Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,822 $596K 0.01% -450 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,787 $594K 0.08% -386 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,666 $593K 0.01% +2,974 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 8,747 $591K 0.22% +2,819 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,745 $591K 0.14% -375 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,722 $589K 0.01% +1,557 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,636 $584K 0.05% +303 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 8,345 $564K 0.04% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,237 $564K 0.01% +1,506 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,280 $560K 0.01% 0 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,216 $555K 0.02% +485 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,210 $555K 0.04% -546 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,210 $555K 0.01% -580 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,168 $552K 0.12% +1,100 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 8,167 $552K 0.49% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,155 $551K 0.01% +1,252 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,130 $549K 0.02% -5,623 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,097 $547K <0.01% 0 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 8,034 $543K <0.01% -14,788 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,840 $530K 0.01% 0 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 7,836 $529K <0.01% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 7,799 $527K 0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,779 $526K 0.02% -155 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,774 $525K <0.01% +1,631 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,711 $521K 0.02% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,654 $517K 0.04% +161 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 7,634 $516K 0.08% +274 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,573 $512K 0.01% +122 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,529 $508K 0.03% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,499 $507K 0.06% -1,477 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,500 $506K 0.16% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 7,484 $506K 0.02% -155 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,426 $502K 0.17% +4,444 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,407 $500K 0.24% -708 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,406 $500K 0.29% -260 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,332 $500K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,362 $497K 0.1% -500 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 7,352 $497K 0.05% -96 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,343 $496K 0.02% +2,954 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,283 $492K 0.01% +118 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 7,188 $486K 0.11% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,187 $486K 0.01% +1,874 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 7,111 $480K 0.36% +97 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,044 $476K <0.01% +3,448 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,975 $471K 0.07% +3 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,959 $470K 0.05% -3,873 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,936 $469K 0.04% +359 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 6,885 $465K <0.01% 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 6,744 $462K 0.17% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,706 $453K 0.1% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,691 $452K <0.01% +169 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,610 $447K 0.07% +15 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,490 $439K 0.03% -48 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,444 $435K 0.01% -1,078 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,418 $433K 0.09% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,393 $432K 0.17% -8 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,297 $425K <0.01% -2,026 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,284 $425K 0.12% new 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 6,271 $424K 0.09% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,221 $420K 0.01% +104 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,216 $420K 0.03% +1,137 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,666 $420K 0.03% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,176 $417K <0.01% +27 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,140 $415K 0.02% -52 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,138 $415K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,083 $411K <0.01% +276 13F-HR Timeline Group National Pension Service More: the full row for National Pension Service 6,083 $411K <0.01% +2,507 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 6,056 $409K 0.28% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 6,000 $405K 0.22% new 13F-HR/A Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,979 $404K 0.05% +127 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,793 $391K 0.01% -832 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,774 $390K 0.02% +4 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,674 $389K 0.04% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,741 $388K 0.02% -549 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 5,700 $385K 0.04% -8 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,660 $382K 0.06% -199 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,658 $382K 0.01% +82 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 5,645 $381K <0.01% 0 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,634 $381K 0.27% +80 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,614 $379K 0.01% new 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 5,576 $377K 0.24% -4,265 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,575 $377K <0.01% -145 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,569 $376K 0.07% -93 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,546 $375K 0.04% -148 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 5,464 $369K <0.01% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 5,494 $367K 0.2% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,885 $367K 0.14% +2,715 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,415 $366K <0.01% -54 13F-HR/A Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,407 $365K 0.02% -73 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,390 $364K 0.19% -1,732 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,357 $362K 0.08% -559 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,317 $359K <0.01% -383 13F-HR/A Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,289 $357K 0.03% -74 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,282 $357K 0.03% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,271 $356K 0.04% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 5,233 $354K 0.04% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,183 $350K 0.14% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,141 $348K <0.01% -1 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,090 $344K 0.1% +7 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,045 $341K 0.16% -49 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,032 $340K 0.1% +24 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,983 $337K 0.08% +14 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,973 $336K 0.07% -286 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,971 $336K <0.01% -116 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,895 $331K 0.05% -11 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,887 $330K 0.01% +479 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,857 $328K +1,609 Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,803 $325K 0.18% +67 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,762 $322K 0.01% +559 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,762 $322K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,707 $318K 0.07% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,695 $317K 0.01% +2 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,618 $312K 0.2% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,517 $305K 0.02% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,500 $304K 0.05% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,492 $304K 0.01% 0 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,480 $303K 0.02% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,461 $301K 0.01% +1,078 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,460 $301K <0.01% -124 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 4,437 $300K 0.01% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,426 $299K 0.07% -84 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,409 $298K 0.04% -377 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,407 $298K <0.01% -312 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,356 $294K 0.15% +523 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,355 $294K <0.01% +63 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,342 $293K 0.01% +63 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,327 $292K 0.12% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,309 $291K 0.01% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,289 $290K <0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,253 $287K <0.01% +46 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,257 $286K 0.03% -25 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,218 $285K 0.1% +39 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,206 $285K 0.03% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,176 $284K 0.03% -51 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,296 $284K 0.01% +559 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,149 $280K <0.01% -9,919 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,091 $276K 0.07% +2 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,073 $275K 0.02% -208 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,068 $275K 0.02% new 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,992 $273K 0.02% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,001 $270K 0.01% +714 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,001 $270K 0.02% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 4,000 $270K 0.02% -3,500 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,988 $269K <0.01% -1,576 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,980 $269K 0.05% -12 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,951 $267K <0.01% +31 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,950 $267K <0.01% +245 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,924 $265K 0.02% -47 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,907 $264K 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,900 $264K 0.02% 0 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 3,862 $261K 0.13% +54 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 3,856 $261K 0.12% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,828 $259K <0.01% +268 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,814 $258K <0.01% -792 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,796 $256K 0.02% +2 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,784 $256K <0.01% -38 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,777 $255K 0.03% +16 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,770 $255K 0.06% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,709 $254K 0.1% -503 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,753 $254K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,747 $253K 0.02% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,725 $252K 0.05% -300 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,710 $251K 0.15% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,655 $250K 0.12% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,696 $250K 0.04% +20 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,672 $248K <0.01% -190 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,664 $248K <0.01% +1,194 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,649 $247K 0.03% +2 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,643 $246K <0.01% -72 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,627 $245K <0.01% 0 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,602 $243K 0.03% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,588 $242K 0.03% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,558 $240K <0.01% +19 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,536 $239K 0.02% -2,243 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,495 $236K 0.03% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,445 $233K 0.05% +103 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 3,434 $232K 0.57% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,407 $232K <0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,420 $231K 0.03% -428 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 3,420 $231K 0.11% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,410 $230K 0.01% -400 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,403 $230K <0.01% +75 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,406 $230K 0.02% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,400 $230K 0.06% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,398 $230K 0.02% +32 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,370 $228K 0.09% -537 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,370 $228K 0.01% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 3,352 $226K 0.12% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,345 $226K 0.01% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,305 $223K 0.14% -94 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,300 $223K 0.01% -913 13F-HR/A Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,300 $223K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,249 $220K <0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,161 $214K 0.01% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,156 $213K 0.01% -818 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,140 $212K <0.01% -48,095 13F-HR Timeline MOTCO More: the full row for MOTCO 3,139 $212K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,120 $211K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,132 $210K 0.01% -755 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,090 $209K 0.01% -579 13F-HR Timeline Group