ARWA LLC More: the full row for ARWA LLC 9,260 $1.35M 0.56% +6,635 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 8,186 $1.32M 0.61% -268 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,090 $1.31M 0.06% +1,196 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,077 $1.3M 0.33% +2,179 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 8,038 $1.3M 0.47% -2,999 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,996 $1.29M 0.63% -2,089 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 7,914 $1.28M 0.49% +1,641 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,858 $1.27M 0.41% -6,998 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,751 $1.25M <0.01% +769 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 7,652 $1.24M 0.77% -1,928 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,568 $1.22M 0.13% -155 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 7,554 $1.22M 0.14% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,510 $1.21M 0.01% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 7,470 $1.21M 0.31% -1,449 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,430 $1.2M 0.01% +308 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 7,367 $1.19M 0.68% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,325 $1.18M 0.26% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,297 $1.18M 0.19% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,276 $1.18M 0.23% -355 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,261 $1.17M <0.01% +3,780 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 7,228 $1.17M 0.47% +178 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,151 $1.16M 0.04% +857 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,110 $1.15M 0.28% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,049 $1.14M 0.55% +2,891 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 7,031 $1.14M 0.82% +2,847 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 7,024 $1.13M 0.34% +1,028 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,845 $1.11M 0.06% +275 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 6,765 $1.09M 0.91% +87 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,703 $1.08M 0.83% +884 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 6,659 $1.08M 0.26% +845 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,647 $1.07M <0.01% +1,128 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,612 $1.07M <0.01% +5,443 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,078 $1.06M 0.25% -74 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,559 $1.06M 0.57% +3,227 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,481 $1.05M 0.44% +3,009 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,483 $1.04M 0.07% +122 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,292 $1.02M 0.25% +2,742 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,290 $1.02M 0.06% +643 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 6,261 $1.01M 0.19% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,258 $1.01M 0.02% new 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 6,255 $1.01M 0.01% -732 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,220 $1M 0.05% +970 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,147 $993K 0.16% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 6,117 $988K 0.28% +2,620 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 6,116 $988K 0.97% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,069 $980K 0.43% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,907 $954K 0.02% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,779 $934K 0.01% -236 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,595 $904K 0.39% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,558 $898K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,541 $895K <0.01% +1,450 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 5,518 $891K 0.19% -2,247 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,509 $890K 0.05% -61 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,457 $882K 0.01% +1,061 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 5,828 $877K 0.59% +2,616 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,427 $877K 0.01% -21,445 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 5,395 $872K 0.42% -405 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 5,385 $870K 0.63% -1,674 13F-HR/A Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,379 $869K 0.4% -2,255 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 5,365 $867K 0.71% -1,370 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 5,358 $866K 0.44% -746 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,444 $863K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,277 $852K 0.03% +2,376 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 5,221 $843K 0.76% +324 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,202 $841K 0.09% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 5,193 $839K 0.49% +1,119 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,175 $836K <0.01% +369 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,153 $832K <0.01% -29 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 5,139 $830K 0.04% +785 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,060 $817K <0.01% -3,025 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,016 $810K 0.04% +12 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,988 $806K 0.03% -50 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,925 $796K 0.15% -23 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,766 $770K 0.35% -309 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,687 $757K 0.16% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,669 $754K 0.4% -320 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,622 $747K 0.12% +98 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 4,600 $743K 0.34% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,543 $734K 0.29% +787 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,534 $732K <0.01% new 13F-HR/A Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 4,534 $732K 0.04% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,518 $730K 0.34% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,508 $728K 0.1% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,503 $727K 0.09% +547 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 4,499 $727K 0.39% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,497 $727K 0.07% new 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,495 $726K 0.06% +300 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,479 $724K 0.01% new 13F-HR Timeline Group Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 4,471 $722K 0.4% -1,264 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,462 $721K 0.06% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,437 $717K 0.1% +2 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,281 $692K 0.19% -251 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,251 $687K 0.49% +1,001 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,199 $678K 0.02% +337 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,184 $676K <0.01% -43,530 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,091 $661K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,078 $659K 0.33% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,068 $657K <0.01% +1,010 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 4,067 $657K 0.28% -531 