Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,839 $368K 0.19% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,834 $368K 0.25% +18 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,344 $367K 0.04% +24 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,828 $367K 0.06% +1,242 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,813 $365K 0.02% +16 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,808 $364K <0.01% -19,103 13F-HR/A Timeline Group COWA, LLC More: the full row for COWA, LLC 2,800 $363K 0.16% -25 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,789 $362K 0.05% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,785 $361K 0.02% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,967 $360K 0.12% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,765 $359K 0.01% +1,096 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,758 $358K 0.01% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,754 $357K 0.2% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,743 $356K 0.02% -328 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,731 $354K 0.03% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,723 $353K <0.01% -146 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,699 $350K 0.08% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,696 $350K 0.01% -348 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,668 $346K <0.01% +729 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,665 $346K 0.06% +1,559 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,645 $343K <0.01% +273 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,616 $339K 0.13% -167 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,602 $338K 0.16% +126 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,592 $336K 0.04% -318 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,577 $334K 0.05% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,567 $333K 0.16% -490 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,546 $330K 0.15% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,544 $330K 0.11% +17 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,508 $325K 0.02% -701 13F-HR/A Timeline Group Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 2,500 $324K 0.26% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,819 $323K 0.1% -3,281 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,477 $321K 0.14% +291 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,477 $321K 0.17% -180 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,466 $320K 0.18% -2,576 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,436 $316K 0.01% -434 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,422 $314K 0.1% -47 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,385 $309K 0.03% +114 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,368 $307K 0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,367 $307K 0.05% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,366 $307K <0.01% +20 13F-HR/A Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,338 $303K 0.11% +264 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,333 $303K 0.02% +104 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,310 $300K 0.08% -25 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,292 $297K 0.04% -35 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,280 $296K 0.13% -235 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,630 $294K 0.11% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,425 $294K 0.05% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,257 $293K 0.26% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,219 $288K 0.01% +129 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,217 $288K 0.05% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,201 $285K 0.07% +1 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,198 $285K 0.04% -204 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,196 $285K 0.32% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,182 $283K 0.28% -40 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,178 $283K <0.01% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 2,170 $281K 0.03% -278 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,165 $281K <0.01% new 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 2,167 $278K 0.01% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,142 $278K <0.01% -1,727 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,133 $277K <0.01% -114 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/ 2,125 $275K <0.01% -275 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,102 $273K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,100 $272K 0.04% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,082 $270K 0.27% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,069 $268K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,069 $268K 0.02% -758 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,066 $268K 0.03% +4 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,038 $264K <0.01% -139 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,037 $264K 0.01% -145 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,032 $263K 0.07% -145 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,022 $262K 0.07% -1,229 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,006 $260K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,000 $259K <0.01% -512 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,000 $259K 0.06% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,975 $256K 0.03% +189 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,938 $252K 0.02% -1,472 13F-HR/A Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 1,943 $252K 0.24% new 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 1,913 $248K 0.08% -162 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,892 $245K 0.14% -244 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,870 $243K 0.05% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,867 $242K 0.03% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,851 $240K <0.01% -3,650 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 1,844 $239K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,844 $239K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,819 $236K 0.01% -150 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,814 $235K 0.01% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,811 $235K 0.06% +8 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,807 $234K 0.07% -46 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,802 $234K 0.02% -17 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,800 $233K 0.05% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,795 $233K <0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,783 $231K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,779 $231K 0.06% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,750 $227K 0.11% +6 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,745 $226K 0.06% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,744 $226K 0.06% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,741 $226K 0.01% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,722 $223K 0.02% -414 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 1,713 $222K 0.07% -357 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,708 $222K <0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,704 $221K 0.02% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,703 $221K 0.12% -1 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,696 $220K 0.03% +1 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,692 $219K 0.02% -1,558 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,668 $216K 0.1% +6 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,650 $214K 0.2% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,650 $214K 0.16% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,643 $213K 0.13% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,534 $213K 0.14% -102 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,633 $212K 0.03% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,626 $211K 0.08% -26 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,617 $210K 0.07% -302 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,609 $209K 0.06% -697 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,854 $209K 0.01% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,600 $208K 0.16% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,600 $208K 0.05% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,596 $207K 0.02% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,589 $206K 0.03% +233 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 1,586 $206K 0.05% -330 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,588 $206K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,579 $205K 0.01% +204 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,574 $204K 0.06% +12 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,569 $204K 0.12% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,542 $200K 0.04% -107 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,542 $200K 0.02% -6 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,514 $196K <0.01% +71 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,612 $196K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,440 $187K 0.13% -177 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,427 $185K 0.02% +519 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,397 $181K 0.01% +114 13F-HR Timeline City State Bank More: the full row for City State Bank 1,322 $171K 0.06% +20 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,300 $169K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,215 $158K 0.08% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,168 $151K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,163 $151K 0.02% +57 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,150 $149K 0.03% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,139 $148K 0.03% -72 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,051 $136K 0.03% -114 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,013 $131K <0.01% -720 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,008 $131K 0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 989 $130K 0.07% -233 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 969 $126K 0.01% +401 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 960 $125K 0.02% +4 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 954 $124K <0.01% -942 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 920 $119K <0.01% +124 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,047 $118K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 910 $110K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 839 $109K <0.01% +186 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 834 $108K 0.04% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 828 $107K 0.01% -130 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 811 $105K 0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 800 $104K 0.04% +100 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 764 $99.1K 0.04% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 750 $97.3K 0.08% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 748 $97K 0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 743 $96.4K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 708 $91.8K 0.02% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 697 $90.4K <0.01% -80 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 680 $88.2K 0.08% -934 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 677 $87.8K <0.01% +108 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 654 $84.8K 0.07% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 630 $81.7K 0.03% -269 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 609 $79K <0.01% -16 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 602 $78.1K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 600 $77.8K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 596 $77.3K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 590 $76.5K 0.03% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 580 $75.3K <0.01% +95 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 550 $71.3K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 501 $65K 0.02% +109 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 500 $64.9K 0.02% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 500 $64.9K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 489 $63.4K 0.02% +2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 461 $59.8K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 449 $58.2K 0.05% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 438 $56.8K 0.05% -26 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 408 $52.9K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 396 $51.4K 0.01% 0 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 377 $48.9K 0.01% +21 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 372 $48K <0.01% 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 370 $48K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 359 $46.6K 0.01% -237 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 356 $46.2K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 351 $45.5K 0.02% -142 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 345 $44.8K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 345 $44.8K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 341 $44.2K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 333 $43.2K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 330 $42.8K 0.03% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 319 $41.4K <0.01% +206 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 316 $41K 0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 311 $40.5K 0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 290 $37.6K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 282 $36.6K <0.01% +256 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 276 $35.4K <0.01% +172 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 262 $34.2K 0.02% +1 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 268 $34K 0.02% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 261 $33.9K <0.01% +86 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 257 $33.3K 0.04% +1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 254 $32.9K 0.01% new 13F-HR Timeline