SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,494 $1.31M 0.14% +3,952 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,492 $1.31M 0.26% +71 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,483 $1.3M 0.06% -7,148 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,459 $1.3M 0.04% +106 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 5,421 $1.29M 0.29% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,384 $1.28M 0.17% -387 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,333 $1.27M 0.43% +4 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,292 $1.26M <0.01% -55,416 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,281 $1.25M 0.24% +91 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,186 $1.23M 0.04% +14 13F-HR Timeline City State Bank More: the full row for City State Bank 5,158 $1.23M 0.32% +375 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,133 $1.22M 0.56% -25 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,133 $1.22M 0.08% +345 13F-HR Timeline Texas Yale Capital Corp. 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More: the full row for Independent Wealth Network Inc. 5,041 $1.2M 0.36% -453 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,952 $1.18M 0.29% +2,792 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,871 $1.16M 0.4% +738 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,840 $1.15M 0.33% +2,560 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,830 $1.15M 0.02% +3,580 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,792 $1.14M 0.18% +1,295 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,776 $1.13M 0.26% +569 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 4,756 $1.13M 0.99% +222 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,730 $1.12M 0.86% +260 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. 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More: the full row for Nicholas Wealth, LLC. 4,604 $1.09M 0.76% +3 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4,593 $1.09M 0.34% -42 13F-HR/A Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,545 $1.08M 0.63% +3,711 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,486 $1.07M 0.07% +257 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 4,481 $1.06M 0.32% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,476 $1.06M 0.02% +1,572 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,476 $1.06M 0.03% +2,776 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,454 $1.06M 0.01% +529 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 4,341 $1.05M 0.17% -21,342 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,409 $1.05M 0.24% +1,300 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 4,408 $1.05M 0.67% +913 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,367 $1.04M 0.34% +798 13F-HR Timeline Legacy Private Trust Co. 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More: the full row for Giverny Capital Inc. 4,222 $1M 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,114 $990K 0.5% +276 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,740 $986K 0.03% -22 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,100 $974K 0.53% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,063 $966K 0.03% +181 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 4,052 $963K 1.09% +52 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,038 $960K 0.18% +232 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,650 $958K 0.06% +2,198 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,024 $956K 0.03% -387 13F-HR/A Timeline Group Aldebaran Financial Inc. 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More: the full row for Shoker Investment Counsel, Inc. 3,734 $888K 0.26% -4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,731 $887K 0.18% +1,740 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,717 $883K 0.3% -27 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,669 $883K 0.69% +4 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,655 $868K 0.2% +2,331 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,603 $856K 0.3% +495 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,598 $855K 0.14% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,579 $850K 0.2% +511 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,559 $846K 0.37% +1,094 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,532 $839K 0.12% -516 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,516 $835K 0.17% +325 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,491 $830K 0.29% +22 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,491 $830K 0.29% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,490 $829K 0.18% +62 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,440 $817K 0.24% +337 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 3,440 $817K 0.62% -202 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,435 $816K 0.49% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,434 $816K 0.23% +206 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,423 $813K 0.25% -138 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,401 $808K 0.47% +617 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,356 $798K 0.04% -4,243 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 3,319 $789K 0.58% -164 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 3,282 $780K 0.68% -332 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,261 $775K 0.24% +161 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,261 $775K 0.72% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,259 $774K 0.18% +140 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,257 $774K 0.07% +1,009 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,237 $769K 0.29% +1,742 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,231 $768K 0.16% +58 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,225 $766K 0.12% +193 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,222 $766K 0.01% +866 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 3,220 $765K 0.2% +5 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,207 $762K 0.02% -17,980 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,194 $759K 0.17% -1,383 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,176 $755K 0.09% +2,717 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,154 $749K 0.02% new 13F-HR/A Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,149 $748K 0.4% -105 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,140 $746K 0.61% +271 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,131 $744K 0.18% -2,257 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,103 $737K 0.01% +65 13F-HR Timeline Group AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 3,090 $734K 0.37% +196 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,073 $730K 0.24% -38 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,055 $726K 0.15% 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 3,015 $716K 0.42% +199 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3,003 $714K 0.53% +26 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,980 $708K 0.76% -7,084 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,976 $707K 0.4% +39 13F-HR Timeline Reality Financial Planning Services, LLC More: the full row for Reality Financial Planning Services, LLC 2,969 $705K 0.68% +35 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,964 $704K 0.05% +607 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,958 $703K 0.11% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,951 $701K 0.21% +1,429 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,942 $699K 0.01% +171 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,933 $697K 0.23% +1,328 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,933 $697K 0.03% -101 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,902 $690K 0.72% -268 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,898 $689K 0.22% -125 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,893 $687K 0.32% -4,331 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,867 $681K 0.42% -5,214 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,865 $681K 0.06% +246 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,863 $680K 0.01% +906 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,862 $680K 0.27% -30 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,857 $679K 0.01% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 2,848 $677K 0.01% -250 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,847 $676K 0.09% -2,185 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,821 $670K 0.04% +514 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,811 $668K 0.36% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,791 $663K 0.12% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,770 $658K 0.26% +1,294 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,769 $658K 0.34% -1,950 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,753 $654K 0.14% -405 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,742 $652K 0.15% -24 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,732 $649K 0.29% +235 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,723 $647K 0.33% +940 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,717 $646K 0.01% +272 13F-HR/A Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,681 $637K 0.16% +1,855 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,674 $635K 0.13% -81 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,667 $634K 0.28% +364 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,644 $628K 0.3% +195 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,286 $628K 0.13% -120 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,644 $628K <0.01% +94 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,631 $625K 0.01% -865 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,631 $625K 0.12% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,624 $624K 0.07% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,592 $623K 0.03% +489 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,712 $623K 0.04% +339 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,612 $621K 0.11% +326 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,611 $620K 0.04% +267 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,609 $620K 0.1% -80 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,604 $619K 0.03% new 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,601 $618K 1.19% +65 13F-HR Timeline ETF Portfolio Partners, Inc. 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