Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 855 $652K 0.36% +66 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 854 $652K 0.16% +320 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 853 $651K 0.12% -108 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 852 $650K 0.3% -8 13F-HR Timeline Sulzberger Capital Advisors, Inc. 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More: the full row for PRUDENT INVESTORS NETWORK, INC. 746 $569K 0.14% -126 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 745 $568K 0.05% +2 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 741 $566K 0.14% +193 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 741 $565K 0.15% +12 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 740 $565K 0.16% -109 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 739 $564K 0.42% -341 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 739 $564K 0.21% +86 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 738 $563K 0.28% -99 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 738 $563K 0.31% +37 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 738 $563K 0.14% +1 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 738 $563K 0.07% +76 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 737 $562K 0.1% +2 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 736 $561K 0.18% +30 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 735 $561K 0.19% +157 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 735 $561K 0.39% +28 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 735 $561K 0.3% +88 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 735 $561K 0.11% +43 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 734 $560K 0.05% -55 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 732 $559K 0.1% +34 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 732 $558K 0.18% -23 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 729 $557K 0.25% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 729 $557K 0.1% +53 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 729 $556K 0.06% +80 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 729 $556K 0.1% +11 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 726 $555K 0.17% -183 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 727 $555K 0.23% -601 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 725 $553K 0.34% +69 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 724 $552K 0.34% +88 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 722 $552K 1.09% -18,349 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 721 $550K 0.41% -1 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 719 $549K 0.22% +90 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 719 $549K 0.17% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 717 $547K 0.08% +17 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 717 $547K 0.83% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 716 $546K 0.13% -50 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 715 $546K 0.21% 0 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 715 $546K 0.13% +400 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 715 $545K 0.18% +1 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 670 $544K 0.36% +214 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 713 $544K 0.11% +369 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 712 $543K 0.17% +5 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 709 $541K 0.03% new 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 707 $539K 0.3% +85 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 705 $538K 0.26% -460 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 703 $536K 0.16% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 703 $536K 0.24% +198 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 702 $536K 0.17% -11 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 700 $534K 0.17% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 700 $534K 0.21% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 701 $534K 0.11% -33 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 700 $534K 0.18% +18 13F-HR/A Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 699 $533K 0.22% new 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 697 $532K 0.51% 0 13F-HR Timeline Group Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 697 $532K 0.19% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 599 $531K 0.07% -83 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 698 $531K 0.1% -9,766 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 694 $530K 0.05% +50 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 694 $529K 0.17% -13 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 692 $528K 0.31% -8 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 691 $527K 0.16% 0 13F-HR Timeline QVR LLC More: the full row for QVR LLC 690 $526K 0.64% new 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 690 $526K 0.23% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 690 $526K 0.36% +436 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 690 $526K 0.14% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 688 $525K 0.11% -210 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 689 $525K 0.04% +637 13F-HR Timeline Group MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 688 $525K 0.14% -11 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 687 $525K 0.09% 0 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 606 $523K 0.23% -406 13F-HR/A Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 685 $523K 0.42% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 685 $523K 0.34% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 683 $521K 0.08% +109 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 683 $521K 0.18% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 683 $521K 0.08% -66 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 682 $520K 0.08% +79 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 680 $519K 0.46% +109 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 680 $519K 0.02% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 680 $519K 0.48% +147 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 679 $518K 0.48% +25 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 678 $517K 0.26% -6 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 678 $517K 0.14% +126 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 677 $517K 0.11% -156 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 645 $512K 0.04% -66 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 670 $511K 0.32% -4 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 669 $511K 0.01% +278 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 622 $510K 0.2% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 668 $510K 0.17% +26 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 665 $507K 0.02% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 664 $507K 0.03% -1,570 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 664 $506K 0.23% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 663 $506K 0.05% +1 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 663 $506K 0.1% -46 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 661 $504K 0.04% +17 13F-HR Timeline