AE Wealth Management LLC More: the full row for AE Wealth Management LLC 36,952 $429K <0.01% +1,339 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 36,920 $428K 0.15% -5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 36,675 $425K 0.02% -2,151 13F-HR Timeline Group NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 36,452 $423K 0.35% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 36,201 $420K 0.05% -39 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 36,363 $419K 0.32% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,519 $400K <0.01% +1,000 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 34,204 $397K 0.04% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 34,200 $397K 0.33% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 34,150 $396K 0.27% -299 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 33,777 $392K 0.23% +420 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 33,178 $384K 0.04% 0 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 32,170 $373K 0.03% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 33,949 $373K 0.2% -2,166 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 32,000 $371K 0.01% 0 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 31,607 $367K 0.12% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 31,369 $364K 0.02% +12,706 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 31,369 $364K 0.21% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 31,181 $362K 0.06% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 30,908 $359K 0.06% 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 30,518 $354K 0.18% -3,000 13F-HR Timeline Mountain Lake Investment Management LLC More: the full row for Mountain Lake Investment Management LLC 30,000 $348K 0.33% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 29,659 $344K 0.23% -72,672 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 29,606 $343K 0.04% +2,503 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 29,433 $341K <0.01% +8,598 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 29,337 $340K 0.04% -25 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 27,320 $317K 0.09% 0 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 27,315 $317K 0.22% +11,100 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 27,000 $313K 0.28% +3,354 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,250 $304K 0.02% +100 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,020 $302K 0.01% -353 13F-HR Timeline Group Insight Inv LLC More: the full row for Insight Inv LLC 25,750 $299K 0.21% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,020 $290K 0.02% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 25,020 $290K 0.14% +230 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 24,864 $288K 0.1% -181 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 24,658 $286K 0.02% -1,965 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 23,842 $276K 0.02% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 23,400 $271K 0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 23,381 $271K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 26,160 $264K <0.01% +6,500 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 22,390 $260K 0.06% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 23,498 $258K 0.01% +5,840 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 22,167 $257K 0.01% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 22,150 $257K 0.09% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 22,094 $256K 0.01% +100 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 21,648 $251K <0.01% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 21,615 $251K 0.05% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 21,460 $249K 0.26% -1,500 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,101 $245K 0.05% 0 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 20,812 $241K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 20,644 $239K 0.05% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 19,875 $231K <0.01% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 19,696 $228K 0.15% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 19,654 $228K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,605 $227K 0.01% -8,324 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,934 $222K 0.02% +1,307 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 19,000 $220K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 19,000 $220K 0.05% -10,000 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,647 $216K 0.01% +3,625 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 18,600 $216K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,399 $213K 0.01% +500 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20,445 $212K 0.2% -2,835 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 18,150 $210K <0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 18,100 $210K 0.05% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 18,039 $209K 0.03% -149 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 18,000 $209K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,699 $208K 0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 17,650 $205K 0.06% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 17,609 $204K 0.22% +1,609 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 17,469 $203K 0.04% +4,318 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 17,300 $201K 0.11% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 17,143 $194K 0.04% +569 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,600 $193K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,393 $190K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,003 $186K 0.01% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 16,000 $186K 0.01% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 15,610 $181K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,375 $178K <0.01% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,358 $178K 0.01% +2,565 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 15,087 $175K 0.06% -2,866 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 15,034 $174K 0.1% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 14,950 $173K 0.02% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 16,240 $171K 0.02% 0 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 14,689 $170K <0.01% +457 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 14,500 $168K 0.05% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,300 $166K 0.02% -400 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,210 $165K 0.02% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,000 $164K <0.01% 0 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 14,072 $163K 0.14% -275 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,035 $163K -26,172 Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 13,900 $161K 0.15% -2,150 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 13,389 $155K 0.06% -7,647 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13,300 $154K <0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,259 $154K 0.01% 0 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 13,450 $151K 0.02% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,049 $151K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,750 $148K <0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,192 $141K <0.01% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 12,050 $140K 0.05% -950 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,042 $140K 0.04% -1,622 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 12,000 $139K 0.02% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 12,000 $139K 0.11% 0 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,923 $138K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,874 $138K <0.01% 0 13F-HR/A Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 11,561 $134K 0.14% -16,988 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 11,475 $133K 0.05% -2,000 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 11,449 $133K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 11,322 $131K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 11,245 $131K 0.01% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,000 $128K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,000 $128K <0.01% -2,000 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 10,560 $122K 0.06% -232,775 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 10,500 $122K 0.13% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,500 $122K 0.01% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 10,500 $122K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,328 $120K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,300 $119K 0.06% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 10,955 $119K 0.06% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 10,093 $117K 0.02% new 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,010 $116K 0.09% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,000 $116K <0.01% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 10,000 $116K 0.07% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 9,100 $106K 0.04% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,852 $103K <0.01% +237 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,904 $91.7K <0.01% -1,341 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,190 $83.4K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,050 $81.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,535 $75.8K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 6,137 $71.2K 0.05% -1,675 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,000 $69.6K 0.05% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,950 $69K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,332 $61.9K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,000 $58K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 5,000 $58K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,395 $51K <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 4,028 $46.7K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,603 $41.8K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,510 $40.7K 0.06% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,383 $39.2K 0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,000 $34.8K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,629 $30.5K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,500 $29K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,500 $29K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,953 $22.7K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,800 $20.9K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,750 $20.3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,762 $20.3K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,600 $18K <0.01% +1,599 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,500 $17.4K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,500 $17.4K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,400 $16.2K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,386 $16.1K 0.01% 0 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,350 $15.7K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,300 $15.1K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,300 $15.1K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,255 $14.6K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,226 $14.2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,200 $13.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,000 $11.6K <0.01% -4,995 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 862 $10K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 781 $9.06K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 739 $9K <0.01% -2,723 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 700 $8.12K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 625 $7.25K <0.01% -2,000 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 589 $6.83K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 586 $6.76K <0.01% -14,673 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 567 $5.47K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 450 $5.22K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 368 $4.27K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 344 $3.98K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 333 $3.86K <0.01% 0 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 208 $2.41K <0.01% +53 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 183 $2.12K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 152 $1.76K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $1.74K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 125 $1.45K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 125 $1.45K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 102 $1.18K <0.01% 0 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 100 $1K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 62 $719 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 54 $626 <0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 36 $418 <0.01% 13F-HR Timeline Group Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 15 $174 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8 $93 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.