Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,368 $491K 0.12% -98 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,345 $488K 0.23% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,311 $483K 0.33% -15 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,301 $481K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,297 $481K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,251 $474K 0.01% -224 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,246 $473K <0.01% -299 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,240 $472K <0.01% +192 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,240 $472K <0.01% +485 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,207 $468K 0.05% 0 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 3,173 $463K 0.37% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,088 $450K 0.04% -225 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,063 $447K 0.4% -25 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,046 $444K 0.02% +483 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,027 $441K <0.01% +1,540 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 3,024 $441K 0.19% -241 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,024 $441K 0.06% -206 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,021 $440K 0.02% -205 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,012 $439K 0.08% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,010 $439K <0.01% +233 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,005 $438K 0.05% 0 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 3,004 $438K -486 Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,990 $436K 0.05% +464 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,982 $435K 0.2% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,979 $434K 0.18% -394 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,949 $430K 0.07% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,877 $419K 0.08% +688 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,844 $415K 0.27% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,825 $412K 0.04% -5 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,787 $409K 0.17% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,783 $406K <0.01% -489 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,757 $402K <0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,752 $401K 0.03% -663 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,740 $400K 0.2% +203 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,691 $392K 0.01% +452 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,675 $390K <0.01% +107 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,671 $389K 0.01% +103 13F-HR/A Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,650 $386K 0.18% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,644 $385K <0.01% 0 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,629 $383K 0.11% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,624 $383K <0.01% +136 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,617 $382K 0.02% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,599 $379K <0.01% +787 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,640 $378K <0.01% +475 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,594 $378K 0.09% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,580 $376K 0.01% +770 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,556 $373K 0.04% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,550 $372K 0.05% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,543 $371K 0.12% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 2,542 $371K 0.05% +3 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,537 $370K 0.15% -1,339 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,527 $368K 0.09% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,503 $365K 0.07% -20 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,500 $364K 0.15% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,500 $364K 0.18% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,499 $364K 0.01% new 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,337 $364K 0.09% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,483 $362K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,437 $355K 0.01% -14 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,419 $353K 0.07% 0 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,409 $351K 0.01% -73 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,390 $348K 0.08% -48 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,379 $347K 0.04% +520 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,378 $347K 0.31% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,350 $343K 0.01% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,337 $341K 0.15% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,320 $338K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,281 $333K 0.13% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,265 $330K 0.02% -1,500 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,255 $329K 0.12% +652 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,204 $321K <0.01% -83 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,183 $318K <0.01% -120 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,179 $318K 0.02% +148 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,168 $316K 0.04% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,135 $311K <0.01% -8,017 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,102 $306K <0.01% +1,382 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 $306K 0.07% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,078 $303K 0.05% -36 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,064 $301K 0.01% 0 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,041 $298K 0.16% -880 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,039 $297K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,028 $296K 0.03% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 2,004 $292K 0.19% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,000 $292K 0.03% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,995 $291K 0.13% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,973 $288K 0.03% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,960 $286K 0.05% new 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 1,937 $282K 0.23% +130 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,931 $282K 0.01% +112 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,902 $277K <0.01% +12 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,850 $274K 0.02% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,872 $273K 0.03% -364 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,870 $273K 0.07% -10 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,866 $272K 0.03% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,862 $271K <0.01% +717 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,854 $270K 0.03% +5 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,896 $268K 0.01% new 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 1,821 $265K 0.02% +127 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,806 $263K 0.13% +40 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,800 $262K 0.14% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,782 $260K 0.06% +346 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 1,774 $259K 0.16% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,742 $254K 0.01% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,740 $254K <0.01% new 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,736 $253K 0.03% +229 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,732 $253K 0.12% +3 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,730 $252K 0.18% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,724 $251K 0.02% -47 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 1,704 $248K 0.15% 0 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 1,657 $242K 0.21% -175 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 1,656 $241K 0.13% -136 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,650 $241K 0.01% +195 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,636 $239K 0.04% -4 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,608 $238K <0.01% -16 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,629 $237K <0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 1,626 $237K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,588 $232K <0.01% -135 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,577 $230K 0.05% -1 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,573 $229K 0.03% -481 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,572 $229K 0.1% -324 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,562 $228K 0.03% -30 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,551 $226K 0.2% -1,064 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,548 $226K 0.04% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,540 $225K <0.01% +374 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,534 $224K <0.01% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,533 $224K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,504 $220K <0.01% -323 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,505 $219K 0.14% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,494 $218K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,482 $216K 0.01% -19,474 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,479 $216K 0.04% -4 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1,476 $215K <0.01% 13F-HR Timeline Group ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,468 $214K 0.14% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,459 $213K 0.02% +33 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,457 $212K 0.01% -1,891 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,454 $212K 0.06% -77 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,452 $212K 0.07% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,448 $211K 0.04% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,445 $211K 0.05% -71 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,429 $208K 0.06% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,426 $208K 0.18% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,422 $207K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,410 $206K <0.01% -7 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,249 $203K <0.01% -81 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,390 $203K 0.11% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,381 $201K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,374 $200K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,345 $196K 0.06% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,345 $196K 0.06% +1,310 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,176 $184K <0.01% -1,150 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,253 $183K 0.04% -274 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,231 $179K <0.01% -115 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,209 $176K 0.1% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,187 $173K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,108 $162K <0.01% +1,047 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,084 $158K <0.01% -1,965 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,021 $148K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,011 $147K 0.02% -535 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 999 $146K <0.01% +849 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 970 $141K 0.06% -500 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 956 $139K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 907 $132K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 900 $131K 0.07% -128,097 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 878 $128K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 839 $122K 0.01% +316 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 832 $121K 0.02% -134 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 791 $115K <0.01% +234 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 752 $111K 0.01% -71 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 726 $106K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 707 $103K 0.01% -44 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 633 $89.5K 0.04% +97 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 582 $84.8K <0.01% +472 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 563 $83.4K 0.02% +246 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 555 $80.9K <0.01% -676 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 516 $75.2K 0.02% -54 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 515 $75.1K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 514 $74.9K 0.02% -71 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 500 $72.9K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 468 $68.3K 0.01% +13 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 438 $63.9K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 434 $63.3K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 433 $63K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 426 $62.1K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 410 $59.8K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 387 $56.4K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 374 $54.5K <0.01% +21 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 350 $51.8K <0.01% -87 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 353 $51.5K 0.04% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 352 $51.3K -2,680 Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 346 $50.4K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 304 $44.3K <0.01% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 302 $44K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 296 $43.2K 0.01% 0 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 $38.6K <0.01% 0 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 246 $35.9K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 246 $35.8K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 242 $35.3K 0.03% +80 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 238 $34.9K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 234 $34.1K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 230 $33.5K 0.01% new 13F-HR Timeline