United Advisor Group, LLC More: the full row for United Advisor Group, LLC 24,024 $1.1M 0.19% -2,603 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23,970 $1.1M <0.01% +6,545 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,921 $1.09M 0.07% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 23,844 $1.09M 0.01% -399 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 23,787 $1.09M 0.24% +46 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 23,539 $1.08M 0.61% -850 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 23,239 $1.06M 0.17% -1,401 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 22,885 $1.05M 0.61% +1,131 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 22,742 $1.04M 0.26% +2,062 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 22,735 $1.04M 0.45% +1,264 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 22,616 $1.03M 1% +530 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 22,041 $1.01M 0.41% -11,220 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 21,857 $1M 0.14% -516 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 21,715 $994K 0.18% -7,297 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 21,582 $987K 0.09% -183 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 21,272 $969K 0.04% -4,465 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 20,878 $955K 0.53% +8 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 20,713 $948K 0.67% -13,487 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 20,509 $938K 0.66% -1,091 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 19,981 $914K 0.42% +17 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 19,958 $913K 0.32% -1,548 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 19,533 $894K 0.68% -15,137 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 19,140 $876K 0.53% +74 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 19,034 $871K 0.01% -3,525 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 19,017 $870K 0.26% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 18,975 $868K 0.33% +7,795 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 18,250 $835K 0.72% -352 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 18,240 $834K 0.13% +12,935 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18,112 $829K 0.02% -552 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,088 $828K 0.01% +12,533 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 17,963 $822K 0.32% +3,112 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,589 $805K 0.11% +1,370 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 17,542 $803K 0.4% +9,193 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 17,411 $797K 0.19% +4,107 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 17,303 $792K 0.6% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 17,403 $791K 0.02% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 17,254 $789K 0.1% +18 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 17,183 $786K 0.11% +908 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,196 $786K 0.05% -2,149 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,179 $786K 0.01% +4,026 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 17,126 $784K 0.13% +9 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 17,063 $781K 0.22% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 16,986 $772K 0.41% -1,696 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,825 $770K 0.05% +11,329 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 16,350 $748K 0.6% -31,500 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 16,322 $747K 0.21% +7,645 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 16,287 $745K 0.41% +2,585 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15,919 $728K 0.27% -856 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 15,810 $723K 0.61% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 15,789 $722K 0.02% -3,964 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 15,778 $722K 0.51% +1,458 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,762 $721K <0.01% +2,455 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 15,712 $719K 0.2% -886 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 15,592 $713K 0.43% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 15,515 $710K 0.41% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 15,565 $707K 0.14% -1,995 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,110 $691K 0.03% +73 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 14,315 $655K 0.26% -226 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,221 $651K 0.12% -4,284 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,422 $647K 0.06% -1,675 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,553 $620K 0.02% -25 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,418 $614K 0.16% +168 13F-HR/A Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 13,279 $608K 0.29% -610 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,174 $603K 0.23% -1,408 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,137 $601K 0.02% +6,293 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 13,014 $594K 0.52% -2,296 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,964 $593K 0.52% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,939 $592K 0.2% +442 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 12,782 $585K 0.42% -57 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 12,674 $580K 0.74% -327 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,522 $575K 0.02% +178 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,520 $573K <0.01% -199 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 12,259 $561K 0.04% -2,485 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,241 $560K 0.1% -995 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,201 $558K 0.18% +145 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 11,891 $546K 0.03% -148 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,872 $543K 0.18% -5,103 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,646 $533K 0.01% +7,020 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 11,574 $530K 0.04% -225 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 11,562 $527K 0.14% -947 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 11,449 $526K 0.17% +21 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,318 $520K 0.13% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,289 $516K 0.31% +13 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,267 $515K 0.06% -630 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,103 $508K 0.12% +17 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 11,029 $505K 0.33% 0 13F-HR/A Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 10,910 $499K 0.91% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 10,806 $494K 0.22% 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,727 $491K 0.04% +7 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 10,616 $486K 0.09% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,596 $485K 0.39% +127 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,451 $478K 0.02% +1,672 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 10,447 $478K 0.22% -102 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,379 $477K 0.24% -8,963 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,410 $476K 0.42% +1,000 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 10,276 $470K <0.01% +1,500 