Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,893 $552K 0.02% +42 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,866 $550K 0.06% +1,569 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,806 $544K 0.06% +2,518 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,743 $538K 0.02% -1,440 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,545 $521K 0.03% +353 13F-HR/A Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,543 $520K 0.12% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. 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More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,987 $374K 0.15% +1,456 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,970 $372K 0.03% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,954 $371K 0.05% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,223 $359K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,766 $353K 0.01% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,721 $349K 0.19% +536 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,717 $348K <0.01% +49 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,688 $346K 0.02% -1,299 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,673 $344K 0.02% -425 13F-HR Timeline Group ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 3,585 $336K 0.27% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,517 $330K 0.05% -110 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,427 $321K 0.02% -822 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,536 $315K 0.12% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,262 $306K 0.02% +774 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,198 $300K 0.15% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,164 $297K 0.01% -113 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,000 $281K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,982 $280K <0.01% +427 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,900 $272K 0.1% 0 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 2,880 $270K 0.04% -161,943 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,844 $267K 0.11% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,835 $266K 0.07% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,782 $261K 0.01% +290 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,594 $243K 0.07% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,593 $243K 0.04% +11 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,567 $241K 0.06% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,534 $238K 0.03% +1,116 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,490 $233K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,475 $232K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,438 $229K 0.03% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,429 $228K <0.01% +64 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,420 $227K 0.18% 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,417 $227K 0.16% +51 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,332 $221K 0.07% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,353 $221K 0.07% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,320 $217K 0.28% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,811 $170K 0.02% +40 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,774 $166K <0.01% -346 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. 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More: the full row for Steigerwald, Gordon & Koch Inc. 630 $59.1K 0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 466 $43.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 443 $41.5K <0.01% -6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 424 $39.8K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 401 $37.6K 0.08% +54 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 398 $37.3K <0.01% 0 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 314 $29.4K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 312 $29.2K <0.01% -1,021 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 300 $28.1K <0.01% +30 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 295 $27.7K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 270 $25.3K <0.01% -2,467 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 269 $25.2K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 226 $21.2K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 187 $18K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 190 $17.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 185 $17.3K <0.01% -14 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 150 $14.1K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 148 $13.9K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 136 $12.8K <0.01% +50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 120 $11.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 118 $11.1K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 105 $9.87K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 102 $9.54K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 95 $8.91K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 56 $5.25K <0.01% -49 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 53 $5.02K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 53 $4.97K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 51 $4.78K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28 $2.63K <0.01% -10,010 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 26 $2.44K <0.01% new 13F-HR Timeline Group