Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 3,305 $298K 0.24% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,238 $292K 0.03% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,202 $288K 0.02% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,150 $284K <0.01% +125 13F-HR Timeline Group Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,116 $281K 0.04% -20 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,102 $279K 0.03% -770 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,081 $278K 0.07% +31 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,032 $273K 0.18% +31 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 3,027 $273K 0.16% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 2,995 $270K 0.25% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,900 $261K 0.02% +400 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,521 $255K <0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,829 $254K <0.01% -469 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 2,777 $250K 0.14% +101 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,743 $247K 0.04% -51,294 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,723 $245K 0.01% +902 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,667 $240K 0.01% -213 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,650 $239K <0.01% +1,070 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,643 $238K 0.02% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,580 $232K 0.03% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,550 $230K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,550 $230K 0.03% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,550 $230K 0.1% -1,300 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,547 $229K <0.01% -39 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 2,531 $228K 0.03% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,327 $226K 0.01% -440 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,507 $226K 0.01% -14,164 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,500 $225K 0.02% 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,500 $225K 0.12% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,494 $225K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,475 $223K 0.01% new 13F-HR/A Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,467 $222K 0.08% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,454 $221K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,379 $220K <0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,437 $220K 0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,420 $218K <0.01% +1,700 13F-HR Timeline Group Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,350 $212K 0.05% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,312 $208K 0.06% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,306 $208K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,303 $207K <0.01% new 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 2,300 $207K 0.15% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,247 $202K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,075 $187K 0.11% -1,387 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,070 $186K <0.01% -3,011 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,987 $179K 0.12% +1,207 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,948 $176K <0.01% +21 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,858 $167K <0.01% +866 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,800 $162K 0.11% -573 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,640 $153K 0.01% +50 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,548 $139K 0.04% +207 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,500 $135K 0.01% -1,000 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,455 $131K 0.01% -4,980 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,450 $131K <0.01% -300 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,433 $129K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,236 $111K 0.06% +720 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,071 $96.5K <0.01% +127 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,000 $90.1K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 982 $88.5K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 917 $82.6K 0.01% +516 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 907 $81.7K 0.07% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 905 $81.5K 0.03% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 864 $77.8K <0.01% +91 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 850 $76.6K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 800 $72.1K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 621 $55.9K <0.01% +90 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 614 $55.3K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 608 $54.8K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 600 $54K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 570 $51.3K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 500 $45K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 494 $44.5K <0.01% -36 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 444 $40K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 405 $36K 0.01% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 386 $36K <0.01% +313 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 394 $35.5K 0.01% -47 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 390 $35.1K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 388 $35K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 386 $34.8K <0.01% new 13F-HR/A Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 349 $31.4K <0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 332 $29.9K <0.01% -4,052 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 326 $29.4K <0.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 325 $29.3K <0.01% -149 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 300 $27K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 300 $27K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 300 $27K <0.01% -90 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 269 $24.2K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 253 $22.8K 0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 234 $21K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 232 $20.9K <0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 230 $20.7K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 227 $20.4K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 222 $20.4K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 226 $20.4K <0.01% +84 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 223 $20.1K 0.01% +43 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 200 $18K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 197 $17.7K <0.01% +137 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $17.3K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 187 $16.8K <0.01% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 175 $15.8K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 168 $15.1K <0.01% new 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 168 $15.1K 0.01% -11,422 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 168 $15.1K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 152 $13.7K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 150 $13.5K <0.01% -600 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 150 $13.5K <0.01% -43 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 136 $12.3K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 135 $12.2K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 118 $10.6K <0.01% +48 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 107 $9.64K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 112 $9.36K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 100 $9.01K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $9.01K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 100 $9.01K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 95 $8.86K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 70 $6.31K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 58 $5.22K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 51 $4.56K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 42 $3.78K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 40 $3.62K <0.01% -412 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 35 $3.15K <0.01% +32 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 31 $2.79K <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15 $1.41K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15 $1.35K <0.01% new 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10 $912 <0.01% -316 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8 $727 <0.01% +1 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) 6 $540 <0.01% -12 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $104 <0.01% 0 13F-HR Timeline Group Financially Speaking Inc More: the full row for Financially Speaking Inc 1 $91 <0.01% -16,764 13F-HR Timeline