Balefire, LLC More: the full row for Balefire, LLC 7,085 $328K 0.05% -13,311 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 6,942 $321K 0.08% +453 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,661 $308K 0.02% +432 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,519 $302K <0.01% +455 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,515 $301K <0.01% +1,342 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,305 $292K 0.06% -500 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,151 $285K 0.01% +2,055 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,959 $276K -667 Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,889 $275K <0.01% -14,446 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,903 $273K 0.02% -231 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,894 $273K <0.01% -334,126 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 5,870 $272K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,788 $268K 0.02% +2,939 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,200 $266K 0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,685 $263K <0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,500 $254K 0.01% +262 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,455 $252K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,428 $251K <0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,420 $251K 0.02% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,315 $246K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,276 $244K <0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,072 $235K <0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,057 $234K 0.05% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,028 $233K <0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,865 $225K <0.01% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,852 $224K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,848 $224K 0.01% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,809 $222K 0.03% -2,232 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,742 $219K 0.01% -6,531 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,731 $219K <0.01% -1,060 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,672 $216K 0.02% -136 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,668 $216K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,659 $216K 0.01% -5,218 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,613 $213K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,564 $211K <0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,500 $208K 0.04% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,490 $208K 0.01% -220 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,457 $206K 0.06% new 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 4,434 $205K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,430 $205K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,366 $202K <0.01% +1,094 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,331 $200K 0.02% -1,120 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,035 $187K 0.01% -629 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,728 $172K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,707 $171K <0.01% +499 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3,575 $165K 0.02% +19 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,548 $164K 0.01% +492 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,486 $157K 0.08% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,390 $157K <0.01% -1,593 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,305 $153K <0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,181 $147K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,122 $144K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,997 $137K <0.01% +80 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,840 $131K 0.07% -150 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,690 $124K 0.02% -600 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,668 $123K <0.01% -383 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,652 $123K <0.01% -19 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 2,617 $121K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,605 $121K 0.03% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,570 $119K 0.08% -132 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,321 $107K <0.01% +136 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,323 $107K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,215 $103K 0.06% +310 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,864 $86.2K <0.01% +493 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,822 $84.3K <0.01% +1,386 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,673 $77.4K 0.07% +516 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,626 $75.2K <0.01% -332 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,554 $71.9K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,497 $69.3K 0.03% +885 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,431 $66.2K 0.04% -3 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,415 $65.5K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,400 $64.8K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,316 $60.9K <0.01% +258 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,279 $59.2K <0.01% +346 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,244 $57.5K <0.01% +45 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,230 $56.9K 0.01% +948 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,050 $48.6K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,000 $46.3K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 981 $45.4K 0.01% +527 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 956 $44.2K 0.03% +873 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 937 $43.2K <0.01% -340 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 920 $42.6K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 911 $42.1K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 800 $37K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 783 $36.2K <0.01% +398 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 761 $35K <0.01% +89 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 748 $34.6K <0.01% +93 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 743 $34.4K <0.01% -36 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 712 $32.5K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 699 $32.3K <0.01% -196 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 699 $32.3K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 675 $31.2K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 641 $29.7K <0.01% -52 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 591 $27.3K 0.01% -14,454 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 552 $25.5K 0.01% +513 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 550 $25.4K <0.01% 0 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 498 $23K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 474 $21.9K <0.01% +77 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 471 $21.8K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 446 $20.6K <0.01% +118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 381 $17.6K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 347 $16.1K 0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 340 $15.7K 0.01% -12 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 313 $14.5K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 311 $14.4K <0.01% -20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 303 $14K <0.01% +195 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 303 $14K <0.01% -87 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 300 $13.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 297 $13.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 283 $13.1K <0.01% -40 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 263 $12.2K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 254 $11.8K <0.01% +24 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 248 $11.5K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 242 $11.2K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 226 $10.5K <0.01% new 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 224 $10.4K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 215 $9.95K <0.01% +82 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 202 $9.35K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 193 $9.31K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 200 $9.25K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 197 $9.11K <0.01% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 196 $9K <0.01% +9 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 190 $8.79K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 188 $8.7K <0.01% -25 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 183 $8.47K <0.01% +156 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 181 $8.37K <0.01% +32 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 180 $8.33K <0.01% +86 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 176 $8.13K <0.01% +2 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 171 $7.91K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 170 $7.86K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 168 $7.75K <0.01% +82 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 156 $7.22K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 152 $7.03K <0.01% -20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 151 $6.99K <0.01% +144 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 150 $6.94K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 150 $6.94K <0.01% +80 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 141 $6.52K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 140 $6.48K <0.01% -70 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 137 $6.34K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 135 $6.25K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 122 $5.64K <0.01% +36 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 122 $5.64K <0.01% +60 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 121 $5.6K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 121 $5.6K <0.01% -399 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 117 $5.41K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 117 $5.39K <0.01% -348 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 113 $5.23K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 113 $5.23K <0.01% -113 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 111 $5.13K <0.01% +12 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 110 $5.09K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 115 $5K <0.01% 0 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 108 $5K <0.01% +36 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 95 $4.39K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 90 $4.16K <0.01% +5 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 89 $4.12K <0.01% +45 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 88 $4.07K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 88 $4.07K <0.01% -162 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 86 $3.98K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 77 $3.56K <0.01% -157 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 74 $3.42K <0.01% +9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 72 $3.33K <0.01% -41 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 72 $3.33K <0.01% +41 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 71 $3.28K <0.01% -70 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 70 $3.24K <0.01% +24 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 67 $3.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 68 $3K <0.01% +16 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 63 $2.92K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 60 $2.78K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $2.71K <0.01% -26 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 52 $2.42K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 50 $2.31K <0.01% +16 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 50 $2.31K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 44 $2.04K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 42 $1.94K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 42 $1.94K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 39 $1.8K <0.01% -84 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 37 $1.71K <0.01% -73 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 36 $1.67K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 36 $1.67K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 34 $1.57K <0.01% +22 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 33 $1.53K <0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 36 $1.46K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 30 $1.39K <0.01% +8 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $1.39K <0.01% -3 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 30 $1.39K <0.01% -26 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 29 $1.34K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28 $1.3K <0.01% +9 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 27 $1.25K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 27 $1.25K <0.01% new 13F-HR/A Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 26 $1.2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $1.16K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 23 $1.06K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 23 $1.06K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 23 $1.06K <0.01% +3 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 23 $1.06K <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 22 $1K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 21 $971 <0.01% +13 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 20 $926 <0.01% -293 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 19 $879 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 19 $879 <0.01% -12,732 13F-HR Timeline