RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,357 $815K 0.41% -524 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,257 $809K 0.04% +2,701 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 13,856 $787K 0.09% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,858 $787K 0.03% +44 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,738 $779K <0.01% -461,789 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,713 $778K 0.02% +2,729 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,652 $775K 0.05% -1,253 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 13,650 $775K 0.06% +1,312 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,541 $769K 0.03% -893 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,429 $762K +5,812 Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,348 $758K 0.05% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 12,250 $757K 0.07% -3,535 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,321 $756K 0.01% +9,041 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,274 $754K 0.08% -49 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,112 $744K 0.1% -507 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,020 $739K 0.03% +422 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,720 $723K 0.02% -3,977 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 12,542 $712K 0.28% -460 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,419 $705K 0.02% -579 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,986 $704K 0.02% +421 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 12,393 $704K 0.37% -693 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,285 $697K 0.04% -1,329 13F-HR/A Timeline Group Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 12,291 $697K 0.35% -643 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 12,244 $697K 0.38% +530 13F-HR/A Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 12,229 $694K 0.73% 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 12,164 $691K +5,434 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,108 $687K 0.01% -64 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,108 $687K 0.02% +1,519 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 12,044 $684K 0.04% 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. 12,004 $681K <0.01% -1,502 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,956 $679K 0.04% -669 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,808 $670K 0.07% +685 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,775 $668K 0.05% -617 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,754 $667K 0.06% +176 13F-HR/A Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 11,711 $665K 0.09% -1,326,921 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,694 $660K 0.09% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,373 $646K 0.01% -526 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,369 $645K <0.01% -30 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 11,344 $644K 0.24% -2,431 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 11,247 $638K 0.11% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,196 $636K 0.14% -3,972 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 11,065 $628K 0.12% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 10,731 $609K 0.31% +424 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,715 $608K 0.04% -330 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,598 $602K 0.11% +120 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,594 $601K 0.07% -3,857 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,547 $599K 0.25% -323 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 10,491 $596K 0.15% -731 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,433 $592K 0.04% -11,617 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,405 $591K 0.01% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 10,141 $576K 0.16% -2,691 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 10,110 $574K 0.02% -1,591 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 10,100 $573K <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,001 $568K 0.22% 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 9,580 $544K 0.43% +93 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 9,523 $541K 0.44% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,520 $540K 0.11% -3,515 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 9,058 $514K 0.33% +147 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 8,972 $509K 0.01% -205 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,877 $504K 0.03% +3,041 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,742 $496K 0.01% +101 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,740 $496K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,732 $496K 0.03% -9 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,727 $495K 0.21% -772 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 8,689 $493K 0.33% -5,237 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,687 $493K 0.02% -1,580 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,615 $489K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,592 $488K 0.05% +5,785 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,499 $482K 0.05% +369 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,456 $480K 0.01% -1,094 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,445 $479K 0.02% -1,783 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 8,421 $478K 0.15% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 8,394 $477K 0.07% -35 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,304 $471K 0.02% +482 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,291 $471K <0.01% new 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 8,244 $468K 0.09% -51 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,186 $465K 0.02% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 8,166 $464K 0.08% -672 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,156 $463K 0.15% +596 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,145 $462K 0.03% +7,105 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 8,090 $459K 0.29% +7,289 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 8,064 $458K 0.11% -127 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,059 $458K 0.02% +931 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,471 $454K 0.07% -2,187 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,887 $448K 0.12% -355 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,751 $440K 0.2% +44 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 7,731 $439K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,642 $434K 0.22% +3,083 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 7,604 $432K 0.32% 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,608 $432K 0.24% -398 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 7,802 $428K 0.35% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,461 $424K 0.03% -1,840 13F-HR Timeline Group Trust Co More: the full row for Trust Co 7,427 $422K 0.05% -489 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,338 $417K 0.07% -77 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 7,280 $413K 0.24% -398 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 7,183 $408K 0.07% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,150 $406K 0.01% -1,486 13F-HR Timeline Group CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 7,112 $404K 0.38% -1,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,024 $404K 0.01% -294 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,920 $393K 0.07% -1,122 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,917 $393K 0.02% -917 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,801 $386K 0.09% -400 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,776 $385K 0.08% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,705 $381K 0.01% +2,316 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,701 $380K 0.12% -201 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,629 $376K <0.01% -1,948 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,607 $375K 0.06% +4 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,579 $374K 0.01% +4,150 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,571 $373K 0.15% -769 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,546 $372K 0.01% -13,815 13F-HR Timeline Group Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 6,497 $369K 0.24% -4,433 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 6,448 $366K 0.02% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,320 $364K 0.06% -1,296 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,379 $362K 0.01% +3,125 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,253 $359K 0.36% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 6,194 $352K 0.2% -3,285 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,194 $352K 0.08% -1,121 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,189 $351K 0.12% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,177 $351K 0.03% -3,213 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,150 $349K 0.02% -410 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,112 $347K 0.14% -62,411 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 6,063 $344K 0.29% -623 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 5,980 $339K 0.56% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,831 $331K 0.02% -53 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,800 $329K 0.12% -1,375 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,724 $325K 0.04% -650 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,710 $324K 0.09% -113 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,709 $324K 0.02% -252 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,611 $319K 0.07% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,599 $318K 0.01% -2,769 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,593 $317K 0.05% -85 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 5,230 $313K 0.13% -61 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 5,501 $312K 0.14% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,472 $311K 0.04% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,455 $310K 0.14% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,454 $310K 0.04% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,364 $304K 0.13% -1,156 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,306 $301K <0.01% -844 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 5,294 $301K 0.13% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,282 $300K 0.05% -2,585 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,279 $300K 0.33% -497 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,201 $295K <0.01% -164 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,119 $295K 0.03% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,169 $293K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,121 $291K 0.11% -406 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,117 $290K 0.03% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,057 $287K 0.03% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,016 $285K 0.63% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,992 $283K 0.01% -1,509 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,944 $281K 0.16% -814 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,841 $275K 0.03% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,741 $269K 0.04% -833 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,722 $268K 0.05% -122 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,721 $268K 0.03% -2,976 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,697 $267K 0.25% 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,664 $265K 0.09% -2,669 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 4,629 $263K 0.08% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,591 $261K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,568 $259K 0.02% -879 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,560 $259K <0.01% -1,538 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,528 $257K 0.02% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,518 $257K 0.15% -207 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,501 $256K <0.01% -930 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,461 $253K 0.05% 0 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,450 $253K 0.08% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,375 $248K <0.01% +1,588 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,341 $246K 0.02% -1,876 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,336 $246K 0.05% -482 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,279 $243K <0.01% +44 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 4,264 $242K 0.2% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,219 $240K <0.01% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,199 $238K 0.13% -747 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,188 $238K 0.02% -182 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,081 $232K 0.05% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,067 $231K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,057 $230K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,055 $230K 0.03% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,000 $227K 0.19% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,985 $226K 0.02% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,959 $225K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,956 $225K <0.01% +312 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,955 $225K <0.01% +690 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,948 $224K 0.12% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,947 $224K 0.05% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,941 $224K 0.06% -730 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,922 $223K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,888 $221K 0.02% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,879 $220K 0.04% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,875 $220K 0.02% new 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,873 $220K 0.03% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,872 $220K 0.01% -934 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,846 $219K 0.12% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,806 $216K 0.12% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,775 $214K 0.15% -1,226 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,709 $211K 0.09% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,701 $210K 0.05% new 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 3,662 $208K 0.13% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,640 $207K 0.02% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,587 $204K 0.18% 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 3,235 $203K 0.05% 0 13F-HR Timeline