SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 30,094 $760K 0.06% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 29,828 $753K 0.2% +2,654 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 29,794 $752K <0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 29,494 $745K 0.04% +236 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 28,000 $707K 0.61% 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 27,977 $706K 0.08% -1,503 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27,206 $687K 0.07% +25,328 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 26,115 $661K 0.23% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,824 $652K 0.02% +3,006 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 25,504 $644K 0.09% +5 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,479 $643K 0.01% -26,182 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,423 $642K 0.02% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 25,150 $635K 0.03% +16,800 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 24,015 $606K 0.04% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 23,667 $598K 0.01% -451 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,654 $597K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 23,653 $597K <0.01% +399 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 23,359 $591K 0.05% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,177 $585K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,975 $580K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 22,350 $564K 0.01% +1,189 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 22,176 $560K <0.01% -68,090 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 21,573 $545K 0.07% +1,385 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 20,378 $515K 0.3% +66 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 20,368 $514K <0.01% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 19,964 $504K 0.14% +11,002 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,259 $486K 0.03% +2,071 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 18,735 $479K 0.43% +7,110 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 18,526 $468K 0.01% -482 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 18,434 $465K 0.24% +1,725 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 17,715 $447K 0.03% +2,206 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,238 $435K 0.03% +7,585 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 17,046 $430K 0.13% +340 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 16,948 $428K 0.3% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,901 $427K 0.01% 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 16,898 $427K 0.25% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,894 $427K 0.01% +7,032 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 16,868 $426K 0.14% +100 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,981 $404K <0.01% +14,573 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,845 $400K <0.01% +1,808 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,776 $398K 0.03% +2,756 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 15,343 $387K 0.2% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 15,108 $381K <0.01% +5,388 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 15,000 $379K 0.14% -10,000 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,761 $373K 0.02% 0 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,424 $364K 0.05% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 14,207 $359K 0.09% +3,793 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13,646 $345K 0.1% +1,490 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,574 $345K 0.03% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,589 $343K 0.07% +313 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,554 $342K 0.03% new 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 13,386 $338K 0.17% -602 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,295 $336K 0.03% -300 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 12,720 $321K 0.11% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,703 $321K <0.01% +1,410 13F-HR/A Timeline Group BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 12,535 $317K 0.32% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 12,452 $314K 0.1% +1,211 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,196 $308K 0.01% -215 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,987 $303K 0.03% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 11,983 $303K 0.05% +102 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11,700 $295K 0.04% 0 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 11,217 $283K 0.35% -36 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,102 $280K 0.02% -5,818 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,600 $268K 0.19% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 10,438 $264K 0.16% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,377 $262K <0.01% -27 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 10,350 $261K 0.04% +650 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 10,321 $261K 0.16% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,255 $259K 0.02% -2,024 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 10,231 $258K 0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,151 $256K 0.01% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 9,856 $249K 0.04% +47 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,739 $246K <0.01% +927 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 9,739 $246K <0.01% +927 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,682 $244K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,671 $244K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,614 $243K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,298 $235K 0.02% -633 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 9,239 $233K 0.06% new 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,094 $230K 0.14% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,000 $227K 0.01% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 8,970 $226K 0.02% 0 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 8,720 $220K 0.12% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,594 $217K 0.06% +114 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,312 $214K 0.2% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,468 $214K 0 Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,421 $213K 0.04% -15,047 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 8,317 $210K 0.06% -565 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,205 $207K 0.08% +35 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 8,015 $202K 0.18% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 8,000 $202K 0.01% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,968 $201K 0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 7,452 $190K 0.01% -224 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,827 $147K 0.01% -60 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,631 $142K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,577 $141K 0.04% +949 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,871 $123K 0.04% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,800 $121K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 4,719 $119K 0.08% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,657 $118K <0.01% -601 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,594 $116K <0.01% +4,594 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,354 $110K 0.01% +784 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,249 $107K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,794 $95.8K <0.01% +63 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,575 $90K 0.04% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,323 $83.9K 0.03% +401 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,167 $80K <0.01% +826 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,106 $78.4K <0.01% -1,887 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,021 $76.3K <0.01% -2,144 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,855 $72.4K <0.01% -70 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,858 $72.2K 0.01% +290 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,719 $68.6K 0.01% -2,454 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,702 $68.2K <0.01% -776 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,675 $67.5K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,311 $58.4K 0.04% +206 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,051 $51.8K <0.01% 0 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,952 $49.3K <0.01% -548 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,790 $45.2K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,661 $41.9K <0.01% -103 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,535 $38.8K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,260 $31.8K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,159 $29.6K 0.01% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,137 $28.7K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,129 $28.5K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,126 $28.4K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,054 $26.6K <0.01% +363 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,045 $26.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 962 $24.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $21.5K <0.01% -370 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 824 $21K <0.01% -495 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 814 $20.6K 0.01% 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 807 $20.4K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 760 $19.2K <0.01% +256 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 752 $19K <0.01% +9 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 731 $18.5K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 745 $18K <0.01% +245 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 667 $16.8K <0.01% +16 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 578 $14.6K 0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 546 $13.8K 0.01% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 544 $13.8K 0.01% 0 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 516 $13K 0.01% +466 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 500 $12.6K <0.01% -360 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 491 $12.4K <0.01% -8 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 450 $11.4K 0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 430 $10.9K 0.01% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 424 $10.7K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 376 $9.49K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 356 $8.99K <0.01% -121 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 342 $8.63K <0.01% -259 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 275 $6.94K <0.01% -185 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $6.94K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 269 $6.79K <0.01% -39 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 243 $6.14K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 253 $6K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 232 $5.86K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 212 $5.37K <0.01% +181 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 200 $5.05K <0.01% -180 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 168 $4.26K <0.01% +4 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 159 $4.01K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 150 $3.79K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $3.79K <0.01% -201 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) 139 $3.51K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 135 $3.41K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 131 $3.31K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 93 $2.35K <0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 68 $1.72K -83 Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 56 $1.41K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $1.31K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 41 $1.03K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $1K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 35 $884 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24 $606 <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $505 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18 $470 0.04% -19,595 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 14 $354 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $228 <0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2 $51 <0.01% -10 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $50 <0.01% 0 13F-HR Timeline