Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,052 $255K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,032 $254K 0.01% +1,434 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,001 $252K 0.08% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 4,984 $252K 0.17% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,868 $246K <0.01% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,854 $245K <0.01% +1,721 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 4,700 $239K 0.11% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,723 $239K <0.01% +1,392 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 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,689 $237K 0.06% +329 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,578 $231K 0.11% 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 SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,567 $231K 0.03% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,493 $227K 0.06% new 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 4,390 $223K 0.16% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,340 $219K 0.1% +335 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,302 $217K 0.02% -1 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,296 $217K 0.17% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,267 $215K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,163 $210K 0.04% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 4,142 $209K 0.17% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,141 $209K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,193 $161K <0.01% +1,304 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,032 $153K 0.02% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,969 $150K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,966 $150K 0.01% +328 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,700 $136K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,650 $134K 0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,484 $125K 0.03% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,314 $117K 0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 2,300 $116K 0.06% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,258 $114K 0.09% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,196 $111K 0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,016 $102K 0.04% +203 13F-HR Timeline Trust Co More: the full row for Trust Co 1,898 $95.8K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,843 $93K 0.05% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,506 $76K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,444 $72.9K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,385 $69.9K 0.05% +8 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,196 $60.4K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,173 $59.2K <0.01% +1,095 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,078 $54K 0.02% +9 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 957 $48.3K <0.01% +143 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 951 $48K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 934 $47.2K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 880 $44.4K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 867 $43.8K 0.01% -276 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 865 $43.7K <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 846 $42.7K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 800 $40.4K 0.01% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 728 $36.8K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 668 $33.7K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 631 $31.9K <0.01% new 13F-HR Timeline Group 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% 0 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 541 $27.3K <0.01% new 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 500 $25.2K <0.01% 0 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 395 $20K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 317 $16K 0.01% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 308 $15.6K 0.01% -27 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 296 $14.9K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 279 $14.1K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 240 $12.1K 0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 211 $10.7K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 194 $9.83K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 154 $7.78K <0.01% -120 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 147 $7.42K <0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 145 $7.32K 0.01% 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 111 $5.62K <0.01% +6 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 85 $4.29K 0.02% -1,165 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 76 $3.84K <0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 53 $2.68K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 50 $2.52K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 44 $2.22K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22 $1.11K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10 $505 <0.01% +3 13F-HR Timeline