Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,983 $1.39M 0.01% new 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 14,600 $1.35M 0.85% +7,371 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 14,714 $1.33M 0.3% +2,454 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 14,337 $1.33M 0.49% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,892 $1.28M 0.03% -523 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 13,646 $1.26M 0.42% +6,992 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 13,566 $1.25M 0.27% -415 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,488 $1.25M 0.01% +5 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 13,391 $1.24M 0.17% +13,255 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 13,388 $1.24M 0.71% -2,030 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 13,370 $1.24M 0.48% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,330 $1.23M 0.02% +4,419 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 13,175 $1.22M 0.08% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,172 $1.22M 0.08% +145 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 13,114 $1.21M 0.58% -77 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 12,715 $1.18M 0.97% +397 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 12,379 $1.14M 0.41% +48 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,393 $1.12M 0.22% +894 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,071 $1.12M 0.03% +5,395 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 12,050 $1.11M 0.35% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 12,006 $1.11M 0.34% -810 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 11,836 $1.09M 0.93% -292 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11,790 $1.09M 0.83% +360 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,788 $1.09M 0.06% +1,813 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,578 $1.07M 0.14% +706 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,428 $1.06M 0.06% -2,877 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 11,333 $1.05M 0.04% +29 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 11,304 $1.04M 0.34% -897 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,298 $1.04M 0.43% +491 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 11,283 $1.04M 0.23% -161 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 11,169 $1.03M 0.99% -1,640 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,079 $1.02M 0.25% -2,137 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 11,005 $1.02M 0.14% +343 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 10,910 $1.01M 0.13% +1,610 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,838 $1M 0.11% +3,391 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,520 $973K 0.13% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,520 $973K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,477 $969K 0.04% +4,935 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 10,250 $948K 0.11% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,193 $943K 0.04% +6,842 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,147 $938K 0.01% 0 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,105 $934K 0.06% -857 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 10,073 $931K 0.16% -823 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,987 $924K 0.01% +2,742 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 9,921 $917K 0.25% -81 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,708 $891K 0.04% +1,961 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,287 $859K 0.03% 0 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,259 $856K 0.51% -2,147 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 9,153 $846K 0.64% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,145 $846K 0.02% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 9,063 $838K 0.29% +393 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,884 $821K 0.01% -5,962 13F-HR Timeline EQ LLC More: the full row for EQ LLC 8,831 $817K 0.38% +74 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,988 $813K 0.02% 0 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 8,743 $808K 0.38% -66 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,706 $805K 0.08% +2,742 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,919 $803K 0.88% +139 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,363 $773K <0.01% -4,880 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 8,322 $770K 0.01% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 8,300 $768K <0.01% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,266 $764K 0.08% +1,175 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,161 $755K 0.01% +1,896 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,064 $746K 0.77% -2,297 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,011 $741K 0.01% +1,332 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,515 $695K 0.25% -41 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,486 $692K <0.01% +531 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 7,369 $681K 0.02% -2 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 7,281 $673K 0.7% -5,165 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 7,125 $659K 0.28% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,077 $654K 0.05% -251 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 7,017 $649K 0.12% -578 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,990 $646K <0.01% +4,082 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,845 $633K 0.15% -505 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,821 $631K 0.12% +2,595 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,801 $629K 0.04% +897 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,797 $629K 0.07% +1,286 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,761 $625K 0.06% +3,295 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,628 $613K <0.01% +1,420 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,625 $613K 0.06% -5,015 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,575 $608K 0.05% -955 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 6,541 $605K 0.31% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 6,527 $604K 0.15% +2,936 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,499 $601K 0.15% -230 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,384 $590K 0.31% +618 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 6,172 $571K 0.11% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,126 $554K 0.36% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,996 $554K 0.54% +290 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 5,937 $549K 0.22% -841 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,912 $547K <0.01% -4,910 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 5,846 $541K 0.15% +64 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,655 $523K 0.03% -183 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5,535 $512K 0.32% +146 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,525 $511K 0.03% -3,650 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 5,518 $510K 0.48% -6 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,422 $501K 0.29% -250 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 5,409 $500K 0.28% new 