Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 30,034 $515K <0.01% -19,171 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 29,685 $509K 0.54% -36,609 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 28,115 $506K 0.04% -1,294 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,383 $504K <0.01% +6,631 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 29,298 $502K 0.01% +56 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 29,297 $502K 0.01% +55 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 28,068 $481K 0.04% +2,612 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 27,980 $480K 0.16% +1,637 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 27,777 $476K 0.02% +3,198 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 26,430 $467K 0.02% 0 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 27,113 $465K 0.08% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 26,275 $451K <0.01% -6,089 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,876 $432K 0.03% +347 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 25,024 $429K 0.16% +1,062 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 24,571 $421K 0.1% -6,038 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 24,500 $420K 0.1% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 22,945 $413K 0.26% +2,290 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 23,904 $410K 0.04% -6,190 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 22,888 $408K 0.02% -6,059 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 23,660 $406K 0.12% -10,145 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 23,567 $404K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 23,472 $403K 0.03% +1,440 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 23,148 $397K 0.24% -6,367 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,088 $396K 0.01% +672 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 22,822 $391K 0.23% -4,804 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 22,400 $384K 0.18% -1,000 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 22,327 $383K 0.07% +56 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 22,222 $381K 0.12% +3,265 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 22,128 $379K 0.15% +654 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 22,100 $379K 0.5% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 21,985 $377K 0.09% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,851 $375K 0.01% +299 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 21,636 $371K <0.01% -834 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 21,548 $370K 0.03% +132 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 21,629 $361K 0.41% -810 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 20,897 $358K 0.19% -918 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 20,793 $357K 0.02% +1,753 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 20,480 $351K <0.01% +3,121 13F-HR Timeline Group EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 19,697 $347K 0.1% +2,772 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,954 $342K 0.03% -1,222 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,932 $342K 0.02% -105 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 19,907 $341K 0.09% -114,169 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 19,406 $333K 0.2% +520 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,239 $330K <0.01% -1,619 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 18,958 $325K 0.06% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 18,958 $325K 0.2% +5,545 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 18,411 $316K 0.09% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 18,230 $313K 0.29% -2,964 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 18,151 $311K 0.22% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 18,127 $311K 0.04% +66 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,918 $307K 0.03% -158 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,902 $307K <0.01% +4,536 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,874 $307K 0.02% +3,296 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 17,850 $306K 0.04% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 17,692 $305K <0.01% +6,792 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,424 $299K 0.01% +48 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 17,323 $297K 0.07% -2,229 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 17,239 $296K 0.01% +6,327 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,783 $288K 0.04% -85,867 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 16,751 $287K 0.04% +5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 16,705 $286K 0.18% +1,355 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 16,604 $285K 0.03% +2,391 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 16,583 $284K 0.13% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 16,500 $283K 0.04% -301 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 16,253 $279K 0.14% -144 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 16,182 $278K 0.27% +269 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 16,117 $276K 0.05% +613 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,916 $273K 0.01% +312 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15,821 $271K <0.01% +64 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 15,605 $268K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,501 $266K 0.01% +2,833 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15,489 $266K 0.02% +5,436 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 15,308 $263K 0.05% +1,990 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 15,278 $262K 0.09% +2,871 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 15,220 $261K 0.17% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,092 $259K 0.04% +25 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 15,005 $257K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,863 $255K <0.01% -29,505 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,802 $254K <0.01% +255 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,795 $254K 0.01% +320 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,658 $251K 0.01% -204 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,537 $249K <0.01% +81 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,448 $248K 0.01% -26 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 14,081 $241K 0.07% +845 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,037 $241K 0.04% -3,463 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,642 $234K 0.01% -2,587 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 13,190 $226K 0.15% -80 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 13,066 $224K 0.02% -518 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,027 $223K 0.01% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 13,355 $223K 0.01% -1,164 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 12,819 $220K 0.06% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 12,728 $218K 0.04% -220,350 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,643 $217K 0.01% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 12,620 $216K 0.1% +8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,529 $215K 0.07% +218 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 12,453 $214K 0.1% +202 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,442 $213K <0.01% -6,157 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 12,433 $213K <0.01% -55,674 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,425 $213K 0.02% +1,000 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 12,385 $212K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,321 $211K <0.01% +1,588 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 12,161 $209K 0.13% -41 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,134 $208K 0.02% +472 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 12,133 $208K 0.22% +218 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 12,120 $208K 0.2% +248 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,056 $207K <0.01% +54 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 12,000 $206K 0.11% -41 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,624 $204K 0.02% +1,185 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 11,860 $203K 0.13% +668 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,686 $200K 0.01% +713 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,386 $195K <0.01% -309 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 11,350 $195K 0.11% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,347 $195K 0.01% +1,327 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 11,312 $194K 0.02% +1,000 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,175 $192K <0.01% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 11,107 $190K 0.05% -756 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11,091 $190K 0.07% +43 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,067 $190K 0.01% -2,750 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,950 $188K 0.01% -3,145 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,928 $187K <0.01% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 10,825 $186K 0.01% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 10,971 $183K 0.01% -618 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,373 $183K 0.02% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 10,597 $182K 0.09% +313 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,519 $180K 0.02% +210 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,517 $180K <0.01% +6,788 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 10,253 $176K 0.16% 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 10,221 $175K 0.09% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 10,204 $175K 0.02% new 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 10,000 $172K 0.02% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 10,000 $172K 0.16% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9,535 $164K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 8,251 $142K 0.1% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,728 $133K <0.01% +247 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,906 $132K <0.01% -1,064 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,070 $121K <0.01% -4,451 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,700 $115K <0.01% new 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,603 $113K <0.01% +5,646 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 6,563 $113K 0.08% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,312 $108K 0.01% +69 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,247 $107K 0.05% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 6,031 $103K 0.05% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,839 $100K 0.01% +168 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,809 $99.6K 0.03% -132 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,122 $88.9K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,111 $87.7K 0.02% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,000 $85.8K 0.05% -574 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,820 $82.7K <0.01% +788 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,373 $75K 0.05% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,127 $70.8K <0.01% +22 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,916 $67.2K <0.01% -3,998 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,756 $64.4K 0.05% +67 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,753 $64.4K <0.01% +62 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,461 $59.4K 0.03% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,450 $59.1K <0.01% -12,954 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,426 $58.8K <0.01% -190 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3,253 $55.8K 0.02% -279 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,204 $54.9K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3,029 $51.9K 0.01% -561 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,010 $51.6K 0.23% -542 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,939 $50.4K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,752 $47.2K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,721 $46.7K 0.03% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,400 $41.2K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,300 $39.4K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,250 $38.6K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,228 $38.2K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,200 $37.7K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,050 $35.2K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,000 $34.3K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,831 $32.6K 0.02% +55 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,783 $30.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,655 $28.4K <0.01% +1,429 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,631 $28K 0.03% +46 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,600 $27.4K <0.01% -53 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,600 $27.4K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,400 $24K 0.01% 0 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,363 $23.4K <0.01% -128 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,261 $21.6K 0.01% +37 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,200 $20.6K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,121 $19.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,100 $18.9K <0.01% +100 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,010 $17.3K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,000 $17.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 847 $14.5K <0.01% -259 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 840 $14.4K <0.01% -400 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 792 $13.6K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 762 $13.1K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 762 $13.1K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 691 $11.9K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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