INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,475 $712K 0.02% +1,548 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,460 $709K <0.01% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,450 $707K 0.37% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,387 $694K 0.44% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,364 $692K 0.2% +15 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,374 $691K <0.01% +257 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,282 $672K 0.2% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,216 $659K 0.1% +17 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,120 $639K 0.05% +68 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,117 $639K 0.01% 0 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,000 $615K 0.26% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,991 $613K 0.04% -38 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 2,908 $596K 0.46% +11 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,908 $596K 0.01% +11 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,855 $585K 0.13% +4 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,817 $577K <0.01% +39 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,813 $576K 0.13% -13 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,708 $555K 0.01% +305 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,675 $548K 0.23% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,648 $542K 0.08% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 2,617 $536K 0.45% -5 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,559 $524K 0.01% -4 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,551 $523K 0.17% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,546 $522K 0.05% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,527 $518K <0.01% +87 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,500 $512K 0.17% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,500 $512K 0.15% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,473 $507K 0.01% -208 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,439 $501K 0.02% -15,071 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,429 $498K 0.01% -195 13F-HR/A Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,425 $497K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,423 $496K <0.01% +712 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,346 $480K 0.02% +8 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,343 $480K 0.11% +11 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,339 $479K 0.02% -30 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,338 $479K <0.01% +6 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,313 $474K 0.02% -103 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,299 $471K 0.14% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,294 $470K 0.02% -122 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,143 $459K 0.1% -37 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 2,215 $454K 0.12% +105 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,142 $439K 0.04% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,098 $430K 0.03% +8 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,093 $429K 0.23% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,052 $420K <0.01% new 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,050 $420K 0.07% -15 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 2,033 $416K 0.21% -382 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,012 $412K 0.09% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,983 $406K 0.01% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,932 $396K 0.11% +9 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,922 $394K 0.05% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,885 $386K 0.06% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,880 $385K 0.02% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,919 $383K <0.01% +2 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,861 $381K 0.01% -221 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,852 $379K 0.1% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,825 $374K <0.01% +2 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,823 $373K 0.01% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,820 $373K 0.03% +8 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 1,812 $371K <0.01% 0 13F-HR Timeline Group Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,790 $367K 0.09% +8 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,789 $366K 0.03% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,713 $360K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,744 $357K 0.01% -827 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,743 $357K 0.03% -79 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,713 $351K 0.3% -320 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,694 $347K 0.02% +519 13F-HR/A Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,642 $345K 0.02% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,682 $344K <0.01% +25 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 1,680 $344K 0.13% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,676 $343K 0.01% -304 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,676 $343K 0.01% +263 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,646 $337K 0.01% -43 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,640 $336K <0.01% -51 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,632 $334K 0.08% +502 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,616 $331K 0.02% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 1,614 $331K 0.21% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,609 $330K 0.02% +2 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,586 $325K 0.01% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,530 $324K 0.07% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,563 $320K 0.06% -715 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,526 $313K 0.15% +1 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,524 $312K 0.08% +206 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,520 $311K 0.02% +1 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,485 $304K 0.11% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,479 $303K 0.02% -112 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 1,472 $301K <0.01% +1 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,440 $295K 0.08% +7 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,406 $294K 0.01% new 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,408 $288K 0.33% 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,400 $287K 0.02% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,390 $285K 0.02% +3 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,390 $285K 0.05% -796 13F-HR Timeline Asset Management Advisors, LLC More: the full row for Asset Management Advisors, LLC 1,353 $277K 0.17% -195 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,352 $277K 0.14% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,350 $277K 0.01% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,350 $277K 0.01% -150 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,346 $276K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,340 $274K <0.01% +7 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,333 $273K 0.01% -506 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,306 $268K 0.15% +56 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,300 $266K 0.05% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,299 $266K 0.13% 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 1,285 $263K 0.03% -46 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,278 $262K <0.01% -1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,273 $261K 0.01% +6 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,270 $260K 0.15% +15 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,266 $259K 0.02% new 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 1,257 $257K 0.11% +49 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,250 $256K 0.03% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,247 $255K <0.01% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,237 $253K 0.16% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,224 $251K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,219 $250K 0.02% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,206 $247K 0.01% -18 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,201 $246K 0.02% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,200 $246K 0.06% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,164 $238K 0.11% +6 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,164 $238K 0.02% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,149 $235K <0.01% -95 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 1,148 $235K 0.08% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,145 $235K 0.02% +3 13F-HR/A Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,141 $234K 0.15% +5 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,133 $232K 0.06% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,124 $230K <0.01% +26 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,119 $229K 0.13% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,116 $229K 0.07% +25 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,104 $226K 0.01% +5 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,090 $223K 0.01% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,070 $219K 0.13% 0 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 1,059 $217K 0.28% -1,059 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,055 $216K <0.01% -20 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,047 $214K 0.05% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,038 $213K <0.01% 0 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,024 $210K 0.15% +4 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,023 $210K 0.01% -1,373 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,022 $209K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,017 $208K <0.01% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 1,014 $208K 0.05% -377 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,012 $207K 0.01% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,011 $207K <0.01% -800 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,006 $206K 0.01% -25 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 1,002 $205K 0.22% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,001 $205K <0.01% new 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 998 $204K 0.05% -385 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,012 $202K 0.05% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 985 $202K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 976 $200K <0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 950 $195K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 847 $174K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 795 $163K <0.01% 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 757 $155K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 734 $150K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 700 $143K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 695 $142K 0.02% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 635 $130K 0.03% +35 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 630 $129K <0.01% +88 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 622 $127K 0.08% +3 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 595 $122K 0.03% -99 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 552 $113K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 501 $103K 0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 495 $101K <0.01% +75 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 439 $89.9K <0.01% -12 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 429 $88K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 427 $87.4K <0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 422 $86.4K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 409 $83.9K 0.06% +1 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 388 $79.5K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 380 $78.9K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 373 $76.4K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 351 $75K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 348 $71.4K <0.01% +1 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 342 $70.1K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 319 $65.4K 0.03% -47 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 318 $65.1K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 305 $62.6K 0.03% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 295 $60.4K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 276 $56.5K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 250 $51.2K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 235 $48K <0.01% +1 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 233 $47.7K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 231 $47.3K <0.01% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $41K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 200 $41K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 180 $36.9K <0.01% -212 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 173 $35.5K <0.01% new 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 167 $34.2K 0.03% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 153 $31.4K <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 150 $30.7K 0.03% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 147 $30.1K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130 $26.6K <0.01% new 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 130 $26.6K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 121 $24.7K <0.01% +1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 109 $22.3K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 109 $22.2K 0.01% +57 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 107 $22K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 100 $20.5K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 98 $20.1K <0.01% -149 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 81 $16.6K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 78 $15.9K <0.01% +1 13F-HR Timeline