Friedenthal Financial More: the full row for Friedenthal Financial 16,047 $771K 0.4% +1 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 15,947 $766K 0.03% +824 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 15,893 $763K 0.46% 0 13F-HR/A Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 15,847 $761K 0.06% +45 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,660 $752K <0.01% +156 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 15,665 $751K 0.34% -248 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,530 $746K <0.01% +4,150 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,233 $732K 0.01% -2,060 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,835 $713K <0.01% 0 13F-HR Timeline Group APS Management Group, Inc. More: the full row for APS Management Group, Inc. 14,814 $712K 0.63% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,776 $710K 0.02% -2,845 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 14,705 $706K 0.27% -1,250 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,653 $704K 0.05% +312 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,532 $698K 0.01% -1,117 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,497 $696K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,177 $681K 0.02% +405 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 14,087 $677K 0.1% +201 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,945 $670K <0.01% +2,483 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,835 $664K 0.02% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,635 $655K 0.11% -794 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 13,552 $651K 0.19% +2,040 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 13,537 $650K 0.29% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,423 $645K 0.01% +6,154 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,268 $637K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,217 $635K 0.03% -67 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,057 $627K +193 Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,750 $612K 0.07% +164 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 12,676 $609K 0.05% -3,624 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 12,496 $600K 0.17% +776 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 12,189 $585K 0.11% +634 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 12,076 $580K 0.06% +908 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,914 $572K 0.06% -144 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 11,858 $570K 0.17% +214 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 11,757 $565K 0.25% +2,985 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 11,698 $562K 0.12% 0 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 11,547 $554K 0.24% -67 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,293 $542K 0.01% +4,226 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 11,268 $541K 0.52% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,210 $538K 0.17% +659 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,192 $538K <0.01% +599 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 11,070 $531K 0.01% +187 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,869 $522K 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,618 $510K 0.04% new 13F-HR/A Timeline JB Capital LLC More: the full row for JB Capital LLC 10,536 $506K 0.02% +466 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,491 $504K 0.01% -438 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,406 $499K 0.08% +1,243 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,082 $484K 0.03% -330 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 10,120 $481K 0.02% +4,790 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 10,000 $480K 0.16% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 9,996 $480K 0.02% +2,713 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 9,993 $480K 0.08% +400 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 9,825 $472K 0.04% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 9,794 $470K 0.19% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 9,681 $465K 0.23% -34 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,435 $453K 0.01% +59 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,310 $447K 0.01% -114 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,123 $438K 0.15% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,001 $432K 0.01% -691 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 8,979 $431K 0.06% -373 13F-HR Timeline Group Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 8,937 $429K 0.24% -18 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,906 $428K 0.01% +408 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 8,548 $411K 0.02% +343 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,488 $408K <0.01% +125 13F-HR/A Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,436 $405K 0.04% -70 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 8,434 $405K 0.18% -1,483 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,386 $403K 0.01% -196 13F-HR Timeline Group North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 8,295 $398K 0.31% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,292 $398K 0.05% -3 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,289 $398K <0.01% -99 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,083 $388K 0.02% +1,064 13F-HR Timeline Group Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 8,041 $386K 0.09% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,962 $382K 0.29% +577 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 7,958 $382K 0.17% -2,152 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,920 $380K 0.03% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 7,876 $378K 0.03% +140 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 7,871 $378K 0.03% +775 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 7,776 $373K 0.23% +61 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,722 $371K 0.13% +233 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,664 $368K 0.01% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 7,547 $362K 0.06% +55 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,518 $361K 0.03% -283 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 7,452 $358K 0.1% -319 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,400 $355K 0.16% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 7,153 $344K 0.09% +423 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,092 $341K 0.01% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,082 $340K 0.21% +168 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,999 $336K 0.01% +945 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,835 $328K 0.1% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,775 $325K 0.02% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,635 $319K <0.01% 0 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 6,624 $318K 0.05% +877 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,580 $316K 0.02% +37 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,376 $306K 0.03% -464 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,371 $306K 0.01% -6,164 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,270 $301K <0.01% -92 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,153 $298K 0.21% -220 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,164 $296K 0.01% +417 