Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 2,025 $521K 0.55% +772 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,009 $517K <0.01% -220 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,004 $516K 0.18% +4 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,993 $513K 0.38% +147 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 1,991 $512K 0.44% -2 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 1,970 $507K 0.34% -68 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,966 $506K 0.03% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,955 $503K 0.01% +327 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,946 $501K 0.11% -17 13F-HR Timeline FDx Advisors, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,654 $426K 0.03% -34 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,651 $425K 0.02% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,640 $422K 0.26% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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More: the full row for StoneX Group Inc. 1,463 $377K 0.02% -300 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 1,463 $377K 0.11% +150 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,457 $375K 0.02% +383 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,446 $372K 0.03% -139 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,443 $371K 0.13% -288 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,424 $366K <0.01% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,401 $360K 0.02% +1,381 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,391 $358K 0.02% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,381 $355K 0.03% -163 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,375 $354K 0.18% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,359 $350K 0.12% -197 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,356 $349K 0.1% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,348 $347K 0.03% +67 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,320 $340K 0.01% +25 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,316 $339K 0.06% +3 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,312 $338K 0.08% -851 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Horizon Family Wealth, Inc. 1,277 $329K 0.17% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,269 $327K 0.19% +126 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,263 $325K 0.02% -25 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,261 $324K 0.02% -90 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 1,260 $324K 0.11% -692 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,252 $322K <0.01% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. 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Mason LLC More: the full row for S.A. Mason LLC 1,000 $257K 0.1% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 998 $257K 0.01% +130 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 997 $257K 0.06% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 996 $256K 0.12% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 988 $254K <0.01% +8 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 986 $254K 0.06% +5 13F-HR Timeline Accredited Investors Inc. 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