Generation Capital Management LLC More: the full row for Generation Capital Management LLC 32,575 $815K 0.5% -6,425 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 31,884 $798K 0.24% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 31,471 $788K 0.03% +60 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 31,034 $777K 0.02% +1,143 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 30,920 $774K 0.02% -88 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 30,895 $773K 0.11% +2,942 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 30,566 $765K 0.48% +528 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 30,474 $763K 0.2% -6,086 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 29,184 $730K 0.66% -97 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 29,200 $728K 0.05% -437 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,362 $685K 0.05% -888 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 27,350 $685K 0.06% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 27,062 $677K 0.01% +12,085 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,861 $648K 0.04% -335 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,664 $642K <0.01% -2,750 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 25,005 $626K 0.14% -2,211 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 25,000 $626K 0.02% -19,500 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 24,587 $615K 0.13% +4,759 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 24,390 $610K 0.07% +1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,975 $575K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 22,830 $571K 0.01% +2,763 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,440 $562K <0.01% -561 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 22,389 $560K 0.03% -1,086 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 22,461 $559K 0.13% +4,177 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,617 $541K 0.01% +4,186 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 21,315 $534K 0.01% +5,144 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,805 $496K <0.01% +10,508 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,389 $485K 0.02% +2,273 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 19,084 $478K 0.68% -358 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,533 $462K 0.02% -713 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 18,419 $461K 0.11% +894 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,773 $445K 0.03% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 17,546 $439K 0.93% +5,539 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 17,276 $432K 0.02% -244 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,769 $420K 0.03% -800 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. 16,619 $416K 0.01% -60 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 16,275 $407K 0.07% -608 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 15,799 $395K 0.19% -434 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 15,753 $394K 0.02% +101 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,621 $391K 0.03% -88,093 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,274 $382K 0.01% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 15,226 $381K 0.06% -5,899 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,938 $374K 0.01% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,907 $373K 0.01% -200 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 14,823 $371K 0.04% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,656 $367K 0.03% -345 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 14,608 $366K 0.09% -324 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,535 $364K 0.01% -4,619 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,493 $363K <0.01% -230 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,204 $356K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,067 $352K <0.01% -10,600 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 13,949 $349K 0.11% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,880 $347K 0.01% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 13,290 $333K 0.05% +164 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,079 $327K 0.05% +1,447 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,064 $327K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,051 $327K 0.01% -524 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 12,953 $324K 0.04% +757 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,665 $317K 0.12% -733 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,122 $303K <0.01% -12,062 13F-HR/A Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 11,864 $297K 0.09% -2,402 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11,700 $293K 0.04% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,601 $290K <0.01% +1,132 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,457 $287K 0.04% +80 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,416 $285K <0.01% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 11,368 $285K 0.02% +1,495 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 10,900 $273K 0.02% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,682 $267K 0.09% +22 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,641 $266K 0.1% +585 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,460 $262K 0.06% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,340 $259K <0.01% +800 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,264 $257K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,138 $254K <0.01% +501 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 10,026 $251K 0.02% +1 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 10,020 $251K <0.01% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,997 $250K <0.01% -15,274 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 9,990 $250K 0.07% -47 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,949 $249K 0.02% -49 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,876 $247K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 9,874 $247K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 9,729 $244K 0.08% +285 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,607 $240K 0.02% -527 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,539 $238K 0.01% +54 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,428 $236K <0.01% +23 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,239 $231K 0.01% -722 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 9,132 $229K 0.03% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9,111 $228K 0.11% +254 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,927 $223K <0.01% 0 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 8,859 $222K 0.19% +72 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,644 $216K <0.01% +2,643 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,628 $216K <0.01% -34 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,507 $213K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,235 $206K <0.01% -31,792 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 8,217 $206K 0.03% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,213 $206K 0.11% +5,240 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,177 $205K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,631 $141K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,534 $139K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,413 $135K 0.08% +235 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,214 $131K 0.03% +22 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,904 $123K 0.03% -192 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,854 $121K 0.04% -632 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,804 $120K -28,987 Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 4,650 $116K 0.08% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,657 $116K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,374 $109K <0.01% +154 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,304 $108K <0.01% +516 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,195 $105K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 4,116 $103K 0.02% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,089 $102K 0.02% -544 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,979 $99.6K <0.01% -179 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,920 $98.1K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,947 $73.8K 0.02% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,926 $73.2K 0.01% -61,719 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,754 $68.9K 0.01% -21 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,557 $64K <0.01% -283 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,555 $64K <0.01% -337 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,500 $62.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,493 $62.4K 0.56% -580 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,391 $59.8K <0.01% +125 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,314 $57.9K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,250 $56K <0.01% +100 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,078 $52K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,925 $48.2K 0.01% +546 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,912 $47.9K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,905 $47.7K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,810 $45.3K <0.01% +748 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,762 $44.1K <0.01% -4,686 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,675 $41.9K <0.01% -1,125 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 1,669 $41.8K 0.01% -5,293 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,637 $41K 0.01% +1,598 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,575 $39.4K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,420 $35.5K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,315 $32.9K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,306 $32.7K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,283 $32.1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,259 $31.5K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,110 $27.8K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 898 $22.5K <0.01% -1,750 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $21.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 826 $20.7K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 800 $20K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 766 $19.2K <0.01% +702 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 737 $18.4K <0.01% +13 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 657 $16.4K 0.01% +1 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 613 $15.4K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 600 $15K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 600 $15K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 595 $14.9K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 552 $13.8K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $12.5K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 490 $12.3K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 452 $11.3K 0.01% +157 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 428 $10.7K <0.01% +2 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 413 $10.3K 0.01% +60 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 405 $10.1K <0.01% -27 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 401 $10K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 400 $10K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 376 $9.41K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 367 $9.19K 0.01% -606 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 341 $8.54K <0.01% +34 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 331 $8.29K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 318 $7.96K <0.01% +17 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $6.88K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 275 $6.88K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 242 $6.05K <0.01% +4 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 220 $5.54K <0.01% -3,372 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 188 $4.71K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 180 $4.53K <0.01% +156 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 159 $3.98K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 158 $3.96K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 156 $3.9K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 150 $3.73K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 145 $3.63K <0.01% -430 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 129 $3.23K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 115 $2.86K <0.01% -74 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110 $2.75K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 108 $2.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $2.5K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 96 $2.41K <0.01% +1 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 89 $2.23K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 77 $1.93K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 68 $1.7K -2,203 Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 53 $1.33K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $1.25K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 40 $1K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 32 $801 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 26 $640 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $300 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10 $262 <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $226 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 7 $175 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $50 <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $18 <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1 $15 <0.01% +1 13F-HR Timeline