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,036 $652K 0.38% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,988 $644K 0.25% +1,786 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,935 $636K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,935 $636K 0.04% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,933 $635K 0.12% -3,656 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,929 $635K 0.24% +25 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,480 $631K 0.05% -810 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,890 $628K 0.15% -839 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,884 $627K 0.11% -438 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,835 $620K <0.01% +2,625 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,807 $615K 0.04% +12 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 3,793 $613K <0.01% new 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 4,043 $604K 0.19% -3,141 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,712 $600K 0.01% -313,944 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,660 $591K 0.3% +14 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,813 $581K 0.07% -36,026 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,551 $574K 0.1% -470 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,500 $565K 0.01% -27 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,495 $565K 0.06% -1,600 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,460 $559K 0.01% +1,257 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,417 $552K 0.03% +5 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,397 $549K 0.3% new 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 3,322 $537K 0.46% -2,155 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,302 $533K 0.01% -435 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,282 $530K 0.11% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,264 $527K 0.32% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,242 $524K <0.01% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,226 $521K 0.09% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,166 $512K 0.01% 0 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 3,159 $510K 0.17% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,117 $504K 0.36% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,104 $501K 0.23% +119 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,099 $501K 0.07% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,056 $494K 0.05% -226 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,038 $491K 0.37% -503 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,021 $488K 0.03% -1,989 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,016 $487K 0.23% +196 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,013 $487K 0.06% -1,398 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,000 $485K 0.1% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,998 $484K 0.01% +2,476 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,969 $480K 0.12% -12 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,960 $478K 0.02% -3,454 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,941 $475K 0.15% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,940 $475K 0.16% +94 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,933 $474K 0.14% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,952 $469K 0.05% +143 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,877 $465K 0.08% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,872 $464K 0.05% -308 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,871 $464K 0.04% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,852 $461K 0.29% -1,058 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 2,832 $457K 0.02% +307 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,814 $455K 0.16% -1,192 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,781 $449K 0.13% -62 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,887 $448K 0.48% -52 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,763 $446K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,734 $442K 0.08% +1 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,719 $439K 0.03% -195 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,700 $436K 0.12% -2,200 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,694 $435K 0.07% +484 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,677 $433K 0.07% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,660 $430K 0.09% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,652 $428K 0.12% -7,429 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,634 $426K 0.13% -999 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,622 $424K 0.01% new 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,619 $423K 0.09% +544 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,618 $423K 0.1% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,597 $420K 0.39% -356 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 2,593 $419K 0.17% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,583 $417K 0.09% -153 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,544 $411K 0.03% +4 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,537 $410K 0.04% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,533 $409K 0.07% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,490 $402K 0.17% +1,711 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,489 $402K 0.25% -256 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,488 $402K 0.03% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 2,467 $399K 0.22% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,440 $394K 0.05% -200 13F-HR Timeline Group QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 2,425 $392K 0.2% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $390K 0.29% new 13F-HR Timeline Amount filed as zero, left out of ratios. PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,415 $390K 0.18% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,392 $386K 0.14% +2,111 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,382 $385K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,350 $380K 0.06% +3 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,323 $375K <0.01% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,286 $369K 0.01% -7 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,267 $366K 0.02% -139 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,211 $357K 0.04% +411 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,209 $357K 0.02% +175 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,199 $355K 0.03% -357 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,130 $344K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,118 $342K <0.01% +475 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,083 $336K <0.01% -8,538 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 2,065 $334K 0.24% +38 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,057 $332K 0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,056 $332K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,047 $331K 0.03% -3 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,043 $330K <0.01% new 13F-HR/A Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,028 $328K 0.14% -325 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,011 $325K 0.04% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,000 $323K 0.03% +50 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,000 $323K 0.17% 0 13F-HR Timeline