Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,251 $502K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,240 $500K <0.01% 0 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,217 $496K 0.01% -232 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,207 $495K 0.05% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,195 $493K <0.01% -106 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,184 $491K <0.01% -5,125 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,147 $486K <0.01% +472 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,142 $485K <0.01% -104 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,137 $484K 0.31% -174 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,131 $483K 0.01% +460 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,099 $478K +95 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,071 $474K <0.01% +288 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,068 $473K 0.02% +47 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,039 $469K 0.17% +60 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,025 $467K 0.38% -38 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,013 $465K 0.08% +1 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 3,005 $464K 0.18% -19 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,005 $464K 0.05% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,997 $462K 0.15% 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,982 $460K 0.19% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,978 $459K <0.01% -262 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,949 $455K 0.07% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,901 $448K 0.06% +2,873 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,891 $446K 0.08% +14 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,856 $441K 0.2% +116 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,844 $439K 0.25% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,836 $438K 0.2% +1,104 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,832 $437K 0.03% -256 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,829 $436K 0.15% +292 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,807 $433K 0.04% -18 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,772 $428K 0.01% +363 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,769 $427K 0.04% +390 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 2,768 $427K 0.01% -8,114 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,757 $425K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,747 $424K 0.04% +191 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,746 $424K 0.01% +55 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,731 $421K 0.14% +476 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,787 $421K 0.17% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,644 $408K <0.01% 0 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,629 $406K 0.11% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,617 $404K 0.02% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,617 $404K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,609 $403K 0.09% +15 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,596 $400K 0.01% -450 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,594 $400K <0.01% -46 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 2,580 $398K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,551 $394K 0.06% +1 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,550 $393K 0.12% +7 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,548 $393K 0.05% +6 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,547 $393K 0.01% -3,713 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,527 $390K 0.09% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,510 $387K <0.01% -1,229 13F-HR Timeline Group WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,500 $386K 0.15% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 520 $385K 0.04% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,483 $383K 0.04% 0 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 2,473 $382K 0.27% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,500 $380K 0.17% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,454 $379K 0.06% -536 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,430 $375K <0.01% -7 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,419 $373K 0.07% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,413 $372K 0.03% -339 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,400 $370K 0.06% -103 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,392 $369K 0.01% -1,405 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,378 $367K 0.28% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,358 $364K 0.1% +1,013 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,350 $363K 0.01% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,337 $361K 0.14% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,337 $361K 0.08% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 2,315 $357K 0.08% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,295 $354K <0.01% -329 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,259 $349K 0.03% +387 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,215 $342K 0.06% +433 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,183 $337K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,168 $334K 0.04% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,160 $333K 0.03% +306 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,144 $331K 0.07% -246 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,138 $330K <0.01% +36 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,125 $328K 0.05% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,100 $324K 0.06% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,082 $321K 0.03% +82 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,117 $319K 0.04% +251 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,064 $318K 0.01% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,053 $317K 0.14% +12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,056 $313K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,028 $313K 0.03% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,023 $312K 0.04% -55 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,995 $308K 0.12% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,979 $305K 0.01% +83 13F-HR/A Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,948 $301K 0.11% -333 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,938 $299K 0.11% -66 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,915 $295K 0.02% -58 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,914 $295K 0.01% -17 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,903 $294K <0.01% +1 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,900 $293K 0.02% -279 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 1,893 $292K 0.22% -44 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,879 $290K 0.07% +9 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,877 $290K 0.05% -3,327 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,875 $289K <0.01% -445 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allegheny Financial Group More: the full row for Allegheny Financial Group 1,850 $285K 0.03% -1,174 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,850 $285K 0.02% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,840 $284K 0.01% +190 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,810 $279K 0.04% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,806 $279K 0.11% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,800 $278K 0.03% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,800 $278K 0.16% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,797 $277K <0.01% new 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 1,774 $274K 0.15% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,765 $272K 0.02% -500 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,771 $270K 0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,741 $269K <0.01% +1 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,724 $266K 0.01% -18 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,723 $266K <0.01% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,713 $264K 0.01% -11 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,705 $263K 0.04% +257 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,695 $262K <0.01% +161 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,673 $258K 0.19% +122 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,668 $257K 0.03% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,665 $257K 0.13% +9 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,636 $252K 0.04% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,615 $249K 0.02% -121 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 1,611 $249K 0.24% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,609 $248K <0.01% +1 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,606 $248K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,592 $246K 0.01% +218 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,587 $245K 0.01% new 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,578 $244K 0.15% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,577 $243K 0.05% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,576 $243K 0.1% +4 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,574 $243K 0.01% -52 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,570 $242K 0.15% -160 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,556 $240K 0.03% -17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,548 $239K 0.03% -14 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,545 $238K 0.02% +123 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,541 $238K <0.01% +1 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,533 $237K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,529 $236K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,528 $236K <0.01% -60 13F-HR Timeline Group Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,516 $234K 0.04% -32 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,513 $234K <0.01% -691 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,505 $232K 0.13% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $232K 0.06% new 13F-HR Timeline Amount filed as zero, left out of ratios. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,485 $229K <0.01% +377 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 1,477 $228K 0.16% new 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,468 $226K 0.13% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,452 $224K 0.07% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,434 $221K 0.17% +8 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,429 $220K 0.06% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,418 $219K 0.12% new 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,409 $217K 0.02% -50 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,401 $216K 0.05% -44 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,393 $215K 0.05% -61 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,390 $214K 0.1% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,385 $214K <0.01% -25 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,385 $214K <0.01% new 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,385 $214K 0.05% +4 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,366 $211K 0.06% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,358 $210K <0.01% -146 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,354 $209K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,346 $208K 0.06% +1 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,320 $204K 0.13% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,304 $201K <0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,299 $200K 0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,325 $199K 0.04% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,245 $192K <0.01% +14 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,209 $187K 0.1% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,187 $183K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,176 $181K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,084 $167K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,059 $163K 0.01% +220 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,047 $162K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,021 $157K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 999 $154K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 995 $154K 0.02% -16 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 997 $153K 0.01% +364 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 925 $143K <0.01% -937 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 924 $143K 0.03% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 915 $141K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 907 $140K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 900 $139K 0.07% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 882 $136K 0.03% +4 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 861 $133K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 858 $132K 0.01% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 820 $127K 0.05% -150 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 752 $116K 0.01% +284 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 741 $114K <0.01% -215 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 687 $106K 0.01% -20 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 597 $92.1K 0.03% +83 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 583 $90K <0.01% +28 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 554 $85.5K <0.01% -28 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 515 $79.5K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 500 $77.1K 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. 453 $69.9K <0.01% -338 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 448 $69.1K 0.01% -115 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 438 $67.6K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 433 $67K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 434 $67K 0.02% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 426 $65.7K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 424 $65.4K <0.01% +50 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 416 $64.1K <0.01% +66 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 410 $63.3K 0.01% 0 13F-HR Timeline