White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,789 $523K 0.07% -80 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,655 $511K 1.09% -119 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,608 $507K 0.01% +38 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,037 $491K 0.06% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,424 $490K <0.01% +1,469 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 5,335 $482K 0.23% +139 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,300 $479K 0.01% +95 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,275 $477K 0.02% 0 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 5,056 $457K 0.06% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,000 $452K <0.01% 0 13F-HR Timeline Group Generation Capital Management LLC More: the full row for Generation Capital Management LLC 5,000 $452K 0.29% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,955 $448K 0.18% -335 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 4,931 $446K 0.03% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,926 $445K 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,991 $439K <0.01% +73 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,805 $434K <0.01% +231 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,705 $425K 0.03% -935 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,354 $424K 0.02% -321 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,686 $424K 0.02% -195 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,671 $422K 0.01% +3 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 4,520 $409K 0.11% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,515 $408K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,491 $406K 0.01% -39 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,482 $405K <0.01% +413 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,416 $399K 0.01% +2,056 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,461 $399K <0.01% -2,580,000 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,377 $396K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,303 $389K 0.01% +55 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,250 $384K <0.01% +250 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,172 $377K <0.01% +1,234 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,074 $368K 0.01% +59 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,000 $362K 0.24% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 3,993 $361K 0.36% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,797 $356K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,908 $353K 0.01% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 3,876 $350K 0.01% 0 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,832 $346K 0.07% +202 13F-HR/A Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,781 $342K 0.07% +65 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,778 $342K 0.29% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,743 $338K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,688 $333K <0.01% +117 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,676 $332K 0.05% new 13F-HR Timeline Group Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 3,565 $322K 0.31% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,490 $316K 0.02% +755 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,486 $315K 0.38% +498 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,470 $314K 0.01% -255 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,458 $313K 0.18% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,450 $312K 0.01% +2,750 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,426 $310K <0.01% -93 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,325 $301K 0.02% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,320 $300K <0.01% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,246 $293K 0.07% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,234 $292K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,196 $291K 0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,190 $288K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,186 $288K <0.01% +1,457 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,164 $286K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,143 $284K 0.05% -46 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,104 $281K 0.07% +26 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,071 $278K <0.01% -7 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,997 $271K <0.01% -4 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,918 $264K <0.01% 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,883 $261K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,858 $258K 0.07% -35 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,841 $257K <0.01% -115 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,824 $255K <0.01% -65,944 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,782 $251K 0.04% -2,222 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,736 $247K 0.1% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,705 $245K 0.17% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,703 $244K <0.01% +917 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,649 $239K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,613 $236K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,612 $236K <0.01% -216 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,612 $236K 0.01% -216 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,612 $236K 0.05% -538 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,611 $236K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,569 $232K <0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,567 $232K 0.04% -1 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,545 $230K 0.34% +6 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,528 $229K <0.01% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,522 $228K 0.02% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,423 $219K 0.01% new 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,400 $217K 0.02% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,363 $214K 0.03% +16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,312 $209K 0.01% +24 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,297 $208K <0.01% -9 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,290 $207K 0.02% -272 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,141 $194K <0.01% +269 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Newton One Investments LLC More: the full row for Newton One Investments LLC 2,130 $193K 0.06% +56 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,116 $191K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,099 $190K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,099 $190K 0.07% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,058 $186K <0.01% -109,842 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,046 $185K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,932 $175K 0.13% -278 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,910 $173K 0.01% +1,235 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,872 $169K <0.01% +443 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,830 $165K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,775 $160K 0.01% -1,000 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,706 $154K 0.02% +44 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,700 $154K 0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,411 $140K 0.02% +242 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,405 $127K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,389 $126K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,382 $125K <0.01% +1,000 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,380 $125K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,350 $122K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,304 $118K <0.01% +26 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,206 $109K <0.01% -245 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,116 $101K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,102 $99.6K +177 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,098 $99.3K <0.01% +809 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,079 $97.5K 0.03% -28 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,071 $96.8K <0.01% -1,483 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,065 $96.3K 0.08% -100 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,057 $95.6K <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 939 $84.9K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 914 $82.6K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 897 $81.1K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 867 $78.4K 0.05% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 862 $77.9K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 830 $75K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 792 $71.6K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 785 $71K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 771 $69.7K 0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 750 $67.8K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 706 $63.8K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 677 $61.2K <0.01% +45 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 600 $54.2K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 570 $51.6K <0.01% +443 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 562 $50.8K <0.01% -6,181 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 531 $48K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 518 $46.8K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 510 $46.1K 0.04% +11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 486 $43.9K <0.01% 0 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 464 $41.9K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 450 $40.7K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 444 $40.4K <0.01% +1 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 445 $40K 0.04% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 415 $37.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 408 $36.9K <0.01% +224 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 355 $32.1K <0.01% +5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 352 $31.8K 0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 305 $29.1K 0.02% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 311 $28.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 300 $27.1K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 298 $27K <0.01% +7 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 289 $26.1K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 282 $25.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 262 $23.7K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 259 $23.4K 0.01% +7 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 256 $23.1K <0.01% +27 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 250 $22.6K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 245 $22.1K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 244 $22.1K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 244 $22.1K 0.01% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 235 $21.2K <0.01% 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 235 $21.2K 0.01% +6 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 228 $20.6K 0.01% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 224 $20.2K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 203 $18.4K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 200 $18.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 194 $17.5K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 185 $16.7K 0.01% +59 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 181 $16.3K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 168 $15.2K <0.01% +109 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 149 $13.5K <0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 149 $13.5K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 147 $13.3K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 131 $11.8K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 129 $11.7K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 125 $11.3K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 119 $10.8K <0.01% 0 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 113 $10.2K 0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 101 $9.13K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 98 $8.86K <0.01% +75 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) 93 $8.41K <0.01% +12 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 91 $8.2K <0.01% -4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 95 $8K <0.01% -469 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 83 $7.5K <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 82 $7.42K <0.01% +2 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 80 $7.23K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 72 $6.51K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65 $5.88K <0.01% -77 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 59 $5.33K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54 $4.88K <0.01% +29 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 50 $4.52K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 47 $4.25K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 49 $4K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 43 $3.89K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 37 $3.35K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 34 $3.07K <0.01% -2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 32 $2.89K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 30 $2.72K <0.01% +1 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 216 $2.38K 0.05% -2,169 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24 $2.17K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 21 $1.9K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 17 $1.54K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $1.45K <0.01% new 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15 $1.36K <0.01% 0 13F-HR Timeline