TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,776 $566K 0.05% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 13,484 $554K 0.27% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 13,405 $550K 0.14% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,351 $548K 0.04% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 13,117 $539K 0.24% new 13F-HR/A Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 13,006 $534K 0.33% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 12,998 $534K 0.11% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 12,451 $511K 0.34% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 12,235 $502K 0.11% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 12,200 $501K 0.32% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,165 $499K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,919 $489K 0.01% new 13F-HR Timeline CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 11,510 $473K 0.12% new 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,508 $473K 0.15% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 11,390 $468K 0.54% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 10,750 $441K 0.16% +300 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,740 $441K 0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,738 $441K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,664 $438K 0.03% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,461 $430K 0.1% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,424 $428K 0.03% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,394 $427K 0.24% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 10,389 $427K 0.16% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,391 $426K 0.13% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,292 $423K 0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 10,065 $413K 1.89% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 9,870 $405K 0.43% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,694 $398K 0.01% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,690 $398K 0.2% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,675 $397K <0.01% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 9,309 $382K 0.11% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 9,083 $373K 0.18% new 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 8,405 $370K 0.05% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,962 $368K 0.28% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,955 $368K 0.05% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,918 $366K 0.05% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,746 $359K 0.06% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 8,500 $349K 0.02% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 8,287 $340K 0.09% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,218 $337K 0.01% new 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,861 $328K 0.05% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,812 $321K 0.17% new 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,564 $316K 0.27% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 7,645 $314K <0.01% new 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 7,645 $314K 0.16% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,588 $312K 0.01% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,441 $306K 0.07% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,180 $295K 0.03% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,149 $294K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,144 $293K 0.03% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,960 $286K 0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,863 $282K 0.16% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,720 $276K 0.08% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 6,632 $272K 0.27% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,603 $271K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,559 $269K 0.01% new 13F-HR/A Timeline Group Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 5,726 $268K 0.4% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 6,494 $267K 0.18% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 6,386 $262K 0.08% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,166 $253K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6,112 $251K 0.08% new 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 6,002 $246K 0.19% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,656 $232K 0.15% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,632 $231K <0.01% new 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 5,616 $231K 0.05% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 5,612 $230K 0.08% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,598 $230K 0.04% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,058 $229K 0.06% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,562 $228K 0.01% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,552 $228K 0.41% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,369 $220K 0.09% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,712 $213K 0.03% new 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 3,701 $186K 0.12% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,873 $159K 0.01% new 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,068 $126K 0.04% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,833 $116K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,714 $111K <0.01% +2,331 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2,021 $83K 0.12% 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,702 $69.9K 0.02% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,586 $65.1K 0.02% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,586 $65.1K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,423 $58.4K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,352 $55.5K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 982 $40.3K 0.04% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 950 $38.2K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 817 $33.5K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 792 $32.5K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 719 $29.5K <0.01% new 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 670 $27.5K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 538 $22.1K 0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 445 $18.3K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 443 $18.2K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 425 $17.5K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 413 $17K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 331 $13.6K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 140 $5.75K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 127 $5.21K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 121 $4.97K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 97 $3.98K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 61 $2.5K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 60 $2.46K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 44 $1.81K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 34 $1.4K <0.01% new 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 26 $1.07K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16 $656 <0.01% new 13F-HR Timeline