SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,468 $302K 0.01% new 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,467 $302K 0.12% 0 13F-HR/A Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 4,449 $300K 0.15% +1 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,397 $297K 0.13% +95 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,378 $296K 0.06% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,282 $289K <0.01% -2,060 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,211 $284K 0.01% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,178 $282K 1.24% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4,137 $279K 0.18% -4,130 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,142 $279K 0.06% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,111 $278K 0.02% -81,243 13F-HR/A Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 4,074 $275K 0.21% +3,490 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,060 $274K <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,045 $273K +159 Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,004 $270K 0.04% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,000 $270K 0.14% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,932 $265K <0.01% +741 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,926 $265K 0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,891 $263K 0.02% -77 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,831 $259K <0.01% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $257K 0.08% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,792 $256K 0.07% -150 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 3,764 $254K 0.17% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,725 $251K 0.06% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,712 $251K 0.04% -9 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,712 $251K 0.17% +207 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,425 $249K 0.11% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,681 $249K 0.01% -66 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,657 $247K 0.01% +62 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,630 $245K 0.01% new 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,588 $242K 0.22% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,568 $241K 0.04% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,557 $240K 0.01% +115 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,551 $240K 0.04% 0 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,547 $239K 0.13% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,292 $238K 0.13% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,516 $237K 0.01% +325 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,504 $237K 0.11% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,456 $233K 0.06% -2,234 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,454 $233K 0.03% -14,145 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,430 $232K 0.03% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,424 $231K 0.01% -346 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,399 $229K 0.04% +39 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,359 $227K <0.01% -200 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,355 $226K 0.01% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,343 $226K 0.08% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,305 $223K 0.03% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 3,304 $223K 0.09% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,289 $222K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,279 $221K 0.02% -122 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,270 $221K 0.03% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,240 $219K 0.06% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,206 $216K 0.01% -280 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,190 $215K <0.01% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,188 $215K 0.05% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,184 $215K 0.22% -269 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,134 $212K 0.02% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,104 $210K 0.04% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,091 $209K 0.02% -1,830 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 3,085 $208K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,085 $208K 0.01% -397 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,080 $208K 0.16% -809 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,036 $205K 0.05% -196 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,010 $203K 0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,005 $203K <0.01% new 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,969 $200K 0.17% -257 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,867 $194K 0.04% +190 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,706 $183K <0.01% -1,497 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,518 $170K 0.02% -154 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,240 $151K 0.04% -450 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,066 $139K 0.06% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $139K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,015 $136K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,964 $133K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,898 $128K 0.02% +229 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,833 $124K 0.01% -443 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,819 $123K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,772 $120K 0.01% -268 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,769 $119K <0.01% -36 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,747 $118K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 103 $117K 0.08% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,710 $115K 0.15% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,667 $113K 0.04% -34 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,441 $98.2K 0.03% +69 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,389 $93.8K 0.02% +65 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,364 $92.1K 0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,349 $91.1K 0.01% -1,014 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,118 $75.5K <0.01% -53 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,098 $74.1K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,068 $72.1K <0.01% -85 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,067 $72K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,061 $71.6K 0.15% -307 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,041 $70.3K 0.01% -59 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,031 $69.6K <0.01% -455 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 991 $66.9K 0.04% +16 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 959 $65.5K <0.01% -10 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 941 $63.5K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 900 $60.8K <0.01% -392 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 871 $58.8K <0.01% -2,912 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 851 $57.5K 0.01% -15 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 790 $53.3K <0.01% -585 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 736 $49.7K <0.01% +32 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 735 $49.6K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 716 $48.3K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 702 $47.4K 0.01% -4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 701 $47.3K <0.01% -131 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 686 $46.3K 0.02% -492 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 664 $44.8K <0.01% -29 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 619 $41.8K <0.01% -446,700 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 572 $38.6K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 564 $38.1K <0.01% +104 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 522 $35.2K 0.01% -110 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 497 $34.3K <0.01% +265 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 497 $33.5K 0.01% -1 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 473 $31.9K <0.01% new 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 464 $31.3K 0.02% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 436 $29.4K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 430 $29K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 421 $28.4K <0.01% -684 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 416 $28.1K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 415 $28K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 414 $27.9K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 400 $27K <0.01% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 388 $26.2K <0.01% -308 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 360 $26.2K 0.02% -85 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 24,232 $25.9K 0.02% +23,849 13F-HR Timeline Trust Co More: the full row for Trust Co 370 $25K <0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 328 $22.1K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 314 $21K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 296 $20K 0.01% -88 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 275 $18.6K <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 275 $18.6K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 259 $18K 0.02% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 266 $18K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 263 $17.7K <0.01% -1,176 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 236 $15.9K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 215 $15.6K <0.01% -9 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 221 $14.9K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 198 $13.4K <0.01% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 191 $12.9K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 187 $12.6K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 157 $10.6K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 157 $10.6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 153 $10.3K 0.01% -111 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 137 $9.25K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 126 $8.54K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 124 $8.37K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 123 $8.3K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 117 $7.9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 114 $7.7K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 113 $7.65K <0.01% -233 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 112 $7.56K <0.01% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 111 $7.49K <0.01% -10,295 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 103 $6.95K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $6.75K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 95 $6.41K <0.01% -4,344 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 85 $5.77K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 84 $5.67K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 76 $5.13K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 73 $5K <0.01% -13 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 69 $4.7K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 60 $4.05K <0.01% 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 58 $3.92K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 50 $3.38K <0.01% -3,185 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 46 $3.1K <0.01% +1 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 37 $2.52K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 37 $2.5K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 37 $2.5K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 32 $2.16K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 31 $2.09K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 30 $2.02K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 22 $1.49K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 20 $1.35K <0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 17 $1.15K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15 $1.01K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 27 $1K <0.01% -2,438 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18 $1K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 12 $810 <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 10 $675 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $675 <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7 $473 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7 $473 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 6 $406 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $271 <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4 $270 <0.01% 0 13F-HR Timeline