Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,931 $406K 0.09% +9 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,916 $403K 0.07% +214 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,907 $401K 0.01% -13 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,902 $400K 0.09% +302 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,871 $394K 0.35% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,867 $393K 0.09% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,853 $390K 0.04% +2 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,851 $390K 0.14% -481 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,843 $388K 0.31% +329 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,831 $385K 0.32% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,827 $385K 0.26% -45 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,798 $378K 0.17% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,781 $375K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,774 $373K 0.05% -213 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,773 $373K 0.33% 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,716 $371K 0.23% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,744 $367K 0.06% +431 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,738 $366K 0.07% +35 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,734 $365K 0.03% +419 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,701 $358K 0.03% +67 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,685 $355K 0.06% +636 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,681 $354K 0.03% -148 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,651 $347K 0.01% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,641 $345K 0.05% -132 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,637 $345K <0.01% +855 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,623 $342K 0.09% 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,561 $329K 0.08% new 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,558 $328K 0.02% +38 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,545 $328K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,555 $327K 0.27% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,554 $327K 0.11% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,541 $324K 0.04% +9 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,525 $321K 0.29% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,507 $320K <0.01% +709 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 1,518 $319K 0.03% +126 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,506 $317K 0.03% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,504 $317K 0.2% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,502 $316K 0.03% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,483 $312K 0.02% +167 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,455 $309K 0.03% +148 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,450 $305K 0.13% +191 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,443 $304K 0.15% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,434 $302K 0.16% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,428 $301K 0.03% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,422 $299K 0.08% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,417 $298K <0.01% -602 13F-HR Timeline Group Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,416 $298K 0.11% new 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,409 $296K 0.24% +102 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,404 $295K 0.04% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,403 $295K 0.01% -108 13F-HR/A Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,402 $295K 0.1% -57 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,384 $294K 0.14% +110 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,386 $292K <0.01% +190 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,384 $291K 0.01% +70 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 1,373 $289K 0.11% -123 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,365 $287K 0.03% +192 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,363 $287K <0.01% -552 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,355 $285K 0.01% +11 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,347 $283K 0.05% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,347 $283K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,343 $283K 0.03% -171 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,337 $281K 0.15% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,335 $281K 0.21% -76 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,333 $281K 0.05% +2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,315 $277K 0.02% -1 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,285 $270K 0.03% new 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 1,283 $270K 0.1% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,266 $267K 0.02% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,265 $266K 0.01% +27 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,220 $266K 0.07% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,264 $265K 0.1% 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,255 $264K 0.03% -65 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,251 $263K 0.07% -1,273 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,238 $261K 0.1% +900 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,238 $261K 0.07% 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,237 $260K 0.17% +37 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,210 $255K <0.01% +236 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,200 $253K 0.05% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,188 $250K 0.03% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,185 $249K 0.06% -52 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,156 $243K 0.05% -1,435 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,154 $243K 0.03% +96 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,117 $240K 0.21% +9 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,133 $238K <0.01% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,129 $238K 0.09% new 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,127 $237K 0.12% +77 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,125 $237K 0.07% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 1,092 $230K 0.08% +2 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,077 $227K 0.1% +22 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,069 $225K 0.02% new 13F-HR Timeline Group NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 1,064 $224K 0.23% 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 1,058 $223K 0.02% 0 13F-HR/A Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,057 $222K 0.06% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,056 $222K 0.07% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,053 $222K <0.01% +440 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,000 $221K 0.06% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,037 $218K <0.01% new 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 1,029 $217K 0.09% +21 13F-HR/A Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,024 $216K 0.02% +6 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,013 $213K 0.11% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,000 $210K 0.02% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,000 $210K 0.03% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 996 $210K 0.01% +4 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 995 $209K 0.12% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 988 $208K 0.04% +905 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 941 $205K 0.06% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 970 $204K 0.02% +167 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 963 $203K 0.02% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 971 $202K 0.19% 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 951 $200K 0.19% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 935 $197K 0.04% -280 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 852 $179K 0.01% +34 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 832 $175K 0.01% +718 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 780 $164K <0.01% -633 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 776 $163K 0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 736 $155K 0.03% +115 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 735 $155K 0.01% new 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 700 $147K 0.03% -600 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 686 $144K <0.01% -65 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 684 $144K 0.06% +646 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 638 $134K <0.01% +96 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 612 $129K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 595 $125K 0.04% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 594 $125K 0.05% -1,010 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 578 $122K <0.01% -23 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 572 $120K 0.11% +5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 556 $117K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 545 $115K 0.09% +478 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 514 $108K <0.01% -450 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 500 $105K 0.04% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 490 $103K 0.1% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 477 $100K <0.01% +451 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 476 $100K 0.02% +10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 452 $95.1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 426 $89.7K 0.04% +110 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 425 $89.4K 0.02% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 416 $87K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 408 $85.8K 0.03% -19 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 393 $82.5K 0.04% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 372 $78.3K <0.01% +50 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 371 $78K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 352 $74K 0.02% +21 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 341 $71.8K 0.16% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 331 $69.6K 0.04% -43 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 320 $67.4K 0.04% -18 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 305 $64.2K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 300 $63.1K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 300 $63.1K 0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 289 $60.9K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 274 $57.7K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 254 $53.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 252 $53K 0.01% -225 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 236 $49.7K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 234 $49.2K 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 209 $44K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 202 $42.6K <0.01% +111 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $42.1K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 200 $42.1K 0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 200 $42.1K 0.03% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 200 $42K 0.02% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 184 $38.7K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 180 $37.9K <0.01% +180 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 156 $32.8K 0.01% +44 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 154 $32.4K 0.02% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 153 $32.2K <0.01% 0 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 149 $32.1K 0.02% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 149 $32.1K 0.02% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 151 $31.8K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 147 $31K <0.01% -156 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 147 $30.9K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 121 $25K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 118 $24.8K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 109 $22.9K <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 107 $22.5K <0.01% 0 13F-HR/A Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 106 $22.3K 0.02% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 100 $21.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 100 $21K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $21K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 99 $20.8K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 93 $19.6K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 92 $19.4K <0.01% -39 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 92 $19K 0.01% +9 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 90 $19K <0.01% +79 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 89 $18.7K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 89 $18.7K <0.01% -54 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 78 $17.1K <0.01% +45 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 78 $16.4K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 77 $16.2K <0.01% +52 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 75 $15.8K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 74 $15.6K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 72 $15.2K 0.01% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 65 $13.7K 0.01% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 63 $13.4K 0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 62 $13.2K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 59 $12.4K 0.01% -12 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 55 $11.7K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 49 $10.8K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 48 $10.1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 41 $8.63K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 40 $8.42K 0.01% 13F-HR Timeline