Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 13,839 $1.02M 0.46% -746 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,800 $1.02M 0.03% +698 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 13,796 $1.01M 0.06% -964 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,765 $1.01M 0.04% -1,172 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 13,747 $1.01M 0.31% +418 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 13,634 $1M 0.12% -11,461 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,555 $998K 0.03% +3,682 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 13,553 $998K 0.3% +831 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for Jackson, Grant Investment Advisers, Inc. 12,395 $913K 0.3% +4,111 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 12,274 $904K 0.63% +385 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,240 $901K 0.11% +1,900 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 12,227 $900K 0.56% -9,993 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,181 $897K 0.42% +17 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 12,160 $895K +3,872 Timeline Verum Partners LLC More: the full row for Verum Partners LLC 12,117 $892K 0.17% +4,601 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 12,095 $891K 0.67% -445 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 12,092 $890K 0.25% -4,182 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,074 $889K 0.07% +940 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 11,996 $883K 0.35% -233 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,984 $883K 0.15% -599 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 11,939 $879K 0.21% +6,876 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 11,928 $878K 0.02% new 13F-HR/A Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 11,884 $875K 0.43% -609 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 11,817 $870K 0.44% 0 13F-HR Timeline FWG Investments, LLC. 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More: the full row for Disciplined Investors, L.L.C. 11,725 $863K 0.51% -140 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 11,719 $863K 0.09% -253 13F-HR Timeline Group Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 11,716 $863K 0.75% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 11,701 $862K 0.57% +733 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,694 $861K 0.17% -3,055 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,687 $861K 0.03% -211 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 11,626 $856K 1.26% -12,677 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,604 $855K 0.04% +1,598 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 11,500 $847K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11,477 $845K 0.28% -1,367 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 11,475 $845K 0.38% +3,033 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 11,429 $842K 0.16% -544 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,417 $841K 0.09% +2,174 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,414 $841K 0.11% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,406 $840K 0.1% +3,296 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 11,340 $835K 0.28% -2,011 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,280 $831K 0.02% -65 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 11,279 $831K 0.75% -428 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 11,268 $830K 0.29% +151 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,056 $814K 0.02% +65 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,024 $812K 0.25% -15 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,993 $810K 0.1% +967 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,947 $806K 0.48% +668 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,939 $806K 0.25% +946 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 10,768 $793K 0.16% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,756 $792K 0.01% -2,113 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,707 $788K 0.19% +269 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 10,688 $787K 0.75% +3 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,682 $787K 0.36% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,655 $785K 0.1% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,622 $782K 0.22% -54 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,449 $769K 0.46% +231 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 10,338 $761K 0.44% +135 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,297 $758K 0.22% -1,834 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 10,218 $752K 0.53% +353 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,196 $751K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,173 $749K 0.01% +4,986 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,172 $749K 0.11% +261 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,148 $747K 0.29% +3,110 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,121 $745K 0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,084 $740K 0.04% -5,866 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10,014 $737K 0.08% +4,653 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,990 $736K 0.1% -1,309 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,934 $732K 0.05% -2,386 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,914 $730K 0.02% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,868 $727K 0.04% -1,075 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,864 $726K 0.03% +708 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,847 $725K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 9,807 $722K 0.23% +1,301 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 9,807 $722K 0.75% +1,343 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,786 $722K 0.08% +176 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,821 $722K 0.05% -800 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,769 $719K 0.03% -4,203 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 9,755 $718K 0.14% -132 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 9,742 $717K 0.12% +399 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 9,685 $713K 0.3% -48 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 9,684 $713K 0.59% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9,681 $713K 0.45% +602 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 9,670 $712K 0.61% -57,609 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 9,651 $711K 1.03% -164 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 9,646 $710K 0.26% -3 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,595 $707K 0.4% -9,684 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 9,525 $701K 0.17% +27 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,491 $699K 0.05% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,467 $697K 0.27% -6,848 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,456 $696K 0.11% +540 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,433 $695K 0.31% +112 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 9,380 $691K 0.66% +6 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,378 $691K 0.43% +890 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 9,367 $690K 0.08% -1,898 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,355 $689K 0.16% -8 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Cordant, Inc. 9,206 $678K 0.28% +1,964 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 9,159 $674K 0.54% +4,381 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,125 $672K 0.08% +1,413 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 9,123 $672K 0.42% -15,194 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,111 $671K 0.24% +105 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 9,096 $670K 0.15% -699 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,040 $666K <0.01% new 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 8,984 $662K 0.14% +449 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,951 $659K 0.09% +843 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 8,950 $659K 0.08% +4,000 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,954 $658K 0.29% +51 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8,931 $658K 0.05% +1,901 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8,910 $656K 0.48% -571 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,892 $655K <0.01% +1,687 13F-HR Timeline Group Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 8,845 $651K 0.23% +1 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,841 $651K 0.34% -185 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 8,794 $648K 0.46% +251 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 8,792 $647K 0.54% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,783 $647K 0.06% +3,457 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,782 $647K 0.14% -3,309 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,726 $643K 0.01% +253 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,700 $641K 0.04% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,689 $640K 0.05% +2,196 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 8,661 $638K 0.06% +1,056 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 8,661 $638K 0.07% -16,034 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 8,631 $636K 0.26% -2,618 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,612 $634K 0.02% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,609 $634K 0.12% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,525 $628K 0.29% +2,484 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,468 $625K 0.02% +5,505 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 8,475 $622K 0.23% +125 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,433 $621K 0.01% +596 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 8,421 $620K 0.04% -123 13F-HR/A Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 8,402 $619K 0.31% +151 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,400 $619K 0.01% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 8,357 $615K <0.01% +703 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,348 $615K 0.02% +1,430 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 8,317 $612K 0.14% -74,888 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,297 $611K 0.12% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,277 $610K 0.29% -688 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 8,264 $609K 0.24% -4,127 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 8,263 $608K 0.43% -500 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8,233 $606K 0.33% -272 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 8,207 $604K 0.58% +821 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,203 $604K 0.23% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,165 $601K 0.04% -652 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,157 $601K 0.17% +428 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 8,134 $599K 0.44% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,129 $599K 0.22% +400 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,109 $597K 0.1% +3,007 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8,104 $597K 0.44% +1,500 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,099 $596K <0.01% -1,101 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 8,046 $593K 0.27% -38 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,023 $591K 0.11% -5,463 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 8,004 $589K 0.66% -85 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,003 $589K <0.01% -22 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,994 $589K 0.16% +497 13F-HR Timeline Hopwood Financial Services, Inc. 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More: the full row for RS CRUM INC. 7,774 $572K 0.11% new 13F-HR Timeline