Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 26,525 $1.34M 0.33% +8,338 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 26,122 $1.32M 0.34% -4,487 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 25,829 $1.31M 0.87% +816 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 25,492 $1.29M 0.32% +4,981 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 25,273 $1.28M 0.56% -2,226 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 25,171 $1.27M 1.3% +9,585 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 25,069 $1.27M 0.01% -1,303 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 25,033 $1.27M 0.18% +2,697 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,461 $1.24M 0.02% -11,355 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 23,857 $1.21M 0.19% -203 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,568 $1.19M 0.02% -22,133 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 23,536 $1.19M 0.61% -225 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 21,892 $1.11M 1.22% +894 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,887 $1.11M 0.13% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 21,878 $1.11M 0.54% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 21,860 $1.11M 0.07% -1,883 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 21,373 $1.08M 0.1% +9,428 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,040 $1.07M 0.02% -4,675 13F-HR/A Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 20,791 $1.05M 0.12% 0 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 20,783 $1.05M 0.56% +160 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,131 $1.02M 0.03% +5,661 13F-HR Timeline Price Capital Management, Inc. More: the full row for Price Capital Management, Inc. 20,000 $1.01M 14.37% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,678 $996K 0.05% -275 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 19,568 $991K 0.08% +536 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,392 $982K <0.01% +11,471 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,565 $940K 0.02% +5,994 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 18,205 $922K 0.21% +5 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 18,189 $921K 0.31% -1,613 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 18,174 $920K 0.14% +622 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,125 $918K 0.1% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 17,758 $899K 3.47% -170 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 17,184 $870K 0.2% -11,787 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 17,044 $863K 0.15% +6,944 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,803 $851K 0.05% +2,060 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 16,469 $834K 0.1% +8,438 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,420 $831K 0.14% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,004 $810K 0.06% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,142 $767K 0.01% -2,731 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 14,895 $754K 0.03% +2,314 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,802 $749K 0.01% -99 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,733 $746K 0.03% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 14,102 $714K 0.2% -138,538 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,090 $713K 0.01% -111 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,995 $709K <0.01% -1,481 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 13,957 $707K 0.01% +484 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,904 $704K 0.02% -26,253 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 13,686 $693K 0.09% -11,249 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,509 $684K 0.02% -11,945 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,267 $672K <0.01% -2,892 13F-HR/A Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 13,240 $670K 0.37% -2,801 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,154 $666K 0.05% +74 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,064 $661K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,047 $661K 0.02% +12,969 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,820 $649K 0.01% +8,718 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,735 $645K 0.02% -3,876 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 12,700 $643K 0.56% +4,900 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,642 $640K 0.09% +73 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,335 $625K <0.01% +74 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,226 $619K 0.09% -4,740 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 12,029 $609K 0.08% -24,368 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 12,764 $602K 0.17% new 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 11,704 $593K 0.14% new 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. 11,623 $588K 0.01% -5,179 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 11,589 $587K 0.15% +1,209 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,537 $584K +2,001 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,435 $579K 0.03% -676 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 11,379 $576K 0.04% -3,773 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 11,199 $567K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,155 $565K 0.05% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,144 $564K 0.03% -1,046 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,979 $556K 0.02% +2,060 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,672 $540K 0.01% -1,625 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 10,562 $535K 0.02% -4,550 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 10,505 $532K 0.41% +1 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 10,388 $526K 0.53% +389 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,155 $514K <0.01% -367 13F-HR Timeline Group Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 10,032 $508K 0.57% -11,728 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,026 $508K 0.01% -3,349 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 9,616 $487K 0.02% -1,049 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 9,537 $483K 0.33% -8,896 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,509 $481K <0.01% +36 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,454 $479K <0.01% -1,181 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,280 $470K 0.13% -2,238 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,092 $460K 0.01% +4,741 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,076 $460K 0.08% -72,198 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,987 $455K <0.01% 0 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 8,752 $443K 0.3% +228 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,613 $436K 0.04% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,557 $433K 0.01% -1,051 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 8,425 $427K 0.02% -400 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,383 $424K 0.09% -2,131 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,383 $424K 0.08% -2,131 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,352 $423K <0.01% +265 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,186 $414K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,173 $414K 0.04% -1 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,077 $409K 0.07% -1,413 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,860 $398K <0.01% -503 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,867 $398K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,856 $398K 0.03% -502 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,795 $395K 0.04% +74 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,784 $394K 0.08% -149,536 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,720 $391K 0.04% -28 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,513 $380K 0.01% +2,863 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,438 $377K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,332 $371K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,244 $367K <0.01% -7 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,219 $365K 0.01% -630 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,213 $365K 0.23% -185 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,030 $356K 0.14% +132 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,890 $349K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,750 $342K 0.02% -395 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,738 $341K 0.03% new 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,705 $339K 0.14% -2,535 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,692 $339K 0.03% -7,662 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,526 $329K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,301 $319K 0.01% -2,031 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,234 $316K 0.03% -2,868 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,180 $313K 0.17% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 6,092 $308K 0.14% -53,325 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,042 $306K 0.2% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,917 $300K 0.17% -493 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,805 $294K 0.02% +94 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 5,754 $291K 0.07% +1,468 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,670 $287K 0.01% -4,723 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,615 $284K 0.02% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 5,577 $282K 0.04% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,550 $281K 0.07% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,478 $277K 0.01% +315 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,366 $272K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,345 $271K 0.01% +667 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,338 $270K 0.01% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,308 $269K 0.04% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 5,280 $267K 0.13% -2,900 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,109 $259K <0.01% -7,288 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,076 $257K 0.05% +730 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,069 $256K <0.01% -43 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,813 $244K 0.06% -823 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,809 $243K 0.17% -3,200 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,806 $243K 0.03% -688 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,723 $239K 0.01% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,503 $228K <0.01% -2,076 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,478 $227K <0.01% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,380 $222K 0.13% +75 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,338 $220K 0.01% +36 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,296 $218K 0.01% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,278 $217K 0.09% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,275 $216K <0.01% -2,162 13F-HR/A Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,258 $216K <0.01% new 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 3,063 $214K 0.39% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,210 $213K 0.07% +199 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,183 $212K <0.01% -821 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,140 $210K <0.01% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,126 $209K 0.18% +24 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,110 $208K <0.01% -224 13F-HR Timeline Group BDFS Capital LLC More: the full row for BDFS Capital LLC 4,099 $208K 0.1% -67 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,048 $205K 0.09% +11 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,002 $203K 0.06% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,000 $203K <0.01% new 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3,830 $194K 0.18% -1,457 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,756 $190K 0.55% -29,745 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,744 $190K 0.04% +111 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,369 $170K 0.04% +2,980 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 $139K 0.07% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,731 $138K 0.03% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,636 $133K 0.01% +256 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,560 $130K 0.01% -93 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,500 $127K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,193 $111K 0.02% +70 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,785 $90.1K 0.07% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,663 $84.2K <0.01% -389 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,387 $70.2K 0.02% -1,572 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,365 $69.1K 0.04% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,350 $68.3K 0.04% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,338 $67.7K 0.01% -284 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,323 $67K 0.03% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,320 $66.9K 0.05% -284 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,195 $61K <0.01% +7 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,088 $55K 0.03% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,063 $53.8K 0.04% +6 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 729 $36.9K <0.01% +3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 636 $32.2K 0.01% +83 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 626 $31.7K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 596 $30.2K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 473 $23.9K 0.02% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 373 $18.9K <0.01% -34 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 368 $18.7K <0.01% +11 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 358 $18.1K <0.01% -12 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 343 $17.4K <0.01% +293 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 310 $15.7K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 197 $9.96K <0.01% +53 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 195 $9.87K 0.01% -166 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 182 $9.21K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 145 $7.34K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 135 $6.83K <0.01% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 128 $6.48K <0.01% 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 126 $6.38K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 100 $5.06K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 94 $4.76K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 84 $4.25K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 80 $4.05K <0.01% 0 13F-HR Timeline