Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,626 $425K 0.02% -8,615 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 8,592 $424K 0.11% -1,575 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,567 $422K 0.05% -1,124 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,299 $409K 0.06% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,299 $409K 0.01% new 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 8,216 $405K 0.19% +148 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,206 $405K 0.04% +131 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 8,046 $396K 0.35% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,989 $394K 0.03% -2,816 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,747 $382K 0.33% +104 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,349 $362K 0.11% -186 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,322 $361K 0.04% -1,606 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,269 $358K <0.01% -2,331 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,230 $357K 0.27% +152 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,096 $350K 0.02% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,084 $349K <0.01% -2,488 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,078 $349K 0.01% -39 13F-HR Timeline Group Share Andrew L. More: the full row for Share Andrew L. 7,000 $345K 0.24% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,991 $345K 0.04% -2 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,678 $329K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,654 $328K 0.01% +227 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,641 $327K <0.01% -3,096 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,610 $326K 0.06% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,540 $322K 0.09% -667 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,388 $315K <0.01% +1,689 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,328 $312K 0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,124 $302K 0.02% -16 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,006 $296K 0.03% -700 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,001 $296K 0.07% -3,479 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,989 $295K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,977 $295K <0.01% +10 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,930 $292K 0.02% -823 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for First Heartland Consultants, Inc. 5,436 $268K 0.02% +24 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 5,350 $264K 0.13% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,325 $262K 0.04% -1,000 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,304 $262K 0.01% +832 13F-HR Timeline Group RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 5,245 $259K 0.22% -762 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,143 $254K 0.11% +291 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,060 $250K 0.01% -4,622 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,997 $246K <0.01% new 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,984 $246K 0.17% -1,378 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,974 $245K 0.05% 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,966 $245K 0.11% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,900 $242K 0.01% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,876 $240K 0.4% -744 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,677 $231K 0.07% -800 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,501 $222K 0.03% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,500 $222K 0.06% +95 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,480 $221K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,346 $214K 0.03% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,340 $214K 0.26% -2,142 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,297 $212K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,126 $203K 0.1% +1 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,091 $202K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,931 $145K 0.02% +800 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,825 $139K 0.13% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,531 $126K 0.04% +1,260 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,603 $126K 0.09% +42 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,473 $122K 0.02% -646 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,173 $107K 0.04% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,901 $93.7K 0.06% +50 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,889 $93.1K 0.1% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,527 $75.3K 0.05% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,500 $74K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,394 $68.7K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,249 $61.6K <0.01% -1,472 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,140 $56.2K 0.02% -631 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $47.8K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 891 $44K 0.01% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 700 $34.5K <0.01% 0 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 600 $29.6K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 500 $24.7K <0.01% -550 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 500 $24.7K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 461 $22.7K 0.01% +10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 436 $21.5K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 416 $20.4K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 405 $20K <0.01% new 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 403 $19.9K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 384 $18.9K <0.01% -620 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 260 $12.8K 0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 181 $8.92K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 164 $8.1K <0.01% -28 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 132 $6.51K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 130 $6.45K 0.01% -802 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 97 $4.78K 0.02% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 97 $4.78K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 81 $3.99K <0.01% -273 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 76 $3.75K <0.01% 0 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 76 $3.73K <0.01% -571 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 75 $3.7K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 60 $2.96K <0.01% -20 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 45 $2.22K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 26 $1.29K <0.01% -949 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 19 $931 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $197 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 0 $11 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios.