Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 10,212 $1.07M 0.81% +58 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10,162 $1.07M 0.1% -4,127 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 10,080 $1.06M 0.27% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,933 $1.04M 0.14% +367 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,900 $1.04M 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9,852 $1.03M 0.26% -504 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 9,488 $996K 0.08% -999 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 9,194 $965K 0.34% +808 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,033 $948K 0.02% -162 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,030 $948K <0.01% +1,161 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 8,867 $931K <0.01% -852 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,688 $912K 0.03% +4,755 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,597 $902K 0.1% +422 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,962 $836K 0.28% +253 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,731 $811K 0.08% -197,732 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 7,688 $807K 0.32% +3,844 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,508 $790K 0.62% -14 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,502 $787K 0.05% -72 13F-HR Timeline Symphony Financial Services, Inc. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 6,980 $733K 0.16% -48 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 6,974 $732K 0.41% -208 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,967 $731K 0.02% -1,725 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 6,967 $731K 0.52% +668 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 6,912 $725K 0.05% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,849 $719K <0.01% +6,315 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,788 $712K 0.01% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,561 $689K 0.29% +19 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,502 $682K 0.43% -433 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,402 $672K 0.27% +1,018 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,272 $658K 0.05% +101 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,236 $655K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,200 $651K 0.04% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,131 $644K 0.04% +187 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,104 $641K 0.02% -45 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Baird Financial Group, Inc. 4,822 $506K <0.01% new 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 4,793 $503K 0.25% -3,225 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,809 $495K 0.02% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,699 $493K 0.01% +260 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,675 $490K <0.01% new 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 4,657 $489K 0.06% -1,577 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,604 $483K 0.01% +4,123 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,584 $481K 0.01% +622 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,555 $478K 0.07% -395 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,505 $473K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,477 $470K 0.01% -16 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,427 $462K 0.03% -126 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,382 $460K 0.01% -182 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 4,343 $456K 0.34% -846 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,275 $449K 0.19% 0 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for OMNI 360 Wealth, Inc. 3,866 $406K 0.23% -462 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,862 $405K 0.03% +444 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 3,855 $405K 0.21% -374 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,822 $401K 0.11% +1,170 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,821 $401K <0.01% -3,593 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,789 $398K 0.31% +61 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,733 $392K 0.1% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,730 $391K 0.5% +1,045 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 3,613 $379K 0.13% -181 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,569 $375K 0.04% +4 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,527 $370K <0.01% -13,689 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,513 $369K 0.3% -1,379 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,448 $362K <0.01% -50 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,434 $360K <0.01% -35,078 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,379 $355K 0.13% -507 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,370 $354K <0.01% -721 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,686 $353K 0.04% new 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Bedel Financial Consulting, Inc. 2,535 $266K 0.03% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,526 $265K 0.1% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,487 $261K <0.01% -875 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,463 $258K 0.01% +108 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,432 $255K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,400 $252K 0.01% -1,203 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,334 $245K 0.02% -1,290 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,304 $242K 0.01% +24 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,300 $241K 0.07% -151 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,300 $241K 0.18% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,295 $241K 0.12% -8,474 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,256 $237K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,188 $230K 0.1% -1,623 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,157 $226K 0.02% -481 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,146 $225K 0.04% 0 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 2,130 $224K 0.15% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,092 $220K 0.07% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,049 $215K <0.01% new 13F-HR/A Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,048 $215K 0.11% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,000 $210K 0.01% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,000 $210K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,000 $210K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,998 $210K 0.02% -816 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,989 $209K 0.02% -74 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,984 $208K 0.06% -214 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,983 $208K 0.1% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,945 $204K <0.01% -3,684 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,922 $202K <0.01% new 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,604 $168K 0.07% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,539 $162K 0.01% -442 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,446 $152K <0.01% +964 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,355 $142K <0.01% +77 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,291 $136K 0.01% -36,303 13F-HR Timeline Group Pinnacle Bancorp, Inc. 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More: the full row for Sunbelt Securities, Inc. 520 $54.6K <0.01% -1,706 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 475 $50K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 451 $47K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 447 $46.9K 0.05% -17 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for HAZLETT, BURT & WATSON, INC. 259 $27K 0.01% +145 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 252 $26.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 209 $21.9K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $21K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 200 $21K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 171 $17.9K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 156 $16.4K <0.01% +60 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 150 $15.7K <0.01% -39 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 147 $15.4K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 140 $14.7K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 136 $14.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 130 $13.6K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 120 $12.6K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 110 $11.5K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 108 $11.3K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 86 $9K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 70 $7.31K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 68 $7.14K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 56 $5.88K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 55 $5.77K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 54 $5.67K <0.01% -10 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 37 $3.89K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 37 $3.88K <0.01% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 36 $3.78K <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 31 $3.28K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. 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