Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,353 $1.35M 0.05% +52 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,343 $1.35M <0.01% -2,068 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,329 $1.35M 0.54% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,308 $1.34M 0.07% -9,096 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,246 $1.34M 0.05% +908 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,269 $1.33M 0.39% -362 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,247 $1.33M 0.09% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 37,421 $1.32M 0.31% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,190 $1.31M 0.25% +817 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,172 $1.31M 0.04% -27 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,158 $1.3M 0.59% -15 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 5,154 $1.3M 0.76% +547 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 5,050 $1.28M 1.11% +243 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,032 $1.27M 0.17% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,977 $1.26M 0.03% +4,146 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,910 $1.24M 0.01% 13F-HR/A Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,859 $1.23M 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,788 $1.21M 0.08% +11 13F-HR Timeline City State Bank More: the full row for City State Bank 4,783 $1.21M 0.33% +436 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,721 $1.19M 0.02% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,719 $1.19M 0.51% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,666 $1.18M 0.81% -171 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,664 $1.18M 0.12% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 4,650 $1.18M 0.76% -1,503 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 4,649 $1.18M 0.71% +602 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,647 $1.18M <0.01% +113 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,635 $1.17M 0.38% +604 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,623 $1.17M 0.01% -353 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,617 $1.17M 0.65% -1,537 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,601 $1.16M 0.79% new 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,577 $1.16M 0.27% -23 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,534 $1.15M 0.98% +1,565 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 4,532 $1.15M 0.38% -2,543 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,470 $1.13M 0.96% +6 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,463 $1.13M 0.03% +3,024 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,452 $1.13M 0.11% +161 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,411 $1.12M 0.04% +2,423 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,348 $1.1M 0.41% +234 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,348 $1.1M 0.12% +429 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,321 $1.09M 0.39% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,290 $1.09M 0.3% -7 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,229 $1.07M 0.08% +1,280 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 4,220 $1.07M 1% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,207 $1.06M 0.24% +2 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,199 $1.06M 0.06% +65 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,191 $1.06M 0.01% +40 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,190 $1.06M 0.03% +2,640 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 4,163 $1.05M 0.26% -1,594 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,150 $1.05M 0.02% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,147 $1.05M 0.56% +538 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,146 $1.05M 0.42% -164 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,133 $1.05M 0.37% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,122 $1.04M 0.42% +139 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,100 $1.04M 0.5% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,075 $1.03M 0.36% +35 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,070 $1.03M 0.29% -4,004 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,059 $1.03M <0.01% new 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 4,048 $1.02M 0.15% +275 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 3,340 $1.02M 1% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,016 $1.02M 0.22% +110 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,010 $1.01M 0.01% -155 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 4,000 $1.01M 1.2% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,961 $1M 0.31% +3,785 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,925 $993K 0.01% +5 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,854 $991K 0.35% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,887 $983K 0.11% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,832 $982K 0.02% -28 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,884 $982K 0.25% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,882 $982K 0.03% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,882 $982K 0.01% +750 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,843 $972K 0.07% +1,186 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,838 $971K 0.47% +501 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,804 $970K 0.9% -180 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,762 $969K 0.03% +66 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,830 $969K 0.01% -24 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,825 $967K 0.05% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,806 $963K 0.25% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,803 $962K 0.09% -282 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,766 $952K 0.35% -236 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,744 $947K 0.31% -1,582 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,738 $946K 0.28% -521 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,735 $945K 0.07% +1,948 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,711 $939K 0.02% +260 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,673 $929K 0.01% +86 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,668 $928K 0.1% +2,253 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,665 $927K 0.88% 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,645 $922K 0.11% -419 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 3,642 $921K 0.71% +295 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 3,636 $920K 0.53% -1,379 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 3,614 $914K 0.82% 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,598 $910K 0.14% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,569 $903K 0.3% +1,096 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,561 $901K 0.26% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,528 $892K 0.04% +259 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,497 $884K 0.12% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,496 $884K 0.01% +1,410 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 3,495 $884K 0.52% +2,395 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 3,483 $881K 0.67% 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,469 $877K 0.32% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,444 $871K 0.04% +395 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,435 $869K 0.51% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,434 $869K 0.09% +226 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,428 $867K 0.21% +12 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,382 $855K 0.27% +593 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,307 $836K 0.03% +927 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,265 $826K 0.15% -14 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,261 $825K 0.72% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,254 $823K 0.44% -2,434 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,228 $821K 0.22% +1,679 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 3,215 $813K 0.22% +4 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,191 $807K 0.17% +536 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,173 $803K 0.17% +346 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,170 $802K 0.82% 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 3,159 $799K 0.44% -279 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,158 $799K 0.17% -1,316 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,119 $789K 0.18% +164 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,111 $787K 0.25% +52 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,109 $786K 0.18% -366 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,108 $786K 0.27% +151 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,104 $785K 0.85% 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,103 $785K 0.24% +8 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,100 $784K 0.26% +23 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,098 $784K 0.01% +489 13F-HR/A Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,086 $781K 0.35% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,068 $776K 0.18% +369 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,044 $770K 0.23% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,038 $768K 0.01% +1,187 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,034 $767K 0.03% +39 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,032 $767K 0.12% -185 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,023 $765K 0.25% +263 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,977 $753K 0.55% +230 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 2,973 $752K 0.53% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,960 $749K 0.06% +64 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,937 $743K 0.38% 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 2,934 $742K 0.71% 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 2,927 $740K 0.35% -264 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,904 $734K 0.01% +19 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,846 $734K 0.25% -2,849 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,894 $732K 0.34% +57 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,892 $731K 0.27% +3 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,802 $731K 0.01% +1,556 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,869 $726K 0.6% -93 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,821 $714K 0.53% +325 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 2,816 $712K 0.42% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,791 $706K 0.13% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 2,784 $704K 0.4% +226 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,771 $701K 0.01% +201 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,770 $701K 0.02% -3,861 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,766 $700K 0.16% -208 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,755 $697K 0.15% -3,007 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,736 $692K 0.15% +1,370 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,689 $688K 0.1% -1,302 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,695 $682K 0.04% 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 2,637 $667K 0.58% -1,320 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,631 $665K 0.12% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,619 $662K 0.05% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,553 $646K 0.05% +20 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,550 $645K <0.01% +1,167 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,538 $642K <0.01% -900 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,536 $641K 1.32% -124 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,534 $641K <0.01% +42 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,500 $632K 0.36% -167 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,497 $627K 0.28% +273 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,470 $625K 0.16% +94 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,465 $623K 0.28% -454 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,418 $621K 0.06% +968 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,406 $620K 0.14% -86 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,449 $619K 0.3% -1,835 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,445 $618K 0.01% +254 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,415 $611K 0.2% +5 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,415 $611K 0.46% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 2,413 $610K 0.47% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,380 $606K 0.01% +1,000 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,373 $600K 0.03% +833 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 2,364 $598K 0.59% 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,357 $596K 0.03% +489 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,357 $596K 0.04% +622 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,356 $596K <0.01% +370 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,344 $593K 0.04% -78 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,332 $590K 0.19% -151 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,344 $588K 0.16% -3,123 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,317 $586K 0.05% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,312 $585K 0.02% +389 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,308 $584K 0.26% -6,813 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,308 $584K 0.58% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,307 $584K 0.03% -1,920 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,303 $582K 0.27% +412 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,292 $580K 0.13% +44 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,286 $578K 0.1% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,280 $577K 0.15% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,248 $569K 0.05% +415 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,214 $560K 0.01% -338 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,188 $553K 0.32% +869 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,160 $546K 0.13% +446 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,103 $538K 0.03% +1,156 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,122 $537K 0.06% +62 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,112 $534K 0.01% +1,284 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,093 $529K 0.56% 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,067 $523K 0.01% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,062 $522K 0.05% +101 13F-HR Timeline