KWB Wealth More: the full row for KWB Wealth 3,593 $1.2M 0.15% -48 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,029 $1.2M 0.2% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,969 $1.18M <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,902 $1.15M 0.03% +14 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,878 $1.14M 0.06% -5,454 13F-HR Timeline Group 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 2,799 $1.11M <0.01% +1,058 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,795 $1.11M 0.34% +4 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 2,776 $1.1M 0.56% -238 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,742 $1.09M 0.54% -8,391 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,702 $1.07M 0.1% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,691 $1.07M 0.17% -187 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,690 $1.07M 0.72% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,682 $1.06M 0.01% -701 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,618 $1.04M 0.19% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,578 $1.02M 0.25% +736 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,577 $1.02M 0.03% +34 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,528 $1M <0.01% -317 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,495 $989K 0.06% -1,349 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,484 $985K 0.02% +1 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,464 $977K 0.08% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,369 $940K 0.33% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,269 $919K 0.16% +2 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,287 $907K 0.05% +1 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,206 $875K 0.25% +40 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,195 $870K 0.01% +328 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,159 $856K 0.01% -226 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,150 $853K 0.07% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,276 $850K 0.04% -1,689 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,125 $849K 0.31% +4 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,124 $842K 0.07% +312 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,109 $836K 0.1% +1,842 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,100 $833K 0.47% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,057 $816K 0.01% +108 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,033 $806K 0.37% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,946 $795K 0.34% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,004 $795K 0.19% +240 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,965 $779K 0.02% +603 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,964 $779K 0.13% +55 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,956 $776K 0.15% -49 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,955 $775K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,922 $762K 0.02% +50 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,886 $748K 0.04% +216 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,875 $744K 0.01% +62 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,870 $742K <0.01% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,867 $740K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,863 $739K <0.01% +71 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,839 $729K 0.04% +30 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,837 $728K 0.46% -83 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,802 $715K 0.03% -275 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,797 $713K 0.06% +1,157 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,788 $709K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,770 $702K 0.02% +11 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,736 $688K 0.08% +55 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,717 $681K 0.15% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,715 $680K 0.12% -158 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,712 $679K 0.05% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,710 $678K 0.26% +474 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,708 $677K 0.12% +396 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,708 $677K 0.02% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,692 $671K 0.38% +205 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,680 $666K 0.01% +375 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,679 $666K 0.08% +197 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,675 $664K 0.01% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,663 $659K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,662 $659K 0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,633 $648K <0.01% +438 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,613 $639K 0.05% -80 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,597 $633K 0.05% +63 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,525 $627K 0.46% +43 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,555 $617K 0.03% +2 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,551 $615K <0.01% +490 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,522 $604K 0.3% -378 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,523 $599K 0.04% -203 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,484 $588K 0.15% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,481 $587K 0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,479 $586K 0.09% +86 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,457 $578K 0.35% +299 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 1,452 $576K 0.05% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,451 $575K 0.11% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,440 $571K 0.02% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,435 $569K 0.31% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,427 $566K 0.08% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,389 $551K 0.12% -2 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,381 $548K 0.01% +80 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,352 $536K 0.13% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,351 $536K <0.01% -28 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,332 $528K 0.02% -138 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,324 $525K 0.12% +14 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,320 $523K 0.09% -131 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 1,316 $522K 0.31% +146 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,306 $518K <0.01% +94 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,304 $517K 0.02% -382 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 1,303 $517K 0.01% -365 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,296 $514K 0.01% 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,296 $514K <0.01% -14 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,287 $510K 0.27% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,284 $509K 0.04% +150 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,271 $504K 0.03% 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 1,269 $503K 0.02% +6 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,263 $501K 0.08% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,258 $499K <0.01% new 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,256 $498K 0.15% -320 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,238 $491K 0.11% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,227 $487K -1,905 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,222 $485K 0.01% +64 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,218 $483K 0.08% +54 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,211 $480K 0.04% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,202 $477K 0.12% +16 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,195 $474K 0.13% -128 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,192 $473K 0.08% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,173 $465K 0.38% -1,176 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,172 $465K <0.01% +3 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,163 $461K <0.01% -50 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,158 $459K 0.02% -135 13F-HR Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,158 $459K 0.23% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,124 $455K 0.28% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,134 $450K 0.03% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,119 $444K 0.01% 0 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 1,106 $439K 0.21% 0 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,105 $438K 0.01% +95 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,103 $437K 0.03% +136 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,100 $436K 0.03% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,089 $432K 0.03% +1 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,084 $430K 0.06% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,073 $425K 0.1% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,070 $424K 0.14% +400 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,065 $422K 0.03% +45 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,063 $422K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,057 $419K 0.01% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,049 $416K 0.01% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,044 $414K +539 Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,044 $414K 0.01% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,040 $412K 0.15% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,034 $410K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,032 $409K <0.01% +809 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,025 $406K 0.07% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,020 $404K 0.02% -18 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 985 $404K 0.2% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,017 $403K 0.23% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,016 $403K 0.1% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 996 $395K 0.06% new 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 995 $395K 0.08% -110 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 990 $393K 0.23% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 987 $391K 0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 975 $387K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 971 $385K <0.01% +387 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 963 $383K 0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 953 $378K 0.01% +124 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 935 $371K 0.03% -27 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 923 $365K 0.14% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 886 $363K 0.23% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 880 $362K 0.05% +1 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 903 $358K 0.03% +208 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 901 $357K <0.01% -7 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 900 $357K 0.01% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 899 $356K 0.1% +3 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 889 $353K 0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 851 $351K 0.01% +6 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 876 $347K <0.01% +209 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 875 $347K 0.1% 0 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 873 $346K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 872 $346K 0.11% -9 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 861 $341K 0.01% +13 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 856 $340K 0.02% -200 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 852 $338K 0.12% -215 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 848 $336K 0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 843 $334K 0.05% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 843 $334K 0.02% -1 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 839 $333K 0.11% -71 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 837 $332K 0.02% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 813 $322K 0.1% +1 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 813 $322K 0.08% +65 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 813 $322K 0.02% -2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 812 $322K 0.03% +1 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 811 $322K 0.08% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 811 $322K 0.36% +5 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 806 $320K 0.15% +92 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 800 $317K <0.01% 0 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 800 $317K 0.02% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 797 $316K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 797 $316K <0.01% 0 13F-HR Timeline Group Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 796 $316K 0.17% -32 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 790 $313K 0.06% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 783 $310K 0.26% -23 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 777 $308K <0.01% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 771 $306K 0.23% +156 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 771 $306K <0.01% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 770 $305K 0.02% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 763 $303K 0.03% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 762 $302K 0.15% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 762 $302K 0.01% +43 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 759 $301K 0.08% +103 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 750 $297K 0.01% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 746 $296K 0.24% -49 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 738 $296K 0.11% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 740 $293K <0.01% -75 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 734 $291K 0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 729 $289K 0.26% +19 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 728 $289K 0.02% -10 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 725 $288K 0.22% 0 13F-HR Timeline