TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 29,178 $1.04M 0.08% new 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 27,260 $970K 0.61% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 26,994 $960K 0.58% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 26,941 $959K 0.42% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 26,776 $953K 0.32% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 25,791 $918K 0.64% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 25,225 $898K 0.46% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 24,998 $889K 0.14% new 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 24,349 $866K 0.34% new 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 23,827 $848K 0.36% +23,616 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 23,682 $843K 0.08% +15,456 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,515 $837K 0.03% new 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 23,267 $828K 0.38% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 23,323 $826K 0.07% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23,037 $820K 0.02% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 22,677 $807K 0.02% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 21,985 $782K 0.65% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 21,391 $761K 0.06% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 20,420 $752K 0.03% new 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 20,740 $737K 0.37% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 19,087 $679K 0.34% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 18,160 $646K new Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 18,058 $643K 0.24% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 17,672 $629K <0.01% +15,097 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 17,660 $628K 0.16% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 17,386 $619K 0.35% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,997 $618K 0.4% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 17,246 $614K 0.17% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 16,419 $599K 0.15% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 16,796 $598K 0.14% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,771 $597K 0.02% +16,310 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 16,538 $588K 0.22% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 16,487 $587K 0.05% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 16,341 $581K 0.27% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 16,101 $573K 0.02% +8,836 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 16,000 $569K 0.06% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 15,993 $569K 0.47% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 15,954 $568K 0.42% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 15,743 $558K 0.22% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 15,526 $552K 1.4% +4,521 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,518 $552K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,985 $533K 0.02% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 14,925 $531K 0.29% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 14,838 $528K 0.14% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 14,575 $519K 0.11% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 14,371 $511K 0.35% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 14,043 $500K 0.27% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,881 $494K 0.04% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,808 $491K 0.01% +13,181 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) 13,795 $491K 0.01% +11,969 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,781 $490K 0.02% 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 13,745 $489K 0.11% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,671 $486K 0.02% +5,894 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 13,239 $471K 0.27% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,183 $469K <0.01% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 13,093 $466K 0.12% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 12,926 $458K 0.21% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12,829 $456K 0.03% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,751 $454K 0.02% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,572 $447K 0.29% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,567 $447K 0.27% 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,248 $436K 0.12% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,037 $428K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,960 $426K 0.01% new 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 11,859 $422K 0.06% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 11,486 $409K 0.02% new 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 11,467 $408K 0.12% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 11,221 $399K 0.06% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 10,879 $387K 0.16% +1,949 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,375 $369K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,171 $362K 0.03% +9,951 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 10,050 $358K 0.26% new 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 9,655 $344K 0.26% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 9,267 $330K 0.14% +186 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 9,183 $327K 0.92% +597 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,143 $325K 0.07% +133 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 9,143 $325K 0.48% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,099 $324K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,935 $318K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 8,874 $316K 0.32% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8,764 $312K 0.15% +160 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 8,665 $308K 0.06% +269 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,539 $304K 0.24% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,286 $295K 0.24% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,051 $286K 0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,640 $272K 0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,607 $271K <0.01% new 13F-HR/A Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,602 $270K 0.08% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,552 $269K 0.02% new 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 7,403 $263K new Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,094 $252K <0.01% new 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 7,014 $250K 0.04% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,866 $244K 0.08% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,658 $238K 0.04% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,602 $235K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,509 $232K 0.03% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,305 $224K 0.11% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,085 $217K 0.01% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 6,059 $216K 0.11% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,958 $212K 0.04% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,921 $211K <0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,889 $210K 0.01% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,880 $209K 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,628 $200K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,116 $182K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,752 $169K 0.06% +4,656 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,410 $157K 0.06% +4,102 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,794 $99.4K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,315 $82.4K 0.01% +1,779 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,003 $71.3K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,890 $66.5K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,768 $62.9K <0.01% -452 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,627 $57.9K 0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,597 $56.8K 0.03% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,333 $47.4K <0.01% -423 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,330 $47.3K 0.07% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,225 $43.6K 0.04% +327 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,100 $39.1K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 901 $32.1K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 629 $22.6K <0.01% +549 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 420 $14.9K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 401 $14.3K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 359 $12.8K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 289 $10.3K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 160 $5.69K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 116 $3.68K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $3.56K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 80 $2.85K <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. 44 $1.57K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2 $71 <0.01% new 13F-HR Timeline Group 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.