Betterment LLC More: the full row for Betterment LLC 1,352 $289K <0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,347 $288K 0.1% +147 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,342 $287K 0.09% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,342 $287K 0.01% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,330 $284K 0.02% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,328 $284K 0.04% +228 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 1,315 $281K 0.01% new 13F-HR Timeline Group tru Independence LLC More: the full row for tru Independence LLC 1,310 $280K 0.07% +6 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,307 $279K 0.02% +2 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,307 $279K 0.17% +7 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,292 $276K 0.13% -18 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 1,291 $276K 0.26% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,290 $276K 0.15% -15 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,271 $272K 0.2% -374 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,260 $269K <0.01% -26 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,257 $269K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,257 $269K 0.03% -2 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,249 $267K 0.01% -696 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,246 $266K 0.17% +45 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,243 $266K 0.11% +164 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,235 $264K 0.56% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,217 $260K 0.03% +1 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,211 $259K 0.09% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,207 $258K 0.05% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,205 $257K <0.01% -24 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,200 $256K 0.03% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,195 $255K 0.01% -64 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,190 $254K 0.08% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,185 $253K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,187 $252K 0.01% +81 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,177 $252K 0.18% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,173 $251K 0.04% -2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,171 $250K 0.08% +59 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,158 $247K 0.08% -22 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 1,156 $247K 0.07% -117 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,156 $247K 0.01% +4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,150 $246K 0.01% -203 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,135 $246K 0.01% +30 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,137 $243K 0.03% +1,069 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,122 $240K <0.01% -1 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,104 $237K 0.05% -684 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,108 $237K 0.02% +5 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,103 $236K 0.07% +6 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,098 $235K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,093 $234K <0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,081 $231K 0.01% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,081 $231K 0.03% +5 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,080 $231K <0.01% -1,228 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,060 $227K <0.01% 0 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,050 $224K <0.01% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,048 $224K <0.01% +18 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,067 $222K 0.1% -77 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,025 $219K 0.08% -55 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,024 $219K 0.13% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,024 $219K 0.04% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,015 $217K 0.04% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,012 $216K 0.01% -69 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,009 $216K 0.1% +1 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 1,008 $215K 0.09% -15 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,004 $215K 0.08% +3 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,003 $214K 0.08% -29 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,000 $214K 0.02% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,000 $214K 0.06% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 974 $208K <0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 963 $206K 0.01% +47 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 957 $205K 0.1% -1,607 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 957 $204K <0.01% -324 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 955 $204K 0.06% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 951 $203K 0.02% -152 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 944 $202K 0.02% -2,267 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 937 $200K 0.01% -82 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 925 $198K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 764 $163K 0.04% +4 13F-HR Timeline City State Bank More: the full row for City State Bank 753 $161K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 745 $159K <0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 725 $155K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 710 $152K 0.05% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 700 $150K 0.02% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 679 $145K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 635 $136K 0.05% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 625 $134K 0.03% -172 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 600 $128K 0.03% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 560 $120K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 527 $113K 0.08% +3 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 518 $111K 0.05% -10 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 502 $107K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 497 $106K <0.01% -13 13F-HR Timeline Group 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 492 $105K <0.01% 0 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 490 $105K 0.07% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 489 $104K 0.03% +3 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 470 $100K 0.04% -11,477 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 472 $100K 0.02% -90 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 453 $96.7K 0.01% +3 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 441 $94.2K 0.04% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 437 $93.4K 0.05% +3 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 431 $92.1K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 431 $91.8K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 425 $90.8K <0.01% -90 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 423 $90.4K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 401 $85.7K <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. 382 $81.7K <0.01% +19 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 380 $81.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 375 $80.2K <0.01% +1 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 352 $75.2K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 350 $74.8K <0.01% +9 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 345 $73.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 342 $73.1K 0.03% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 332 $71K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 327 $69.9K 0.06% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 294 $64.2K 0.03% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 295 $63K <0.01% -6 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 288 $62K 0.03% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 274 $58.5K 0.04% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 265 $56.6K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 265 $56.6K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 256 $54.7K <0.01% +1 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 254 $54.3K 0.01% -764 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 250 $53.4K 0.04% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 249 $53.2K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 243 $51.9K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 280 $51.2K <0.01% +41 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 236 $50.4K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 232 $49.6K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 227 $48.5K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 225 $48.1K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 224 $47.9K <0.01% +10 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 222 $47.4K 0.01% +13 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 220 $47K 0.03% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 208 $44.3K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 208 $44K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 200 $43K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 200 $43K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 196 $41.9K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 188 $40.1K 0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 180 $38K <0.01% +28 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 170 $36.3K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 168 $35.8K <0.01% +1 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 169 $35.7K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 165 $35.3K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 157 $33.6K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 152 $32.5K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 150 $32.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 143 $30.6K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 140 $29.9K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 137 $29.3K <0.01% -7 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 115 $24.6K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 115 $24.6K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 105 $22.4K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 105 $22.4K <0.01% +31 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 105 $22.4K 0.01% +1 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 102 $21.8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 101 $21.6K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 100 $21.4K 0.01% -50 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $21.4K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 100 $21.4K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 91 $19.4K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $19.2K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 86 $18.3K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 84 $18K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 82 $17.5K <0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 72 $15.4K <0.01% -29 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 72 $15.4K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 70 $15K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 70 $15K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 69 $14.7K 0.01% -30 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 65 $13.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 63 $13.5K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 62 $13.3K <0.01% -21 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 61 $13K <0.01% -101 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 57 $12.2K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 56 $12K 0.01% -19 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 56 $12K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 56 $11.9K <0.01% +1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 54 $11.5K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 50 $11K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 51 $10.9K <0.01% -2 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 49 $10.5K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 45 $9.62K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $9.19K <0.01% -108 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 43 $9.19K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 42 $8.98K <0.01% -46 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 36 $7.69K <0.01% +35 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 35 $7.49K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 35 $7.48K <0.01% -22 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 35 $7.48K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 31 $6.72K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 31 $6.63K <0.01% 0 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 28 $5.99K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 25 $5.34K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 25 $5.34K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 24 $5.13K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 23 $4.92K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 19 $4.06K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 18 $3.85K <0.01% -1,926 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 13 $2.78K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 10 $2.14K <0.01% -31 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8 $1.71K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $1.19K <0.01% -162 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5 $1.07K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4 $855 <0.01% 0 13F-HR Timeline