Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 9,688 $2.2M 0.02% -280 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,679 $2.2M 1.34% +779 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,672 $2.2M 0.53% +4,606 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 9,628 $2.19M 1.04% -543 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,549 $2.17M <0.01% +7,408 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,501 $2.16M 0.31% +7,707 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 9,453 $2.15M 2.13% +944 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 9,402 $2.13M 1.07% +2,641 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,250 $2.1M 0.78% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 9,235 $2.1M 0.7% +1,698 13F-HR/A Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 9,193 $2.09M 1.1% -19,164 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 9,103 $2.07M 1% +453 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,057 $2.06M 0.06% +2,969 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,020 $2.05M 0.39% +4,613 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,940 $2.03M 0.09% +5,073 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,895 $2.02M 0.19% +827 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,839 $2.01M 0.32% +436 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,829 $2.01M 0.19% +596 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,675 $1.97M 0.1% +285 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 8,665 $1.97M 0.62% +2,650 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,651 $1.96M 0.87% +70 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,632 $1.96M 0.13% -144 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,595 $1.95M 0.01% +4,655 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,508 $1.93M 0.42% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,472 $1.92M 0.18% +111 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 8,420 $1.91M 1.67% +1,320 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,409 $1.91M 0.87% +1,108 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 8,270 $1.88M 0.68% +179 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,190 $1.86M 0.12% +942 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,175 $1.86M 0.12% +1,445 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 8,170 $1.86M 1.41% +6,058 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 8,161 $1.85M 1% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,148 $1.85M 0.68% +321 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 8,093 $1.84M 0.5% new 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) 8,076 $1.83M 0.05% new 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 7,990 $1.81M 0.81% 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 7,982 $1.81M 2.05% +1,168 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,898 $1.79M 1.56% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 7,862 $1.79M 1.33% +2,291 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 7,814 $1.77M 0.84% +2,947 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 7,801 $1.77M 1.35% +2,883 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,670 $1.74M 0.17% +1,463 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,544 $1.72M 0.74% +754 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 7,539 $1.71M 0.23% +140 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,531 $1.71M 0.76% -187 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,370 $1.67M +1,598 Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,330 $1.66M 0.42% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,305 $1.66M 0.06% +2,529 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,208 $1.64M 0.15% -136 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 7,172 $1.63M 1.28% -239 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 7,140 $1.62M 0.69% +137 13F-HR/A Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 7,114 $1.62M 1.3% +2,980 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,113 $1.62M 0.07% +195 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 7,100 $1.61M <0.01% -257,700 13F-HR Timeline Group Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,082 $1.61M 1.17% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,055 $1.6M 0.07% +3,611 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,990 $1.59M 0.07% -10,335 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,988 $1.59M 0.19% -3,785 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,982 $1.59M 1.22% -38 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,919 $1.57M 0.47% +121 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,908 $1.57M 0.07% +5,248 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,890 $1.56M <0.01% -3,772 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 6,888 $1.56M 1.35% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,860 $1.56M 0.31% +546 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,852 $1.56M 0.2% +166 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 6,838 $1.55M 0.24% -227 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,822 $1.55M 0.12% +959 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 6,748 $1.53M 0.49% +3,276 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 6,748 $1.53M 0.3% +2,238 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 6,774 $1.53M 0.21% new 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,660 $1.51M 0.81% +4,016 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,643 $1.51M 0.02% -12,374 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 6,605 $1.5M 1.78% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,601 $1.5M 0.29% +94 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,589 $1.5M 0.21% +4,622 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 6,580 $1.49M 0.85% -26,383 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,562 $1.49M 0.05% +3,388 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 6,553 $1.49M 1.53% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 6,521 $1.48M 0.24% +1,423 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,471 $1.47M 0.16% +655 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 6,451 $1.47M 0.46% +28 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 6,451 $1.47M 0.68% +1,080 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,119 $1.46M 0.06% +2,134 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,407 $1.46M 0.63% -592 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 6,387 $1.45M 0.92% +1,474 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 6,334 $1.44M 0.19% -6,436 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,300 $1.43M <0.01% 0 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,210 $1.41M 0.22% +1,229 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,090 $1.38M 0.05% +3,486 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,073 $1.38M 0.45% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,746 $1.37M 0.44% +476 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,027 $1.37M 0.07% 0 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 5,973 $1.36M 0.54% +259 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 5,885 $1.34M 0.42% +1,085 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,851 $1.33M 0.01% +1,251 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,801 $1.32M 0.14% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,771 $1.31M 0.06% -1,385 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 5,762 $1.31M 0.33% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,727 $1.3M 