Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,846 $1.04M 0.01% -950 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,685 $1.03M 0.57% -1,040 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,254 $1M <0.01% +19 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 15,164 $996K 0.03% +655 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 14,702 $966K 0.32% new 13F-HR/A Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14,679 $964K <0.01% +447 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,550 $956K 0.01% -3,417 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,339 $876K 0.08% +682 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 13,290 $873K 0.6% +170 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,232 $869K <0.01% +685 13F-HR Timeline Group Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 13,059 $858K 0.45% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,973 $852K 0.02% +115 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,723 $836K 0.04% +824 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,457 $818K 0.05% -71 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 12,292 $807K 0.27% -543 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,225 $803K 0.01% -369 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,000 $788K <0.01% new 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,745 $772K 0.04% -180 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,716 $770K 0.03% +2,440 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,859 $713K 0.21% +1,415 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 10,623 $698K 0.35% +236 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,441 $686K 0.01% +736 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 10,300 $673K 0.07% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 10,125 $665K 0.05% +921 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 10,091 $663K 0.08% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,000 $657K 0.27% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 9,922 $652K 0.17% -2,624 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 9,911 $651K <0.01% +57 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 9,890 $650K 0.27% +83 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,887 $649K 0.02% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,629 $632K 0.01% +5,084 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 9,565 $628K 0.11% -518 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 9,504 $624K 0.14% +1,021 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,240 $607K 0.05% +164 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,029 $593K 0.04% +5,135 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,979 $590K 0.04% +73 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,883 $583K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,647 $568K <0.01% -6,114 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,523 $560K 0.04% -456 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 8,422 $553K 0.32% +707 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,151 $550K 0.1% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,308 $546K 0.05% -146,281 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,149 $535K 0.03% +66 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 8,132 $534K 2.91% -27,514 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,999 $525K 0.07% +1,324 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,986 $525K 0.03% +2,712 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,893 $518K 0.03% +746 13F-HR Timeline Group TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 7,799 $512K 0.08% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,795 $512K <0.01% 13F-HR Timeline Group Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 7,774 $511K 0.41% +75 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,728 $506K 0.14% +260 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,697 $506K 0.04% +4,000 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,403 $497K 0.07% -468 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 7,536 $495K 0.16% -2,118 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,503 $493K 0.01% +4,136 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 7,305 $489K 0.25% -283 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 7,327 $481K 0.19% -10 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,326 $481K 0.05% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,274 $478K 0.42% +154 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,161 $470K 0.27% -2,811 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,077 $465K 0.1% -343 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,038 $462K 0.07% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,887 $452K 0.08% +888 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,869 $451K <0.01% new 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 6,832 $449K 0.18% -484 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,802 $443K 0.07% -83 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 6,633 $436K 1.93% -31,604 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 6,654 $433K 0.49% -859 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,436 $423K 0.01% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,370 $418K 0.03% +1,274 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,321 $415K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,251 $411K 0.04% -1,041 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,250 $411K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,215 $408K 0.01% -63,276 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 6,073 $399K 0.08% +29 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 6,064 $398K 0.22% -2,248 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,812 $382K 0.04% +462 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,701 $374K 0.03% +384 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,664 $372K 0.19% +1 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,632 $370K 0.01% -36 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,514 $362K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,351 $352K 0.01% +3,128 13F-HR/A Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,961 $335K 0.02% -4,171 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,067 $333K 0.01% +686 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,987 $328K 0.02% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,932 $324K 0.03% -6 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,781 $314K 0.01% -475 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,755 $310K 0.01% +1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,712 $310K 0.01% -2,658 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,643 $305K 0.14% -204 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,488 $295K 0.06% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,472 $294K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,472 $294K 0.07% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,364 $292K 0.15% +54 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,381 $288K <0.01% -212 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,237 $278K <0.01% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,199 $275K 0.25% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,040 $265K <0.01% +285 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,902 $256K 0.04% +99 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,847 $253K 0.04% +400 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,844 $253K 0.07% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,800 $250K <0.01% +489 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,704 $243K 0.03% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,701 $243K 0.18% -259 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,681 $242K <0.01% +36 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,680 $242K <0.01% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,641 $239K 0.15% -75 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,626 $238K 0.04% +30 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,625 $238K <0.01% -124 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,585 $235K <0.01% -290 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,570 $235K 0.05% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,552 $233K 0.11% +297 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,550 $233K 0.11% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,503 $230K 0.05% +3,315 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,493 $230K 0.08% +3 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,472 $228K 0.03% -11 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,452 $227K 0.03% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,402 $223K 0.18% -305 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,338 $219K <0.01% -324 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,328 $218K 0.02% +1,987 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,309 $217K <0.01% -159 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,292 $216K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,210 $211K 0.01% +1,062 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,200 $210K <0.01% -56,254 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,178 $209K 0.03% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,097 $208K 0.06% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,147 $207K <0.01% new 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,070 $202K 0.05% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,057 $201K 0.06% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,050 $200K 0.1% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,963 $195K 0.14% -72 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,822 $185K 0.1% +23 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,722 $179K <0.01% -526 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,641 $173K 0.01% +1,775 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,451 $161K <0.01% +31 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,374 $156K <0.01% +1,177 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,202 $145K 0.01% +1,445 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,815 $119K 0.03% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,744 $115K <0.01% +209 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,726 $113K <0.01% +6 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,652 $109K <0.01% -886 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,331 $87.4K 0.05% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,193 $78.4K 0.03% +11 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,124 $73.8K 0.01% -154 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,085 $71.3K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $65.7K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 960 $63K <0.01% +8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 938 $61.6K 0.02% +32 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 937 $61.6K 0.09% 13F-HR/A Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 875 $57.5K 0.05% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 873 $57.3K <0.01% +546 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 825 $54.2K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 760 $49.9K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 743 $48.8K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 637 $42K 0.01% +7 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 625 $41.1K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 614 $40.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 560 $36.8K 0.02% +133 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 557 $36.3K 0.02% +142 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 534 $35.1K 0 Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 428 $28.1K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 427 $28.1K <0.01% -4,053 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 420 $27.6K 0.08% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 394 $25.9K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 386 $25.4K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 380 $25K 0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 374 $24.6K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 359 $23.6K <0.01% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 22,725 $22.7K 0.01% +10,563 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 320 $21.1K <0.01% -32 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 315 $21K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 296 $19.5K 0.01% -154 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 269 $17.7K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 264 $17.3K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 249 $16.3K <0.01% +229 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $16K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 207 $13.6K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 200 $13.1K 0.01% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 200 $13.1K 0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 175 $11.5K <0.01% -5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 175 $11.5K <0.01% +23 13F-HR Timeline MOTCO More: the full row for MOTCO 169 $11.1K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 166 $10.9K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 154 $10.1K 0.09% -15 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 154 $10.1K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 150 $9.85K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 148 $9.72K <0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 148 $9.72K 0.01% +28 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 143 $9.39K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 141 $9.29K <0.01% -113 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 131 $8.61K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 129 $8.47K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 126 $8.28K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 125 $8.2K <0.01% +64 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 124 $8.19K <0.01% -2,021 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 120 $7.88K <0.01% -10 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $7.75K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 117 $7.69K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 114 $7.49K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 103 $6.77K <0.01% 0 13F-HR Timeline