412K 0.07% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,938 $403K 0.08% -272 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,845 $390K <0.01% +125 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,844 $390K 0.06% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,808 $385K <0.01% 0 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,797 $384K 0.05% +43 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,744 $376K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,635 $362K 0.01% -46 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,626 $360K <0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,600 $357K <0.01% new 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,590 $355K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,563 $352K 0.01% +4 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,529 $347K 0.02% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,515 $345K 0.14% -98 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,235 $338K 0.01% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,456 $337K 0.03% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,442 $335K 0.03% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,424 $333K <0.01% 0 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,419 $332K <0.01% +23 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,405 $330K 0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,400 $329K <0.01% -30 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,400 $329K 0.15% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,336 $320K 0.1% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,300 $316K 0.06% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,285 $314K 0.05% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,261 $310K 0.1% -78 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,204 $302K 0.06% -6,159 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,187 $300K 0.09% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,180 $296K 0.04% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,122 $291K <0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,000 $274K 0.02% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,987 $271K 0.03% +27 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,974 $271K 0.01% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,908 $262K 0.05% +56 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,832 $251K 0.06% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,804 $248K <0.01% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,801 $247K 0.09% +1 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,781 $244K 0.02% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,755 $241K 0.03% -135 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,642 $241K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,745 $239K <0.01% -82 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,741 $239K <0.01% -9,973 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,740 $239K 0.02% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,697 $233K 0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,638 $225K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,636 $224K <0.01% 0 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,562 $214K 0.15% -771 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,524 $209K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,500 $206K 0.01% -360 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,465 $201K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,336 $183K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,016 $139K 0.09% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $137K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 994 $136K <0.01% +4 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 949 $130K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 770 $106K <0.01% -30 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 606 $83.1K <0.01% -1,018 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 566 $77.7K 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 515 $70.7K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 461 $63.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 400 $54.9K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 249 $34.2K <0.01% 0 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 164 $22.5K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $14K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 86 $11.8K <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 24 $3.29K <0.01% 0 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3 $412 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $20 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.