Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,083 $444K 0.01% -377 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,102 $442K 0.15% +265 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,100 $442K 0.09% -94 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,070 $438K 0.02% -255 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,070 $438K 0.09% +341 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,049 $435K 0.02% -1,048 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,074 $434K 0.13% -1,165 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,032 $432K 0.01% -166 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,022 $431K 0.05% +990 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,006 $429K 0.05% -35 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,977 $426K <0.01% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,984 $425K 0.07% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,982 $425K 0.2% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,975 $424K <0.01% +58 13F-HR/A Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,949 $420K 0.07% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,948 $420K 0.01% +251 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,940 $419K 0.08% -242 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,853 $407K <0.01% +301 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,805 $400K <0.01% 0 13F-HR/A Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,787 $399K 0.18% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,756 $395K 0.01% +122 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,770 $395K 0.01% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,746 $391K <0.01% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,666 $380K 0.06% +3 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,644 $377K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,638 $376K 0.01% -141 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,623 $374K 0.2% +794 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,616 $373K 0.02% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,577 $367K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,567 $366K 0.01% +498 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,556 $364K 0.04% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,540 $362K <0.01% +55 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,527 $361K 0.09% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,515 $359K 0.11% +6 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,500 $356K 0.13% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,500 $356K 0.19% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,483 $354K 0.04% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,471 $352K 0.05% +25 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,450 $349K 0.01% +918 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,411 $344K 0.03% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,409 $343K 0.01% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,377 $339K 0.09% new 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,366 $337K 0.5% -950 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,350 $335K <0.01% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,337 $333K 0.15% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,337 $333K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,327 $332K 0.01% +351 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,327 $332K 0.01% +592 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,326 $332K <0.01% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,321 $331K 0.02% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,303 $328K <0.01% -138 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,300 $328K <0.01% -27,700 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,278 $325K <0.01% -1,528 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,277 $325K 0.01% +111 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,274 $324K <0.01% -215 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,268 $323K 0.09% +174 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,267 $323K 0.02% -3,093 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,247 $320K 0.08% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,238 $320K 0.04% -43 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,244 $320K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,239 $319K 0.01% -810 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,184 $311K 0.12% +195 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,168 $309K 0.04% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,147 $306K 0.05% +9 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,117 $302K 0.09% -809 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,114 $301K 0.05% -79 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 $299K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,097 $299K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,095 $299K 0.01% -19 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,082 $297K <0.01% -95 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,067 $295K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,046 $292K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,028 $289K 0.04% +48 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,996 $285K 0.03% -34 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,995 $284K 0.23% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,971 $280K <0.01% -3,072 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,961 $280K 0.04% +9 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,948 $278K <0.01% +117 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 1,936 $276K 0.23% +66 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,932 $275K <0.01% -4 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,890 $269K <0.01% -170 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,866 $266K 0.03% +65 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,870 $266K 0.12% -39 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,850 $264K 0.02% -105 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,839 $262K 0.08% -52 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 1,821 $260K 0.17% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,816 $259K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,805 $257K 0.01% -708 13F-HR/A Timeline Athena Investment Management More: the full row for Athena Investment Management 1,800 $257K 0.13% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,785 $254K 0.11% new 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,751 $250K 0.17% +10 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,742 $248K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,742 $248K 0.02% +7 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,741 $248K 0.05% -548 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,730 $247K 0.19% -80 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,722 $245K 0.01% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 1,704 $243K 0.15% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,685 $240K <0.01% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,672 $238K 0.03% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,672 $238K 0.01% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,659 $236K 0.18% -42 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,640 $235K 0.04% +17 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,636 $233K 0.04% -168 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,626 $232K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,624 $232K <0.01% -6 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,592 $227K 0.01% -289 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,584 $226K <0.01% 0 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,583 $226K <0.01% -3,133 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,577 $225K 0.03% -267 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,578 $225K 0.06% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,566 $223K 0.03% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,546 $220K 0.06% -47 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,521 $217K 0.12% +2 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,518 $216K <0.01% -4,329 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,516 $216K 0.14% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,493 $213K 0.05% +9 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,488 $212K 0.06% -43 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,482 $211K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,482 $211K <0.01% -2 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,470 $210K 0.09% -150 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,468 $209K 0.13% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,449 $207K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,446 $206K <0.01% -59 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,445 $206K 0.07% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,437 $205K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,414 $202K <0.01% +1 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,394 $199K 0.15% +8 13F-HR Timeline City State Bank More: the full row for City State Bank 1,381 $197K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,367 $195K 0.01% +34 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,360 $194K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,340 $191K 0.06% +2 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,267 $181K <0.01% -403 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,209 $172K 0.11% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,187 $169K 0.01% -257 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,145 $163K <0.01% 0 13F-HR/A Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,134 $162K 0.01% -223 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,092 $156K 0.02% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,063 $152K <0.01% -46 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,028 $147K 0.01% +133 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 907 $129K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 897 $128K <0.01% +165 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 872 $124K 0.02% +345 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 859 $122K 0.03% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 759 $108K <0.01% +449 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 569 $81.2K <0.01% +113 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 569 $81.1K 0.03% +10 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 523 $74.6K 0.01% +30 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 515 $73.4K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 511 $72.9K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 510 $72.7K 0.01% +141 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 500 $71.3K 0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 500 $71.3K 0.04% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 477 $68K 0.02% -6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 448 $63.9K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 446 $63.6K <0.01% -23 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 438 $62.4K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 433 $62K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 426 $60.7K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 400 $57K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 391 $55.7K 0.03% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 372 $53K <0.01% +2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 346 $49.3K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 345 $49.2K 0.04% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 345 $49.2K <0.01% -1,386 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 332 $47.3K 0.02% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 317 $45.3K 0.02% -7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 306 $43.6K <0.01% +17 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 305 $43.5K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 296 $42.2K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 276 $39.3K 0.08% -4,046 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 265 $37.8K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 250 $35.6K 0.01% +1 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 247 $35.2K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 246 $35.1K 0.02% -354 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 239 $34.1K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 238 $34K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 228 $32.5K 0.03% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 221 $31.5K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 220 $31.4K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 213 $30.4K 0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 210 $29.9K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 204 $29.1K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 202 $28.8K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $28.5K 0.01% +85 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $28.5K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $28.5K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 200 $28.5K 0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 200 $28.3K 0.04% 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 181 $25.7K 0.01% +10 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 175 $24.9K <0.01% -10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 172 $24.5K <0.01% -48 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 171 $24.4K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 170 $24.2K 0.02% -184 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 162 $23.1K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 152 $21.7K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 150 $21.4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 144 $20.5K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 140 $20K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 138 $19.7K 0.08% -40 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 125 $18K 0.01% 0 13F-HR Timeline