BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 22,173 $1.01M 0.43% -195 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 22,062 $1.01M 0.67% +34 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 21,512 $1M 0.3% +6,997 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21,590 $987K 0.48% +252 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,467 $981K <0.01% +13,367 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 21,424 $979K 0.54% +6,356 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 21,327 $975K <0.01% +13,723 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 21,082 $963K <0.01% +15,367 13F-HR Timeline Group Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $941K 0.61% -18,600 13F-HR Timeline Amount filed as zero, left out of ratios. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19,948 $912K 0.02% +8,318 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 19,471 $890K 0.09% -14,593 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,255 $834K 0.03% +1,149 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,898 $818K 0.07% -8,449 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 17,855 $816K 0.07% +1,697 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,630 $806K 0.01% -44 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 17,620 $805K 0.01% +2,656 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,442 $797K <0.01% -456 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 17,299 $791K 0.05% +1,096 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,128 $783K 0.01% +550 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,035 $779K 0.07% +865 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,824 $769K 0.05% -2,320 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,790 $767K 0.01% +21 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 16,654 $761K 0.53% +1,012 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,180 $739K 0.01% +1,629 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,754 $720K 0.01% +86 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 15,337 $701K 0.08% +1,015 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 15,041 $687K 0.14% -574 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 15,000 $685K 0.62% -505 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 14,781 $675K 0.74% +45 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,537 $664K 0.01% +2,574 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 14,356 $656K 0.32% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 13,924 $636K 0.19% +1,245 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,614 $622K 0.05% -3,024 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 13,570 $620K <0.01% new 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 13,494 $617K 0.35% -21,053 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,234 $605K 0.02% -45,323 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,100 $599K 0.02% +1,653 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 12,917 $590K 0.39% +150 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 12,719 $581K 0.57% 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,544 $573K 0.02% +781 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,364 $565K 0.01% +405 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,098 $553K <0.01% -180 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,958 $546K 0.17% +194 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 11,719 $536K 0.41% +357 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,366 $519K <0.01% +474 13F-HR/A Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,351 $519K 0.04% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 11,274 $515K 0.05% -486 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 11,157 $510K 0.25% +143 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,066 $506K 0.01% -506 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 10,905 $498K 0.08% +130 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,820 $495K <0.01% +1,729 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,627 $486K <0.01% -18,173 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,551 $482K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 10,510 $480K 0.1% -171 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,484 $479K 0.02% +809 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,379 $474K <0.01% -1,393 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 10,122 $463K 0.22% -3 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,053 $459K <0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,971 $456K 0.06% +747 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,949 $455K <0.01% +1,377 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,888 $452K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,689 $443K 0.01% +125 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9,660 $441K 0.1% +240 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,223 $421K 0.01% +319 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 9,140 $418K 0.08% +96 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,039 $413K 0.03% +3,593 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,920 $408K 0.02% +106 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 8,901 $407K 0.35% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,783 $401K 0.09% +104 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,759 $400K <0.01% -204 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,631 $399K 0.01% -10,365 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 8,700 $398K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,643 $395K 0.01% +3 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,611 $394K 0.11% +1,601 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,571 $393K 0.02% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 8,505 $389K 0.19% +32 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 8,469 $387K 0.21% -756 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 7,935 $382K 0.18% +2,205 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,347 $381K <0.01% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,244 $377K 0.19% +309 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,926 $362K <0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,732 $353K <0.01% +2,875 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,694 $352K 0.03% -1,689 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,674 $351K 0.01% +2,189 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,659 $350K 0.03% -630 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 7,525 $344K 0.24% +89 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,495 $343K 0.02% +6,150 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,467 $341K 0.01% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,364 $337K 0.16% -278 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,312 $334K 0.17% +1,395 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,189 $329K <0.01% new 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,156 $327K 0.09% +553 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,143 $326K 0.03% +1,087 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,761 $309K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,751 $309K <0.01% new 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,750 $308K 0.08% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,606 $302K 0.22% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,572 $300K 0.08% -3 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,571 $300K 0.05% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 6,538 $299K 0.18% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,311 $288K 0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,255 $286K <0.01% -3,685 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,098 $279K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,009 $275K 0.01% -1,200 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,001 $274K 0.04% -4,562 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,970 $273K 0.05% -199 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,956 $272K 0.05% -887 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 5,955 $272K 0.08% -6,348 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,914 $270K 0.08% -19,795 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 5,845 $267K 0.04% +69 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 5,424 $263K 0.22% +9 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,742 $262K 0.02% +1,124 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,736 $262K 0.01% +42 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,614 $257K 0.04% +1,016 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 5,591 $256K 0.11% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 5,542 $253K 0.15% +178 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,509 $252K 0.01% -1,556 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,369 $245K 0.04% +403 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 5,303 $242K 0.18% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,226 $239K 0.01% -312 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,226 $239K <0.01% +416 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,225 $239K 0.02% +58 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,169 $236K 0.26% +21 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 5,146 $235K 0.12% +11 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,217 $234K 0.01% +42 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,000 $229K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,999 $228K 0.03% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,971 $227K 0.01% +944 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,839 $221K 0.01% +53 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,731 $216K 0.01% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,731 $216K 0.02% +57 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,654 $213K <0.01% -2,199 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,652 $213K 0.01% +1,361 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,526 $207K 0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,533 $207K 0.02% +30 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,478 $205K 0.03% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,400 $201K 0.08% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,400 $201K 0.08% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 4,390 $201K 0.09% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,316 $197K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,309 $197K <0.01% +3 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,301 $197K 0.1% -92 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,894 $178K <0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,725 $170K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,524 $161K 0.09% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,350 $153K 0.07% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,750 $126K 0.02% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,748 $126K 0.07% +2,300 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,716 $124K 0.05% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,365 $108K 0.01% -1,592 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,130 $97.3K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,044 $93.4K 0.02% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,772 $81K 0.01% +117 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,500 $68.5K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,386 $63K 0.01% +328 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,374 $63K <0.01% +190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,330 $60.8K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,320 $60.3K <0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,162 $53.1K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 986 $45.1K 0.02% +6 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 800 $36.6K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 777 $35.5K <0.01% +9 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 761 $34.8K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 710 $32.4K 0.01% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 675 $30.8K <0.01% 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 673 $30.8K <0.01% +8 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 590 $27K <0.01% +7 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 581 $26.6K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 500 $22.9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 491 $22.4K <0.01% +39 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 433 $20.2K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 439 $20.1K <0.01% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 361 $16.5K 0.01% +4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 356 $16.3K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 331 $15.1K <0.01% new 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 326 $15K <0.01% -1 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 325 $14.9K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 312 $14.3K <0.01% +204 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 275 $12.6K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 275 $12.6K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 250 $11.4K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 252 $11K <0.01% +3 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 236 $10.8K <0.01% -3,091 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 225 $10.3K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 210 $9.6K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 200 $9.14K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 190 $8.68K <0.01% -2,462 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 188 $8.61K <0.01% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 162 $7.4K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 156 $7.13K <0.01% 0 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 135 $6.24K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 124 $5.68K <0.01% -47 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 114 $5.21K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 110 $5.03K <0.01% +10 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 110 $5.03K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 104 $4.75K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 100 $4.57K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $4.57K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 95 $4.36K <0.01% -55 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 30 $1.39K <0.01% 0 13F-HR/A Timeline