Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 60,498 $2.54M 1.5% -1,851 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 59,956 $2.52M 0.56% +5,565 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 58,690 $2.47M 2.21% +5,677 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,651 $2.35M 0.03% +29,672 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 54,216 $2.28M 1.38% -17,263 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 54,071 $2.27M 0.7% +8,449 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 53,974 $2.27M 1.44% +3,192 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 52,609 $2.21M 1.75% +7,546 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 52,195 $2.2M 0.59% +8,253 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 51,834 $2.18M 1.08% +746 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 49,703 $2.09M 0.51% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 47,639 $2M 1.54% +22,299 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 46,404 $1.95M 0.29% +370 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 45,450 $1.91M 0.86% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,189 $1.9M 0.02% +6,966 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 42,571 $1.79M 0.1% +6,042 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 42,417 $1.78M 0.03% -6,445 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 42,870 $1.78M 0.2% -752 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 40,917 $1.72M 0.48% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 40,526 $1.71M 1.67% +33,242 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 39,653 $1.67M 0.7% -2,004 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 39,477 $1.66M 0.63% -19,018 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 39,717 $1.64M 0.54% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 38,372 $1.61M 1.53% +13,181 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 37,012 $1.56M 0.11% +93 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 37,011 $1.56M 0.32% +16,866 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 36,855 $1.55M 0.82% -5,118 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 36,579 $1.54M 1.04% +650 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 36,370 $1.53M 0.29% -970 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,021 $1.52M 0.01% 0 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 36,006 $1.51M 0.8% +1,022 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 35,612 $1.5M 0.92% +4,843 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 35,002 $1.47M 0.6% -473 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 34,895 $1.47M 1.32% 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 34,686 $1.46M 0.01% -100 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 34,386 $1.45M 1.02% +9 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 32,745 $1.38M 0.2% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 31,741 $1.32M 0.69% -615 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 31,351 $1.32M 0.06% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 30,949 $1.3M 0.45% -22,622 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 30,539 $1.28M 0.03% -1,402 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 30,469 $1.28M 1.77% -3,439,882,859 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 30,204 $1.27M 0.36% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 30,194 $1.27M 0.83% 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 29,198 $1.23M 0.68% +19,593 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 29,055 $1.22M 0.12% +341 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 28,666 $1.21M 0.05% -54 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 28,100 $1.18M 0.86% +8,587 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 28,092 $1.18M 0.02% -60,450 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 28,000 $1.17M 0.48% -27,000 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 27,012 $1.14M 0.68% -1,331 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 26,781 $1.13M 0.54% -3,115 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,316 $1.11M 0.01% -58,340 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 25,958 $1.09M 0.1% +1,039 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 24,998 $1.05M 0.09% +3,353 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 24,706 $1.04M 0.7% -4,976 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 24,584 $1.03M 0.14% +7,927 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,720 $998K 0.03% +2,334 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 22,815 $960K 0.87% 0 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22,354 $940K 0.23% +48 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 22,331 $939K <0.01% -118,928 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 22,116 $930K 0.31% +15 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,964 $914K 0.05% +502 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 21,700 $913K 0.26% +1,438 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 20,987 $883K 0.36% -26,911 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20,555 $865K 0.06% +232 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 20,449 $860K 0.62% +3,265 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,015 $842K <0.01% -3,586 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 19,975 $840K 0.2% +84 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 19,819 $834K 0.1% +89 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,363 $814K 0.25% -6,757 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 19,084 $798K 0.13% -14,501 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 18,806 $791K 0.25% +135 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18,169 $764K <0.01% +14,966 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 18,154 $764K 0.38% -22,627 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 17,826 $750K 0.1% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 17,615 $741K 0.21% -424 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 17,630 $740K 0.53% 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 17,054 $717K 2.24% -3,311 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 16,646 $700K 0.53% +1,692 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 16,359 $688K 0.06% +2,043 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,189 $681K 0.01% -6,263 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,280 $670K 0.56% -3,597 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 15,544 $641K 0.43% +3,595 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 14,917 $627K 0.1% +9,731 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 14,830 $624K 0.41% +325 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,820 $623K 0.08% +43 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,789 $622K 0.02% +6,832 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 14,013 $589K 0.42% -191 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 13,743 $580K 0.32% +195 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,702 $575K 0.05% +37 13F-HR/A Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 