BAYBAN More: the full row for BAYBAN 120 $43.1K 0.04% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 120 $43.1K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 114 $41K 0.03% -1,468 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 114 $40.9K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 113 $40.7K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 112 $40.2K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 112 $40.2K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 102 $36.6K 0.02% -1 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $35.9K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $35.9K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 100 $35.9K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 96 $34.5K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 94 $33.7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 92 $33K <0.01% +13 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 92 $33K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 90 $32.3K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 86 $30.8K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 85 $30.5K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 84 $30.1K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 82 $29.4K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 81 $29.2K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 79 $28.4K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 76 $27.4K 0.01% -30 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 75 $26.9K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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Allen Investments, LLC 63 $22.6K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 62 $22.5K <0.01% +7 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 62 $22.3K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 61 $21.9K <0.01% +22 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 58 $21.4K <0.01% +24 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 58 $21.4K <0.01% +22 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 57 $20.5K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 54 $19.4K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 53 $19K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $18.5K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 51 $18.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 50 $18K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 50 $18K <0.01% -50 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 50 $17.9K <0.01% -2,570 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 50 $17.9K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 50 $17.9K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 50 $17.9K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 50 $17.9K 0.01% -30 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 48 $17.2K <0.01% +41 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 48 $17.2K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. 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Advisory Services LLC 41 $14.8K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 41 $14.6K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 40 $14.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38 $14K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 39 $14K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 37 $13.3K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 36 $12.9K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 35 $12.6K <0.01% +5 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 34 $12.2K <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 31 $11.1K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 30 $10.8K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 29 $10.4K 0.02% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 29 $10.4K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 28 $10K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 28 $9.93K <0.01% -2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 27 $9.85K <0.01% +10 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 27 $9.69K <0.01% 0 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 26 $9.33K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $8.97K <0.01% new 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 25 $8.97K <0.01% -13 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $8.97K <0.01% +4 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 22 $7.89K <0.01% +5 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 21 $7.56K <0.01% -65 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 20 $7.18K <0.01% -2 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 20 $7.18K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 20 $7.18K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $7.18K <0.01% +7 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 20 $7.18K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 22 $7K <0.01% 0 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 27 $6.98K <0.01% -618 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 12 $4.31K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11 $3.96K <0.01% -10 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 11 $3.95K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 11 $3.95K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11 $3.95K <0.01% -9 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $3.76K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 10 $3.59K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $3.59K <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $3.59K <0.01% +2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for Vermillion Wealth Management, Inc. 7 $2.51K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7 $2.51K <0.01% -7 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 7 $2.51K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6 $2.18K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6 $2.15K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $2.15K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6 $2.15K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6 $2.15K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for Nvest Wealth Strategies, Inc. 3 $1.08K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2 $739 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2 $718 <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2 $718 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $718 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1 $359 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $359 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $359 <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $359 <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1 $359 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $359 <0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $24 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -408 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 1,625 (0.16%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 1,625 (0.16%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR