Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 18,863 $1.6M 0.63% +3,048 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,446 $1.56M 0.13% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 18,427 $1.56M 0.14% 0 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 18,293 $1.55M 0.16% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,993 $1.52M 0.04% +1,302 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,879 $1.51M 0.19% -23 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,640 $1.49M 0.16% +142 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,603 $1.49M 0.07% +2,357 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 17,586 $1.49M 0.38% +2,332 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17,338 $1.47M 0.15% +16,624 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 17,319 $1.47M 0.59% +14,863 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,308 $1.46M 0.09% +30 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 17,248 $1.46M 0.12% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 17,207 $1.46M 0.69% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 17,072 $1.44M 0.18% +974 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 17,025 $1.44M 0.21% -2,550 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,800 $1.43M 0.03% +1,226 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,858 $1.43M 0.03% -82 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 16,709 $1.41M 1.4% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 16,529 $1.4M 0.2% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 16,335 $1.38M 0.27% -175 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 16,185 $1.37M 0.45% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 15,153 $1.36M 0.38% -1,314 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,082 $1.36M 0.04% new 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 16,002 $1.35M 1.3% 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 15,957 $1.35M 0.91% -194 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 15,740 $1.33M 0.01% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,394 $1.3M 0.03% -129 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,370 $1.3M 0.01% new 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 15,348 $1.3M 0.08% -1,008 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15,135 $1.28M 1.15% +281 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 15,108 $1.28M 0.2% +6,712 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,101 $1.28M 0.01% -14 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,809 $1.25M 0.06% -1,110 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,732 $1.25M 0.03% -5,207 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 14,611 $1.24M 0.68% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 13,707 $1.22M 0.57% -484 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,446 $1.22M 0.04% +10,457 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 13,856 $1.22M 0.63% -54 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,390 $1.22M 0.03% -665 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,216 $1.2M 0.02% -33,211 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,203 $1.2M 0.36% -744 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 14,067 $1.19M 0.11% +291 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 17,995 $1.19M 0.41% +1,701 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 13,601 $1.19M 0.27% +373 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 14,517 $1.18M 0.35% -546 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 13,822 $1.17M 0.68% -108 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,556 $1.15M 0.03% +755 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,528 $1.15M 0.08% -2,341 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 13,327 $1.13M 0.41% -1,021 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,278 $1.12M 0.16% -743 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 13,172 $1.11M 0.09% +818 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 13,095 $1.11M 0.82% +4,079 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,917 $1.09M 0.37% +626 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 12,869 $1.09M 0.2% -114 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 12,813 $1.08M 0.02% +3,398 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,810 $1.08M 0.35% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,666 $1.07M 0.02% +7,334 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,662 $1.07M 0.08% -131 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,644 $1.07M 0.1% new 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 12,614 $1.07M 0.05% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,501 $1.06M 0.02% +1,983 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,417 $1.05M <0.01% +2,719 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 12,392 $1.05M 0.16% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 12,362 $1.05M 0.03% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 12,338 $1.04M 0.64% -39 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12,328 $1.04M 0.1% +11,510 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 12,150 $1.03M <0.01% +10 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 12,115 $1.03M 0.41% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 12,106 $1.02M 0.38% +4,655 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 12,015 $1.02M 0.74% 0 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 12,006 $1.02M 0.68% +222 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,991 $1.01M 0.02% -1,062 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 11,903 $1.01M 0.26% -387 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,884 $1.01M 0.02% +1,045 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 11,866 $1M 0.89% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 11,845 $1M 0.25% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 11,787 $998K 0.21% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,700 $990K 0.01% 0 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 11,699 $990K 0.76% -4,052 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 11,547 $977K 0.36% +211 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,377 $963K 0.09% +3,697 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,255 $953K 0.03% +14 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 11,133 $942K 0.14% +175 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 10,886 $921K 0.57% -181 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 10,874 $920K 0.56% -150 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,572 $917K 0.03% +108 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,789 $913K 0.22% -197 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 10,781 $913K 0.02% -194 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,760 $911K 0.02% -200 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,739 $909K 0.11% 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,660 $902K <0.01% +3,078 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 10,635 $900K 0.55% -101 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,483 $887K 0.04% +1,564 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 10,457 $885K 0.13% +611 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,429 $885K 0.04% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,447 $884K 0.03% +6 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,445 $884K 0.17% +31 