Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,633 $672K 0.02% -7,945 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,479 $666K 0.03% +1,982 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,400 $663K 0.01% -2,936 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,090 $650K 0.01% -4,220 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,934 $644K 0.01% +7,895 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,542 $628K 0.02% -540 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,123 $611K 0.01% -1,530 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,020 $607K 0.08% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 14,836 $600K 0.36% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,540 $588K 0.01% +10,473 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 14,499 $586K 0.17% +4,704 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 14,397 $582K <0.01% 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,322 $579K <0.01% +460 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 14,286 $577K <0.01% +3,168 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,248 $576K 0.03% -1,972 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,240 $576K 0.09% +2,974 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,225 $575K 0.04% -919 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 14,184 $573K 0.07% -2,534 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 14,175 $573K 0.16% +517 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 13,913 $562K 0.3% +7,824 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,715 $554K 0.01% -458 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,639 $551K 0.14% +50 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,577 $549K 0.02% new 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 13,136 $531K <0.01% +3 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 13,128 $531K 0.04% -2,511 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,841 $519K <0.01% -176 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 12,483 $505K 0.08% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,453 $503K <0.01% +1,663 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 12,422 $502K <0.01% 0 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,316 $497K 0.12% +288 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,156 $491K <0.01% -3,273 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 11,623 $470K 0.18% -3,712 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 11,619 $470K 0.01% -3,842 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,366 $459K 0.1% 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 11,122 $450K 0.1% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,084 $447K 0.03% +267 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,851 $439K 0.05% -1,326 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 10,785 $436K 0.12% -700 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 10,712 $433K 0.1% -458 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 10,505 $432K 0.08% -158,555 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,468 $423K 0.01% +359 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 10,437 $422K 0.35% 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 10,403 $420K 0.18% +235 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,384 $420K <0.01% 0 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,361 $419K <0.01% +1,924 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,328 $417K 0.2% +805 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,293 $416K 0.23% -2,073 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,975 $410K <0.01% -110 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,138 $410K <0.01% +570 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 9,906 $400K 0.01% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,792 $396K 0.01% 0 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,731 $393K <0.01% -362 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,688 $392K <0.01% -51,047 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,511 $384K 0.04% -3,073 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,481 $383K <0.01% -5,844 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,455 $382K 0.14% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,448 $382K 0.01% +298 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,419 $381K 0.02% -3,539 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,318 $377K 0.05% +2,224 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 9,265 $374K <0.01% +702 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,208 $372K 0.01% +1,415 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,192 $372K <0.01% -609 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,163 $370K <0.01% +1,646 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,138 $369K 0.04% -878 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,732 $353K <0.01% +568 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,603 $348K <0.01% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,587 $347K 0.05% -3,297 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,393 $339K 0.05% +75 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,383 $339K 0.01% -2,344 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 8,320 $336K 0.02% +288 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8,034 $325K 0.08% +5,627 13F-HR/A Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,874 $318K 0.13% +28 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,810 $316K 0.08% +175 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 7,658 $310K 0.21% +911 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,458 $301K 0.06% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,457 $301K <0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,389 $299K 0.02% +527 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,301 $295K 0.02% -523 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,265 $294K 0.03% -1,963 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,214 $293K 0.02% -704 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,094 $287K 0.01% +191 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,016 $284K <0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,958 $281K 0.09% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,927 $280K 0.03% -3,697 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,918 $280K 0.02% +384 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,825 $276K 0.02% -336 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,780 $274K 0.05% -476 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,777 $274K 0.1% -119 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 6,755 $273K 0.27% 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 6,750 $273K 0.14% +800 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 6,656 $269K 0.12% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,567 $265K 0.06% +793 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,131 $259K 0.01% -1,527 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,387 $258K 0.05% +1,132 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 6,359 $257K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,248 $253K 0.04% +1,659 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,239 $252K <0.01% +807 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 5,974 $252K 0.01% +519 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,234 $252K <0.01% -12,999 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,200 $251K 0.01% +740 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,172 $249K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,157 $249K <0.01% -177 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 6,123 $247K 0.15% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,035 $244K 0.01% new 13F-HR Timeline Group Elefante Mark B More: the full row for Elefante Mark B 5,860 $237K 0.15% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,848 $236K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,845 $236K <0.01% +694 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,785 $234K 0.11% -975 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,651 $228K 0.01% -319 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,626 $227K <0.01% +1,241 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,588 $226K <0.01% +438 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,578 $225K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,577 $225K <0.01% -1,872 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,567 $225K <0.01% -2,396 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,511 $223K 0.01% +281 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,477 $221K <0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,351 $216K 0.06% -1,248 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,329 $215K 0.09% -385 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,304 $214K 0.05% +134 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,295 $214K 0.04% -3,875 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,216 $211K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,205 $210K <0.01% -122 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,191 $210K 0.01% -773 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,148 $208K 0.1% -241 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,128 $207K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,074 $205K 0.01% +931 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,068 $205K 0.02% +115 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,568 $184K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 3,794 $153K 0.03% -770 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,770 $152K <0.01% +118 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,662 $148K <0.01% +875 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,468 $140K <0.01% -65 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 3,399 $137K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,150 $127K 0.02% -227 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,928 $118K <0.01% -294 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,802 $113K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,735 $111K <0.01% +232 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,691 $109K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,507 $101K 0.01% +426 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,496 $101K 0.01% -77 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,486 $100K <0.01% -1,874 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,461 $99.5K <0.01% +2,179 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,410 $97.4K <0.01% +962 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,245 $90.7K <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 2,183 $88.2K <0.01% -832 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,062 $83.3K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,910 $77.2K 0.01% -3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,852 $74.8K <0.01% -114 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,782 $72K <0.01% +157 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,740 $70.3K <0.01% +13 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,722 $69.6K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,528 $61.8K 0.02% +15 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,431 $57.8K <0.01% +185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,412 $57.1K <0.01% -8 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,361 $55K <0.01% -156 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,188 $48K <0.01% -40,069 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 1,198 $48K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,171 $47.3K <0.01% -128 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,126 $45.5K 0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,080 $44.4K 0.04% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,058 $42.8K 0.01% +1,003 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 959 $38.8K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 885 $37.3K <0.01% +204 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 800 $32.3K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 785 $31.7K <0.01% +760 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 731 $29.5K <0.01% -400 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 676 $27.3K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 722 $27K <0.01% +695 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 633 $26K <0.01% -235 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 638 $25.8K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 622 $25.1K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 604 $24.4K <0.01% -12 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 594 $24K 0.02% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 587 $23.7K <0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 581 $23.5K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 535 $21.6K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 502 $20.3K 0.02% +58 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 458 $18.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 446 $18K <0.01% 0 13F-HR/A Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 439 $17.7K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 439 $17.7K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 420 $17K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 406 $16.4K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 402 $16.3K <0.01% +125 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 399 $16.1K <0.01% +81 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 399 $16.1K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 397 $16K <0.01% -131 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 377 $15.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 370 $15K <0.01% +222 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 366 $14.8K <0.01% -33 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 360 $14.6K <0.01% -159 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 359 $14.5K <0.01% -7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 348 $14.1K <0.01% +30 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 336 $13.6K 0.01% -71 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 327 $13.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 326 $13.2K <0.01% -6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 296 $12K <0.01% -13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 294 $11.9K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 281 $11.4K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 271 $11K <0.01% +83 13F-HR Timeline