Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,044 $1.15M 1.31% +22 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,698 $1.12M 0.02% 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 16,235 $1.09M 0.69% +2,945 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 16,060 $1.08M 0.54% +375 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 15,898 $1.07M 0.56% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,743 $1.06M 0.01% -978 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,387 $1.03M 0.02% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 14,703 $989K 0.28% +1 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,570 $980K 0.01% +20 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,268 $959K 0.02% +3,827 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14,167 $953K 0.08% +828 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 14,121 $949K 0.03% +2,405 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,028 $943K 0.04% +1,305 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,540 $910K 0.02% +7,104 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,923 $869K 0.05% +466 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 12,831 $858K 0.56% -13,156 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,661 $851K 0.04% +3,632 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,632 $849K 0.21% -126,441 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,391 $833K 0.11% +5,589 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 12,292 $827K 0.25% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,124 $818K 0.02% -849 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,107 $814K <0.01% -1,125 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,047 $810K 0.01% -178 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,041 $810K 0.02% +8,732 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,000 $807K <0.01% 0 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,910 $801K 0.04% +165 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,303 $760K 0.05% +5,053 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,140 $749K <0.01% +2,493 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10,899 $733K <0.01% -3,780 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,875 $731K 0.05% +1,896 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,591 $712K 0.19% -268 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,370 $697K <0.01% +459 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,339 $695K <0.01% -4,915 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 10,315 $694K 0.07% +224 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 10,187 $685K 0.14% +683 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,004 $673K 0.24% +114 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 10,000 $672K 0.21% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,837 $661K 0.01% -50 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,799 $659K 0.01% +170 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 9,565 $643K 0.11% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 9,390 $634K 0.69% +2,736 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 9,282 $624K 0.15% -640 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,110 $613K 0.03% +1,217 13F-HR Timeline Group Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 8,942 $601K 0.45% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,870 $596K 0.06% +871 13F-HR Timeline Fairlight Advisors More: the full row for Fairlight Advisors 8,570 $576K 0.47% 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,566 $576K 0.08% +415 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,735 $574K 0.02% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 8,509 $572K 0.02% -17,797 13F-HR Timeline Group Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 8,346 $561K 0.27% -4,713 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 8,324 $560K 0.35% -26,577 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 8,117 $546K 0.29% -305 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,071 $543K 0.03% +85 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 8,017 $539K <0.01% +222 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,860 $529K 0.03% -289 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 7,827 $526K 0.04% -1,413 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 7,700 $518K 0.24% +395 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,699 $518K 0.04% +2 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,544 $507K 0.02% +2,477 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,512 $505K 0.07% +474 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 7,425 $499K 0.14% -111 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,326 $493K 0.06% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,260 $488K 0.12% -468 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,259 $488K <0.01% +4,808 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,074 $476K 0.03% +704 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,110 $476K 0.1% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,039 $473K 0.01% +718 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 6,942 $467K 0.17% -385 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 6,892 $463K 0.16% +60 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,926 $463K 0.06% -477 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 6,848 $460K 1.78% +215 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,758 $454K 0.08% -319 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 6,692 $450K 0.21% -469 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,442 $433K 0.03% -2,081 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 6,439 $433K 0.07% -448 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 6,330 $426K 0.03% -1,978 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 6,238 $419K 0.18% -4,385 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,132 $412K 0.01% -83 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,087 $409K 0.04% -164 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 6,185 $408K 2.02% -1,947 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 6,041 $406K 0.08% -32 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,887 $396K 0.3% -1,387 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,866 $394K 0.01% -1,637 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,812 $391K 0.03% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,664 $381K 0.09% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,628 $378K <0.01% -4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,564 $374K 0.02% -137 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,536 $372K 0.01% +185 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5,339 $359K 0.05% +1,713 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,297 $356K 0.01% -217 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,932 $332K 0.03% 0 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 4,900 $329K 0.16% -1,164 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,854 $326K 0.15% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,837 $325K <0.01% +600 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,815 $324K 0.06% +1,312 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,809 $323K 0.02% -18,149 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,800 $323K 0.24% +601 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,756 $320K 0.01% -25 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,711 $317K 0.03% new 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,643 $312K 0.13% 0 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 4,616 $310K 0.11% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,472 $301K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,472 $301K 0.06% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,363 $293K <0.01% -349 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,349 $292K <0.01% +2,605 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,347 $292K 0.04% +500 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,310 $290K 0.13% -54 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,299 $289K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,227 $284K <0.01% +889 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,180 $281K <0.01% +140 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 4,058 $273K 0.03% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,994 $269K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,981 $268K <0.01% -400 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,924 $264K 0.23% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 3,848 $259K <0.01% +3,731 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,841 $258K 0.01% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,791 $255K <0.01% -9 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,756 $253K 0.17% +55 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,709 $249K 0.03% -193 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,664 $246K <0.01% -17 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,655 $246K 0.13% +14 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,570 $240K 0.04% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,565 $240K 0.03% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,550 $239K 0.1% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,535 $238K 0.08% -17 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,425 $230K 0.01% +215 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,416 $230K 0.01% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,402 $229K 0.16% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,381 $227K <0.01% -244 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,353 $225K <0.01% +153 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,348 $224K 0.03% -124 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,350 $224K 0.01% +22 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,337 $224K 0.01% -1,624 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,289 $221K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,279 $220K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,273 $220K 0.13% +310 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,215 $216K 0.04% +145 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,178 $214K 0.03% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,163 $213K 0.04% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,147 $212K <0.01% 0 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 3,143 $211K 0.06% -701 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,097 $205K 0.06% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,050 $205K 0.09% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,042 $205K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,824 $190K 0.1% +2 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,722 $183K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,566 $173K 0.01% -75 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2,508 $169K 0.07% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,335 $157K <0.01% -39 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,101 $141K <0.01% +449 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,053 $138K 0.05% +2,038 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,864 $123K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,824 $123K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,796 $121K 0.02% -19 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 10,300 $102K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,500 $101K <0.01% +500 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,266 $85.1K 0.04% -65 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,248 $82K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,211 $81.4K 0.03% +18 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,130 $76K <0.01% -596 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,085 $73K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,050 $70.6K <0.01% -2,630 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,008 $67.8K <0.01% new 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 991 $66.6K 0.08% +54 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 959 $64.5K 0.03% +84 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 938 $63.1K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 825 $55.5K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 788 $53K 0.01% -1,414 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 773 $52K 0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 743 $50K 0.04% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 658 $44.4K <0.01% +101 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 646 $43K 0.01% +9 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 635 $42.7K <0.01% +21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 625 $42K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 560 $37.7K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 534 $35.9K <0.01% 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 512 $34.4K <0.01% +501 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 504 $33.9K <0.01% +411 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 496 $33.4K 0.01% +330 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 474 $31.9K <0.01% +205 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 455 $30.6K <0.01% +35 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 452 $30.4K <0.01% +415 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 395 $26.6K 0.01% +349 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 386 $26K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 384 $25.8K <0.01% -43 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 379 $25.5K 0.01% +5 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 359 $24.1K <0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 22,725 $22.7K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 322 $21.7K <0.01% +2 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 315 $21.2K 0.01% 0 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 300 $20.2K 0.01% +4 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 255 $17.1K <0.01% +131 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $16.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 215 $14.5K <0.01% +40 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 207 $13.9K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 200 $13.4K 0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 192 $12.9K <0.01% 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 178 $12K 0.01% +30 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 169 $11.4K <0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 157 $10.5K <0.01% +16 13F-HR Timeline