Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,029 $372K <0.01% -28 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,021 $372K 0.11% -1,398 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,941 $368K 0.03% +590 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 7,919 $365K 0.02% +2,895 13F-HR/A Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,868 $365K 0.02% +539 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,843 $363K 0.1% -238 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,832 $363K 0.11% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,779 $360K 0.01% +1,141 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,737 $359K 0.04% +531 13F-HR/A Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,745 $359K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,695 $357K <0.01% -230 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,686 $356K 0.11% +273 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,682 $356K 0.02% +6 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,613 $353K 0.1% -1,044 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,572 $351K 0.03% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,531 $349K <0.01% -171 13F-HR/A Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,523 $349K 0.01% +33 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,448 $345K 0.07% -338 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,469 $344K 0.07% -4,353 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,408 $343K 0.02% +1,261 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,372 $341K 0.1% +282 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,239 $335K 0.06% -5,533 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,163 $332K 0.02% +16 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,067 $327K 0.06% -466 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,986 $324K 0.01% +335 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,973 $323K 0.17% -432 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,791 $315K 0.01% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 6,770 $314K 0.16% -298 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,756 $313K 0.01% -250 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,719 $311K <0.01% new 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,719 $311K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,658 $309K 0.01% -2,726 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,650 $308K 0.16% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,635 $307K 0.12% +3 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,614 $306K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,591 $305K 0.01% -495 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 6,427 $298K 0.11% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,411 $297K <0.01% +1,323 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,406 $297K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,369 $295K 0.01% +22 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,305 $292K 0.01% -172 13F-HR Timeline Group ACAS, LLC More: the full row for ACAS, LLC 6,116 $284K 0.19% -496 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,120 $284K 0.03% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,113 $283K 0.02% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,086 $282K 0.01% -1,000 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,956 $276K 0.06% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,932 $275K <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,926 $275K 0.01% -250 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,806 $269K 0.13% +63 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,735 $266K 0.03% +1,185 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,707 $264K 0.06% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,680 $263K <0.01% -1,695 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 5,613 $260K 0.13% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,555 $257K 0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,529 $256K 0.01% -1,085 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,515 $256K 0.05% -725 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 5,446 $252K <0.01% -84,216 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,356 $248K <0.01% -69 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,350 $248K 0.06% -376 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,291 $245K 0.02% -119 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,277 $245K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,240 $243K 0.09% +78 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,068 $235K <0.01% -940 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,051 $234K 0.32% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,045 $234K 0.14% -66 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 5,040 $234K 0.6% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,011 $232K <0.01% +124 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 4,938 $229K 0.05% -45 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 4,855 $225K 0.07% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4,835 $224K 0.16% -179 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,821 $223K 0.03% -1,723 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,782 $222K 0.13% -3,751 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,746 $220K 0.01% -657 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,730 $219K 0.15% +254 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,700 $218K 0.01% -531 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,670 $216K 0.02% -775 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,662 $216K 0.01% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,618 $214K 0.02% -93 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,615 $214K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,651 $214K 0.01% +46 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,594 $213K 0.19% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,592 $213K 0.02% +25 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,533 $210K <0.01% new 13F-HR Timeline Group BCWM, LLC More: the full row for BCWM, LLC 4,489 $208K 0.07% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,445 $206K 0.02% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 4,353 $202K 0.21% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,347 $201K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,003 $186K 0.04% +92 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,823 $177K 0.07% -141 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,687 $171K 0.01% +96 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,437 $159K <0.01% -53 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,097 $144K <0.01% -2,966 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,000 $139K <0.01% -7,600 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,734 $127K <0.01% -2,012 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 2,718 $126K 0.05% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,680 $124K 0.17% -450 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 2,515 $116K 0.03% -24,167 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,329 $108K 0.04% +402 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,311 $107K 0.02% -1,081 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,287 $106K 0.04% -47 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,064 $96K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,000 $92.7K 0.03% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,725 $79.9K 0.03% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,651 $76K 0.06% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,595 $73.9K 0.02% -800 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,591 $73.7K 0.01% +15 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,463 $67.8K 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/ 1,465 $67.7K <0.01% 0 13F-HR/A Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,459 $67.6K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,410 $65.3K <0.01% +845 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,345 $62.3K 0.04% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,334 $61.4K 0.05% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,304 $60.4K 0.06% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,152 $53.4K 0.03% -9 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,040 $48.2K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,028 $47.6K 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 953 $44.2K <0.01% +927 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 884 $41K <0.01% +369 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 869 $40.3K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 851 $39.4K 0.02% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 827 $38.3K 0.04% -15,269 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 818 $37.9K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 800 $37.1K <0.01% -513 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 791 $36.7K <0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 761 $35.3K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 748 $34.7K 0.01% -327 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 732 $33.9K 0.04% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 728 $33.7K 0.02% -804 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 726 $33.6K 0.01% +13 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 692 $32.1K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 692 $32.1K 0.02% +157 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 680 $31.5K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 680 $31.5K <0.01% -51 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 590 $27.3K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 551 $25.5K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 525 $24.3K <0.01% +6 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 524 $24.3K <0.01% -1,265 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 520 $24.1K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 513 $23.8K <0.01% +418 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 470 $22K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 471 $21.8K <0.01% -28 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 465 $21.5K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 459 $21.3K 0.01% -69 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 423 $19.6K <0.01% +6 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 409 $19K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 407 $18.9K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $18.5K 0.02% 13F-HR Timeline Amount filed as zero, left out of ratios. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 398 $18.4K <0.01% +51 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 390 $18.1K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 371 $17.2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 363 $16.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 342 $15.8K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 320 $14.8K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 280 $13K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 272 $12.6K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 270 $12.5K <0.01% -35 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 249 $11.5K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 242 $11.2K <0.01% +3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 225 $10.4K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 219 $10.1K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 206 $9.55K <0.01% -50 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 186 $8.62K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 181 $8.39K <0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 180 $8.34K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 173 $8.02K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 171 $7.92K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 170 $7.88K <0.01% -13,370 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 160 $7.41K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 160 $7.41K <0.01% +110 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 160 $7.39K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 156 $7.19K <0.01% +114 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 146 $6.77K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 145 $6.72K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 133 $6.14K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 128 $5.93K <0.01% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 120 $5.46K <0.01% +62 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 107 $4.96K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 105 $4.89K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 104 $4.8K <0.01% +2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $4.63K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 77 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81 $3.75K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 81 $3.75K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 80 $3.7K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 74 $3.43K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 73 $3.38K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 72 $3.34K <0.01% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 70 $3.24K <0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 68 $3.15K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 64 $3.1K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 66 $3.06K <0.01% new 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 62 $2.87K <0.01% +30 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 62 $2.87K <0.01% -62 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 60 $2.78K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 56 $2.6K <0.01% +26 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 55 $2.55K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 40 $1.85K <0.01% 0 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 38 $1.77K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 33 $1.53K <0.01% -5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 31 $1.46K <0.01% +31 13F-HR Timeline