Financial Architects, LLC More: the full row for Financial Architects, LLC 5,800 $650K 0.34% +1,900 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 5,735 $643K 0.4% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,713 $640K 0.02% +1,946 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 5,701 $639K 0.1% -86 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,647 $633K 0.05% -1,634 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,570 $624K 0.04% +6 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 5,551 $622K 0.51% -1,638 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,519 $619K <0.01% +1,552 13F-HR Timeline Group ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 5,477 $614K 0.58% +15 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,657 $607K <0.01% +2,225 13F-HR Timeline TAGStone Capital, Inc. 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More: the full row for BlackRock, Inc. 5,182 $581K <0.01% +23 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,004 $573K 0.03% -156 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,095 $571K 0.06% +819 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,075 $569K 0.29% +1,320 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,038 $565K 0.03% +1,039 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 4,233 $475K 0.02% +315 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,195 $470K 0.04% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,184 $469K 0.41% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,158 $466K 0.25% +1,073 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,910 $466K 0.33% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,091 $459K <0.01% +2,266 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,091 $459K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,076 $457K 0.03% -82 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,074 $457K 0.32% +1,579 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,021 $451K 0.09% -97 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,006 $449K 0.2% +62 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,997 $448K 0.04% -197 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,971 $445K 0.05% +68 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 3,956 $444K 0.06% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,935 $441K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,935 $441K 0.03% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,904 $438K 0.2% +1,218 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,900 $437K <0.01% new 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,862 $433K 0.01% new 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 3,856 $432K 0.18% +831 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,795 $425K 0.03% -277 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,756 $421K 0.19% +1,207 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,737 $419K 0.01% +1,905 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,675 $412K 0.15% +202 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,646 $409K 0.23% -4,532 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,633 $407K 0.14% +838 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,550 $398K 0.11% +13 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,541 $397K 0.37% +598 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,527 $395K <0.01% -801 13F-HR Timeline Group Santori & Peters, Inc. 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More: the full row for Peregrine Asset Advisers, Inc. 3,282 $368K 0.1% +100 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,282 $368K 0.04% +594 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,274 $367K 0.01% +323 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 3,250 $364K 0.3% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,201 $359K 0.32% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,197 $358K <0.01% +354 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 3,212 $358K 0.29% +474 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,180 $357K 0.05% +9 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,166 $355K <0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,130 $351K 0.34% -16 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,058 $343K <0.01% -5,602 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 3,000 $336K 0.07% new 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 2,555 $336K 0.5% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,985 $335K 0.17% +1,031 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,981 $334K 0.1% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,953 $331K 0.35% +324 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,939 $330K 0.44% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,933 $329K 0.2% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,914 $327K 0.02% -74 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,901 $325K 0.02% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,877 $323K 0.06% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,625 $322K 0.16% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,846 $319K 0.13% -6,863 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,843 $319K 0.11% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,820 $316K 0.17% +935 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,475 $313K 0.03% +1 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,763 $310K 0.02% -254 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,809 $309K 0.04% +175 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,745 $308K 0.23% +234 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,736 $307K 0.07% +502 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,733 $306K 0.06% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,713 $304K 0.01% new 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,640 $296K 0.04% -75 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,556 $287K 0.03% +178 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,540 $285K 0.03% -120 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,537 $284K 0.03% 0 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 2,525 $283K 0.02% -3,459 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,506 $281K 0.08% +33 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,491 $279K 0.07% +391 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,693 $273K 0.16% +1,313 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,434 $273K <0.01% 0 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,415 $271K 0.19% -125 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,406 $270K 0.02% new 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,353 $264K 0.12% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,347 $263K 0.04% +7 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,300 $258K <0.01% new 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,293 $257K 0.01% +441 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,210 $248K 0.05% +347 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,203 $247K <0.01% +446 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,202 $247K 0.11% -551 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,147 $241K 0.05% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,075 $233K 0.05% -1 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,050 $230K 0.02% +302 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,034 $228K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,030 $228K <0.01% +2 13F-HR Timeline Group Axos Invest Inc. More: the full row for Axos Invest Inc. 2,027 $227K 0.17% -1,170 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,011 $225K 0.03% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,000 $224K 0.15% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,997 $224K 0.03% +233 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,596 $222K 0.08% -344 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,982 $222K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,950 $219K 0.02% -1,188 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,945 $218K 0.02% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,944 $218K 0.13% -2,770 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,919 $215K 0.02% +6 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,898 $213K 0.09% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,881 $211K <0.01% new 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,876 $210K 0.05% -2,387 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,867 $209K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,863 $209K 0.02% new 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,854 $208K 0.09% +6 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,740 $206K 0.05% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,833 $205K 0.02% +4 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,811 $203K 0.08% +50 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,800 $202K 0.03% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,671 $187K 0.05% -77 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,647 $185K 0.06% +1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,643 $184K <0.01% -269 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,608 $180K 0.01% +174 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,395 $156K 0.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,317 $148K 0.01% +668 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,216 $136K 0.08% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,210 $136K <0.01% +11 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,169 $131K <0.01% +87 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,158 $130K <0.01% +1,102 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,126 $126K 0.05% 0 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 895 $100K <0.01% -121 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 861 $96.5K 0.01% -240 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 779 $87.3K 0.04% +777 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 762 $85.4K <0.01% +697 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 759 $85.1K <0.01% +2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 757 $84.9K 0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 731 $82K 0.01% +135 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 715 $80.2K <0.01% -82 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 650 $72.9K 0.01% +50 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 610 $68.4K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 602 $67.5K 0.01% -69 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 600 $67.3K 0.03% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 587 $65.9K 0.02% +308 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 575 $64.5K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 522 $58.6K <0.01% +497 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 509 $57.1K 0.29% -349 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 507 $56.8K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 492 $56.4K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 469 $52.6K 0.02% +173 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 462 $51.9K +32 Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 458 $51.3K 0.02% +139 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 450 $50.5K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 437 $49K <0.01% 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 431 $48.3K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 415 $47.5K 0.01% +129 13F-HR Timeline GHP Investment Advisors, Inc. 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