Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,980 $682K 0.01% -7,777 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,949 $679K <0.01% +300 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,680 $653K 0.05% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,609 $646K 0.07% +6 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,539 $639K 0.02% +165 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,528 $638K 0.06% +278 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6,428 $628K 0.02% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,236 $609K 0.25% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,090 $595K 0.05% +8 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,034 $590K 0.01% +25 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 5,990 $585K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,939 $579K 0.06% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,897 $576K 0.06% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,789 $566K 0.08% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,664 $554K <0.01% +240 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,655 $553K 1.15% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,600 $547K <0.01% -8,023 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,586 $546K <0.01% new 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,541 $542K 0.01% -67 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,365 $524K 0.02% +65 13F-HR/A Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 5,335 $521K 0.25% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,275 $516K 0.02% 0 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 5,235 $512K <0.01% -6,450 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5,037 $492K 0.05% 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 $489K <0.01% 0 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,988 $488K <0.01% -3 13F-HR Timeline Group Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 4,931 $482K 0.03% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,926 $481K 0.07% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,681 $457K 0.01% +265 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,671 $456K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,574 $447K <0.01% -231 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,570 $447K 0.03% new 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 4,520 $442K 0.13% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,505 $440K 0.01% -10 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,453 $435K <0.01% -29 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,432 $433K <0.01% +1,729 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 $432K <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,382 $428K 0.01% -2,258 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,318 $422K 0.02% -36 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,304 $421K 0.03% +814 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,281 $418K 0.02% -405 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,250 $415K <0.01% 0 13F-HR Timeline Group Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 4,121 $410K 0.38% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,177 $408K 0.01% -126 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,067 $397K 0.07% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,010 $392K 0.03% -8,836 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,929 $384K 0.01% -145 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,876 $379K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,866 $378K 0.04% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,797 $377K <0.01% 0 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 3,512 $377K 0.42% -53 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,772 $369K 0.07% -9 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,764 $368K <0.01% -408 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,743 $366K 0.02% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,187 $365K 0.27% -7,103 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,699 $362K 0.01% -911,384 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,688 $360K <0.01% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 3,340 $359K 0.01% +1,043 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 3,630 $355K 0.08% -202 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,495 $342K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,478 $340K <0.01% +909 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,458 $338K 0.18% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,450 $337K 0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,439 $336K 0.01% +243 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,361 $328K <0.01% new 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,355 $328K 0.07% +109 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,343 $327K 0.04% -1,713 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,322 $325K 0.08% -2,693 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,275 $320K <0.01% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,234 $316K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,232 $316K <0.01% -194 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,164 $309K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,142 $307K 0.01% new 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,036 $297K <0.01% -35 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,015 $295K 0.02% -5,397 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,010 $294K 0.12% +274 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,995 $293K 0.08% -109 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,974 $291K 0.03% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,972 $290K 0.02% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,918 $285K <0.01% 0 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,883 $282K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,876 $281K 0.02% -800 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,864 $280K <0.01% +336 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,859 $279K 0.07% +1 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,834 $277K 1% +289 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,785 $272K <0.01% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,782 $272K 0.04% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,705 $264K 0.19% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 2,482 $261K 0.07% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,628 $257K <0.01% +15 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,611 $255K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,591 $253K 0.01% -4,127 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,583 $252K <0.01% -414 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,504 $245K 0.01% +81 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,502 $245K 0.05% -65 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,400 $235K 0.16% new 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,400 $235K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,367 $231K 0.01% +55 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,290 $224K 0.03% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,196 $215K <0.01% new 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,181 $213K 0.03% +475 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,163 $211K 0.14% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,133 $209K 0.03% -230 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,107 $206K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,100 $205K 0.01% -1,370 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,099 $205K 0.08% 0 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,096 $205K 0.11% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,089 $204K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,089 $204K <0.01% -52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,087 $204K 0.25% -1,399 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,995 $195K 0.01% +220 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,910 $187K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,903 $186K 0.05% -227 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,817 $178K <0.01% -55 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,791 $175K 0.13% -141 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,779 $174K <0.01% -320 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,699 $166K 0.03% -131 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,540 $151K <0.01% +334 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,434 $140K 0.01% new 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,405 $137K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,389 $136K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,369 $134K <0.01% -3,122 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,350 $132K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,316 $129K <0.01% +245 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,314 $128K <0.01% +1,058 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,307 $128K 0.13% -2,686 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,150 $112K <0.01% -2,036 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,116 $109K <0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,079 $105K 0.03% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,075 $105K 0.01% -2,250 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,065 $104K 0.09% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,053 $103K <0.01% -4 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,042 $102K -60 Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 901 $98.2K 0.01% -510 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 986 $96.4K 0.01% -2,157 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 965 $96.2K <0.01% +403 13F-HR Timeline Quarry LP More: the full row for Quarry LP 930 $90.9K 0.02% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 914 $89.3K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 858 $85.6K 0.01% -4 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 837 $81.8K 0.01% +7 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 792 $77.4K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 784 $76.6K <0.01% +369 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 755 $75.3K 0.02% +570 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 750 $73.3K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 706 $69K 0.03% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 648 $63.3K <0.01% -1,410 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 648 $63.3K <0.01% -29 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 636 $62.2K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 618 $60.4K 0.01% -153 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 600 $58.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 570 $55.7K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 551 $53.8K <0.01% +404 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 549 $53.7K 0.01% -390 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 535 $52.7K <0.01% -16,509 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 531 $51.9K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 510 $49.8K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 486 $47.5K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 450 $44K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 450 $44K 0.01% +413 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 448 $43.8K <0.01% -337 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 431 $42.1K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 382 $37.3K <0.01% -1,000 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 355 $34.7K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 339 $33.1K <0.01% -69 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 305 $32K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 322 $31.5K 0.01% -30 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 322 $31.5K 0.02% -545 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 317 $31K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 323 $30.5K <0.01% -121 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 311 $30.4K <0.01% 0 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) 309 $30.2K <0.01% +216 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 304 $29.7K 0.01% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 298 $29.2K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 289 $28.2K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 282 $27.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 262 $25.6K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 259 $25.3K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 245 $23.9K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 244 $23.8K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 235 $23K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 229 $22.4K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 203 $19.8K 0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 200 $19.5K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 194 $19K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 168 $16.4K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 149 $14.6K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 137 $13K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 132 $12.9K <0.01% +60 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 131 $12.8K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 129 $12.6K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 125 $12.2K <0.01% +27 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 120 $11.7K <0.01% -5 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 119 $11.6K <0.01% 0 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 118 $11.5K 0.01% -117 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 113 $11K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 100 $9.77K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 95 $9K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 91 $8.86K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 90 $8.78K <0.01% new 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 $8.11K <0.01% 0 13F-HR Timeline Group