GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 10,010 $957K 0.04% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 10,000 $956K 0.75% -523,930 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 9,846 $941K 0.53% -477 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 9,835 $940K +3,125 Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 9,825 $939K 0.12% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,774 $935K 0.03% -250 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 9,696 $927K 0.08% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 9,639 $922K 0.2% -349 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,598 $918K 0.02% +654 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,532 $911K <0.01% +3,230 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 9,491 $906K 0.27% -515 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,406 $899K 0.41% -221 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 9,313 $891K 0.11% +21 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,300 $889K 0.18% -325 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,259 $885K 0.33% -3,556 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,250 $885K 0.04% +76 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,170 $877K 0.03% -55 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,099 $870K 0.03% -13 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,941 $855K 0.01% +2,774 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,905 $851K 0.01% -42 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 8,878 $849K 0.5% +205 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,871 $848K 0.01% -802 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,835 $845K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,798 $841K 0.05% -493 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 8,775 $839K 0.29% -457 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,767 $838K 0.01% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,761 $838K 0.21% +24 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,744 $836K 0.05% -242 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,735 $835K 0.04% +4,370 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,710 $833K 0.02% -12,074 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,470 $810K 0.02% +606 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,461 $809K 0.01% +139 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,456 $808K 0.08% +14 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 8,373 $801K 0.44% -2,243 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,322 $796K 0.01% -866 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,175 $782K <0.01% -6,790 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,131 $777K 0.04% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,108 $775K 0.06% +415 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,954 $761K 0.1% -2,212 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,931 $758K 0.1% +492 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,908 $756K 0.21% +295 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,875 $753K 0.2% -205 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,495 $746K <0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,795 $745K 0.04% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,791 $745K 0.02% -3,023 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 7,790 $745K 0.5% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,762 $742K 0.03% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,622 $729K 0.08% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,622 $729K 0.04% -499 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 7,513 $718K 0.48% -1,056 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 7,499 $717K 0.22% -350 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,485 $716K 0.03% +2,405 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,442 $712K 0.21% -1,532 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,437 $711K 0.03% +9 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 7,362 $704K 0.24% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,340 $702K +3,529 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,254 $694K 0.01% -20,505 13F-HR Timeline Group Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 7,224 $691K 0.61% +78 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,196 $688K 0.04% +3,205 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,121 $681K 0.15% -423 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 7,108 $680K 0.5% -2,191 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 7,088 $678K 0.61% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,057 $675K 0.15% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,056 $675K 0.03% +14 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,051 $674K 0.05% +3 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,050 $674K 0.09% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,734 $669K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,989 $668K <0.01% +4,363 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 6,942 $664K 0.57% -50 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,896 $659K 0.03% -14 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,830 $653K 0.01% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,828 $653K 0.01% -450 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,803 $651K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,772 $648K 0.05% -132 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,555 $627K 0.03% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,555 $627K <0.01% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 6,396 $612K 0.12% -270 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,391 $611K 0.07% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,332 $605K 0.02% -1,052 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,300 $602K 0.09% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,300 $602K 0.11% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,213 $594K 0.02% -682 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,196 $592K 0.01% -13,628 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,159 $589K 0.16% +12 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,145 $588K 0.09% -632 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 6,000 $574K 0.13% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,983 $572K 0.01% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 5,957 $570K 0.2% +18 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,948 $569K 0.1% +424 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,856 $560K 0.14% +1,543 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,822 $557K 0.12% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 5,772 $552K 0.18% -59 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 5,745 $549K 0.07% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,729 $548K 0.23% -89 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,653 $547K 0.02% +1,544 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,703 $545K 0.03% +942 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,696 $545K <0.01% -675 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 7,548 $544K 0.04% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,659 $541K 0.06% -14 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 5,647 $540K 0.22% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,622 $538K 0.01% -30 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,600 $535K 0.06% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,592 $535K <0.01% +301 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 5,769 $534K 0.33% +284 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,597 $532K 0.33% +6 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,520 $528K 0.03% +2,075 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,465 $523K <0.01% -110 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,462 $522K <0.01% -20,924 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,416 $518K 0.01% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 5,402 $517K 0.06% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,380 $514K 0.23% -271 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,335 $510K 0.1% +238 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,335 $510K 0.36% -177 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,328 $509K 0.03% -70 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,198 $497K 0.01% -659,681 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,195 $497K 0.01% +560 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,181 $495K 0.03% -108 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,129 $490K 0.02% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,117 $489K <0.01% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 5,114 $489K 0.13% -1,980 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,287 $483K 0.02% +1 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,031 $481K 0.03% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,137 $477K 0.13% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,986 $477K 0.03% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,980 $476K 0.02% 0 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 4,974 $476K <0.01% -536 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 4,900 $472K 0.13% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,921 $471K 0.42% +10 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 4,853 $464K 0.04% +15 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,853 $464K 0.1% -75 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,845 $463K 0.02% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,814 $460K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,804 $459K 0.07% +6 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 4,800 $459K 0.37% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,787 $458K 0.16% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,723 $452K 0.21% -177 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,595 $439K 0.14% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,543 $434K 0.14% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,536 $434K 0.03% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,375 $425K 0.07% -30 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 4,416 $422K 0.23% +111 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,405 $421K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,400 $421K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,392 $420K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,391 $420K 0.01% -1,613 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,387 $420K 0.24% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,380 $419K 0.02% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,375 $418K 0.32% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,291 $410K 0.13% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,284 $410K 0.02% +8 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,252 $407K 0.04% -365 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,250 $406K 0.1% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,235 $405K 0.01% +3 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,145 $396K <0.01% -428 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,115 $393K <0.01% +40 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,102 $392K 0.09% +30 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,092 $391K 0.18% +309 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,081 $390K <0.01% new 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 4,071 $389K 0.16% -655 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,056 $388K 0.06% -1,433 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,986 $381K 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,968 $379K <0.01% -191 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,961 $379K 0.02% -1,048 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,884 $374K 0.09% -382 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 3,872 $370K 0.11% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,807 $364K 0.09% +9 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,796 $363K 0.05% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,796 $363K 0.06% -396 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 3,789 $362K 0.03% 0 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,757 $359K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,743 $358K 0.02% +1,671 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,730 $357K 0.04% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,705 $354K 0.06% +343 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,687 $353K 0.07% 0 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,676 $351K 0.24% -355 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,526 $337K 0.09% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,523 $337K 0.09% -207 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,518 $336K 0.03% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,485 $333K 0.11% -115 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,472 $332K 0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,452 $330K <0.01% new 13F-HR/A Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,424 $327K 0.06% -2,013 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,400 $325K <0.01% 0 13F-HR/A Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,364 $322K 0.02% +560 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,337 $319K 0.02% +11 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,332 $319K 0.07% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,316 $317K <0.01% +2,306 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,298 $315K 0.01% -12 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,296 $315K 0.22% +6 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,277 $313K 0.02% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 3,271 $313K 0.14% +3 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,234 $309K 0.04% -86 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,158 $302K 0.1% -4 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,139 $300K <0.01% -2,257 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,121 $298K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,101 $297K 0.03% -139 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,064 $293K 0.05% -273 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,062 $293K <0.01% -228 13F-HR/A Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 3,055 $292K 0.14% -2,851 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,130 $288K 0.03% new 13F-HR Timeline