Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,436 $382K 0.03% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,417 $379K 0.1% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,409 $378K 0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,396 $376K 0.03% +762 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,372 $372K 0.02% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,360 $370K 0.12% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,340 $367K 0.04% -6 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,300 $361K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,297 $361K 0.01% -1,000 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,293 $360K 0.02% +9 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,290 $359K <0.01% 0 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,281 $358K 0.04% +135 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,276 $357K 0.06% +33 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,267 $356K 0.02% -61 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,263 $355K 0.01% -14,020 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,257 $354K 0.01% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 2,237 $351K 0.04% new 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) 2,234 $351K 0.01% +1,392 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,220 $348K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,197 $345K <0.01% +55 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,196 $345K 0.02% -8 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,182 $343K 0.19% -549 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,160 $339K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,151 $338K 0.01% +69 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,130 $334K 0.11% 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,113 $332K 0.06% -79 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,111 $331K 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,101 $331K 0.01% +14 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,106 $331K 0.14% -27 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 2,100 $330K 0.21% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,096 $329K 0.11% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,086 $327K 0.24% +1 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 2,082 $327K 2.82% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,082 $327K 0.03% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,065 $324K 0.14% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,096 $324K 0.04% -53 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,061 $324K 0.02% +11 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,055 $323K 0.1% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,034 $318K 0.07% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,019 $317K 0.04% +9 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,014 $316K 0.01% +1 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,006 $315K 0.08% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,000 $314K 0.82% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $314K 0.03% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,997 $313K 0.01% +302 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,985 $312K 0.01% 0 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 1,959 $308K 0.22% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,948 $306K 0.01% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,948 $306K 0.06% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,940 $305K 0.06% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,900 $298K <0.01% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,894 $297K 0.1% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,880 $295K 0.03% -3 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,860 $292K 0.13% -227 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,848 $290K 0.04% +11 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,835 $288K 0.01% -19 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,817 $285K 0.18% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,805 $283K 0.03% +11 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,797 $282K 0.03% 0 13F-HR/A Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,788 $281K 0.17% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,789 $280K 0.11% -285 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,650 $278K 0.21% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,763 $277K 0.01% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,747 $274K 0.05% +21 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,747 $274K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,746 $274K 0.14% +6 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,745 $274K 0.06% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,742 $273K 0.03% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,739 $273K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,715 $269K <0.01% +32 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,703 $267K 0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,671 $264K 0.02% +9 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 1,678 $263K 0.07% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,674 $263K 0.05% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,665 $261K 0.18% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,656 $260K 0.02% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 1,655 $260K 0.07% +5 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,645 $258K 0.04% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 1,636 $257K 0.04% 0 13F-HR/A Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,617 $254K 0.02% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,604 $252K 0.05% -60 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,563 $245K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,556 $244K 0.04% +2 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,546 $243K 0.01% 0 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,544 $242K 0.29% +8 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,490 $242K 0.01% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,535 $241K 0.02% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,525 $239K 0.03% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 1,500 $235K 0.04% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,500 $235K 0.02% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 1,496 $235K 0.06% +33 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,484 $233K <0.01% -9,282 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,477 $232K 0.14% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,479 $231K <0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,468 $230K 0.01% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,462 $229K 0.01% -92 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,466 $229K 0.02% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,460 $229K <0.01% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 1,455 $228K 0.02% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,450 $228K 0.02% 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 1,450 $228K 0.01% -325 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,448 $227K 0.12% -511 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,446 $227K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,443 $227K 0.03% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,439 $226K 0.08% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,435 $225K <0.01% -3,220 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,426 $224K 0.02% -106 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,399 $220K 0.02% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,390 $218K 0.07% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,390 $218K 0.12% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,384 $217K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,374 $216K <0.01% new 13F-HR Timeline Group Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,365 $214K 0.07% -454 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,359 $213K 0.04% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,354 $213K 0.01% new 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 1,350 $212K 0.13% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,347 $211K 0.01% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,343 $211K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,342 $211K 0.01% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,314 $206K <0.01% new 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,313 $206K 0.07% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,300 $204K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,172 $184K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,136 $177K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,100 $173K 0.06% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,092 $171K <0.01% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,070 $168K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,053 $165K <0.01% -2,299 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,044 $164K 0.02% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 982 $154K 0.07% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 945 $148K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 941 $148K <0.01% -990 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 890 $140K 0.05% +5 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 876 $138K 0.05% -125 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 803 $126K <0.01% +802 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 786 $123K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 767 $120K <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 755 $119K 0.01% +154 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 751 $118K 0.08% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 750 $118K 0.02% -150 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 731 $115K 0.02% +32 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 703 $110K <0.01% 0 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 684 $107K 0.24% +119 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 675 $106K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 675 $106K 0.03% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 648 $102K 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 633 $99.4K <0.01% -45 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 610 $95.8K 0.06% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 594 $93.2K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 569 $89.3K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 553 $86.5K <0.01% +400 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 500 $78.5K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 500 $78.5K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 500 $78.5K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 488 $76K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 460 $72K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 432 $67.8K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 414 $65.1K +106 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 378 $59.3K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 372 $58.4K 0.03% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 346 $54.3K 0.05% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 340 $53.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 338 $53.1K 0.01% -55 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 339 $52.9K 0.02% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 336 $52.7K 0.05% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 325 $51K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 311 $48.8K 0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 300 $46.8K 0.03% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 290 $45.5K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 284 $44.6K 0.01% +24 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 260 $40.8K 0.01% 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 257 $40.3K 0.03% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 243 $38.1K <0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 232 $36.4K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 231 $36.3K <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 230 $36K 0.03% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 214 $33.6K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 208 $33K <0.01% +52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 205 $32.2K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 195 $30.6K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 177 $27.7K 0.01% +13 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 171 $26.8K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 170 $26.7K 0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 169 $26.5K 0.02% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 169 $26.5K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 168 $26K <0.01% +2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 165 $25.9K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 160 $25.1K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 155 $24.3K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 153 $24K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 151 $23.7K <0.01% +22 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 130 $20.5K <0.01% -2,163 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 120 $18.8K <0.01% +11 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 116 $18.2K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 112 $17.5K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 111 $17.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 109 $17.1K <0.01% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 105 $16.5K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $15.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 95 $14.9K <0.01% 0 13F-HR Timeline