INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,947 $380K 0.02% -26 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,946 $380K 0.33% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,933 $379K 0.01% +566 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,927 $378K 0.03% -15 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,920 $377K 0.02% +33 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,919 $377K 0.01% +3,557 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,916 $377K 0.04% +300 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,890 $377K 0.25% -1,097 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,902 $376K 0.07% +86 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,897 $375K 0.02% +407 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 3,894 $375K 0.14% +87 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,874 $373K 0.01% -197 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 3,866 $372K 0.37% 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,857 $371K 0.13% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,853 $371K 0.09% +316 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,841 $370K <0.01% +1,521 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,809 $367K 0.03% -8,474 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,805 $366K 0.11% -363 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,804 $366K 0.12% +603 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,800 $366K <0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,789 $365K 0.02% +509 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,785 $364K 0.13% +600 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,782 $364K 0.08% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 3,784 $364K 0.08% -365 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,780 $364K 0.15% +495 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,750 $361K <0.01% -326 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,733 $359K 0.08% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3,731 $359K 0.3% +474 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,707 $357K 0.13% +585 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,695 $356K 0.01% +889 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,694 $356K 0.02% +289 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,687 $355K 0.05% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,684 $355K 0.01% -660 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,671 $353K 0.01% -100 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,638 $350K 0.02% +29 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,586 $345K 0.19% +880 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,582 $345K 0.1% +170 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,553 $342K 0.01% -132 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,510 $338K 0.18% +146 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 3,446 $332K 0.28% -444 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,415 $329K 0.36% 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,405 $328K 0.22% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,400 $327K 0.05% -364 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,394 $327K 0.06% 0 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 3,374 $325K 0.18% +78 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,364 $324K 0.14% +32 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,364 $324K 0.01% -692 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 3,347 $322K 0.18% -1,320 13F-HR Timeline XY Planning Network, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 3,211 $309K 0.06% +27 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,163 $308K 0.05% -1,727 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,186 $307K 0.17% -372 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 3,185 $307K 0.15% -484 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,182 $306K 0.11% +155 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,178 $306K 0.13% -14 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,180 $306K 0.01% -170 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,152 $303K <0.01% -640 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,143 $303K 0.08% +56 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,046 $293K 0.02% +185 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,038 $293K 0.22% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,005 $289K 0.02% 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 2,966 $286K 0.21% 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,957 $285K 0.03% +4 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 2,957 $285K 0.17% -303 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,944 $283K 0.06% -11 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,937 $283K 0.03% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,930 $282K 0.09% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,922 $282K 0.03% -2 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,906 $280K 0.14% +309 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,864 $276K 0.02% -327 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,858 $275K 0.01% +368 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,832 $273K 0.01% -146 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 2,812 $271K 0.11% -309 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,803 $270K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,798 $269K 0.01% +3 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,796 $269K 0.27% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,794 $269K 0.09% -175 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,771 $267K 0.06% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 2,764 $266K 0.09% 13F-HR Timeline Claro Advisors Inc. 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More: the full row for TRUST POINT INC. 2,500 $241K 0.02% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,458 $237K <0.01% +220 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,453 $236K 0.06% +59 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,452 $236K <0.01% +58 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,451 $236K 0.01% new 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,424 $233K 0.35% +91 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,402 $231K 0.06% -30 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,397 $231K 0.03% -957 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,392 $230K 0.01% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,383 $230K 0.09% new 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,366 $228K 0.08% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 2,356 $227K 0.14% -17 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,353 $227K <0.01% +157 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,348 $226K 0.06% 0 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,334 $225K 0.06% +4 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,332 $225K 0.05% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,307 $222K 0.08% +102 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,305 $222K 0.01% -62 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,297 $221K new Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,288 $220K 0.02% -397 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,277 $219K 0.09% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,255 $217K 0.05% +55 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,241 $216K 0.04% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,230 $215K 0.02% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,209 $213K 0.06% -485 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,187 $211K 0.17% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,187 $211K 0.08% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,176 $210K 0.06% -235 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,173 $209K 0.08% -633 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,145 $207K 0.04% -127,290 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,138 $206K 0.06% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,111 $203K 0.09% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,101 $202K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,100 $202K 0.01% -114 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,092 $201K 0.05% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,091 $201K 0.11% -27 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2,089 $201K <0.01% new 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 2,086 $201K 0.11% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 2,079 $200K 0.47% new 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,016 $194K 0.06% +1,019 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,967 $189K <0.01% -58 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,929 $186K 0.13% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,877 $181K 0.11% +3 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,824 $176K 0.01% +424 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,747 $169K 0.01% +148 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,714 $165K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,673 $161K 0.01% +62 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,617 $156K 0.04% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,576 $152K 0.07% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,561 $150K 0.06% +25 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,500 $144K 0.14% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,455 $140K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,432 $138K 0.05% +1,177 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,379 $133K 0.1% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,357 $131K 0.01% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,324 $127K 0.05% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,322 $127K 0.03% +22 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,305 $126K <0.01% -69 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,197 $115K 0.01% -223 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,178 $113K 0.09% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,169 $113K <0.01% -443 13F-HR Timeline Group BARRETT & COMPANY, INC. 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More: the full row for Kingdom Financial Group LLC. 957 $92.2K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 895 $86.2K <0.01% +716 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 884 $85.1K 0.02% -8 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 855 $82.3K 0.03% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 850 $81.8K 0.08% +2 13F-HR Timeline Pacifica Partners Inc. 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A. 678 $65.3K 0.01% -74 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 667 $64.2K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 664 $63.9K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 628 $60.4K 0.06% -99 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 625 $60.2K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 590 $56.8K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 576 $55.5K 0.03% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 550 $53K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 515 $50K <0.01% +43 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 506 $49K 0.03% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 500 $48K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 490 $47.2K 0.03% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 489 $47.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 486 $46.8K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 478 $46K <0.01% +289 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $45.3K 0.03% 0 13F-HR Timeline Amount filed as zero, left out of ratios.