Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,616 $1.1M 0.01% -286 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,649 $1.1M <0.01% +1,440 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,611 $1.1M 0.07% +20 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,591 $1.09M 0.02% -45 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,557 $1.08M 0.04% -619 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,552 $1.08M <0.01% +457 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,474 $1.06M 0.02% +1,999 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,459 $1.05M <0.01% -918 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,449 $1.05M 0.04% +1,859 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,438 $1.05M 0.22% +37 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,426 $1.04M 0.01% +790 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,401 $1.03M 0.03% +231 13F-HR/A Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,375 $1.03M 0.07% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,364 $1.02M 0.14% -14 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,275 $996K 0.03% +842 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,244 $988K <0.01% -28,806 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,238 $985K 0.19% -71 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,230 $982K 0.24% -80 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,152 $959K 0.06% +508 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,137 $954K 0.29% -83 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,102 $943K 0.45% +375 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,087 $939K 0.03% +482 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,080 $937K 0.02% -662 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,079 $936K 0.07% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,050 $928K 0.32% +69 13F-HR/A Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,039 $924K 0.29% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,024 $920K 0.12% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,022 $919K 0.01% +111 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,013 $916K <0.01% +300 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,978 $906K 0.02% -248 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,972 $904K 0.22% -97 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,956 $899K 0.01% +411 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,934 $892K 0.01% +251 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,880 $876K 0.19% +880 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,826 $859K <0.01% -436 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,770 $842K 0.02% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,742 $834K <0.01% +2 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,741 $833K 0.67% -387 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,740 $833K 0.2% +68 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,737 $832K 0.03% -347 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,732 $831K 0.01% +1,033 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,718 $827K -1,102 Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,715 $826K 0.75% -776 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,700 $821K 0.01% 0 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,659 $809K 0.02% +413 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,641 $803K 0.03% -108 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,639 $803K 0.07% +222 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,611 $794K 0.02% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,207 $784K 0.04% +596 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,575 $783K 0.05% +715 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,568 $781K 0.02% 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,552 $776K 0.13% +123 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,547 $775K 0.06% -747 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,513 $764K 0.06% -179 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,511 $764K 0.02% +611 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,509 $763K 0.03% +664 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,504 $762K 0.24% -47 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,503 $761K 0.18% +278 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,495 $759K 0.45% -50 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,491 $758K <0.01% +141 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,489 $757K 0.02% +7 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,481 $754K 0.01% +92 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,463 $749K 0.05% -22 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,432 $740K 0.18% -118 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,431 $739K <0.01% +81 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 2,430 $739K <0.01% -979 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,425 $737K 0.05% +221 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 2,415 $734K 1.57% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,410 $733K 0.14% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,401 $730K 0.03% +202 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,517 $725K 0.21% +112 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,366 $720K 0.09% -121 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,345 $713K 0.46% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,336 $710K 0.28% -187 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,312 $703K 0.02% +791 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,299 $699K 0.03% +418 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,285 $695K 0.55% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,281 $694K 0.04% -77 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,274 $692K 0.33% 0 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 2,257 $686K 0.25% 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,224 $676K <0.01% -432 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2,217 $675K <0.01% +229 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 2,215 $674K 0.11% +260 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,209 $670K <0.01% +867 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 2,192 $667K 0.3% -729 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,190 $666K 0.01% -266 13F-HR Timeline Group Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,184 $664K 0.53% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,176 $662K 0.05% +573 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,164 $658K 0.03% -459 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,146 $653K 0.26% -43 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,140 $651K 0.04% +64 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,127 $647K 0.39% -78 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,123 $646K 0.14% +5 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,116 $643K 0.34% -537 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,115 $642K 0.01% +7 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,054 $641K 0.03% -4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,103 $640K 0.01% -594 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,087 $635K <0.01% -617 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,066 $628K 0.33% -8 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,060 $626K <0.01% +141 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,059 $626K 0.04% +6 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,051 $624K 0.01% +11 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,001 $609K <0.01% +214 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,999 $608K 0.04% -1 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,987 $604K 0.02% +769 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,985 $604K 0.15% -45 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,963 $597K 0.28% +148 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,960 $596K 0.49% 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,943 $591K 0.18% +628 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,924 $585K +113 Timeline CX Institutional More: the full row for CX Institutional 1,923 $585K 0.02% 0 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,923 $585K 0.35% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,894 $585K 0.06% +862 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,901 $578K 0.02% +716 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,900 $578K 0.01% -1,673 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,898 $577K 0.05% -3,144 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,898 $577K 0.01% -15 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,886 $574K 0.04% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,879 $571K 0.29% -274 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,869 $568K 0.01% +15 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,867 $568K 0.01% +104 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,866 $568K 0.05% +43 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,858 $565K 0.01% -1,168 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,851 $563K <0.01% +343 13F-HR/A Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,837 $559K 0.01% +2 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,835 $558K 0.03% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,823 $554K <0.01% +8 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,822 $554K 0.03% +221 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,821 $554K <0.01% -551 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,806 $552K 0.09% -87 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,813 $551K 0.08% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,801 $548K 0.01% -123 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,796 $546K 0.25% -42 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,785 $543K 0.19% +90 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,780 $541K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,753 $533K 0.01% -18 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,751 $532K 0.05% +61 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,744 $530K 0.03% -302 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,739 $529K 0.32% -1,055 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,735 $528K 0.01% -213 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,726 $525K 0.22% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,713 $521K <0.01% +647 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,711 $520K 0.02% -33 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,708 $519K 0.02% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 1,700 $517K 0.14% +600 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,700 $517K 0.2% -1,260 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,694 $515K 0.11% -31 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,685 $512K 0.06% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,685 $512K 0.06% -183 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,683 $512K 0.14% new 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,664 $506K 0.13% -47 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,633 $497K 0.11% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,623 $494K 0.18% -9 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,620 $493K 0.25% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,620 $493K 0.32% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,650 $492K 0.1% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,607 $489K 0.12% +2 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,604 $488K <0.01% +26 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,602 $487K 0.02% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,576 $479K 0.02% +302 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,571 $478K 0.02% -80 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,567 $476K 0.04% +349 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,563 $475K <0.01% +165 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,552 $472K 0.01% -1,794 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,720 $462K 0.34% -119 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,510 $459K 0.1% +230 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,501 $456K 0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,492 $454K 0.01% +185 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 1,487 $452K 0.02% -115 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,483 $450K 0.01% +11 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,481 $450K 0.1% +9 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,463 $447K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,462 $445K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,455 $442K 0.04% +124 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,451 $441K 0.21% -1 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,447 $440K 0.35% +207 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,445 $439K 0.03% -152 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,444 $439K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,442 $439K 0.05% +61 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,433 $436K 0.26% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,431 $435K 0.24% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,421 $432K 0.01% -6 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,410 $429K 0.08% -22 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,404 $427K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,394 $424K 0.04% +141 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,377 $419K 0.15% +66 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,368 $416K 0.1% +34 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,366 $415K 0.32% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,356 $412K 0.06% +79 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,309 $408K 0.03% -41 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,334 $406K 0.03% -145 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,335 $406K 0.06% -31 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,331 $405K 0.14% -147 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,331 $405K <0.01% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,323 $402K 0.02% -280 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,323 $402K 0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,319 $401K 0.01% +176 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,314 $400K 0.11% +177 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,310 $398K 0.12% -863 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,296 $394K 0.22% new 13F-HR Timeline