VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 29,718 $855K 0.03% +2,264 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 29,676 $854K 0.1% -9,562 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29,593 $851K <0.01% +3,407 13F-HR/A Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 29,408 $846K 0.13% -662 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 28,854 $830K 0.41% -129,123 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,511 $820K 0.02% +16,499 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 28,263 $813K -6,239 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 27,477 $791K <0.01% -1,866 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 24,412 $772K 0.1% new 13F-HR/A Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 26,653 $767K 0.53% +7,258 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 26,478 $762K 0.49% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 25,940 $746K 0.03% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 25,461 $733K 0.2% -9 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 24,899 $716K 0.72% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 24,741 $712K 0.35% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 24,559 $707K 0.24% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 23,867 $687K 0.19% -7,453 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 24,498 $684K 0.42% -18,093 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 23,691 $682K 0.36% -367,842 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 23,669 $681K 0.13% +2,570 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 22,566 $649K 0.38% +2,204 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 22,431 $645K 0.43% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 22,283 $641K 0.62% +68 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 21,568 $621K 0.14% -197 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 21,510 $619K 0.19% -4,231 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 21,108 $607K 0.05% +12,481 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 20,965 $603K 0.08% +800 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,959 $603K 0.03% +4,464 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,905 $596K 0.03% -1,040 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 20,577 $592K 0.11% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 20,155 $580K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,207 $553K 0.02% -2,024,419 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,046 $548K 0.01% -365 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,539 $533K <0.01% +5,555 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 18,400 $529K 0.15% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 17,793 $512K 0.07% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 17,093 $492K 0.25% -6,881 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 16,941 $487K 0.15% -1,465 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 16,815 $484K <0.01% +747 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 16,625 $478K 0.01% -7,139 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 16,471 $474K 0.36% -6,986 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,306 $469K <0.01% -578,716 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 16,301 $468K 0.02% +141 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,252 $468K 0.05% +82 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 16,072 $462K 0.12% -22,943 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16,045 $462K 0.18% +1,862 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,901 $457K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 15,401 $443K 0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 15,397 $443K 0.31% 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,976 $431K 0.03% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 14,887 $428K 0.04% +130 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,494 $417K 0.05% +3,136 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,298 $411K 0.02% -15,719 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 14,221 $409K 0.18% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 13,871 $399K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,820 $398K 0.01% -129 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,712 $394K 0.03% -937 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,436 $387K 0.14% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 13,373 $385K <0.01% +2,052 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,272 $382K 0.01% -550 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 12,902 $371K 0.04% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12,861 $370K 0.05% -97 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 12,841 $369K 0.12% -2,007 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,814 $369K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,755 $365K 0.14% -4,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,568 $362K 0.01% +12,284 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,017 $346K 0.01% +90 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 11,734 $338K 0.12% -625 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 11,591 $333K 0.08% +4,183 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,225 $323K 0.02% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,150 $321K <0.01% -2,561,647 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,070 $318K 0.02% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,905 $314K 0.01% -438 13F-HR/A Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 10,899 $314K 0.08% -2,068 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 10,886 $313K 0.23% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 10,723 $307K 0.21% -3,176 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,558 $304K <0.01% -87,549 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,537 $303K 0.01% new 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,183 $293K 0.2% +749 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,980 $287K 0.01% -46,105 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,857 $284K 0.01% -3,326 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,729 $280K 0.09% +351 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 9,713 $279K 0.07% -240 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,703 $279K 0.01% -185 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 9,681 $279K 0.09% +28 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,499 $273K 0.04% -808 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,492 $273K 0.01% +2,721 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,137 $263K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,706 $250K 0.02% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,588 $247K <0.01% +4,897 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,499 $245K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,419 $242K <0.01% +408 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,160 $235K 0.02% -783 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,187 $234K 0.01% -5,956 13F-HR/A Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 8,130 $234K 0.38% -652 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 8,112 $233K 0.11% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,048 $232K 0.02% -65,619 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,021 $231K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,962 $227K <0.01% -288 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,871 $226K 0.06% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,844 $226K 0.07% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,816 $225K 0.02% -1,742 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,755 $223K 0.01% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,603 $219K 0.05% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,598 $219K 0.19% +17 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,500 $216K 0.01% -427 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,535 $215K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,431 $214K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,147 $206K 0.09% +3,049 13F-HR/A Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 7,137 $205K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,091 $204K 0.01% -183 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,633 $162K 0.01% 0 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,431 $156K 0.16% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5,248 $151K 0.03% +5,066 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,967 $143K <0.01% +329 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,262 $123K <0.01% +9 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,423 $98.5K 0.01% +432 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3,020 $86.9K 0.03% +29 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,997 $86.2K <0.01% -159 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,885 $83K 0.03% -27 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,822 $81.2K <0.01% -723 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,530 $72.8K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,522 $72.6K 0.01% -86 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,450 $70.5K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,235 $64.3K 0.02% -126 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,169 $62.4K <0.01% +17 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,131 $61.3K <0.01% -60 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,115 $61K <0.01% +20 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,856 $53K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,804 $51.9K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,789 $51.5K <0.01% +487 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,700 $48.9K <0.01% new 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,694 $48.7K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,673 $48.1K <0.01% -57 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,615 $46.5K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,495 $43K 0.02% -40 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,451 $41.6K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,327 $38.2K 0.03% -356 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,275 $36.7K <0.01% +449 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 978 $28.1K <0.01% -11,714 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 969 $27.9K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 834 $24K 0.02% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 827 $23.8K <0.01% +499 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 806 $23.2K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 794 $22.8K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 712 $20.5K <0.01% +249 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 701 $20.2K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 668 $19.1K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 631 $18.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 573 $16.5K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 569 $16.4K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 548 $15.8K <0.01% +16 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 527 $15.2K <0.01% +213 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 499 $14.4K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 481 $13.8K <0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 452 $13K 0.01% +322 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 335 $9.64K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 325 $9.35K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 312 $8.98K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 283 $8.14K <0.01% -3,845 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 226 $6.5K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 175 $5.04K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 173 $4.98K <0.01% +89 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 149 $4.29K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 164 $4K <0.01% -1,627 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 138 $3.97K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 113 $3.25K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 100 $2.88K <0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 96 $2.76K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 90 $2.59K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 83 $2.4K <0.01% +74 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 68 $1.96K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 58 $1.67K <0.01% new 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 59 $1K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 33 $950 <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 33 $950 <0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 33 $949 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 33 $937 <0.01% +1 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 26 $748 <0.01% +24 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 8 $230 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $116 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $28 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $9 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.