Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 6,025 $488K 0.19% -1,953 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,896 $478K <0.01% +404 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 5,883 $477K 0.1% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,776 $468K <0.01% +694 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 5,731 $464K 0.34% -12 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,705 $462K <0.01% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,650 $458K 0.05% 0 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,618 $455K 0.02% +110 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,391 $437K 0.07% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 5,362 $434K 0.08% +86 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,230 $424K 0.01% 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 5,191 $420K 0.45% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,152 $417K 0.11% -410 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 5,077 $411K -36,143 Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,041 $408K 0.03% +1,223 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,006 $405K 0.04% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,930 $399K 0.2% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,815 $390K <0.01% -517,604 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,762 $386K 0.15% new 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 4,662 $378K <0.01% new 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,626 $375K 0.02% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,621 $374K <0.01% +4,021 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,581 $371K 0.19% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,575 $371K 0.01% -606 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,550 $369K 0.24% -3,800 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4,524 $366K 0.03% -1,400 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 5,053 $364K 0.13% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,427 $359K 0.02% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,416 $358K <0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,284 $347K 0.04% -950 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,262 $345K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,259 $345K 0.01% new 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,236 $343K 0.15% new 13F-HR/A Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,184 $339K 0.07% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,164 $337K 0.04% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,150 $336K 0.01% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,100 $332K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,031 $327K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,963 $321K 0.01% -1,735 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,884 $315K <0.01% -2,784 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,804 $308K 0.18% +1,863 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 3,728 $302K 0.19% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,707 $300K 0.01% +3,705 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,695 $299K 0.19% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,686 $299K 0.23% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,675 $298K <0.01% -49 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,675 $298K 0.07% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,750 $290K 0.11% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,583 $290K <0.01% 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 3,578 $290K 0.12% +3,558 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,547 $287K <0.01% -4,503 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,540 $287K <0.01% 0 13F-HR Timeline Group R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 3,500 $284K 0.13% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,456 $280K 0.14% -1,670 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 3,447 $279K 0.06% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,338 $270K 0.01% +1,334 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 3,252 $263K 0.07% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 3,232 $262K 0.05% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 3,211 $260K 0.1% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4,016 $259K 0.03% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,202 $259K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,178 $257K <0.01% -63,721 13F-HR Timeline Kachkovsky & Fisher, Inc. More: the full row for Kachkovsky & Fisher, Inc. 3,170 $257K 0.25% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,158 $256K 0.01% +93 13F-HR Timeline Group Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 3,145 $255K 0.05% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,131 $254K 0.01% -2,993 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,226 $250K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,080 $250K 0.03% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,033 $246K 0.01% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,621 $245K 0.02% +265 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,982 $242K <0.01% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,919 $236K 0.06% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,909 $236K <0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,900 $235K 0.01% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,875 $233K 0.06% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,852 $231K <0.01% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,849 $231K 0.11% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,827 $229K <0.01% new 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 2,766 $224K 0.03% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,762 $224K 0.05% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,721 $220K 0.03% -2,643 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,002 $219K <0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,690 $218K 0.04% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,624 $213K 0.02% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,616 $212K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,611 $212K <0.01% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,562 $208K <0.01% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,541 $206K 0.02% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,500 $202K 0.05% -4,802 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,478 $201K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,979 $160K <0.01% -170 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,977 $160K 0.04% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,938 $157K <0.01% +628 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 1,909 $155K 0.04% 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 154,444 $154K 0.06% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,870 $151K 0.01% -1,594 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,751 $142K 0.06% +332 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,378 $112K 0.09% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,192 $96.6K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,107 $89.7K 0.05% +2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,081 $88K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,066 $86K 0.02% +2 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1,039 $84.2K 2.05% -820 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,031 $83.5K <0.01% +3 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,000 $81K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 930 $75.3K <0.01% -897 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 868 $70.3K 0.08% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 848 $68.7K <0.01% -354 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 800 $64.8K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 764 $61.9K <0.01% +554 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 712 $57.7K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 702 $56.9K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $56.7K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 679 $55K 0.04% +276 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 615 $49.8K <0.01% +15 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 593 $48K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 580 $47K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 570 $46.2K <0.01% +38 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 560 $45K <0.01% 0 13F-HR Timeline Group Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 570 $42.1K 0.02% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 441 $35.7K <0.01% +280 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 440 $35.7K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 418 $33.9K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 416 $33.7K 0.01% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 400 $32.4K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 376 $30.5K <0.01% 0 13F-HR/A Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 376 $30.5K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 310 $25.1K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 302 $24.5K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 300 $24.3K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 240 $19.4K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 214 $17.3K <0.01% -8 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 205 $16.6K 0.01% -2,500 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 200 $16.2K <0.01% -40,710 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 200 $16.2K <0.01% new 13F-HR Timeline Shengqi Capital (Hong Kong) Ltd More: the full row for Shengqi Capital (Hong Kong) Ltd 200 $16.2K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 186 $14.4K <0.01% -52 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 168 $13.6K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 164 $13.3K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 160 $13K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 122 $9.88K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 91 $7.37K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 90 $7.31K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 87 $7.07K <0.01% +35 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 73 $5.91K 0.01% 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 72 $5.83K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 71 $5.72K <0.01% +6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 50 $4.08K <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 49 $3.42K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 37 $3.01K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 30 $2.43K <0.01% -30 13F-HR Timeline Group Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 20 $1.63K <0.01% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 20 $1.62K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $1.62K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 10 $787 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8 $678 <0.01% +2 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8 $648 <0.01% -2,875 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6 $495 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1 $115 <0.01% -2 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $81 <0.01% new 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $44 <0.01% 0 13F-HR Timeline