Key Financial Inc More: the full row for Key Financial Inc 814 $80.1K 0.01% -1,011 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 811 $79.8K 0.03% -668 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 806 $79.3K 0.01% -1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 788 $77.5K 0.03% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 780 $76.7K 0.01% -93 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 779 $76.7K 0.08% +212 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 778 $76.5K 0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 758 $74.6K <0.01% +231 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 745 $73.3K 0.04% -50 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 732 $72K 0.03% -263 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 685 $67.4K <0.01% -440 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 681 $67K 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 678 $66.7K 0.01% -90 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 676 $66K 0.01% -100 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 670 $65.9K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 669 $65.8K 0.04% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 665 $65.4K 0.05% +560 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 661 $65K 0.05% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 647 $63.7K 0.01% -424 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 645 $63.5K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 641 $63.1K 0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 640 $63K 0.01% -527 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 635 $62.5K 0.06% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 631 $62.1K 0.05% -136 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 613 $60.3K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 597 $58.7K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 569 $56K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 570 $56K <0.01% -1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 560 $55.1K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 559 $55K 0.04% +8 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 527 $51.8K 0.01% -103 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 520 $51.2K 0.01% +57 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 511 $50.3K 0.01% -6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 486 $47.9K 0.01% +75 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 485 $47.7K 0.03% +274 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 484 $47.6K <0.01% +434 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 473 $47.3K 0.01% +129 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 475 $46.7K <0.01% -2,051 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 472 $46.4K 0.02% +51 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 471 $46.3K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 469 $46K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 469 $46K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 465 $45.7K 0.01% +11 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 455 $44.8K 0.02% -34 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 454 $44.7K 0.02% +90 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 446 $43.9K 0.01% -82 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 441 $43.4K 0.02% -33 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 439 $43.2K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. 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LLC 419 $41K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 415 $40.9K 0.02% +382 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 409 $40.2K 0.01% -17 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 405 $39.8K 0.02% +46 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 404 $39.7K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. 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Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 261 $25.7K 0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 255 $25.1K 0.01% -25 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 253 $24.9K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 252 $24.8K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 251 $24.7K 0.02% +82 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 250 $24.6K <0.01% -40 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 250 $24.6K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 250 $24.6K 0.01% +13 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 250 $24.6K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 249 $24.5K 0.01% -2,260 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 247 $24.3K 0.01% +76 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 246 $24.2K 0.02% +9 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 238 $23.4K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 235 $23.1K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 235 $23.1K 0.01% -93 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 229 $23K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 230 $22.6K <0.01% -149 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 227 $22.4K 0.02% 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 201 $21.6K 0.01% +16 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 217 $21.3K <0.01% new 13F-HR/A Timeline IMG Wealth Management, Inc. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 187 $18.4K 0.01% +23 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 180 $17.7K <0.01% -40 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 180 $17.7K 0.01% -90 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 180 $17.7K 0.01% -11 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 179 $17.6K 0.01% +29 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 179 $17.6K 0.01% -30 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 178 $17.5K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 176 $17.3K 0.01% +3 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 169 $16.6K 0.01% +44 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 164 $16.1K 0.1% 0 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 164 $16.1K 0.02% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 162 $15.9K <0.01% +140 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 161 $15.9K <0.01% -10 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 160 $15.7K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 158 $15.5K <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 157 $15.4K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 155 $15.2K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 154 $15.2K 0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 151 $14.9K 0.01% -186 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 155 $14.7K 0.01% +10 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 149 $14.6K <0.01% +11 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 146 $14.4K 0.01% +37 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 145 $14.3K 0.01% +100 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 144 $14.2K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 144 $14.2K <0.01% -38 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 137 $13.5K 0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 137 $13.4K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 136 $13.4K <0.01% -82 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 135 $13.3K <0.01% -31 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 134 $13.2K 0.01% +10 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 134 $13.1K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 129 $12.7K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 123 $12.1K 0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 121 $11.9K <0.01% -18 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 116 $11.4K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 112 $11K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 102 $10K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 100 $10K 0.01% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 100 $9.84K 0.03% new 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 100 $9.84K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $9.84K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 100 $9.84K <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 100 $9.84K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 100 $9.84K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 98 $9.73K <0.01% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 94 $9.25K <0.01% -2,936 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 90 $8.85K <0.01% -803 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 85 $8.36K <0.01% +4 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 84 $8.26K 0.01% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 83 $8.17K <0.01% +78 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 83 $8.17K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 81 $7.97K <0.01% +16 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 79 $7.77K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 75 $7.38K <0.01% -50 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 75 $7.38K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 75 $7.38K 0.02% -10,878 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 75 $7.38K <0.01% +16 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 73 $7.24K <0.01% +25 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 75 $7.18K 0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 73 $7.18K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 73 $7.14K <0.01% -11 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 79 $7K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 71 $6.98K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 70 $6.89K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 70 $6.89K <0.01% -822 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 67 $6.59K <0.01% +46 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 67 $6.59K <0.01% +5 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 66 $6.45K <0.01% +1 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 65 $6.39K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 64 $6.3K <0.01% -53 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 63 $6.25K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 62 $6.1K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 61 $6K <0.01% +17 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 60 $5.9K <0.01% -79 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 60 $5.9K <0.01% -180 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 60 $5.9K <0.01% -3 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 60 $5.9K <0.01% -2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 59 $5.8K <0.01% +35 13F-HR Timeline