Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 462 $74K 0.07% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 462 $73.9K 0.02% -5 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 455 $72.9K 0.01% +17 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 450 $72K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 446 $71.4K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 440 $70.4K 0.02% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 400 $69.1K 0.03% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 425 $68K 0.02% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 424 $67.9K 0.03% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 416 $66.6K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 411 $65.8K 0.04% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 408 $65.4K 0.03% +2 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 406 $65K 0.03% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 404 $64.7K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 400 $64K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 400 $64K 0.07% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 400 $64K 0.05% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 400 $64K 0.01% -1,442 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 388 $62.1K 0.03% -96 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 379 $61K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 337 $58K 0.04% -75 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 358 $57.3K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 357 $57.1K 0.03% +2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 354 $56.7K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 350 $56K 0.04% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 356 $56K 0.02% -44 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 352 $56K 0.01% -127 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 341 $54.6K 0.04% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 341 $54.6K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 340 $54.5K 0.02% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 340 $54.4K 0.02% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 338 $54.2K 0.04% +1 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 337 $54K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 329 $52.7K 0.04% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 328 $52.4K 0.02% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 320 $51.2K 0.03% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 312 $50K 0.02% +1 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 310 $49.6K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 305 $48.8K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 305 $48.8K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 300 $48K 0.01% 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 300 $48K 0.04% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 298 $47.7K 0.01% +217 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 296 $47.4K +76 Timeline NVWM, LLC More: the full row for NVWM, LLC 291 $46.6K 0.01% 0 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 290 $46.4K 0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 290 $46.4K 0.02% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 288 $46.1K 0.02% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 288 $46K 0.03% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 280 $44.8K 0.04% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 274 $43.9K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 267 $42.8K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 261 $41.8K 0.03% +1 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 260 $41.6K 0.03% -440 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 257 $41.1K 0.02% -1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 255 $40.8K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 249 $40.2K 0.01% +6 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 250 $40K 0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 250 $40K 0.02% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 250 $40K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 245 $39.2K 0.02% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 243 $38.8K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 236 $37.8K 0.01% +208 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 231 $37K 0.02% -122 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 225 $36K 0.01% +213 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 221 $34.4K 0.01% +7 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 215 $34.4K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 215 $34K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 217 $33.7K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 206 $33K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 204 $32.7K 0.01% +38 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 203 $32.5K 0.02% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 202 $32.3K 0.02% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 201 $32.2K 0.02% +101 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 200 $32K <0.01% 0 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 200 $32K 0.04% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 194 $31.1K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 195 $31K 0.02% +1 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 189 $30.3K <0.01% -7 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 189 $30.3K <0.01% -27 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 180 $28.8K 0.01% +10 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 178 $28.6K 0.01% -24 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 178 $28.5K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 177 $28.5K 0.01% -1 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 172 $27.5K 0.01% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 10,152 $27.1K 0.02% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 166 $26.6K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 165 $26.4K 0.02% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 25,616 $25.6K 0.02% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 160 $25.6K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 158 $25.3K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 158 $25.3K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 155 $24.8K <0.01% 0 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 155 $24.8K 0.01% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 153 $24.5K 0.01% +66 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 150 $24K 0.02% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 150 $24K <0.01% -3,118 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 150 $24K 0.02% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 150 $24K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 145 $23.2K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 145 $23.2K 0.01% -75 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 144 $23K <0.01% -4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 139 $22K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 137 $22K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 137 $21.9K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 134 $21.5K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 132 $21.1K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 131 $21.1K 0.02% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 130 $20.8K 0.02% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 126 $20.2K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 125 $20K 0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 120 $19K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 117 $18.7K <0.01% +100 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 117 $18.7K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 115 $18.4K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 113 $18.1K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 112 $17.9K 0.01% +15 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 111 $17.8K 0.02% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 110 $17.6K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 108 $17.3K <0.01% -120 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 105 $16.8K <0.01% -19 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 105 $16.8K 0.02% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 102 $16.4K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 101 $16.2K 0.02% +23 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $16K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 100 $16K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 100 $16K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $16K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 100 $16K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 100 $16K 0.02% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $16K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 99 $15.9K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 94 $15.1K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 94 $15K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 92 $14.7K <0.01% +74 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 91 $14.6K <0.01% -3,348 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 90 $14.4K 0.01% +55 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $14.4K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 85 $13.6K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 83 $13.3K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 83 $13.3K 0.01% new 13F-HR/A Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 83 $13.3K <0.01% 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 81 $13K 0.01% +48 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 80 $12.8K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 79 $12.7K 0.01% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 78 $12.5K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 73 $11.7K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 72 $11.7K 0.01% -67 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 72 $11.5K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 72 $11.5K <0.01% +18 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 71 $11.4K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 65 $10.4K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 63 $10.1K <0.01% 0 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 62 $9.93K 0.01% -18 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 62 $9.93K <0.01% +7 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 62 $9.93K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 60 $9.61K <0.01% -18 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Legacies Wealth LLC More: the full row for Legacies Wealth LLC 60 $9.61K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $9.61K 0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 59 $9.45K 0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 55 $8.82K <0.01% +13 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 54 $8.64K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 53 $8.49K <0.01% +8 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 53 $8.48K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 51 $8.16K <0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 51 $8.12K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 50 $8.01K <0.01% +19 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 50 $8.01K 0.01% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 50 $8.01K <0.01% -326 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 50 $8.01K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 47 $7.53K <0.01% 0 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 47 $7.53K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 45 $7.42K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 46 $7.37K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 46 $7.36K <0.01% +19 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 45 $7.21K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 44 $7.04K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 45 $7K <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 40 $6.4K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 40 $6.4K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 37 $5.92K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 37 $5.92K 0.01% 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 36 $5.76K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 36 $5.76K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $5.6K <0.01% +10 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 34 $5.44K <0.01% +33 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $5.44K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 31 $5.01K <0.01% -5 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 31 $4.96K <0.01% -528 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 30 $4.8K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 28 $4.48K <0.01% -3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $4.48K <0.01% +5 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 27 $4.25K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 12 $4.03K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 25 $4K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 24 $3.84K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 23 $3.68K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 21 $3.46K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 20 $3.2K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $3.2K <0.01% 0 13F-HR Timeline