Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 24,800 $615K 0.28% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 24,081 $597K 0.02% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 23,886 $592K 0.08% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,550 $584K <0.01% -5,662 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,340 $579K 0.02% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,305 $578K 0.2% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 22,956 $569K 0.03% +596 13F-HR Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 21,875 $549K 0.41% +2,423 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,008 $546K <0.01% -7,430 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,967 $545K <0.01% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 21,924 $544K 0.07% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,556 $535K <0.01% -65 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 21,512 $533K 0.16% -442 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 21,384 $530K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,170 $528K 0.01% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 21,175 $525K 0.04% +1,035 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 20,892 $519K 0.04% -396 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 20,820 $516K 0.15% +1,324 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20,608 $511K <0.01% -2,664 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 20,591 $511K 0.22% +611 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 20,504 $508K 0.15% -4,431 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 20,355 $505K 0.04% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,174 $500K 0.01% +297 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 20,017 $496K 0.01% +6,187 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 19,961 $495K <0.01% +19,428 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 19,771 $490K <0.01% -20,346 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 19,700 $489K 0.23% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,637 $487K <0.01% +269 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,307 $479K 0.02% +54 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 19,222 $477K 0.06% +33 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 19,216 $477K 0.35% +3,858 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 19,141 $475K 0.39% -29 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 18,819 $467K 0.45% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,129 $450K <0.01% +2,282 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 18,000 $446K 0.12% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 17,859 $443K 0.09% -12,043 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 17,606 $437K 0.46% +6,162 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 17,554 $435K 0.06% +1,328 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 17,300 $429K 0.22% +3,700 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 17,221 $427K 0.25% -1,752 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,088 $424K 0.01% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 16,992 $421K 0.08% -1,222 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,002 $397K 0.01% +2,668 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 15,616 $387K 0.04% +273 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 15,542 $385K 0.01% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 15,282 $379K 0.07% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 15,064 $374K 0.05% -14 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 15,000 $372K 0.02% new 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 14,978 $371K 0.09% +1,000 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 14,848 $366K 0.07% -2,506 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 14,705 $365K 0.05% -1,273 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14,667 $364K 0.27% -28 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,642 $363K 0.03% -138 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 14,550 $361K 0.04% -3,900 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,440 $358K <0.01% new 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 14,419 $357K 0.13% -2,367 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,260 $354K 0.02% +1,588 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 14,083 $349K 0.11% +355 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 13,857 $347K 0.03% -1,090 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 13,608 $337K <0.01% 0 13F-HR/A Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 13,606 $337K 0.12% -7,923 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 13,598 $337K 0.18% +158 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,504 $335K 0.04% +2,050 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 13,005 $325K 0.14% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 13,050 $324K 0.03% -4,000 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,994 $322K <0.01% -1,572 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,972 $322K 0.01% new 13F-HR/A Timeline Cabana LLC More: the full row for Cabana LLC 12,914 $320K 2.51% -2,914 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 12,866 $319K 0.02% +1,553 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 12,539 $311K 0.08% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,426 $308K <0.01% -597 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,847 $294K <0.01% -325 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,783 $292K 0.13% +544 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,777 $292K 0.01% -48,666 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,550 $286K 0.02% -2,108 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 11,293 $280K 0.02% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 11,218 $278K 0.33% -1,830 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 11,196 $278K 0.04% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,135 $276K <0.01% -133 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,113 $276K 0.02% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,084 $275K 0.04% -577 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,046 $274K <0.01% new 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 10,928 $271K 0.04% +20 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,712 $270K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,783 $267K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,746 $267K <0.01% +225 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,691 $265K <0.01% -894 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,585 $263K 0.1% -1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,534 $261K 0.01% +1 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,421 $258K 0.07% -2,378 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,332 $256K 0.01% -939 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,260 $254K 0.03% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,204 $253K 0.04% -1,596 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 10,078 $250K 0.19% +171 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,050 $250K 0.05% +10,018 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 10,063 $250K 0.16% -53,787 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,991 $248K 0.01% -573 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,754 $242K 0.08% -386 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 9,716 $241K 0.04% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 9,527 $236K <0.01% -38,881 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,462 $235K 0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,424 $234K 0.03% +266 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,362 $232K 0.02% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,213 $230K 0.01% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 9,234 $229K 0.09% +78 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,175 $228K <0.01% +1,096 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,165 $227K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,152 $227K <0.01% -180 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,051 $224K 0.02% -1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,012 $223K 0.02% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 9,012 $223K 0.06% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,960 $222K 0.14% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 8,853 $221K 0.02% +135 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,701 $216K <0.01% new 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 8,544 $215K 0.02% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,653 $215K <0.01% -1,010 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,572 $213K 0.03% +151 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,580 $213K 0.01% -235 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 8,578 $213K 0.16% -815 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,504 $211K 0.01% +283 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,477 $211K 0.01% +17 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,210 $204K 0.01% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 8,148 $202K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7,121 $177K 0.02% -800 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,405 $159K <0.01% +5,810 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,283 $156K <0.01% +37 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 6,066 $150K 0.04% new 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 6,003 $149K 0.07% +5,200 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 5,695 $141K 0.11% +530 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,444 $135K 0.02% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5,290 $131K 0.07% +2,259 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,963 $124K <0.01% +3,953 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,929 $122K 0.07% +371 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4,902 $122K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,892 $121K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,530 $113K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,439 $110K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,987 $98.9K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,911 $97K <0.01% +79 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,910 $97K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,665 $90.9K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,593 $89.1K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,463 $85.9K 0.05% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,298 $81.8K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,014 $74.7K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,243 $55.6K 0.01% +570 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,000 $49.6K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,966 $48.7K <0.01% +354 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,829 $45.4K <0.01% -221 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,682 $41.7K <0.01% +13 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,504 $37.3K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,421 $35.2K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,375 $34.1K <0.01% -148 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,366 $33.9K <0.01% +1,197 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,353 $33.6K 0.03% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,246 $30.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,200 $29.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,036 $25.7K <0.01% +8 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,000 $24.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 987 $24.5K <0.01% -1,682 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 973 $24.1K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 900 $22.3K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 830 $20.6K 0.01% +143 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 776 $19.2K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 708 $17.6K <0.01% -7,636 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 673 $16.7K 0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 658 $16.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 631 $15.6K <0.01% -148 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 500 $12.4K <0.01% +200 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 491 $12.2K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 451 $11.2K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 423 $10.5K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 423 $10.5K <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 365 $9.05K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 320 $7.97K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 240 $5.95K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 235 $5.83K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 225 $5.64K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 224 $5.59K <0.01% +3 13F-HR Timeline BAYBAN More: the full row for BAYBAN 184 $4.56K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 172 $4.27K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 162 $4.02K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 140 $3.47K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 129 $3.21K <0.01% +37 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 89 $2.21K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $2.11K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 83 $2.06K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 83 $2.06K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 60 $1.49K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 48 $1.19K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 47 $1K <0.01% -177 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 40 $992 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 38 $942 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 36 $892 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 20 $496 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5 $124 <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2 $59 <0.01% +1 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2 $50 <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1 $25 <0.01% 0 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $1 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.