SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,357 $261K 0.01% new 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 2,347 $260K 0.17% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,333 $258K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,317 $257K 0.09% +62 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,283 $253K 0.05% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,280 $253K 0.03% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,231 $247K 0.06% -995 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,207 $245K 0.01% -2,200 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,205 $244K 0.08% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,189 $242K 0.02% +96 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,186 $242K 0.02% +82 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,168 $240K 0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,164 $240K 0.06% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,131 $236K <0.01% new 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,100 $233K 0.03% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,096 $232K 0.03% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,011 $223K 0.1% -198 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,000 $222K <0.01% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,000 $222K 0.03% new 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 2,000 $222K 0.14% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,987 $220K 0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,971 $218K 0.06% -519 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,927 $213K <0.01% +1,322 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,925 $213K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,856 $206K 0.03% -496 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,678 $186K 0.03% +488 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,649 $183K 0.1% +468 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,588 $176K <0.01% +276 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 1,299 $144K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,252 $139K 0.03% +1,127 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,179 $131K 0.07% +728 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,112 $123K 0.03% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,109 $123K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,100 $122K 0.03% -600 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,043 $114K <0.01% +1,034 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 987 $109K 0.05% -20 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 967 $107K 0.07% +152 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 927 $105K 0.01% +90 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 800 $88.6K <0.01% -83 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 784 $86.9K 0.09% +73 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 700 $77.5K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 698 $77.3K 0.02% -37 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 692 $76.7K 0.08% +70 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 655 $72.6K 0.03% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 645 $71.5K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 583 $64.6K 0.01% -102 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 510 $57K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 509 $56.4K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 495 $54.8K 0.16% -11,455 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 492 $54.5K 0.01% +177 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 469 $52K 0.01% +241 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 444 $49.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 437 $46.3K <0.01% -107 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 385 $42.6K 0.02% +185 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 384 $42.6K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 345 $38.2K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 337 $37.3K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 330 $36.6K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 310 $34.3K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 309 $34.2K 0.01% -129 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 288 $31.9K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 256 $28.4K 0.02% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 219 $27.1K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 231 $25.6K <0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 229 $25.4K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 223 $24.7K <0.01% +1 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 175 $23.3K 0.01% +57 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 189 $20.9K <0.01% -1,593 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 170 $18.8K <0.01% +155 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 147 $16.3K <0.01% 0 13F-HR/A Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 143 $15.8K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 140 $15.5K <0.01% +44 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 119 $13.2K <0.01% +88 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 117 $13K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 103 $11.4K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 103 $11.4K <0.01% -60 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 100 $11.4K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 101 $11.2K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 100 $11.1K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 98 $10.9K <0.01% 0 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 92 $10.2K <0.01% new 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 100 $9.67K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 70 $7.76K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 67 $7.42K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 56 $6.2K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 52 $5.76K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 50 $5.54K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 46 $5.1K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 46 $5K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 44 $4.88K <0.01% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 41 $4.5K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 34 $3.77K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 22 $2.44K <0.01% -201 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 9 $997 <0.01% -282 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 3 $333 <0.01% 0 13F-HR Timeline