Slow Capital, Inc. More: the full row for Slow Capital, Inc. 24,935 $1.26M 0.15% -10,941 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24,067 $1.21M 0.53% -12,215 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 24,060 $1.21M 0.19% +15,453 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 23,761 $1.2M 0.58% +326 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 23,743 $1.2M 0.07% +3,768 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 23,489 $1.19M 0.34% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 22,338 $1.13M 0.01% -2,874 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 22,336 $1.13M 0.17% +4,798 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 22,331 $1.13M 0.34% +1,315 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 22,137 $1.12M 0.91% 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 21,760 $1.1M 1.3% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 21,334 $1.08M 0.01% -15,456 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 20,998 $1.06M 1.22% -46,413 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 20,791 $1.05M 0.12% +7,156 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 20,623 $1.04M 0.6% +1,575 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 20,511 $1.04M 0.3% +817 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,953 $1.01M 0.05% -2,320 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 19,802 $999K 0.32% -3,509 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 19,032 $960K 0.08% +2,118 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 18,433 $930K 0.64% -3,214 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 18,200 $918K 0.21% -4,100 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 18,187 $918K 0.84% +10,325 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,125 $915K 0.09% -1,160 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 17,928 $905K 1.22% -156 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 17,873 $902K 0.02% -4,941 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 17,673 $892K 0.38% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 17,552 $886K 0.13% -6,654 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,966 $856K 0.13% -2,212 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. 16,802 $848K 0.02% +1,002 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,611 $838K 0.02% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,420 $829K 0.14% +1,500 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,159 $815K <0.01% +662 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,041 $809K 0.44% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 15,586 $786K 0.78% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,476 $781K <0.01% +1,942 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,152 $765K 0.05% -5,250 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 15,112 $763K 0.03% +2,865 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,901 $752K 0.01% -1,963 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 14,789 $746K 0.48% +407 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,743 $744K 0.04% +1,849 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,470 $730K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,354 $724K 0.06% +696 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,201 $717K 0.01% -678 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 13,621 $687K 0.05% -4,672 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 13,521 $682K 0.09% +166 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,473 $680K 0.01% -1,943 13F-HR Timeline Group Foundry Financial LLC More: the full row for Foundry Financial LLC 13,414 $677K 0.36% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,375 $675K 0.02% -604 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 13,168 $664K 0.03% -11,800 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,080 $660K 0.05% -1,289 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,064 $659K <0.01% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 12,581 $635K 0.02% -631 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,571 $634K 0.02% -2,998 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,569 $634K 0.1% +4,503 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 12,522 $632K 0.62% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,397 $626K <0.01% +4,615 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,297 $621K 0.01% +1,264 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,261 $619K <0.01% -668 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,190 $615K 0.03% -7,968 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,111 $611K 0.04% +3,040 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,945 $603K 0.07% 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 11,518 $581K 0.17% +5,535 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,390 $575K 0.04% +167 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 11,199 $565K 0.05% new 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 10,665 $538K 0.02% -376 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,635 $537K <0.01% -1,083 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,522 $531K <0.01% -13,827 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 10,514 $531K 0.11% -1,527 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 10,514 $531K 0.1% -1,527 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 10,504 $530K 0.45% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,393 $524K 0.01% +124 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 10,380 $524K 0.15% -1,840 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 10,100 $510K 0.07% -4,882 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 9,999 $505K 0.52% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,608 $485K 0.01% -1,924 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,536 $482K 0.02% -870 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,490 $479K 0.08% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,473 $478K <0.01% 13F-HR/A Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 9,240 $466K 0.18% -325 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,102 $459K 0.04% -5,024 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 9,019 $455K 0.02% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,987 $453K <0.01% -869 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,919 $450K 0.02% -130 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 8,825 $445K 0.02% -2,100 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,546 $431K <0.01% +339 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 8,524 $430K 0.29% +1,554 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,363 $422K <0.01% -509 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,358 $422K 0.03% -509 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,332 $420K 0.01% -11 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 8,180 $413K 0.21% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,174 $412K 0.04% -429 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,087 $408K <0.01% +485 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,031 $406K 0.05% -1,796 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 8,009 $404K 0.29% -1,102 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,921 $402K <0.01% +1,163 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,849 $396K 0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,800 $394K 0.33% +7,000 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,748 $391K 0.04% -3,438 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,738 $390K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,721 $390K 0.05% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,398 $382K 0.12% -704 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,332 $370K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,251 $366K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,145 $361K 0.02% +47 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,109 $359K 0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 7,026 $355K <0.01% -220,909 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,898 $348K 0.13% +61 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 6,844 $345K 0.07% new 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 6,579 $332K <0.01% -2,890 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 6,556 $331K 0.41% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,437 $325K <0.01% +739 13F-HR Timeline Group Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 6,410 $323K 0.18% +17 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 6,314 $319K 0.75% -5,328 13F-HR/A Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,180 $312K 0.17% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,042 $305K 0.2% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,711 $289K 0.02% -751 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,636 $284K 0.06% -195 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,615 $283K 0.02% -280 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,550 $280K 0.07% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,494 $277K 0.04% +1,066 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5,287 $267K 0.25% 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,163 $261K 0.01% +69 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,112 $258K <0.01% -349 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,004 $253K <0.01% new 13F-HR/A Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,754 $240K 0.11% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,741 $239K <0.01% -195,269 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,684 $236K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,678 $236K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,650 $235K 0.01% +46 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,601 $232K 0.07% -5,475 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,548 $229K <0.01% -12,113 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,478 $226K <0.01% new 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 4,469 $226K 0.08% -103,050 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,351 $220K <0.01% -8,921 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,346 $219K 0.04% -698 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,334 $219K <0.01% -19,175 13F-HR Timeline Group Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,305 $217K 0.14% +198 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,302 $217K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,296 $217K 0.01% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 4,286 $216K 0.05% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,278 $216K 0.08% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,256 $215K 0.09% -355 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,166 $210K 0.11% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,140 $209K <0.01% -150 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,123 $208K 0.03% -681 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,102 $207K 0.18% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,102 $207K <0.01% +553 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,037 $204K 0.09% +19 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,011 $202K 0.06% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,000 $202K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,633 $183K 0.03% +121 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 2,999 $151K 0.08% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,959 $149K 0.04% 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,953 $149K 0.23% -9,899 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,744 $138K 0.07% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,731 $138K 0.03% +696 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,653 $134K 0.01% -80 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,500 $126K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,380 $120K 0.01% -291 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,336 $118K <0.01% -186 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,332 $118K <0.01% +692 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,123 $107K 0.02% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,052 $104K <0.01% -316 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,785 $90.1K 0.09% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,622 $81.8K 0.01% -20 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,604 $81K 0.05% -256 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,365 $68.9K 0.04% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,323 $66.8K 0.03% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,228 $62K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,188 $60K <0.01% +15 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,057 $53.3K 0.03% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 872 $44K 0.02% -328 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 851 $42.9K 0.19% -1,273 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 726 $36.6K 0.01% +8 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 626 $31.6K 0.03% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 615 $31K 0.02% -300 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 596 $30.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 553 $27.9K 0.01% +40 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 407 $20.5K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 389 $19.6K 0.01% +194 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 370 $18.7K <0.01% +20 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 361 $18.2K 0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 357 $18K <0.01% +4 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 352 $17.8K <0.01% -91 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 50 $17.3K <0.01% -1 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 277 $14K 0.01% +20 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 246 $12.4K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 182 $9.18K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 145 $7.32K 0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 144 $7.26K <0.01% -719 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 138 $6.99K <0.01% +1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 135 $6.81K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 123 $6.21K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 100 $5.05K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 108 $5K <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 94 $4.74K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 84 $4.24K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 84 $4.24K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 80 $4.04K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 78 $3.94K <0.01% new 13F-HR Timeline