0.01% +1,870 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 5,690 $1.29M 1.06% +913 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 5,642 $1.28M 7.35% -2,321 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,605 $1.27M 0.01% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 5,442 $1.27M 0.43% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,583 $1.27M 0.48% +162 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,561 $1.26M 0.46% +1,350 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 5,419 $1.24M 0.24% -1,875 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,443 $1.24M 0.65% -2,675 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 5,431 $1.23M 0.91% -11,979 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,756 $1.23M 0.06% +317 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 5,404 $1.23M 1.19% +35 13F-HR/A Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,400 $1.23M 0.31% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,362 $1.22M 0.56% +2,783 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 5,324 $1.21M 0.47% -1,685 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,323 $1.21M 0.65% -2,915 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,144 $1.2M 0.09% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,212 $1.18M 0.04% +760 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 5,199 $1.18M 0.64% -1,158 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,183 $1.18M 0.21% -703 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,158 $1.17M <0.01% +3,592 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,137 $1.17M 0.01% +229 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,136 $1.17M 0.08% +2,528 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,076 $1.15M 0.15% -83 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,057 $1.15M 0.12% -18 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,887 $1.13M 0.77% +1,473 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,948 $1.12M 0.33% +3,508 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,903 $1.11M 0.01% -146 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,776 $1.11M 0.47% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,787 $1.09M 0.09% +2,413 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,763 $1.08M 0.08% +342 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,719 $1.07M 0.9% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,683 $1.06M 0.05% +893 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,664 $1.06M 0.12% -4,217 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,592 $1.04M 0.03% -482 13F-HR Timeline City State Bank More: the full row for City State Bank 4,500 $1.02M 0.32% -555 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,469 $1.01M 0.5% -24,848 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,399 $999K 0.37% -100 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,374 $993K 0.64% -3,992 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,320 $981K 0.06% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,305 $978K 0.46% +86 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,224 $959K 0.1% -51 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,211 $956K 0.19% +435 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,195 $953K 0.81% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,156 $944K 0.02% +2,844 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,150 $943K 0.6% -111 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,149 $936K 0.08% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,100 $931K 0.38% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,083 $927K 0.28% -1,716 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,058 $922K 0.14% +219 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 4,045 $919K 0.87% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,032 $916K 0.32% -207 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 4,025 $914K 0.74% +1,223 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,054 $913K 0.42% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,004 $909K 0.22% +2,856 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,992 $907K 0.09% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,982 $904K 0.19% +599 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,944 $896K 0.99% +58 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,874 $880K 0.01% +15 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,869 $879K 0.25% +52 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,835 $871K 0.08% -13,288 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,830 $870K 0.16% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,867 $869K 0.46% -16 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,793 $861K 0.03% +31 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,782 $859K 0.38% +147 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 3,781 $859K 0.53% +158 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,677 $835K 0.03% new 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,636 $826K 0.27% -275 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,635 $825K 0.05% -89 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,630 $824K 0.06% -310 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,592 $816K +1,930 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,590 $815K 0.01% +1,935 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 3,570 $811K 0.45% -113 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,545 $805K 0.15% +21 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,531 $802K 0.02% +1,853 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,523 $800K 0.07% +518 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,513 $798K 0.1% +1,081 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,501 $795K 0.22% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,468 $788K 0.03% +1,435 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,435 $780K 0.49% +380 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,390 $770K 0.01% +531 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,328 $756K 0.01% +562 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 3,323 $755K 0.22% +1,878 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,315 $753K 0.16% -1,628 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,261 $741K 0.71% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 3,233 $734K 0.57% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,257 $733K 0.42% +567 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,228 $733K 0.04% +10 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,143 $714K <0.01% +657 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,092 $702K 0.24% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,090 $702K 0.03% -14 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,083 $700K 0.2% -163 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,058 $694K 0.06% +601 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,049 $692K 0.01% -413 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,046 $692K 0.31% +8 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,938 $667K 0.01% +331 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2,935 $666K 0.15% +2,583 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,923 $664K 0.25% +316 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,891 $657K 0.19% +304 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,863 $650K 0.25% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,848 $647K 0.03% -13,519 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,811 $638K 0.55% +33 13F-HR Timeline