Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 37,500 $1.86M 0.23% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 36,651 $1.82M 0.06% -433 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 36,180 $1.79M 0.16% +1,060 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 35,881 $1.78M <0.01% +1,205 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 35,783 $1.77M <0.01% new 13F-HR/A Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 35,242 $1.75M 0.24% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 34,790 $1.73M 0.41% -60 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 34,745 $1.72M 0.55% -2,277 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 34,614 $1.72M 0.96% -242 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 33,280 $1.65M 0.11% -15,322 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 32,981 $1.64M 0.01% +2,836 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,193 $1.6M 0.12% +10,142 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 32,194 $1.6M 0.09% -567 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 31,702 $1.57M 0.78% +1,916 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 31,513 $1.56M 0.03% -890 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 31,447 $1.56M 0.61% +3,229 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 31,048 $1.54M 0.52% +26,048 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 30,633 $1.52M 0.04% +3,323 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 30,596 $1.52M 0.23% +1,390 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 30,584 $1.52M 0.02% -321 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 30,371 $1.51M 1.91% -4,236 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29,774 $1.48M 0.07% +4,607 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 28,080 $1.39M 0.18% -250 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 27,924 $1.38M <0.01% +6,043 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 27,826 $1.38M 0.16% -14,997 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 27,425 $1.36M 0.19% -5,159 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 26,465 $1.31M 1.21% +6,618 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 26,230 $1.3M 0.03% -6,905 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 25,676 $1.27M 0.48% -690 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 25,531 $1.27M 0.84% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 24,609 $1.22M 0.07% +42 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 24,538 $1.22M 0.68% +14,311 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 24,060 $1.2M 0.41% +13,835 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 24,066 $1.19M 0.08% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,309 $1.16M 0.01% +14,379 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,316 $1.16M <0.01% +12,621 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 22,972 $1.14M +366 Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 21,987 $1.09M 0.2% -31,278 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 21,810 $1.08M 0.6% -2,893 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 21,157 $1.05M 0.09% new 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 21,141 $1.05M 0.58% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 21,125 $1.05M 0.05% +1,819 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 21,076 $1.05M 0.1% -213 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,580 $1.03M 0.03% -1,680 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 20,639 $1.02M 0.14% -191,731 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 20,272 $1.01M 0.36% +2,615 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 20,105 $997K 0.58% 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 19,632 $974K 0.41% -391 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,459 $965K 0.03% +11,926 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 18,669 $926K 0.48% +108 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,603 $922K 0.03% +6,633 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 18,392 $912K 0.09% +26 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 18,384 $912K 0.15% -5,109 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,806 $883K 0.01% -13,095 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 17,488 $867K 0.23% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,416 $864K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,956 $841K 0.05% +9,633 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,655 $826K 0.05% -665 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 16,321 $809K 0.04% -417 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,284 $808K 0.02% +979 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,265 $807K 0.05% +3,246 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16,265 $807K 0.01% +3,246 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 16,239 $805K 0.07% +3,544 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 15,680 $778K 0.37% +6,702 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,331 $760K 0.01% +6,000 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,105 $749K 0.04% -958 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,043 $746K 0.03% +4,984 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 14,998 $744K 0.24% +3,730 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 14,705 $729K 0.04% -1,083 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,654 $727K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,583 $723K 0.08% -2,427 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,577 $723K 0.07% +9,880 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,533 $721K 0.03% new 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 14,514 $720K 0.4% +8,005 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,352 $712K 0.02% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 13,407 $665K 0.1% -4,722 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,281 $661K 0.01% -293 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 12,856 $638K 0.29% -1,826 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 12,851 $637K 0.41% +7,478 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,812 $635K 0.06% -55 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 12,650 $627K 0.14% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,627 $626K 0.27% -62,403 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,557 $623K <0.01% 0 13F-HR Timeline Group INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 12,500 $620K 0.6% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,367 $613K 0.05% -111,616 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,177 $604K 0.07% -5,814 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 12,141 $602K 0.38% -700 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,139 $602K <0.01% new 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 12,089 $599K 0.38% +6,482 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,847 $587K <0.01% -3,290 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,636 $577K 0.02% -7,069 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,632 $577K <0.01% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,275 $559K <0.01% -1,214 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,203 $506K 0.01% +4,044 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,041 $498K 0.07% -10,384 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,868 $489K 0.24% +573 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,727 $482K 0.06% -328 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 9,714 $482K 0.19% -4,884 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,560 $474K 0.02% +61 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,450 $469K 0.18% +2,342 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 9,318 $462K 0.23% 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,199 $456K 0.05% +106 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,936 $443K 0.14% -300 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,490 $421K 0.08% +1,500 13F-HR/A Timeline KWB Wealth More: the full row for KWB Wealth 8,374 $415K 0.04% +655 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,198 $407K 0.02% -1,816 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,110 $402K 0.09% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,077 $401K <0.01% -2,756 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,003 $397K 0.04% -16 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,937 $394K 0.01% -4,100 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,902 $392K <0.01% +91 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,856 $391K 0.01% +1,205 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,850 $389K 0.11% +91 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,502 $372K 0.03% +85 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 7,445 $369K 0.12% -4,495 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,431 $369K 0.02% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,319 $363K 0.02% +130 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 6,859 $340K 4.12% -33,250 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,846 $340K 0.07% -402 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 6,815 $338K 0.21% -7,089 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,815 $338K 0.02% +1,125 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,749 $335K 0.1% -128 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,725 $333K <0.01% -489 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 6,649 $330K 0.12% -37,621 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,439 $319K 0.01% +3,386 13F-HR/A Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,245 $310K 0.1% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,043 $300K 0.01% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,042 $300K 0.02% new 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 6,000 $298K 0.29% 0 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,890 $292K 0.13% +1,222 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,880 $292K <0.01% 13F-HR/A Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 5,835 $289K 0.13% 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,766 $286K 0.05% +202 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,738 $285K <0.01% +1,665 13F-HR/A Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,661 $281K 0.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,644 $280K 0.02% +1,200 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,620 $279K 0.03% -294 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,619 $279K 0.02% +351 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,512 $273K <0.01% -82,339 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,355 $266K <0.01% -4,529 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,259 $262K 0.06% -405 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,101 $253K <0.01% -53 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,050 $250K 0.06% -5,025 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,920 $244K 0.06% +557 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,895 $243K 0.03% -191 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,894 $243K <0.01% -1,202 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,850 $241K 0.03% +683 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,792 $238K 0.05% 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,664 $231K 0.08% -3,091 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 4,620 $229K 0.34% +185 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,571 $227K <0.01% +99 13F-HR/A Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,531 $225K 0.03% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,351 $216K 0.02% +4,315 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,315 $214K 0.01% -2,485 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,202 $208K <0.01% +361 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,100 $203K 0.12% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,774 $187K 0.28% -88,974 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,663 $182K 0.12% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,339 $166K 0.01% -58 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,236 $160K 0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 3,132 $155K 0.09% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,296 $114K 0.03% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,300 $114K 0.01% +2,000 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,448 $71.8K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,396 $69.2K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,192 $59.1K <0.01% -473 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,090 $54.1K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,079 $53.5K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,001 $49.6K <0.01% +1,000 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 734 $36.6K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 714 $35.4K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 700 $35K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 654 $32.4K 0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 650 $32.2K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 643 $31.9K 0.01% +513 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 564 $28K <0.01% +525 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 545 $27K 0.01% -59 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 503 $24.9K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 492 $24.4K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 461 $22.9K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 446 $22.1K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 410 $20.4K 0.01% +4 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 345 $17.1K 0.01% -16,134 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 317 $15.7K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 311 $15.4K <0.01% -2,531 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 300 $14.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $14.9K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $14.9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 272 $13.5K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 260 $12.9K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 257 $12.7K <0.01% -2,418 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 250 $12.4K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 239 $11.8K <0.01% -634 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 237 $11.8K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 188 $9.32K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 184 $9.12K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 163 $8.06K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 132 $6.55K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 125 $6K <0.01% +1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 120 $5.98K <0.01% new 13F-HR Timeline