Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,044 $532K 0.01% +2,507 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 9,891 $524K 0.01% -2,495 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,763 $517K 0.04% +2,410 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 9,739 $516K 0.09% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,668 $512K 0.09% +375 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 9,483 $510K 0.02% +5,270 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 9,349 $495K 0.11% +8,803 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,150 $485K 0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,033 $478K 0.01% -2,136 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,928 $473K 0.05% -360 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,841 $468K 0.18% +14 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,757 $464K 0.09% +1,258 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,695 $460K 0.23% +400 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,598 $455K 0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,583 $455K 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,545 $453K 0.01% +1 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 8,250 $437K 0.23% -1,300 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,240 $436K 0.26% +90 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,226 $436K 0.21% -21 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,117 $430K 0.07% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,000 $424K 0.02% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,776 $412K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,824 $403K <0.01% +4 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,537 $399K -333 Timeline Argent Trust Co More: the full row for Argent Trust Co 7,351 $389K 0.01% +106 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,295 $386K 0.03% +133 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,149 $376K 0.08% -29 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 7,071 $374K 0.3% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,904 $366K 0.01% new 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,872 $364K <0.01% -1,055 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,771 $359K 0.04% +2,047 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,735 $357K 0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,664 $353K 0.09% +698 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,636 $351K 0.02% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 6,532 $346K <0.01% new 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,502 $344K 0.04% -15 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 6,325 $335K 0.02% new 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 6,274 $332K 0.13% +98 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,215 $329K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,186 $328K 0.02% +163 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,142 $325K <0.01% +207 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,101 $323K <0.01% +4,692 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 6,100 $323K 0.01% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,100 $323K 0.11% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,093 $323K 0.08% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 6,078 $322K 0.08% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,064 $321K 0.05% -702 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,000 $318K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,847 $310K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,843 $309K <0.01% +362 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,731 $304K 0.06% +5,688 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,598 $296K <0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,578 $295K <0.01% -356 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 5,577 $295K 0.11% +221 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,524 $293K <0.01% -3,756 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,408 $286K 0.13% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,380 $285K 0.08% -951 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,326 $282K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,290 $280K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5,208 $276K 0.14% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,305 $275K 0.01% +4 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,200 $275K 0.08% -216 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,192 $275K <0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,174 $274K <0.01% new 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 5,025 $267K 0.01% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,033 $267K 0.06% -127 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,024 $266K 0.01% +1,103 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,000 $265K 0.1% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,000 $265K 0.06% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,899 $259K 0.03% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,885 $259K <0.01% +668 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,861 $257K <0.01% -723 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 4,828 $256K 0.06% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,704 $249K <0.01% +16 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,650 $246K <0.01% +1,108 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,628 $245K <0.01% +8 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,602 $244K <0.01% +2 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 4,494 $238K 0.01% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,466 $236K 0.08% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 4,408 $233K 0.12% +250 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,350 $230K 0.16% +132 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,299 $228K 0.03% +51 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,297 $228K 0.02% -699 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,233 $224K 0.01% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,200 $222K 0.03% -1,150 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 4,182 $221K 0.13% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,133 $219K 0.12% +11 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,127 $218K <0.01% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,116 $218K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,100 $217K <0.01% new 13F-HR Timeline Group Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,976 $213K 0.09% +69 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 4,000 $212K 0.04% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,000 $212K 0.02% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,987 $211K 0.12% -23 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,949 $209K 0.05% +168 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,457 $209K <0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,938 $209K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,900 $207K <0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,890 $206K 0.01% +482 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,875 $205K 0.01% +35 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,897 $202K <0.01% +965 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,791 $201K 0.01% -502 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,775 $200K 0.02% -2 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,699 $196K <0.01% -441 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,600 $191K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,462 $183K 0.01% +5 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,281 $174K +16 Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,209 $170K 0.05% new 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 3,000 $159K 0.16% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,973 $157K 0.01% +1,301 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,881 $153K 0.03% +38 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,942 $152K <0.01% -9,741 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,785 $147K 0.02% -100 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,443 $129K 0.05% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,400 $127K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,285 $121K <0.01% +466 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,225 $118K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,176 $115K <0.01% +70 13F-HR/A Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,025 $107K <0.01% -450 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,995 $106K <0.01% -95 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,985 $105K 0.01% -770 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,869 $99K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,765 $93.5K <0.01% -182 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 1,612 $85.4K 0.07% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,564 $82.8K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,500 $79.4K <0.01% -1,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,461 $77.4K <0.01% +22 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,450 $76.8K <0.01% +696 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,431 $75.8K <0.01% +722 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,403 $72.5K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,289 $68.3K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,280 $67.8K 0.03% 0 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 1,233 $65.3K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,203 $63.7K <0.01% -934 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,185 $62.7K 0.01% +5 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,152 $61K 0.04% +520 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,129 $59.8K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,075 $56.9K <0.01% new 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,070 $56.7K 0.01% +18 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,034 $54.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,005 $53.3K <0.01% +13 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,009 $53K 0.04% +503 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $53K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,000 $52K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 972 $51.5K <0.01% +17 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 750 $40K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 718 $38K 0.04% +10 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $37K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 650 $34.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 650 $34.4K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 600 $31.8K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 600 $31.8K 0.03% +200 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 577 $30.6K 0.01% -196 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 577 $30.6K 0.02% -254 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 520 $27.5K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 510 $27K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 501 $26.5K <0.01% +200 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 500 $26.5K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 500 $26K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 480 $25.4K <0.01% -1,243 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 461 $24.4K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 460 $24.4K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 454 $24K <0.01% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 423 $22.4K 0.02% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 400 $21.2K 0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 400 $21.2K 0.02% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 391 $20.9K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 372 $19.7K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 334 $17.7K <0.01% -582 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 325 $17.2K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 312 $16.5K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 312 $16.5K <0.01% +6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 300 $15.9K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 300 $15.9K <0.01% -296 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 300 $15.9K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 300 $15.9K 0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 275 $14.6K <0.01% new 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 258 $13.7K <0.01% +241 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 219 $11.6K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 219 $11.6K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 218 $11.5K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 206 $10.9K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 200 $10.6K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $10.6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 187 $9.9K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 185 $9.8K <0.01% -1,149 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 155 $8.21K <0.01% +108 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 150 $7.94K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 150 $7.94K <0.01% new 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 139 $7.36K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 139 $7.36K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 129 $6.83K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 127 $6.73K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 125 $6.62K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 115 $5.97K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 102 $5.4K <0.01% +101 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $5.3K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 100 $5.3K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $5.3K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 86 $4.55K <0.01% 0 13F-HR Timeline