Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,375 $310K 0.12% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,366 $309K <0.01% +56 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 1,369 $309K 0.21% -168 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,320 $308K 0.02% +197 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,356 $306K 0.01% +374 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,347 $304K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,343 $303K 0.01% +45 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,339 $302K <0.01% -194 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,332 $300K 0.02% +1 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,330 $300K <0.01% new 13F-HR Timeline Group CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,330 $300K 0.13% -12 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,326 $299K 0.03% +134 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,324 $299K <0.01% -205 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,298 $293K <0.01% -120 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,294 $292K <0.01% +223 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,290 $291K 0.11% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,289 $291K 0.02% -12 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,280 $289K 0.12% -100 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,278 $288K 0.09% -63 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,268 $286K 0.03% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,267 $286K 0.01% -229 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,257 $284K 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,252 $282K <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,244 $281K 0.01% -3 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,243 $280K 0.01% +345 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,237 $279K <0.01% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,235 $278K 0.51% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,232 $278K 0.01% -1,301 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,226 $277K 0.09% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,215 $274K 0.04% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,218 $274K <0.01% -1,089 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,206 $272K 0.02% +1,102 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,205 $272K 0.07% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,200 $271K 0.03% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,198 $270K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,182 $267K 0.02% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,181 $266K 0.1% +372 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,176 $265K <0.01% +527 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,174 $265K 0.07% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,171 $264K 0.14% -46 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,170 $264K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,165 $263K 0.02% +22 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 1,164 $263K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,157 $261K 0.01% +3 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,152 $260K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,142 $258K 0.01% -316 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,142 $258K 0.18% -2 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,137 $256K 0.01% +22 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,120 $253K 0.13% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,101 $248K 0.01% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,096 $247K 0.07% +56 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,087 $245K <0.01% -879 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,086 $245K <0.01% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,079 $243K 0.04% -58 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,071 $241K 0.04% +7 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,070 $241K 0.01% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,060 $239K 0.07% -20 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,060 $239K 0.01% -7 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,059 $239K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,055 $238K 0.01% +330 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,053 $237K 0.02% -822 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,051 $237K <0.01% +1 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,035 $233K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,033 $233K 0.01% 0 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,032 $233K 0.06% +6 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,023 $231K 0.01% -1 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,013 $228K 0.13% +3 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,008 $227K 0.09% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,003 $226K 0.1% +5 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,670 $226K 0.02% +978 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,001 $226K 0.09% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,000 $225K 0.02% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,000 $225K 0.19% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 980 $221K 0.11% +5 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 974 $220K 0.16% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 969 $218K 0.01% +1 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 955 $215K 0.05% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 945 $213K 0.06% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 944 $213K 0.01% -101 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 934 $211K 0.02% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 933 $210K 0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 932 $210K 0.11% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 928 $209K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 926 $209K 0.01% -91 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 924 $208K 0.08% -148 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 919 $207K 0.01% -2 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 918 $207K 0.06% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 918 $207K 0.01% -923 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 917 $207K 0.03% +5 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 912 $206K 0.02% +2 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 905 $204K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 904 $204K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 904 $203K 0.03% 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 880 $203K 0.05% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 870 $196K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 842 $190K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 816 $184K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 796 $179K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 793 $179K <0.01% +192 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 780 $176K 0.01% -145 13F-HR Timeline City State Bank More: the full row for City State Bank 753 $170K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 739 $167K <0.01% +25 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 727 $163K 0.03% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 717 $162K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 712 $161K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 710 $160K 0.05% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 630 $142K 0.04% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 625 $141K 0.03% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $135K 0.03% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 600 $135K 0.1% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 560 $126K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 522 $118K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 490 $113K 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 501 $113K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 497 $112K <0.01% 0 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 494 $111K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 472 $106K 0.02% -53 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 467 $105K 0.02% +421 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 460 $104K 0.01% +2 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 425 $95.8K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 411 $94.3K <0.01% +400 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 392 $88.3K <0.01% +71 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 389 $87.7K 0.09% 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 389 $87.6K 0.07% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 383 $86.4K <0.01% -18 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 380 $85.7K 0.01% -309 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 380 $85.7K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 366 $83K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 362 $81.6K <0.01% +35 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 358 $80.7K <0.01% -99 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 358 $80.7K 0.02% -3 13F-HR Timeline BAYBAN More: the full row for BAYBAN 357 $80.5K 0.06% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 347 $78.2K <0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 345 $77.8K 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 337 $76K <0.01% -35 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 332 $74.9K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 327 $73.7K 0.06% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 325 $73.3K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 323 $72.8K 0.04% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 302 $68.2K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 300 $68K 0.03% 0 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 286 $64.4K 0.01% -4,401 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 272 $61.2K 0.02% -83 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 256 $57.5K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 255 $57.5K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 250 $56K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 244 $55K 0.01% +129 13F-HR Timeline CNB Bank More: the full row for CNB Bank 243 $54.8K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 236 $53.2K 0.01% 0 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 235 $53K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 232 $52.3K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 229 $51.6K 0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 227 $51.2K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 220 $49.6K 0.02% -122 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 215 $48.8K 0.01% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 211 $47.5K <0.01% -54 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 208 $47K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 202 $45.5K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 196 $44.2K 0.03% -24 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 195 $44K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 190 $42.8K <0.01% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 189 $42.6K 0.01% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 188 $42.3K <0.01% new 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 170 $38.3K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 169 $38.1K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 165 $37.2K 0.01% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 163 $36.8K 0 Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 161 $36.3K 0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 158 $36.2K <0.01% +4 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 160 $36K <0.01% +1 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 155 $34.9K <0.01% -11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 150 $33.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $33.8K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 148 $33.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 146 $32.9K 0.03% +1 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 141 $31.8K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 140 $31.6K <0.01% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 136 $30.7K 0.02% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 132 $29.8K 0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 121 $27.3K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 116 $26.2K <0.01% +36 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 114 $26.1K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 115 $25.9K 0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 114 $25.6K 0.02% +97 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 110 $24.8K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 106 $24K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 105 $23.7K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 105 $23.7K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 104 $23.5K 0.09% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 101 $22.8K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 100 $22.5K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $22.5K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 100 $22.5K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 100 $22.5K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 94 $21.2K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 92 $20.8K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $20.7K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 91 $20.5K 0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 86 $19.4K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 86 $19.3K 0.01% 0 13F-HR Timeline