Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,359 $875K 0.01% -6,168 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 34,000 $866K 0.04% new 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 33,962 $865K 0.19% +2,866 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 33,927 $864K 0.01% 0 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 33,859 $863K 0.36% -426 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 33,467 $853K 0.1% +2,727 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,599 $831K 0.07% +439 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 31,952 $814K <0.01% +1,068 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 31,201 $795K 0.03% +1,690 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 30,132 $768K 0.04% -59 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 30,124 $768K 0.63% -427 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 30,082 $766K 0.24% +14,590 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 30,000 $764K 0.17% +20,000 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 28,910 $737K 0.03% +14,558 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 28,410 $724K 0.23% +1,236 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 28,141 $717K 0.13% -2,749,243 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 27,799 $708K 0.08% -1,647 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 27,714 $706K 0.06% +1,119 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 27,510 $701K 0.01% +1,585 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 27,402 $698K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27,012 $688K 0.02% -2,720 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 26,340 $668K 0.25% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,271 $644K 0.01% -152 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 24,388 $621K 0.09% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 24,000 $612K 0.02% new 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 23,660 $603K 0.73% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 23,295 $594K 0.18% -82,361 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,193 $591K 0.01% -492 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,019 $587K 0.02% +138 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,975 $585K 0.01% -127 13F-HR/A Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 22,870 $583K 0.09% -12,116 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,420 $546K 0.04% +1,131 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,103 $538K 0.01% +2,017 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,005 $535K 0.05% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,862 $532K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20,537 $523K 0.02% +925 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 20,502 $522K 0.24% +4,849 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,217 $515K <0.01% +15,916 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 19,878 $506K <0.01% new 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 19,535 $498K 0.03% -3,541 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,494 $471K 0.04% -665 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,226 $464K 0.02% +8,389 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 18,198 $464K 0.14% +815 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,065 $460K <0.01% -106,285 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,998 $459K 0.03% +136 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,786 $453K 0.05% -5,479 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 17,376 $443K 0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 16,664 $425K 0.16% +16,056 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 16,644 $424K 0.04% +400 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,607 $398K 0.02% +880 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 15,000 $382K 0.14% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,369 $366K 0.01% +150 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,204 $360K 0.03% +1,980 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 14,023 $357K 0.03% -19,499 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,999 $357K 0.07% -15,653 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,880 $354K 0.01% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 13,870 $353K 0.09% +4,805 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,758 $351K 0.02% -3,561 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,201 $336K 0.06% -815 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 13,084 $333K 0.23% -2,500 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,908 $329K 0.09% +4,056 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 12,806 $326K 0.05% +2,950 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 12,742 $325K 0.08% -1,318 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 12,720 $324K 0.09% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,046 $307K 0.05% +39 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,955 $305K 0.02% -222 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 11,712 $298K 0.16% +419 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11,700 $298K 0.04% 0 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 11,640 $297K 0.02% +775 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,565 $295K 0.09% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 11,210 $286K 0.03% +169 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 11,124 $283K 0.18% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,626 $271K 0.01% -1,180 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,572 $269K <0.01% -39 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 10,320 $263K 0.16% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,177 $259K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,151 $259K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,946 $253K 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,822 $250K <0.01% -126 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,733 $248K 0.01% new 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 9,590 $244K 0.01% +1,590 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 9,478 $242K 0.17% -3,910 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,415 $240K 0.01% -1,327 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,350 $238K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 9,319 $237K <0.01% -388 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,171 $234K 0.01% new 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 9,094 $232K 0.14% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,032 $230K 0.01% new 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,683 $221K 0.18% +119 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 8,620 $220K 0.25% -2,662 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,394 $214K 0.11% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,382 $214K 0.01% -1,297 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 8,278 $211K 0.01% -150 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 8,248 $210K 0.07% +26 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,201 $209K 0.01% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,819 $199K 0.05% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,767 $198K 0.07% +3,812 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 7,239 $184K 0.06% -187 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,188 $183K 0.01% -12,296 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,710 $145K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,631 $143K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,439 $139K 0.04% -138 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,356 $136K <0.01% -1,161 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,737 $121K <0.01% +88 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,657 $119K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,435 $113K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,261 $109K +1,681 Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,195 $107K <0.01% -605 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,026 $103K <0.01% +652 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,850 $98.1K <0.01% +41 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,784 $96.2K 0.01% +519 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,633 $92.6K <0.01% -784 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,582 $91.2K 0.04% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,039 $77.4K <0.01% -239 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,017 $76.9K <0.01% +5 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,985 $76K <0.01% +252 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,947 $75.1K <0.01% -47 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 687 $72K 0.01% -3,562 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,525 $64.3K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,424 $61.4K 0.04% +143 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,051 $52.3K <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 $49.7K <0.01% 0 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,947 $49.6K 0.03% -2,729 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,905 $48.5K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,771 $45.1K <0.01% -19 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,741 $44.4K <0.01% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,582 $40.3K <0.01% -26,470 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,576 $40.2K <0.01% +1,234 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,569 $40K <0.01% +1,233 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,535 $39.1K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,429 $36.4K <0.01% -2,793 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,428 $36.4K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,397 $35.6K 0.01% +1,262 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,379 $35.1K 0.01% -9,895 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,270 $32.4K <0.01% +4 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,260 $32.1K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,126 $28.7K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,045 $26.6K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 999 $25.5K <0.01% -43,852 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 994 $25.3K <0.01% -505 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 969 $24.7K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 953 $24.3K 0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 898 $22.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $21.7K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 807 $20.6K 0.01% -7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 800 $20.4K <0.01% 0 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 688 $17.5K <0.01% +13 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 643 $16.4K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 636 $16K <0.01% -192 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 603 $15.4K <0.01% +471 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 590 $15K <0.01% 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 554 $14K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 493 $12.6K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 450 $11.5K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 432 $11K <0.01% +27 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 424 $10.8K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 400 $10.2K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 376 $9.58K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 275 $7.01K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $7.01K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 220 $5.6K <0.01% -939 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 202 $5.15K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 200 $5.1K <0.01% 0 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) 179 $4.56K <0.01% new 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 171 $4.37K <0.01% -22 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 156 $3.98K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 150 $3.82K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $3.82K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 132 $3.36K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 97 $2.47K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 93 $2.37K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 89 $2.27K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 84 $2.13K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 79 $2.01K <0.01% +40 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 69 $1.76K <0.01% 0 13F-HR/A Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 68 $1.72K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 52 $1.32K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40 $1.02K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 40 $1.02K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 32 $815 <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27 $696 <0.01% -1 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24 $612 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $510 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $270 <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $230 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2 $51 <0.01% -48 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $51 <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $18 <0.01% new 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 0 $11 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.