Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,720 $1.06M 0.14% +5,889 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 11,643 $1.05M 0.36% -6,178 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,243 $1.02M 0.07% -27 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 10,921 $987K 0.09% +3,260 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,890 $984K 0.2% -1,094 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 10,840 $979K 0.76% 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 10,461 $945K 0.51% +1,091 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,276 $928K <0.01% -808 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,201 $922K 0.24% +666 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,984 $902K 0.33% +3,370 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,924 $897K 0.35% -439 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 9,777 $883K 0.26% -920 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,324 $883K 0.01% +57 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 9,644 $878K 0.12% +1,733 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9,355 $845K 1.57% -13,491 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,262 $837K 0.61% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,221 $833K 0.03% +2,110 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,184 $830K 0.01% -40 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,034 $816K 0.21% -1,815 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 8,950 $809K 0.11% +739 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,845 $799K <0.01% -689 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,652 $782K 0.02% +26 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,616 $778K 0.15% +1,014 13F-HR/A Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,603 $777K 0.33% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,569 $774K 0.01% -788 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,314 $751K 0.06% +70 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,850 $709K 0.08% -741 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,829 $707K 0.32% -95 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 7,714 $697K 0.3% 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,399 $689K 0.48% -206 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,565 $684K 0.18% -2,276 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,386 $667K 0.06% +234 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,374 $666K <0.01% +3,841 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 7,055 $657K 0.05% -278 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,245 $655K 0.17% +249 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,229 $653K <0.01% +493 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 6,887 $622K 0.02% +505 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 6,542 $616K 0.25% -282 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,768 $611K 0.06% +77 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,761 $611K 0.37% -421 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,760 $611K 0.03% +1,274 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,713 $607K 0.01% -924 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,703 $605K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,555 $592K 0.01% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,280 $567K 0.59% +20 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 6,254 $565K 0.37% -105 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,239 $564K <0.01% +158 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,238 $564K <0.01% +5,832 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,224 $562K 0.03% -248 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,204 $561K 0.06% +41 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,177 $558K 0.19% +8 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,159 $556K 0.16% -84 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,133 $554K 0.01% +644 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,077 $549K 0.04% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 6,057 $547K 0.3% +1,980 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,927 $536K 0.03% -116 13F-HR/A Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 5,831 $527K 0.01% +298 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,798 $524K 0.18% +1,582 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,754 $520K 0.01% +2,596 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,699 $515K 0.01% +581 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,691 $514K 0.02% +147 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,651 $511K 0.19% +349 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,558 $502K 0.27% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,550 $501K <0.01% -2,270 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,493 $496K 0.19% +395 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 5,440 $492K 0.48% +182 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,434 $491K 0.18% +1,742 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,419 $490K 0.24% -215 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 5,375 $486K 0.21% -270 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,312 $480K 0.02% -1 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,290 $478K 0.39% -99 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,280 $477K 0.08% +35 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,271 $476K 0.05% -97 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,257 $475K 0.06% -39 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,206 $470K 0.12% 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,180 $468K 0.09% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,046 $456K 0.01% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,035 $455K 0.35% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,025 $454K 0.02% +248 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,984 $450K 0.05% +942 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,956 $448K 0.02% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,933 $446K 0.48% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,897 $442K 0.03% 0 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,892 $442K 0.21% +915 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,776 $431K 0.09% -268 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,641 $419K 0.05% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,580 $414K 0.02% -165 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,561 $412K 0.06% +91 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,514 $408K 0.16% -1,570 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,437 $401K <0.01% -37,507 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,432 $400K 0.04% -414 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,303 $391K <0.01% -871 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,271 $386K 0.4% -80 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,232 $382K 0.13% +1 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,084 $369K 0.12% +16 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,076 $368K 0.01% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 4,054 $366K 0.66% -42 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 4,053 $366K 0.21% -42 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,888 $366K <0.01% +1,543 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,025 $364K 0.31% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,020 $363K 0.11% -54 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $361K 0.21% new 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 3,962 $358K 0.23% -894 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,940 $356K 0.04% -672 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,912 $353K 0.15% +140 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,901 $352K <0.01% +31 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 3,826 $346K 0.24% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,804 $344K 0.03% +104 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,793 $343K 0.15% -36 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,749 $339K <0.01% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,747 $339K 0.23% -30 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,744 $338K <0.01% -1,800 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,739 $338K 0.24% -12 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,736 $338K 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,704 $335K 0.03% -133 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 3,681 $333K 0.09% -37 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,653 $330K 0.09% -541 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 3,592 $325K 0.2% +2 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,533 $319K <0.01% +271 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,505 $317K 0.28% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,450 $312K 0.07% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,429 $310K 0.01% -134 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,359 $303K 0.1% -283 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,298 $298K <0.01% -239 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,295 $298K 0.02% -2,344 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,288 $297K 0.02% +8 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,232 $292K 0.05% +13 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,223 $291K 0.08% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,192 $288K 0.01% +5 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,168 $286K <0.01% +498 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,153 $285K 0.09% +12 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,131 $283K <0.01% +120 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,014 $272K 0.13% -37 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,000 $271K 0.25% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,997 $271K 0.09% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,918 $261K 0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,809 $254K 0.1% +87 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,688 $243K 0.02% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,657 $240K 0.02% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 2,628 $237K 0.11% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,619 $237K 0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,575 $233K 0.01% -194 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,564 $232K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,557 $231K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,542 $230K 0.01% new 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,517 $227K 0.04% +1 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,496 $226K <0.01% +168 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,493 $225K 0.04% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,489 $225K <0.01% +59 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,702 $224K 0.22% 13F-HR/A Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,474 $224K 0.13% -60 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 2,470 $223K 0.06% +300 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,441 $221K <0.01% +3 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,413 $218K 0.05% -2,020 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,332 $211K 0.11% -196 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,312 $209K 0.13% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,311 $209K 0.1% 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,269 $205K 0.12% -403 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 2,262 $204K 0.06% -765 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,250 $203K 0.21% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,224 $201K 0.02% +137 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,219 $200K 0.01% new 13F-HR/A Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,215 $200K 0.05% -39 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,158 $195K 0.04% +9 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,118 $191K 0.01% +393 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,972 $178K 0.06% +276 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,944 $176K 0.1% +218 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1,840 $166K 0.1% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,780 $161K <0.01% -30 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,721 $155K 0.01% +273 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,658 $150K <0.01% 0 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,640 $148K <0.01% +200 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,597 $144K 0.03% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,425 $129K 0.01% +1,242 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,400 $126K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,342 $121K 0.01% +10 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,195 $108K 0.02% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,115 $101K 0.03% -15 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,087 $98.2K 0.03% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,080 $97.6K <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. 1,019 $92.1K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 961 $86.8K 0.03% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 830 $75K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 728 $65.8K 0.03% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 673 $60.8K 0.01% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 658 $59.5K 0.03% +11 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 651 $58.8K 0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 631 $57K 0.02% +47 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 622 $56.2K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 550 $49.7K 0.04% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 538 $48.6K 0.04% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 526 $47.5K <0.01% -3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 504 $45.5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 440 $39.8K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 414 $37.4K <0.01% 0 13F-HR Timeline Group Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 400 $36.1K 0.01% -32,451 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 368 $33K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 365 $33K <0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 350 $31.6K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 346 $31.3K 0.01% 0 13F-HR Timeline