INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,680 $324K 0.02% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,680 $324K 0.14% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,652 $318K 0.03% -395 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,650 $318K 0.07% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,645 $317K 0.18% -23 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,639 $316K 0.11% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,638 $316K 0.19% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,818 $314K 0.16% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,629 $314K 0.02% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,628 $314K 0.06% -350 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,623 $313K 0.17% +1 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,622 $313K 0.07% +128 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,620 $312K 0.04% 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 1,619 $312K 0.02% -47 13F-HR/A Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 1,615 $311K 0.28% 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,612 $311K 0.21% +250 13F-HR/A Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,606 $309K 0.06% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,598 $308K 0.01% -105 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,594 $307K 0.02% +4 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,591 $307K 0.31% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,583 $305K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,578 $304K <0.01% -75 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 1,572 $303K 0.12% +114 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,568 $302K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,566 $302K 0.01% +26 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,566 $302K 0.02% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,564 $301K 0.12% -225 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,560 $301K 0.07% new 13F-HR/A Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 1,558 $300K 0.14% 0 13F-HR Timeline NWF Advisory Services Inc. 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More: the full row for Northstar Group, Inc. 1,521 $293K 0.05% -899 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,510 $292K 0.11% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,515 $292K 0.04% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,508 $291K 0.05% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,505 $290K 0.05% +13 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,504 $290K 0.03% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,493 $288K <0.01% -392 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,487 $287K 0.16% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,487 $287K 0.12% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,485 $286K 0.11% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,476 $284K 0.08% -2,598 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,475 $284K 0.18% +26 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,453 $280K 0.05% +19 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,453 $280K 0.11% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,444 $278K 0.05% +150 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,439 $277K <0.01% new 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,437 $277K 0.05% -308 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,433 $276K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,428 $275K 0.02% +141 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,416 $273K 0.14% -137 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,411 $272K 0.07% -66 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,408 $271K 0.07% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,404 $271K 0.01% 0 13F-HR Timeline Group Goodman Financial Corp More: the full row for Goodman Financial Corp 1,403 $270K 0.05% -10 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,397 $269K 0.2% +91 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,397 $269K 0.01% +91 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,396 $269K 0.01% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,392 $268K 0.16% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,391 $268K 0.03% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,390 $268K 0.03% +105 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,378 $266K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,377 $265K 0.02% -240 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for Horan Securities, Inc. 1,357 $262K 0.09% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,352 $260K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,351 $260K 0.02% -45 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,333 $258K 0.09% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,295 $251K 0.08% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,298 $250K 0.06% +3 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,292 $249K <0.01% 0 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,289 $248K 0.07% -45 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,279 $246K 0.03% +25 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,272 $245K 0.01% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,269 $244K 0.06% +4 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,264 $244K 0.07% -41 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,258 $242K 0.01% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,256 $242K 0.08% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,256 $242K <0.01% -17 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,240 $239K 0.04% +42 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,226 $236K 0.02% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,222 $236K <0.01% +259 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,206 $232K 0.01% +2 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,198 $231K 0.17% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,194 $230K 0.03% 0 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,190 $229K 0.16% +3 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,189 $229K 0.08% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,185 $228K 0.02% +459 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,178 $227K 0.09% -35 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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More: the full row for ORBA Wealth Advisors, L.L.C. 1,061 $204K 0.19% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,033 $204K 0.02% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,059 $204K 0.02% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,058 $204K 0.02% -110 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,054 $203K 0.05% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,051 $203K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,051 $203K 0.09% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,051 $202K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,049 $202K 0.02% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,040 $200K 0.14% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,039 $200K 0.01% -163 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,033 $199K 0.08% -29 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,020 $197K 0.03% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 989 $196K 0.09% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 874 $168K 0.08% -6,560 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 871 $168K <0.01% +81 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 859 $166K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 848 $163K <0.01% -1 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 823 $159K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 772 $149K 0.02% +1 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 736 $142K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 733 $141K <0.01% +14 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 675 $130K 0.02% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 665 $128K 0.02% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 657 $127K <0.01% -3,092 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 615 $118K 0.01% +490 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 609 $117K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 575 $111K <0.01% +275 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 546 $105K 0.09% -159 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 536 $103K <0.01% +111 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 535 $103K <0.01% new 13F-HR Timeline Group North Capital, Inc. 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More: the full row for Evolution Advisers, Inc. 498 $95K 0.05% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 468 $90.2K <0.01% -668 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 461 $88.8K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 451 $86.9K 0.01% -14 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 445 $86K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 441 $85K 0.07% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 437 $84.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 426 $84K 0.02% -209 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 425 $81.9K 0.05% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 413 $79.6K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 400 $77.1K 0.02% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 400 $76K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 394 $75.9K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 374 $72K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 367 $70.8K 0.02% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 366 $70.5K 0.01% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 365 $70.3K 0.06% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 352 $67.8K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 345 $66.5K 0.01% +126 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 337 $65K 0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 332 $64K <0.01% -10 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 332 $63.9K 0.05% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 320 $61.7K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 300 $57.8K <0.01% 0 13F-HR/A Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 300 $57.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 292 $56.3K 0.02% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 279 $53.8K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 276 $53.2K 0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 275 $53K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 270 $52K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 262 $51.8K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 268 $51.6K 0.02% +134 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 266 $51.2K 0.03% +1 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 265 $51.1K 0.04% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 268 $51K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 263 $50.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 263 $50.7K 0.02% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 253 $48.8K 0.04% -49 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 251 $48.4K 0.01% 0 13F-HR Timeline