SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,339 $1.1M 0.05% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,317 $1.1M 0.02% -1,977 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 13,303 $1.1M 0.17% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,229 $1.09M 0.32% +870 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,225 $1.09M 0.01% 0 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,077 $1.08M 0.08% +4,930 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,796 $1.06M <0.01% +132 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 12,600 $1.04M 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,492 $1.03M 0.04% -346 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,401 $1.02M 0.14% +3,282 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 12,379 $1.02M 0.38% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,148 $1M 0.12% new 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 11,717 $967K 0.76% +2,690 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,000 $908K 0.03% -279 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,716 $884K <0.01% +395 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 10,674 $881K 0.65% +1,609 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,596 $875K 0.32% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,515 $868K 0.03% +48 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,146 $837K 0.07% -5 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 10,090 $833K 0.2% +3,931 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,069 $831K <0.01% -163 13F-HR/A Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,709 $801K 0.02% -1,207 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,555 $789K 0.08% +8,366 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,597 $785K 0.01% -6,605 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,257 $764K 0.04% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,067 $748K 0.44% -62 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,948 $739K 0.02% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,904 $735K 0.09% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,890 $734K 0.02% +1,300 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,708 $719K <0.01% -1,618 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,701 $718K 0.01% +4,336 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,548 $706K 0.13% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,420 $695K 0.34% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 8,104 $669K 0.53% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,017 $662K 0.02% +771 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 7,952 $656K 0.03% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 7,855 $648K 0.31% -1,302 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,825 $646K 0.25% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,821 $646K <0.01% -941 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 7,853 $642K 0.11% -523 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,780 $642K 0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,646 $631K <0.01% 0 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,644 $631K 0.06% +48 13F-HR/A Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,570 $625K 0.16% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,495 $619K 0.03% +2,210 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,470 $617K 0.01% -265 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 7,450 $615K 0.06% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,417 $612K 0.35% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,394 $610K 0.02% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,371 $608K <0.01% +33 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,352 $607K 0.04% +3,555 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,301 $603K 0.02% +3,608 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,535 $602K 0.12% -1,061 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,306 $594K 0.03% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,019 $579K 0.01% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,003 $578K 0.24% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 6,974 $576K 0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,425 $530K 0.31% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,309 $521K 0.22% +78 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 6,279 $518K 0.06% +649 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,275 $518K 0.01% -408 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,270 $518K <0.01% +1,567 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,623 $514K 0.13% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,161 $509K 0.46% +470 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,154 $508K 0.12% -820 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,124 $505K 0.01% -240 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,047 $499K 0.03% +28 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,022 $497K <0.01% -248 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,011 $496K 0.28% +21 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,007 $496K 0.01% +445 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,978 $493K 0.05% 0 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,962 $492K 0.05% +403 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,924 $489K 0.37% -32 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,883 $486K 0.04% -12 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 5,710 $471K 0.14% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,400 $446K <0.01% -31,000 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,373 $443K 0.01% +3,139 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,342 $441K 0.12% -1,864 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,274 $435K 0.04% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,271 $435K 0.03% +342 13F-HR/A Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,200 $429K 0.07% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,171 $427K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,171 $427K 0.04% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,105 $421K 0.03% -3,322 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,089 $420K 0.41% +23 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,037 $416K 0.01% +422 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,018 $414K 0.02% new 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,919 $406K <0.01% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,912 $405K 0.19% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,911 $405K 0.03% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,874 $402K 0.15% -201 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,836 $399K 0.17% -568 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,644 $383K 0.03% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,588 $379K 0.03% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 4,565 $376K 0.04% -750 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,395 $363K <0.01% +86 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,371 $361K 0.06% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,358 $360K 0.12% -29 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,448 $355K 0.03% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 4,284 $354K 0.19% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,255 $351K 0.1% -715 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,247 $351K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,172 $344K 0.08% -15,849 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,170 $344K 0.05% +917 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,102 $339K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,091 $338K 0.02% +477 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,055 $335K 0.06% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,275 $331K 0.02% +20 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,954 $326K <0.01% -4,609 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,948 $326K 0.01% +506 13F-HR Timeline Group Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,904 $322K 0.22% +12 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,870 $319K 0.33% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,864 $319K 0.05% +18 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,856 $318K <0.01% -276,604 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,942 $318K 0.63% +4,782 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,833 $316K 0.06% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,781 $312K 0.09% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,751 $310K 0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,712 $306K 0.03% +90 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,700 $305K 0.03% 0 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,630 $300K 0.23% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,616 $298K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,604 $298K 0.01% +470 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,547 $293K <0.01% +1,341 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,357 $277K <0.01% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,356 $277K 0.05% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,331 $275K <0.01% +177 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,224 $266K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,222 $263K 0.02% +167 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,145 $260K 0.02% -262 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,081 $254K 0.1% -179 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 3,078 $254K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,029 $250K 0.12% +3,026 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,018 $249K 0.07% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,000 $248K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,977 $246K 0.26% +14 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,968 $245K <0.01% +30 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,957 $244K 0.08% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,922 $241K 0.2% +6 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,910 $240K 0.15% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,900 $239K <0.01% +400 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,895 $239K 0.18% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,844 $235K 0.01% +707 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,807 $232K <0.01% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,791 $230K 0.04% +12 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,739 $226K 0.01% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,728 $225K 0.06% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,724 $225K 0.08% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,723 $225K 0.18% +192 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,683 $221K 0.02% -721 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 2,654 $219K 0.01% -208,416 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,652 $219K 0.09% -190 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 2,624 $217K <0.01% 0 13F-HR Timeline Group Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 2,603 $215K 0.16% 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,593 $214K 0.15% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,581 $213K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 2,581 $213K <0.01% new 13F-HR/A Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,580 $213K 0.1% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,576 $213K 0.04% -736 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 2,555 $211K 0.11% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,542 $210K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,515 $208K 0.02% new 13F-HR/A Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,500 $206K 0.01% 0 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 2,498 $206K 0.01% -1,380 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,483 $205K 0.02% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,561 $201K <0.01% -634 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,408 $198K 0.09% +8 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,307 $190K 0.1% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,110 $174K 0.1% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,098 $173K 0.01% +2,049 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,033 $168K 0.01% +7 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,938 $160K 0.01% +248 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,469 $121K <0.01% -459 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,465 $121K <0.01% -72 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,440 $119K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,304 $108K 0.03% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,263 $104K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,260 $104K 0.01% +1,259 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,242 $103K 0.03% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,180 $97.4K 0.1% -48 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,136 $93.8K 0.29% +1,098 13F-HR Timeline Garde Capital, Inc. 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