HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 18,805 $1.04M 1.04% +128 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 18,590 $1.03M 0.64% +7,116 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,834 $987K 0.03% -172 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,508 $969K 0.41% +4,624 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,680 $923K 0.13% -194 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 16,569 $917K <0.01% 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 16,451 $911K 0.12% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 16,358 $905K 0.63% +1,295 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 16,065 $889K 0.42% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 16,036 $888K 0.07% -95,217 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 15,835 $877K 0.03% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15,389 $852K 0.11% -1,250 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,217 $842K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,076 $835K 0.09% +203 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,633 $810K 0.04% +2,756 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 14,512 $803K 0.29% +683 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 14,263 $790K 0.56% -6,233 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,251 $789K <0.01% -19,288 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,895 $769K 0.17% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,450 $745K 0.15% -3,287 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,392 $741K 0.04% +6,557 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 13,378 $741K 0.33% +1,059 13F-HR/A Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 13,101 $725K 0.31% +94 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 12,952 $717K 0.08% -3,993 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 12,875 $713K 0.01% new 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) 12,716 $704K 0.02% -25,555 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,613 $698K 0.02% +1,408 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 12,102 $670K -13,748 Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 11,618 $643K 0.42% +884 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,536 $639K 0.01% -1,298 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 11,450 $634K 0.18% -1,168 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 11,102 $615K 0.03% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,935 $605K <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,763 $596K <0.01% -385 13F-HR Timeline Group ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 10,558 $584K 6.56% +5,311 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,503 $581K 0.07% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 10,186 $564K 0.03% -2,751 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 9,936 $550K 0.5% -7,801 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 9,885 $547K 0.39% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 9,835 $544K 0.06% -962 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,774 $541K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9,592 $531K 0.22% -4,495 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,432 $522K 0.03% +581 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,401 $520K 0.06% +2,434 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 9,335 $517K 0.05% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,258 $512K 0.05% -5,547 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,187 $509K 0.02% +4,004 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,181 $508K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,052 $502K 0.02% +1,107 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 8,683 $481K 0.23% +3,440 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,588 $477K 0.07% +15 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,339 $465K 0.08% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,316 $460K <0.01% -2,217 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 8,302 $460K 0.21% +1,391 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 8,235 $456K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,193 $454K 0.01% -5,632 13F-HR/A Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,081 $447K 0.06% -126 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,980 $442K 0.05% 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,932 $439K 0.33% -567 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,894 $437K 0.06% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,790 $435K 0.01% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,787 $431K 0.12% -3,752 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,670 $425K 0.29% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,651 $424K 0.04% -1,036 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 7,441 $412K 0.08% +3,096 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,423 $411K <0.01% -1,546 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,422 $411K 0.01% -1,371 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,305 $404K 0.02% +225 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 7,242 $401K 0.1% +52 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 7,157 $396K 0.12% +148 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,079 $392K 0.04% -10 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 7,058 $391K 0.22% -4,843 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,961 $385K 0.02% -3,646 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,940 $384K 0.06% -309 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,912 $383K 0.05% +2,558 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,900 $382K 0.06% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,797 $376K 0.06% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,631 $367K <0.01% +2,507 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 6,485 $359K 0.06% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,460 $358K 0.03% -1,174 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,455 $357K 0.04% +1,837 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,378 $353K 0.02% -23,633 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,372 $353K <0.01% -1,895 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,355 $352K <0.01% -345 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 6,203 $343K 0.19% +4,118 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,102 $338K 0.08% +1,610 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 6,078 $336K 0.03% +2,141 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 5,972 $331K 0.29% -279 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,818 $322K 0.01% -200 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,640 $312K 0.07% +3,374 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,632 $312K 0.08% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,624 $311K 0.06% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,607 $310K 0.09% -892 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,461 $302K <0.01% -897 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 5,436 $301K 0.21% +35 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,388 $298K <0.01% +74 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 5,092 $282K 0.16% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,085 $281K 0.11% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,880 $270K 0.13% +232 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,807 $266K 0.21% -150 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,770 $264K 0.09% +227 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,735 $262K 0.02% -1,525 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,728 $262K 0.01% -258,376 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,572 $253K 0.01% +17 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,476 $248K <0.01% -7,096 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,403 $243K <0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,312 $239K 0.01% +456 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,258 $236K 0.01% +587 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,076 $226K <0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,050 $224K <0.01% new 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,967 $220K 0.02% -239 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,964 $219K 0.02% -161 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,916 $217K 0.06% -46 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,897 $216K <0.01% -350 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,861 $214K 0.04% +162 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,846 $213K 0.07% +35 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,829 $212K 0.02% +219 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,823 $212K <0.01% -64,438 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,777 $209K 0.18% -176 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,768 $209K 0.09% +17 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 3,711 $205K 0.05% 0 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,696 $205K 0.01% -55 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 3,675 $203K 0.01% +95 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 3,630 $201K 0.06% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,442 $191K 0.01% -538 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,166 $175K 0.05% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,140 $174K 0.03% +1 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,976 $165K 0.01% -4 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,855 $158K <0.01% +2,521 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,847 $158K 0.05% +2,644 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,847 $158K 0.05% -168 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2,576 $143K 0.06% -151 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,562 $142K <0.01% +51 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,520 $139K <0.01% +1,929 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,500 $138K 0.01% -3,700 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,350 $130K 0.01% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,177 $121K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,150 $119K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,048 $113K 0.03% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,971 $109K 0.01% 0 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 1,940 $107K 0.06% +1,070 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,930 $107K 0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,703 $94.3K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,540 $84.8K 0.07% +11 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,490 $82.5K <0.01% +406 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,401 $77.2K 0.01% -551 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,382 $76.5K <0.01% -233 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,359 $75.2K 0.03% +536 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,351 $74.8K <0.01% +102 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,341 $74.2K 0.01% +118 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,274 $70.5K <0.01% +24 13F-HR/A Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,099 $60.9K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,042 $57.7K +5 Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,025 $56.7K 0.01% +2 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,012 $56K <0.01% -9,587 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 918 $50.8K <0.01% +21 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 905 $50.1K 0.04% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 863 $49.1K 0.02% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 870 $48.2K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 856 $47.4K <0.01% 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. 771 $42.7K <0.01% -1,587 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 750 $41.5K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 701 $38.8K <0.01% -343 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 682 $37.8K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 667 $36.9K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 645 $36K <0.01% -8 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 613 $33.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 611 $33.4K <0.01% +556 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 583 $32.3K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 555 $30.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 548 $30.3K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 533 $29.5K 0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 450 $24.5K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 432 $23.9K <0.01% -240 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 414 $22.9K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 408 $22.6K 0.01% new 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 404 $22.4K 0.01% +3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 400 $22.1K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 391 $21.6K <0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 361 $20K <0.01% -405 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 355 $19.7K <0.01% -44 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 343 $19K <0.01% -1,815 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 331 $18.3K <0.01% +29 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 316 $17.5K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 304 $16.7K <0.01% +4 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 293 $16.2K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 271 $15K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 246 $13.6K <0.01% 0 13F-HR Timeline Group Networth Advisors, LLC More: the full row for Networth Advisors, LLC 207 $11.5K 0.01% -2 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 205 $11.3K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 204 $11.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 202 $11.2K <0.01% -199 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 197 $10.9K <0.01% -223,779 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 160 $8.86K <0.01% -347 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 145 $8.03K <0.01% +20 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 143 $7.92K <0.01% +110 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 141 $7.8K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 140 $7.75K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 126 $6.97K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 126 $6.97K 0.01% 0 13F-HR Timeline