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 5,355 $495K 0.24% -274 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,332 $493K 0.04% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,308 $491K 0.16% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,190 $480K 0.15% +51 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,145 $476K 0.02% +576 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,030 $465K <0.01% +1,275 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,000 $462K 0.27% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 4,963 $459K 0.46% +610 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,825 $446K 0.07% +2,270 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 4,768 $441K 0.31% +5 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,740 $438K <0.01% -1,305 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,648 $430K 0.21% -19 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,635 $429K 0.01% -1,833 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,708 $427K 0.19% -625 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,529 $419K 0.17% -67,226 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,525 $418K 0.03% +2,233 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,507 $417K 0.07% +85 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,467 $413K 0.04% +1 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,394 $406K 0.06% -437 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,331 $401K <0.01% -3,676 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,270 $395K 0.04% -975 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 4,249 $393K 0.35% -330 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,125 $381K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,108 $380K 0.08% +1,428 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,074 $377K 0.01% +714 13F-HR Timeline Group ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 4,052 $375K 0.2% -1,291 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,050 $375K 0.03% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,037 $373K <0.01% -652 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,026 $372K 0.04% +496 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,017 $371K 0.06% -1,662 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,000 $370K 0.07% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,934 $364K 0.07% +276 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,926 $363K 0.11% -808 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,877 $359K 0.03% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,808 $352K 0.19% +1,398 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,827 $347K 0.01% -84 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,578 $331K 0.05% -516 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,565 $330K 0.05% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,552 $328K <0.01% +34 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,519 $325K 0.01% -1,570 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,518 $325K 0.01% +700 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,514 $325K 0.01% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 3,500 $324K 0.2% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,479 $322K 0.01% -65 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,462 $320K 0.06% +718 13F-HR/A Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,447 $319K 0.09% -88 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,392 $314K 0.03% -17 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,355 $310K <0.01% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,317 $307K 0.12% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,305 $306K 0.02% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,231 $299K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,214 $297K 0.02% -390 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,214 $297K 0.06% -390 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,180 $294K <0.01% new 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,090 $286K 0.12% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,062 $283K 0.04% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,975 $275K 0.24% +650 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 2,912 $269K 0.06% +36 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,907 $269K 0.04% +33 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,852 $264K 0.04% -467 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,848 $263K 0.01% +104 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,839 $263K 0.03% -2,650 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,832 $262K 0.02% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,815 $260K 0.05% +35 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,800 $259K 0.02% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,741 $253K 0.12% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,738 $253K 0.01% +5 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,720 $252K 0.07% -31 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,691 $248K 0.1% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,666 $247K <0.01% +305 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,665 $246K 0.07% -104 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,590 $239K 0.04% 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 2,580 $238K 0.04% +2 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,500 $231K 0.05% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 2,490 $230K 0.09% -25 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 2,478 $229K 0.1% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,423 $224K 0.02% +100 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,417 $223K 0.02% -3,096 13F-HR/A Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 2,402 $222K 0.11% -443 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,399 $222K 0.05% +1 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,300 $213K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,268 $210K 0.01% +3 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,255 $209K 0.01% new 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,253 $208K <0.01% new 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,223 $206K 0.04% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,223 $206K 0.16% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,177 $201K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,078 $192K 0.01% -1,180 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,066 $191K 0.05% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,903 $176K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,746 $161K <0.01% new 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,742 $161K 0.07% +32 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,598 $148K 0.01% +6 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,584 $146K 0.08% +1,508 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,503 $139K 0.06% -398 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,311 $121K <0.01% +274 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,153 $107K 0.05% -565 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 971 $89.8K <0.01% -203 13F-HR Timeline Pinnacle Bancorp, Inc. 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