5T Wealth, LLC More: the full row for 5T Wealth, LLC 26,952 $1.36M 0.59% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 26,711 $1.35M 0.08% -2,849 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 26,244 $1.32M 0.12% +329 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 25,781 $1.3M 0.03% +319 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,768 $1.3M 0.02% +636 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 25,075 $1.27M 0.25% +4,364 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 23,945 $1.21M 0.29% +2,547 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 23,168 $1.17M 0.44% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 23,096 $1.17M 0.04% -9,527 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,473 $1.13M 0.02% -7,282 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 22,435 $1.13M 0.01% +2,542 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,207 $1.12M 0.01% -1,811 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 22,193 $1.12M 0.07% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 22,189 $1.12M 0.39% +3,384 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 21,972 $1.11M 0.06% +2,218 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 21,388 $1.08M 0.09% +13,113 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,633 $1.04M 0.02% -402 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 20,550 $1.04M 0.05% -2,465 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,322 $1.03M 0.02% +793 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 20,234 $1.02M 0.07% +45 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 20,226 $1.02M 0.11% +2,803 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 19,710 $995K 0.52% +46 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 19,421 $980K 0.67% +2,238 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 19,145 $966K 0.16% -14 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 19,056 $962K 0.39% +2,422 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 19,009 $959K 0.25% +7,177 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 18,951 $956K 0.34% +2,055 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 18,628 $940K 0.06% -9,757 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,612 $939K 0.01% +6,567 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,328 $925K 0.04% -9,646 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 18,283 $923K 0.35% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,974 $857K 0.02% +2,223 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 16,169 $816K 0.03% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 16,137 $814K 0.28% -510 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 16,069 $811K 0.36% +93 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 15,520 $783K 0.18% +1,190 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,215 $768K 0.01% -221 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 15,131 $764K 0.1% +6,320 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 14,774 $746K 0.58% -1,298 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,580 $736K 0.04% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,469 $730K 0.13% +340 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 14,420 $730K 0.14% -75 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,068 $710K 0.09% -5,414 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 14,047 $709K 0.17% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 13,740 $693K 0.12% -133 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 13,718 $692K 0.14% -2,159 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,555 $684K 0.02% +2,036 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,540 $683K 0.01% -3,628 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,499 $681K 0.38% +1,135 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,350 $674K 0.01% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 13,074 $660K 0.21% -379 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 12,926 $652K 0.1% +601 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 12,887 $650K 0.07% -350 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,742 $643K 0.01% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 12,575 $635K 0.11% +400 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 12,359 $624K 0.15% -5,715 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 12,198 $616K 0.07% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,130 $612K 0.03% new 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 12,100 $611K 0.26% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,095 $610K <0.01% +7,946 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 12,057 $609K 0.02% +926 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 12,000 $606K 0.17% -105 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 11,859 $598K 0.09% +5,996 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,769 $594K 0.01% +4,343 13F-HR Timeline Group Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 11,739 $592K 0.2% +4,834 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 11,703 $591K 0.12% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,020 $556K <0.01% +3,270 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,922 $551K 0.02% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,912 $551K 0.04% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 10,834 $549K 0.17% +543 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 10,600 $535K 0.44% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 10,469 $528K 0.24% new 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,300 $510K 0.04% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 10,016 $506K 0.19% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,196 $464K <0.01% -13,503 13F-HR Timeline Friday Financial More: the full row for Friday Financial 9,188 $464K 0.19% -2,353 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,050 $457K <0.01% +50 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,856 $447K 0.16% +350 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,761 $442K +1,431 Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,890 $441K 0.17% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,632 $436K 0.01% -75 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,612 $435K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,563 $432K 0.03% -521 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 8,377 $423K 0.21% +1,267 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,340 $421K 0.2% -70 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,331 $420K 0.02% +1,515 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,270 $417K 0.06% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,193 $414K 0.08% -39,778 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,151 $410K 0.17% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,110 $409K <0.01% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 8,088 $408K 0.09% +3,331 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,026 $405K <0.01% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 7,652 $386K 0.1% -2,094 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,650 $386K 0.02% -3,336 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,612 $384K 0.23% -688 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,610 $384K 0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,582 $383K 0.12% +101 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,386 $373K 0.03% -8,193 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,172 $362K 0.21% +300 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,963 $351K 0.02% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,951 $351K +2,861 Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,866 $347K 0.07% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,830 $345K <0.01% +2,025 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,741 $340K <0.01% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,564 $331K 0.14% +1,378 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,429 $324K <0.01% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,421 $324K 0.06% -29 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,394 $323K 0.01% +10 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,235 $315K 0.1% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,235 $315K 0.03% +20 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6,185 $312K 0.26% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 6,098 $308K 0.24% +9 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,085 $307K 0.02% -80 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 6,007 $303K 0.07% -1,165 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 6,000 $303K 0.13% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,938 $300K 0.17% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 5,907 $298K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,888 $297K 0.01% -540 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,860 $296K 0.03% 0 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 5,797 $293K 0.31% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,585 $282K 0.08% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,570 $281K 0.06% -1,179 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,562 $281K 0.27% 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,444 $275K 0.19% -659 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 5,416 $273K 0.08% -1,161 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,314 $268K 0.03% +55 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,294 $267K 0.11% +47 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,271 $266K 0.17% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,269 $266K 0.18% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,231 $264K <0.01% +609 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 5,216 $263K 0.15% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,181 $261K 0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,052 $255K 0.06% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,994 $252K 0.04% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,001 $252K 0.09% -8,523 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,832 $244K 0.03% -18 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,803 $242K <0.01% +1,884 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,769 $240K 0.01% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,749 $240K 0.07% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,719 $238K <0.01% +91 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,677 $237K 0.01% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 4,665 $237K 0.11% -4,640 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,600 $232K 0.03% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,578 $231K 0.12% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,578 $231K 0.03% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,462 $225K 0.04% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,360 $220K 0.06% +192 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,303 $217K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,296 $217K <0.01% +1,047 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,238 $214K 0.1% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,167 $210K <0.01% -5,692 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,163 $210K 0.06% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,042 $204K 0.02% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,029 $203K <0.01% +2,238 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,016 $203K <0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,005 $202K 0.1% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,598 $182K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,331 $168K <0.01% -439 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,133 $158K <0.01% new 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,969 $150K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,750 $139K 0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,731 $138K <0.01% +2,731 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,638 $133K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 2,300 $116K 0.07% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,039 $103K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,889 $95.3K <0.01% +629 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,813 $91.5K 0.04% +16 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,377 $69.5K 0.05% -633 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,250 $63.1K 0.2% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,185 $59.8K <0.01% -4,501 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,143 $57.7K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,069 $54K 0.02% +10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 846 $42.7K <0.01% -176 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 814 $41.1K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 729 $36.8K <0.01% -10 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 728 $36.7K 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. 565 $28.5K 0.01% 13F-HR Timeline Group 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 500 $25.2K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 335 $16.9K 0.01% -27 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 274 $13.8K 0.01% -1,466 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 127 $6.41K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 105 $5.29K <0.01% 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 78 $3.94K <0.01% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 50 $2.52K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 42 $2.12K <0.01% -2,049 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22 $1.11K <0.01% -1,096 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9 $454 <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 7 $353 <0.01% +1 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 733,905 $37K new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.