PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,689 $984K 0.1% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,678 $980K 0.2% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,665 $976K 0.03% -101 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,661 $974K 0.01% +64 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,650 $970K 0.09% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,641 $967K 0.17% -19 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 2,618 $958K 0.24% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,612 $956K 0.04% +995 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,602 $952K 0.04% new 13F-HR/A Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,539 $929K 1.56% -2,368 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,536 $928K 0.01% -100 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,406 $894K 0.87% 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,416 $884K 0.1% +21 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,380 $871K 0.01% +1,070 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,339 $856K 0.02% -98 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,334 $854K 0.5% +31 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,320 $849K 0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,265 $845K 0.19% +4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,294 $840K 0.03% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,285 $836K 0.03% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,255 $826K 0.02% -205 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,152 $788K 0.03% -80 13F-HR/A Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,121 $776K 0.25% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,119 $776K 0.05% +1,385 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,113 $774K 0.34% -221 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,102 $770K 0.01% -2,106 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,100 $769K 0.5% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,077 $760K 0.05% +2 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,026 $742K 0.06% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,000 $732K <0.01% +194 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,980 $731K 0.07% +477 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,996 $731K 0.36% -136 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,955 $716K 0.09% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,871 $685K 0.01% +273 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,851 $678K 0.02% -997 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,997 $671K 0.04% -14 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,790 $655K 0.01% +895 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,787 $654K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,764 $646K 0.17% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,764 $646K 0.05% -407 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,753 $642K 0.29% +1,110 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,688 $640K 0.18% +120 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,744 $639K -188 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 1,731 $634K <0.01% -221 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,717 $629K 0.16% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,712 $627K 0.05% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,709 $626K <0.01% +1,680 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,706 $624K 0.13% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,702 $623K 0.02% -116 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,701 $623K 0.28% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,696 $621K 0.02% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,688 $618K <0.01% +864 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,686 $617K 0.24% 0 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,683 $616K 0.12% +578 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,677 $614K 0.05% +867 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,675 $613K 0.01% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,663 $609K 0.07% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,651 $604K 0.07% -119 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,619 $593K 0.03% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,588 $587K 0.13% -10 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,600 $585K 0.02% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,595 $584K 0.15% -35 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,583 $579K <0.01% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,575 $577K 0.03% +1 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,556 $570K 0.18% +32 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,551 $568K 0.02% +5 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,543 $565K 0.01% new 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 1,488 $545K 0.12% -514 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,481 $542K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,477 $541K 0.03% +42 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,435 $541K 0.33% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,450 $531K 0.09% +3 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,440 $527K 0.03% +16 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,432 $524K 0.45% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,427 $522K 0.08% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,407 $515K 0.03% +636 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,406 $515K 0.11% +20 13F-HR Timeline American Trust More: the full row for American Trust 1,356 $496K 0.04% -705 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,354 $496K 0.01% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,348 $493K 0.02% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,347 $493K <0.01% +732 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,341 $491K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,321 $484K 0.04% -11 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,320 $483K 0.05% +719 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,309 $479K <0.01% -966 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,305 $478K 0.02% +510 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,301 $476K 0.01% -75 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,299 $476K 0.3% +194 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,296 $474K 0.14% -117 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,284 $470K 0.04% +1 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,266 $463K 0.09% +3 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,263 $462K 0.07% 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 1,261 $462K 0.02% -577 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,213 $444K 0.01% +264 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,211 $443K 0.04% +3 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,196 $438K <0.01% -311 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,169 $428K <0.01% 0 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,167 $427K 0.01% +152 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,158 $424K 0.01% -8 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,158 $424K 0.23% 0 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,156 $423K 0.08% -2 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 1,125 $422K 0.22% +220 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,146 $420K 0.01% -25 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,145 $419K 0.09% +4 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,145 $419K <0.01% -30 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,145 $419K <0.01% +1,011 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,141 $418K 0.08% +115 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,124 $411K 0.28% 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,115 $408K 0.03% +3 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,106 $405K 0.22% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,102 $404K 0.11% +59 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,092 $400K 0.15% +9 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,090 $399K 0.15% -843 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,090 $399K 0.16% +150 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,084 $397K 0.26% +13 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,073 $393K 0.11% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,063 $389K 0.02% -23 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,012 $388K 0.02% +534 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,056 $387K 0.02% -29 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,057 $387K 0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,049 $385K 0.03% +3 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,044 $382K 0.01% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,040 $381K 0.17% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,092 $377K 0.02% 0 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 1,025 $375K 0.16% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,012 $370K 0.02% -41 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,001 $366K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 996 $365K 0.04% 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 990 $362K 0.22% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 976 $357K 0.01% -42 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 975 $357K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 971 $355K 0.01% +3 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 965 $353K 0.03% 0 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 941 $348K 0.06% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 934 $342K 0.01% +52 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 929 $340K 0.11% new 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) 912 $334K 0.01% +807 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 900 $329K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 891 $326K 0.01% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 869 $323K 0.1% +63 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 879 $322K 0.01% -307 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 877 $321K 0.05% -143 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 875 $320K 0.1% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 873 $320K <0.01% 0 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 871 $319K 0.01% +7 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 871 $319K 0.12% +316 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 869 $318K 0.03% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 862 $316K 0.26% 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 856 $313K 0.13% new 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 855 $313K <0.01% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 854 $313K 0.19% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 846 $310K 0.01% +132 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 844 $309K 0.02% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 806 $307K 0.2% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 834 $305K 0.02% -3 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 813 $298K 0.02% -76 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 811 $297K 0.08% -9 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 810 $296K 0.03% +3 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 805 $295K 0.4% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 800 $293K <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 797 $292K <0.01% +20 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 797 $292K 0.02% -48 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 795 $291K 0.24% -20 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 809 $290K 0.15% -2 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 783 $287K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 783 $287K <0.01% +6 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 782 $286K 0.13% +65 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 776 $284K 0.01% +32 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 775 $284K 0.13% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 774 $283K 0.04% -75 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 771 $282K <0.01% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 763 $279K 0.03% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 762 $279K 0.16% -38 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 760 $278K 0.02% -180 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 755 $276K 0.25% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 750 $275K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 745 $273K <0.01% -31 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 741 $271K <0.01% new 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 739 $271K 0.05% -71 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 738 $270K 0.08% +5 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 732 $268K <0.01% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 728 $266K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 723 $265K 0.02% new 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 721 $264K 0.07% +7 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 720 $264K 0.07% 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 708 $259K 0.07% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 708 $259K 0.06% 0 13F-HR Timeline Group ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 707 $259K 0.09% -178 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 690 $253K 0.02% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 678 $248K 0.09% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 676 $247K 0.03% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 672 $246K 0.04% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 671 $246K <0.01% +4 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 670 $245K 0.13% -8 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 669 $245K 0.02% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 666 $244K 0.23% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 665 $243K 0.06% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 664 $243K 0.21% +2 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 657 $241K 0.12% +65 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 657 $241K 0.09% 0 13F-HR Timeline