Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,300 $523K 0.11% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 10,299 $522K 0.19% +343 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,292 $522K 0.17% -9,952 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 10,274 $521K 0.26% -2,239 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,262 $521K 0.25% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,160 $515K 0.12% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,112 $513K 0.06% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10,038 $509K 0.3% +15 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 10,000 $507K 0.37% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,968 $506K 0.47% -882 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,961 $505K 0.2% +423 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,870 $501K 0.05% -3,496 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,866 $500K 0.12% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,851 $500K 0.17% -16,665 13F-HR Timeline Beta Wealth Group, Inc. 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More: the full row for Masso Torrence Wealth Management Inc. 9,318 $473K 0.2% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,297 $472K 0.17% -514 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,295 $472K 0.07% new 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 9,242 $469K 0.14% +102 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 9,238 $469K 0.12% +697 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,090 $461K 0.04% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 9,016 $457K 0.47% +3,611 13F-HR/A Timeline CIBC WORLD MARKET INC. 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More: the full row for Ausdal Financial Partners, Inc. 4,690 $238K 0.01% -2,660 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,630 $235K 0.08% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,564 $232K 0.1% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,495 $228K 0.04% -48 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,477 $227K 0.1% -110 13F-HR Timeline ETF Store, Inc. 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More: the full row for Etesian Wealth Advisors, Inc. 4,296 $218K 0.07% -815 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,274 $217K 0.16% -52 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,252 $216K 0.01% 0 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,245 $215K 0.02% -1 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,224 $214K 0.16% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,158 $211K 0.18% +13 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,157 $211K 0.03% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 4,154 $211K 0.14% -1,033 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,147 $210K 0.06% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,115 $209K 0.05% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,114 $209K 0.05% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,063 $206K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,063 $206K 0.01% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,014 $204K 0.03% -236 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,000 $203K <0.01% -27,000 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,000 $203K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,000 $203K 0.01% 0 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,000 $203K 0.12% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,996 $203K 0.03% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,963 $201K <0.01% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,954 $201K 0.01% -5 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,874 $197K 0.07% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,775 $192K 0.05% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,605 $183K <0.01% -896 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,575 $181K 0.01% -183,157 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,500 $178K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. 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