NRI Wealth Management LC More: the full row for NRI Wealth Management LC 848 $377K 0.19% -7 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 847 $377K 0.01% +100 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 847 $376K 0.1% -58 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 836 $375K 0.08% +18 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 843 $375K 0.17% +5 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 822 $365K 0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 814 $362K 0.03% +1 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 811 $361K 0.35% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 806 $358K 0.08% -6 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 800 $356K <0.01% 0 13F-HR/A Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 798 $355K 0.09% -19 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 798 $355K <0.01% -75 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 797 $354K 0.02% -114 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 795 $353K 0.01% -56 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 791 $352K 0.05% -56 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 790 $351K 0.23% +200 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 782 $348K 0.14% +47 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 780 $347K 0.01% new 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 763 $339K 0.03% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 762 $339K 0.02% -63 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 757 $337K 0.01% -25 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 756 $336K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 753 $335K 0.01% +290 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 750 $333K <0.01% +198 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 748 $332K 0.15% -14 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 745 $331K 0.11% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 745 $331K 0.04% -136 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 741 $329K 0.01% +7 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 738 $328K 0.09% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 746 $326K 0.23% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 732 $325K 0.17% -631 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 728 $324K 0.02% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 727 $323K 0.09% -55 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 725 $322K 0.22% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 725 $322K 0.02% +1 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 720 $320K 0.08% 0 13F-HR Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 720 $320K 0.27% 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 709 $315K 0.15% -177 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 708 $315K 0.11% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 707 $315K <0.01% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 700 $311K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 698 $311K 0.01% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 699 $311K 0.1% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 699 $311K 0.22% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 708 $308K 0.08% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 690 $307K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 687 $305K 0.04% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 686 $305K 0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 685 $305K 0.03% 0 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 685 $305K 0.24% 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 674 $300K 0.12% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 672 $299K 0.02% -116 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 672 $299K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 671 $298K 0.02% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 667 $297K 0.18% +1 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 665 $296K 0.07% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 663 $295K 0.07% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 661 $294K 0.01% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 659 $293K 0.2% -28 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 654 $291K 0.01% +539 13F-HR/A Timeline Group Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 651 $289K 0.1% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 649 $288K 0.02% -27 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 644 $287K 0.11% -9 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 640 $284K 0.1% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 638 $284K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 635 $282K <0.01% -39 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 629 $282K 0.05% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 632 $281K 0.06% -34 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 622 $277K 0.16% +2 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 608 $274K 0.07% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 617 $274K 0.04% -36 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 612 $272K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 611 $272K 0.01% -134 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 611 $272K 0.02% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 606 $269K 0.07% +103 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 604 $269K 0.05% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 601 $267K 0.11% -15 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 595 $265K 0.06% 0 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 595 $264K 0.2% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 641 $264K 0.03% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 586 $263K 0.01% +1 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 588 $261K 0.05% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 587 $261K 0.06% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 584 $260K <0.01% -503 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 584 $260K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 575 $257K 0.01% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 578 $257K 0.05% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 575 $256K <0.01% +35 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 574 $255K 0.26% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 571 $254K 0.02% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 568 $253K 0.06% -1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 565 $251K <0.01% -190 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 564 $251K 0.04% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 560 $249K 0.18% -198 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 560 $249K 0.04% -60 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 551 $245K <0.01% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 548 $244K 0.01% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 545 $242K 0.12% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 544 $242K <0.01% -36 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 542 $241K 0.13% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 531 $236K 0.01% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 531 $236K 0.19% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 525 $233K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 522 $232K 0.03% +17 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 518 $230K 0.07% -30 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 509 $226K 0.05% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 508 $226K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 507 $226K <0.01% +31 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 505 $225K 0.01% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 503 $224K 0.06% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 502 $223K 0.06% -30 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 502 $223K 0.03% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 502 $223K 0.03% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 501 $223K 0.06% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 501 $223K 0.01% +1 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 500 $222K 0.03% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 500 $222K 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 498 $221K <0.01% +3 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 498 $221K 0.07% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 496 $221K <0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 495 $220K 0.03% -327 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 493 $219K 0.01% +33 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 490 $218K 0.03% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 486 $216K 0.01% +305 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 485 $216K 0.04% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 483 $215K 0.02% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 483 $215K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 480 $213K 0.02% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 479 $213K 0.04% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 475 $211K 0.05% -3 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 475 $211K 0.1% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 475 $211K 0.14% +391 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 468 $208K 0.01% new 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 466 $207K 0.08% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 466 $207K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 464 $206K 0.02% -240 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 464 $206K 0.01% +189 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 463 $206K 0.01% new 13F-HR/A Timeline Summa Corp. More: the full row for Summa Corp. 461 $205K 0.09% -466 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 460 $205K <0.01% -34 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 460 $205K 0.03% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 459 $204K <0.01% -204 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 456 $203K 0.02% -885 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 454 $202K 0.03% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 452 $201K 0.04% new 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 452 $201K 0.11% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 451 $201K 0.01% new 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 450 $200K 0.19% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 447 $199K 0.01% -3,701 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 435 $197K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 442 $196K <0.01% +421 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 434 $193K 0.07% +289 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 421 $187K <0.01% +45 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 420 $187K 0.01% -13 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 389 $173K 0.01% -13 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 367 $163K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 340 $152K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 340 $151K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 335 $149K 0.04% -7 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 317 $141K 0.04% -10 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 314 $139K 0.01% +248 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 294 $131K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 279 $124K <0.01% +65 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 263 $117K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 249 $111K 0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 247 $110K <0.01% -138 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 232 $105K 0.02% -2,440 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 228 $101K 0.01% -11 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 227 $101K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 225 $100K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 222 $98.6K <0.01% +41 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 221 $98.3K 0.03% +126 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 210 $93.4K 0.06% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 206 $91.7K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 197 $87.6K 0.01% +24 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 196 $87.3K 0.02% -297 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 191 $84.9K 0.02% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 190 $84.5K 0.11% -100 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 190 $84.5K 0.04% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 189 $84K 0.03% -25 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 181 $80.5K 0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 181 $80.3K 0.04% +1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 176 $78.3K 0.01% +141 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 169 $75.1K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 160 $71.5K <0.01% +109 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 159 $70.7K 0.05% +19 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 149 $66.4K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 148 $65.8K <0.01% -66 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 137 $60.9K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 134 $59.4K 0.02% +23 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 133 $59.2K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 131 $58.2K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 130 $57.8K <0.01% -10 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 128 $56.9K 0.02% -12 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 122 $54.7K <0.01% +48 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 119 $53.1K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 107 $47.6K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 102 $46K <0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 102 $45.3K <0.01% -41 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $44.6K 0.01% 0 13F-HR Timeline