FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,046 $1.33M 0.41% +1,976 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,029 $1.32M 0.2% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,028 $1.32M 0.08% -4 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,020 $1.32M 0.12% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,901 $1.26M 0.07% +406 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,849 $1.24M 0.63% +107 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,798 $1.22M 0.33% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,786 $1.21M 0.11% +84 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,761 $1.2M 0.01% new 13F-HR/A Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,741 $1.19M 0.57% -4,536 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 2,737 $1.19M 0.56% -39 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,735 $1.19M 0.01% -1,444 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,735 $1.19M 0.04% +1,431 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,729 $1.19M 0.27% +151 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,694 $1.17M 0.75% +4 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,690 $1.17M 0.18% -1 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 2,684 $1.17M <0.01% -115 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,648 $1.15M 0.03% +71 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,618 $1.14M 0.18% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,462 $1.11M 0.42% +516 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,525 $1.1M <0.01% -3 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,514 $1.09M 0.03% +2,419 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,484 $1.08M 0.02% 0 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,464 $1.07M 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,449 $1.07M 0.02% +254 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,385 $1.04M 0.33% +16 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,355 $1.03M 0.04% -1,748,222 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,287 $996K 0.05% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,279 $992K 0.16% +10 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,260 $984K 0.1% +151 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 2,185 $980K 0.45% +1,200 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,235 $973K 0.27% +29 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,198 $957K 0.01% +323 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,187 $953K 0.38% +154 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,187 $952K 0.06% -691 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,179 $949K <0.01% +20 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,111 $919K 0.02% +630 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 2,100 $914K 0.48% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,051 $893K 0.53% +214 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,984 $890K 0.15% +28 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,039 $888K 0.02% +74 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,033 $885K 0.23% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,028 $883K 0.01% -29 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,004 $873K 0.2% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,000 $871K 0.12% +36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,985 $864K 0.02% +653 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,968 $857K 0.05% +129 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,963 $855K 0.05% +366 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,955 $851K 0.09% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,148 $851K 0.01% +3,753 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,891 $824K 0.02% +183 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,878 $818K 0.13% +170 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,878 $818K 0.04% -8 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,868 $813K <0.01% -2 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,867 $813K <0.01% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,807 $787K 0.03% +5 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,802 $785K 0.07% +5 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,787 $779K 0.02% -135 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,788 $779K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,770 $771K 0.02% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,754 $764K 0.1% +303 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,717 $748K 0.16% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,692 $737K 0.38% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,679 $731K 0.09% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,675 $729K 0.01% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,663 $724K 0.05% 0 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,639 $714K 0.01% -23 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,627 $708K 0.11% -88 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,609 $701K 0.09% +130 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,536 $669K 0.21% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,525 $664K 0.46% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,517 $663K 0.22% -608 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,498 $652K <0.01% -365 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,486 $647K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,484 $646K 0.12% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,478 $644K 0.3% -44 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,442 $628K 0.06% -294 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,440 $627K 0.02% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,439 $627K 0.35% -18 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,435 $625K <0.01% +84 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,435 $625K 0.36% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,427 $621K 0.08% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,416 $617K 0.13% +64 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,402 $610K 0.15% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,400 $610K 0.12% +11 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 1,398 $609K 0.05% -54 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,394 $607K 0.08% +398 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,392 $606K 0.07% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,388 $604K 0.01% +92 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,382 $602K 0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,363 $593K 0.22% +1,076 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,359 $592K 0.09% +141 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,357 $591K <0.01% -3,072 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,356 $590K 0.04% +256 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,341 $584K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,341 $584K 0.04% +57 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,321 $575K 0.09% +1 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,316 $573K 0.01% +89 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,314 $572K 0.02% new 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 1,292 $562K 0.01% -11 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,289 $561K 0.07% +386 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,282 $558K 0.01% +393 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 1,278 $556K 0.03% -998 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,271 $554K 0.02% +2 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,271 $553K 0.03% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,266 $551K 0.16% -58 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,263 $550K 0.06% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,262 $550K <0.01% +604 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,258 $548K <0.01% 0 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,254 $546K <0.01% -42 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,238 $539K 0.11% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,211 $527K 0.04% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,202 $524K 0.13% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,199 $522K 0.38% +26 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,195 $520K 0.08% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,192 $519K 0.01% -30 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,189 $518K 0.01% +412 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 1,187 $517K 0.21% -3,186 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,176 $512K 0.17% +136 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,173 $511K 0.03% -350 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,169 $509K <0.01% -3 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,163 $506K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,158 $504K 0.24% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,137 $495K 0.02% -21 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,134 $494K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,123 $489K 0.01% +170 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,124 $489K 0.27% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,119 $487K 0.01% 0 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,109 $483K 0.03% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,106 $482K 0.03% -507 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,106 $482K 0.21% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,105 $481K 0.01% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,095 $477K 0.06% +298 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,090 $476K 0.03% +1 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 1,087 $473K 0.01% +437 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,084 $472K 0.06% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,073 $467K 0.1% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,065 $464K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,062 $462K <0.01% +291 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,057 $460K 0.01% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,050 $457K 0.02% +250 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,049 $457K 0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,048 $456K 0.02% -15 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,029 $448K 0.3% +258 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,027 $447K 0.24% +10 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,025 $446K 0.06% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,002 $436K <0.01% -30 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 990 $431K 0.24% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 987 $430K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 985 $429K <0.01% +245 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 984 $428K 0.01% -60 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 981 $427K 0.14% +58 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 975 $423K 0.01% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 966 $421K 0.06% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 950 $414K 0.1% -66 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 949 $413K 0.01% +49 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 947 $412K <0.01% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 930 $405K 0.03% +93 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 929 $405K <0.01% +53 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 927 $404K 0.18% -360 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 923 $402K 0.04% -12 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 911 $397K 0.02% -109 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 905 $394K 0.1% +6 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 901 $392K <0.01% 0 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 900 $392K 0.02% -134 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 886 $386K 0.2% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 881 $384K 0.05% +1 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 873 $380K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 873 $380K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 872 $380K 0.11% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 857 $373K 0.13% new 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 855 $372K 0.2% -461 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 852 $371K 0.01% -9 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 847 $371K 0.06% +34 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 851 $371K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 848 $369K 0.01% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 838 $365K 0.16% +32 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 825 $359K 0.02% +12 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 822 $358K 0.04% -21 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 818 $356K 0.08% +7 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 817 $356K 0.09% -22 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 813 $354K 0.03% +1 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 813 $354K <0.01% +292 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 813 $354K 0.02% +95 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 812 $354K 0.08% +53 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 800 $348K <0.01% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 793 $345K <0.01% new 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 791 $344K 0.31% +62 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 790 $344K 0.06% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 788 $343K 0.02% -55 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 782 $341K 0.01% +32 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 782 $341K 0.1% +75 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 779 $339K <0.01% -527 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 760 $333K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 763 $332K 0.03% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 762 $332K 0.15% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 758 $330K 0.26% -25 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 756 $329K 0.02% -100 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 755 $329K 0.01% -7 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 747 $325K <0.01% +646 13F-HR Timeline Group