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 10,041 $459K 0.03% +859 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,002 $458K 0.04% +222 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 9,961 $456K 0.07% -24 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,588 $439K 0.25% +631 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,400 $430K 0.12% +4,298 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,394 $430K 0.13% -50 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,387 $429K 0.01% -44,946 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,343 $427K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,330 $427K 0.01% 0 13F-HR Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 9,211 $421K 0.31% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 9,146 $418K 0.33% +144 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,390 $384K 0.19% -100 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,378 $383K 0.02% -7,912 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,291 $380K 0.2% +2,405 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,155 $373K 0.05% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 8,091 $370K 0.2% +1,921 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,903 $362K 0.04% -154 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,795 $357K <0.01% new 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 7,762 $355K 0.18% -882 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,610 $348K 0.17% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 7,538 $345K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,530 $344K 0.04% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,340 $336K 0.01% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,302 $334K 0.03% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,216 $330K 0.03% -712 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,041 $322K <0.01% -1,177 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,014 $321K 0.02% -784 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,870 $314K 0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,867 $314K 0.01% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,835 $313K 0.09% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,626 $303K <0.01% +1,924 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 6,597 $302K 0.04% -436 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,552 $300K 0.02% -1,022 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,500 $297K 0.18% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 6,372 $292K 0.14% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,367 $291K 0.13% +737 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,116 $280K 0.01% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 6,085 $278K 0.06% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,930 $272K 0.02% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 5,938 $272K 0.45% -632 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,873 $269K 0.12% -495 13F-HR Timeline Group McCarthy & Cox More: the full row for McCarthy & Cox 5,463 $250K 0.07% +13 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,442 $248K 0.12% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,259 $241K 0.04% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5,183 $237K 0.08% -555 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,154 $236K 0.04% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,135 $235K 0.02% +61 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,702 $215K 0.03% -137 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,566 $209K 0.01% -4,494 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,549 $208K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,549 $208K 0.03% +2,085 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,508 $206K <0.01% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,487 $205K 0.03% -463 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,383 $201K 0.04% -2,446 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,721 $170K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,612 $165K <0.01% -3,583 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,220 $147K 0.18% +3,090 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,204 $147K <0.01% +2,601 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,958 $135K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,743 $125K 0.05% -1,206 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,413 $110K <0.01% -491 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,330 $107K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,002 $91.5K 0.05% -115 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,903 $87K <0.01% +4 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,874 $85.7K <0.01% -29 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,872 $85.6K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,835 $84K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,689 $77.3K 0.04% -1,322 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,618 $74K 0.01% -239 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,574 $72K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,445 $66.1K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,317 $60.2K 0.02% -696 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,241 $56.8K 0.02% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,228 $56.2K 0.03% -136 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,211 $55K <0.01% +583 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,073 $49.1K 0.02% -94 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 834 $38.2K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 746 $34.1K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 732 $33.5K <0.01% +159 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 641 $29.3K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 620 $28.4K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 549 $25.1K 0.01% +6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 502 $23K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 466 $21.4K <0.01% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 460 $21K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 460 $21K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 452 $20.7K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 330 $15.1K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 325 $14.9K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 266 $12.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 199 $12.1K <0.01% +122 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 233 $10.6K <0.01% -20 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 230 $10.5K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 216 $9.88K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 200 $9.15K <0.01% new 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 172 $7.87K <0.01% -2,140 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 140 $6.44K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 101 $4.62K <0.01% -690 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 92 $4.21K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 86 $3.94K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 84 $3.84K <0.01% +4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 81 $3.7K <0.01% -81 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 70 $3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 58 $2.65K <0.01% 13F-HR Timeline Group