13,527 $569K 0.33% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,341 $561K 0.03% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 13,199 $555K 0.23% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,162 $554K 0.02% -212 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 13,123 $552K 0.23% +1,903 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,937 $544K 0.26% +253 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 12,790 $538K 0.37% -1,408 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 12,745 $536K 0.44% +7,674 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,351 $519K 0.21% +382 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 11,794 $496K 0.37% +5,292 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,791 $496K 0.02% +6,059 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,611 $488K 0.01% -18,460 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,901 $458K 0.11% +3,106 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 10,843 $456K 0.21% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 10,775 $453K 0.06% -275 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,496 $441K 0.13% -2,906 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 10,398 $437K 0.07% -3,783 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Timonier Family Office, LTD. 9,369 $394K 0.17% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,022 $379K 0.05% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,000 $379K 0.07% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,895 $374K <0.01% +329 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,771 $369K 0.01% -1,934,616 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 8,620 $363K 0.1% +2,182 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,482 $357K 0.08% -125 13F-HR Timeline LAM GROUP, INC. 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More: the full row for Freedom Investment Management, Inc. 8,026 $338K 0.03% +309 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 7,985 $336K 0.25% +769 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,423 $312K 0.07% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,296 $307K 0.07% new 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,204 $303K <0.01% new 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 7,200 $303K 0.16% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 7,178 $302K 0.06% -326 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,031 $296K 0.03% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,088 $293K 0.03% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,933 $292K 0.22% +1,053 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 6,879 $289K 0.2% new 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 6,801 $286K 0.12% +367 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,709 $282K 0.14% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,550 $275K 0.05% 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,471 $272K 0.23% +129 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,467 $272K 0.03% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,429 $270K <0.01% -597 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,490 $270K 0.15% +140 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,338 $267K 0.13% -5 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 6,294 $265K 0.14% -69,312 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,060 $255K 0.13% -730 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,962 $251K 0.15% -121 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 5,854 $246K 0.03% -32 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,848 $246K 0.04% +4,228 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,813 $244K 0.01% new 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 5,601 $236K 0.13% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,433 $229K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,310 $223K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,239 $220K <0.01% +276 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,076 $214K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,054 $213K <0.01% -2,081 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,969 $209K 0.02% -60 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,936 $208K <0.01% -124 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,926 $207K <0.01% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,756 $200K 0.13% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,444 $187K <0.01% +2,714 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,000 $168K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,608 $152K 0.03% -1,512 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,596 $151K <0.01% new 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 3,149 $132K 0.07% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,889 $122K <0.01% -3,267 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,420 $102K <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 2,416 $102K <0.01% +1,698 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,027 $85.3K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,878 $78.4K <0.01% +169 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,766 $74.3K 0.02% +23 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,761 $74.1K 0.01% +1,009 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,710 $72.1K 0.03% +39 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,710 $71.9K 0.01% +13 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,700 $71.5K <0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,607 $67.6K 0.01% -2,196 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,483 $62.4K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,405 $59.1K 0.01% -1,889 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,047 $43.8K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 905 $38.1K 0.01% new 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 721 $30.3K 0.02% -7,061 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 670 $28.2K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 635 $26.7K <0.01% +4 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 584 $24.6K <0.01% -2,242 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 575 $24.2K <0.01% -278 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 450 $18.9K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 448 $18.8K 0.01% -21 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 449 $18K 0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 335 $14.1K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 280 $11.8K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 219 $9.21K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 150 $6.31K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $4.21K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 85 $3.58K <0.01% -5,339 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 28 $1.18K <0.01% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 26 $1.1K <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 11 $463 <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4 $168 <0.01% -89 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.