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,161 $296K 0.01% +487 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,041 $290K 0.07% +477 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,937 $285K <0.01% -196 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,929 $285K 0.01% +59 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 5,904 $284K 0.08% -10,912 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 5,872 $282K 0.02% +262 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,854 $281K 0.01% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,845 $281K 0.03% -566 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,806 $279K 0.14% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,766 $277K 0.04% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,780 $277K 0.05% -1,863 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,689 $273K <0.01% +2,288 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,680 $273K <0.01% +118 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,595 $269K 0.08% -95 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,576 $268K 0.13% +568 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,478 $263K 0.09% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,437 $261K 0.06% +1 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,340 $256K 0.15% +127 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,333 $256K 0.12% +250 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,303 $255K 0.01% +341 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,172 $248K 0.07% +74 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,134 $247K 0.01% 0 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,099 $245K 0.03% +55 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,092 $245K 0.02% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,087 $244K 0.06% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,077 $244K <0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,051 $243K 0.01% +1 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,026 $241K 0.01% +726 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,998 $240K 0.05% -5,018 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,996 $240K 0.1% -64 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,972 $239K 0.01% -344 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,937 $237K 0.05% +281 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 4,903 $236K 0.12% +130 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,902 $235K 0.04% +44 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 4,885 $235K 0.01% +165 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,810 $231K 0.07% +92 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 4,792 $230K 0.05% -12 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,770 $229K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,717 $227K 0.04% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,705 $226K 0.02% +6 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,704 $226K 0.19% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,686 $225K 0.01% -643 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,627 $222K 0.02% +29 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,619 $222K 0.02% -825 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,618 $222K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,555 $219K <0.01% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,343 $218K 0.11% -176 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,469 $215K <0.01% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,431 $213K 0.03% +193 13F-HR/A Timeline Group Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,413 $212K 0.14% +43 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,370 $212K 0.13% -106 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,356 $209K 0.09% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,247 $204K 0.03% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,231 $203K 0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,198 $202K 0.03% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,171 $200K 0.03% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 3,853 $185K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,484 $167K 0.16% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,226 $155K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,944 $141K 0.1% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,906 $140K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,733 $131K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,301 $111K 0.01% +779 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,196 $105K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 2,124 $102K 0.01% +239 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,052 $98.6K 0.01% +438 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,000 $96.1K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,989 $95.5K <0.01% +118 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,974 $94.8K <0.01% -169 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,733 $94.6K 0.01% +1,119 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,862 $89.4K 0.06% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,802 $86.6K 0.02% -44 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,299 $62.4K <0.01% +8 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,184 $56.9K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,106 $53K <0.01% -599 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 997 $47.9K 0.01% +116 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 880 $42.3K 0.04% +52 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 859 $41.2K 0.01% +3 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 747 $35.9K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 737 $35.4K 0.01% +15 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 730 $35K <0.01% +1 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 655 $31.5K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 628 $30.2K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 614 $29.5K <0.01% +50 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 563 $27K <0.01% +6 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 510 $24K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 491 $24K 0.01% -60 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 482 $23.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 463 $22.3K <0.01% +8 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 456 $21.9K 0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 444 $21.3K <0.01% -3,476 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 413 $19.8K <0.01% new 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 388 $18.6K 0.01% -222 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 378 $18.2K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 329 $15.8K 0.01% +22 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 312 $15K <0.01% +118 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 306 $14.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 247 $11.9K <0.01% +58 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 246 $11.8K <0.01% -482 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 216 $10K <0.01% +172 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 200 $9.61K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 184 $8.84K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 173 $8.29K <0.01% +2 13F-HR Timeline