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 10,276 $870K 0.18% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,189 $862K <0.01% +7,193 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,178 $861K 0.12% +4 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 10,173 $861K 0.34% -46 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 10,137 $858K 0.63% +186 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $846K 0.04% 0 13F-HR/A Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 9,995 $846K 0.26% 0 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 9,889 $837K 0.87% 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,868 $835K 0.15% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 9,865 $835K 0.22% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,702 $821K 0.05% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,694 $821K 0.05% +545 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,577 $811K 0.17% +644 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 9,577 $811K 0.15% +644 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 9,554 $809K 0.22% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,548 $808K 0.7% +3,171 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 9,515 $805K 0.13% +174 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,500 $804K 0.06% -316 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9,440 $799K 0.09% +2,355 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,410 $796K 0.01% 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 9,208 $779K 0.12% +1,101 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 9,079 $768K 0.2% -744 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 9,058 $767K 0.3% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,974 $760K 0.04% -1,451 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,936 $759K 0.05% +67 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,817 $746K 0.02% 0 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,795 $744K 0.01% +109 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,788 $744K 0.03% +426 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 8,697 $736K 0.23% +158 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,600 $728K 0.08% +864 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,599 $728K 0.02% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,578 $726K 0.04% +61 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,568 $725K 0.06% -1,227 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 8,483 $718K 0.05% +1,280 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,416 $712K 0.04% +601 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,299 $702K 0.15% -132 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 8,282 $701K 0.24% -464 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,226 $696K 0.05% 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,202 $694K 0.08% -22 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,180 $692K 0.17% -31 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,041 $681K 0.01% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,972 $675K 0.44% 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,934 $672K 0.21% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,908 $669K 0.09% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,904 $669K 0.45% +488 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 7,865 $666K 0.12% +140 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,734 $655K 0.02% +50 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 7,733 $655K 0.58% 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,712 $653K 0.1% +913 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,706 $652K 0.17% +50 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7,695 $651K 0.29% +138 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 7,692 $651K 0.61% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 7,574 $644K 0.19% +896 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,600 $643K 0.03% +19 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,575 $641K 0.04% -530 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,513 $636K 0.04% +3,200 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,403 $627K 0.06% -114 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 7,357 $623K 0.51% -170 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 7,274 $616K 0.05% 0 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,239 $613K 0.19% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,233 $612K 0.02% -405 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 7,220 $611K 0.86% +3,230 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,215 $611K 0.07% -187 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 7,121 $603K 0.16% -7 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,957 $589K 0.02% +4,110 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,920 $586K 0.07% +6 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,900 $584K 0.02% +596 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 6,869 $581K 0.41% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,855 $580K <0.01% +6,568 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,796 $575K 0.11% -1,237 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 6,229 $573K 0.4% new 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 6,762 $572K 0.1% +74 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,740 $570K 0.13% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,727 $569K 0.27% -472 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,664 $564K 0.04% -87 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,589 $558K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,587 $558K 0.01% +1,644 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,550 $554K 0.05% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,528 $553K 0.03% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,526 $552K 0.05% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,467 $547K 0.16% -17 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 6,459 $547K 0.56% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,423 $544K 0.04% +788 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 6,412 $543K 0.53% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,382 $540K 0.02% -48 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 6,375 $540K 0.16% -242 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,347 $537K 0.25% -87 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,270 $531K 0.28% -74 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,234 $528K 0.17% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 6,041 $519K 0.09% new 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 5,779 $516K 0.56% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,000 $508K 0.29% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,963 $505K 0.02% -561 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,960 $504K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 5,936 $502K 0.46% 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,929 $502K 0.15% -22 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,912 $500K 0.02% +424 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,867 $497K 0.03% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,860 $496K 0.07% +499 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5,831 $494K 0.13% 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 5,823 $493K 0.21% -22 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5,766 $488K 0.13% +3,935 13F-HR Timeline