O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,342 $2.79M 0.97% -198 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,337 $2.79M 0.03% +255 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,309 $2.78M <0.01% -585 13F-HR Timeline Group CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 9,232 $2.76M 2.16% -79 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,213 $2.75M 0.28% +4,359 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,132 $2.73M 0.01% +51 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,091 $2.72M <0.01% +2,472 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,086 $2.72M 0.04% -5 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,058 $2.71M 0.02% +432 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,048 $2.71M 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 9,025 $2.7M 2.29% +151 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,928 $2.67M <0.01% +62 13F-HR Timeline Group Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 8,925 $2.67M 1.1% +102 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,837 $2.64M 0.91% -98 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,831 $2.64M 0.03% +4,128 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 8,711 $2.6M 2.23% -158 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,465 $2.58M 0.49% +75 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 8,621 $2.58M 0.08% +1,307 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,188 $2.56M 0.19% -57 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,517 $2.55M 0.01% -176 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,484 $2.54M 0.02% -463 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 8,420 $2.52M 0.62% +934 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,339 $2.49M 0.06% -893 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 8,337 $2.49M 0.5% +500 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,317 $2.49M 0.01% +708 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,232 $2.46M 0.16% -2 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 8,206 $2.45M 1.04% 0 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 8,421 $2.42M 0.01% +4,739 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,007 $2.39M 0.74% -25 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 7,955 $2.38M 0.58% +914 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,804 $2.33M 0.31% -20 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,802 $2.33M 0.13% -317 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,797 $2.33M 0.64% -143 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,778 $2.33M 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,593 $2.27M 0.04% -142 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,464 $2.23M 0.02% +477 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,440 $2.22M 0.18% -934 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,371 $2.2M 1.18% -259 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 7,343 $2.2M 1.16% +395 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,100 $2.18M +5,602 Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 7,246 $2.17M 1.25% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,245 $2.17M 0.02% +200 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,105 $2.12M 0.1% +66 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,051 $2.11M 0.02% -742 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,872 $2.11M 0.05% +1,536 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 7,022 $2.1M 1.28% -723 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 7,017 $2.1M 0.74% +350 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,004 $2.09M 0.65% +696 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,997 $2.09M 0.08% -306 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 6,967 $2.08M 0.14% -5,442 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,938 $2.07M 0.2% -398 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,820 $2.04M 0.05% +3,930 13F-HR Timeline Group City State Bank More: the full row for City State Bank 6,820 $2.04M 0.47% -15 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,701 $2M 0.01% -325 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,661 $1.99M 0.03% +239 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 6,599 $1.97M 1.56% +58 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,588 $1.97M 0.1% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,582 $1.97M 0.4% +3,245 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,576 $1.97M 0.93% +154 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,567 $1.96M 0.04% -1,286 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,566 $1.96M 0.05% -271 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,555 $1.96M 0.03% -53 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,539 $1.96M 0.1% +8 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,446 $1.93M 0.35% -818 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,402 $1.91M 0.19% +1,316 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,380 $1.91M 0.04% +305 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 6,298 $1.88M 1.1% -567 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,293 $1.88M 0.41% -12 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,292 $1.88M 0.24% +172 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,226 $1.86M 1.4% +13 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,159 $1.84M 0.66% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,147 $1.84M 0.1% +106 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 6,146 $1.84M 0.99% +1,618 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,121 $1.83M 0.06% new 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,090 $1.82M 0.1% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 6,086 $1.82M 0.28% +4,688 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,975 $1.79M 0.02% +9 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,635 $1.78M 0.09% +1,102 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,917 $1.77M 0.86% +564 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,881 $1.76M 0.03% +543 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,873 $1.76M 0.02% -282 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,846 $1.75M 0.04% -14,922 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,830 $1.74M 0.46% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,756 $1.72M 0.33% -2,665 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,756 $1.72M 0.28% -2,665 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,710 $1.71M 0.07% -79 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,663 $1.69M 0.36% -177 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,659 $1.69M 0.25% -840 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,622 $1.68M 0.14% -594 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,619 $1.68M 0.02% new 13F-HR/A Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,598 $1.67M 0.94% +136 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,560 $1.66M 0.32% -553 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,529 $1.65M 0.37% -285 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,517 $1.65M 0.05% +1,742 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,509 $1.65M 0.02% +126 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 5,500 $1.64M 1.18% -439 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,494 $1.64M 0.15% -3,169 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,439 $1.63M 0.07% -50 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,370 $1.61M 0.02% 0 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 5,320 $1.59M <0.01% 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,297 $1.58M 0.59% -86 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,231 $1.56M 0.07% +252 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,170 $1.55M 0.12% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,168 $1.55M 0.01% -687 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,158 $1.54M 0.12% -91 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,106 $1.53M 0.01% -588 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,073 $1.52M 0.06% -175 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,049 $1.51M 0.02% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,042 $1.51M 0.46% +157 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,019 $1.5M 0.02% -142 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,964 $1.48M 0.14% -922 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,963 $1.48M 0.23% -180 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,907 $1.48M 0.12% -14 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,242 $1.47M 0.18% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,828 $1.44M 0.01% +582 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,825 $1.44M 0.29% -76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,752 $1.42M 0.16% -249 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,750 $1.42M <0.01% +946 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 4,737 $1.42M 0.26% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,715 $1.41M 0.68% -149 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,700 $1.41M 0.34% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,690 $1.4M <0.01% -151 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 4,665 $1.39M 1.02% +29 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,604 $1.38M 0.07% +228 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,593 $1.37M 0.04% -586 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,564 $1.36M 0.5% -33 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 4,549 $1.36M 2.05% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,544 $1.36M 0.01% +121 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,503 $1.35M 0.09% -155 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,448 $1.33M 0.39% -364 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,415 $1.32M 0.3% -827 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 4,406 $1.32M 0.31% +557 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 4,389 $1.31M 0.58% +142 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,383 $1.31M 0.08% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,374 $1.31M 0.07% -656 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,330 $1.29M 0.01% -1,383 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,309 $1.29M 0.12% -757 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,151 $1.29M 0.02% +4 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,295 $1.28M 0.01% +197 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,290 $1.28M 0.04% -77 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,284 $1.28M 0.05% +116 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,270 $1.28M 0.04% -295 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,260 $1.27M 0.02% +100 13F-HR Timeline Group Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 4,136 $1.27M 0.16% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,204 $1.26M 0.37% +447 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,193 $1.25M 0.08% -952 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,189 $1.25M 0.02% -142 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,166 $1.25M 0.17% -266 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,152 $1.24M 0.31% +81 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,148 $1.24M 0.01% +117 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,356 $1.22M 0.02% -4,626 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,054 $1.21M 0.03% -19 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,046 $1.21M 0.17% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,996 $1.19M 0.16% -33 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,956 $1.18M 0.82% +138 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,955 $1.18M 0.09% -195 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 3,944 $1.18M 0.07% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,943 $1.18M 0.52% -434 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,934 $1.18M 0.03% -325 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,919 $1.17M 0.06% +1,188 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,919 $1.17M 0.4% -1,078 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,866 $1.16M 0.28% +3 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,865 $1.16M 0.1% -47 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,853 $1.15M 0.01% +786 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,844 $1.15M 0.42% -13 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,838 $1.15M 0.02% -930 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,811 $1.14M 0.02% -158 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,806 $1.14M 0.02% +390 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,776 $1.13M 0.02% +2,867 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,772 $1.13M 0.02% -543 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,767 $1.13M 0.1% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,744 $1.12M 0.44% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 3,736 $1.12M 0.45% +1 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,713 $1.11M 0.35% -45 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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