Sun Financial Inc More: the full row for Sun Financial Inc 26,974 $3.3M 1.56% +3,868 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 24,605 $3.28M 1.67% +798 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,511 $3.27M 0.02% +6,795 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 24,019 $3.2M 1% +8,551 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,831 $3.18M 0.62% +4,800 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 24,002 $3.16M 0.35% +4,187 13F-HR Timeline APS Management Group, Inc. 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More: the full row for Moors & Cabot, Inc. 21,925 $2.92M 0.11% +6,167 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 21,915 $2.92M 1.47% -1,564 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 21,695 $2.89M 0.1% -623 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. 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Shaw & Co., Inc. 16,528 $2.2M <0.01% -87,213 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 16,227 $2.16M 0.13% +4,964 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 16,038 $2.14M 0.68% +1,196 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,000 $2.13M <0.01% +561 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 15,921 $2.12M 0.22% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,810 $2.11M 0.07% +1,273 13F-HR Timeline CALTON & ASSOCIATES, INC. 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More: the full row for Eldridge Investment Advisors, Inc. 15,271 $2.03M 0.4% +2,128 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 15,154 $2.02M 0.2% +5,486 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,980 $2M 0.08% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 14,830 $1.98M 0.09% +1,910 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,618 $1.95M 0.04% -33,000 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 14,495 $1.93M 0.27% +617 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 14,396 $1.92M 0.69% +178 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,265 $1.9M 0.01% +1,018 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,264 $1.9M 0.05% +4,437 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 14,084 $1.88M 0.01% -459 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 13,822 $1.84M 1.03% -57 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,689 $1.82M 0.11% +6,006 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 14,642 $1.8M 0.19% -2,412 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 13,262 $1.77M <0.01% -7,421 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 13,174 $1.76M 0.24% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,995 $1.73M 0.04% +1,339 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 12,626 $1.68M 0.47% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12,518 $1.67M 0.69% +2,589 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,501 $1.67M 0.5% +2,610 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 12,431 $1.66M 0.32% -2,100 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 15,017 $1.65M 0.21% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,345 $1.65M 0.04% +705 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 12,168 $1.62M 0.74% +1,215 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 12,035 $1.6M 0.2% +716 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 11,885 $1.58M 0.55% +453 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,587 $1.54M 0.01% -2,563 13F-HR Timeline Savior LLC More: the full row for Savior LLC 11,493 $1.53M 4.39% +8,280 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,048 $1.47M 0.22% +2,544 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 11,030 $1.47M 0.3% +962 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,914 $1.45M 0.12% +1,495 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 10,787 $1.44M 0.84% -3,688 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 10,686 $1.42M 0.39% +4,455 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,489 $1.4M 0.05% +219 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,428 $1.39M 0.09% +460 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,385 $1.38M <0.01% +1,210 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 10,151 $1.35M 0.46% +172 13F-HR Timeline Group 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 9,984 $1.33M 0.15% +514 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 9,940 $1.32M 0.3% +49 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 9,912 $1.32M 0.47% -150 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,885 $1.32M 0.03% +544 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,791 $1.3M 0.01% +5,763 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,685 $1.29M 0.31% +3,831 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,514 $1.27M <0.01% -2,105 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,311 $1.24M 0.43% -16 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 9,304 $1.24M 0.01% +2,357 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,218 $1.23M <0.01% +1,301 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,205 $1.23M 0.35% +1,805 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,165 $1.22M 0.04% +8,670 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,157 $1.22M 0.05% +1,291 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,986 $1.2M 0.01% +29 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,981 $1.2M 0.3% +1,063 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,345 $1.16M 0.02% +4,660 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,685 $1.16M 0.11% 0 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 8,435 $1.12M 1.1% 13F-HR/A Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 9,036 $1.12M 0.17% +2,524 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,351 $1.11M 0.06% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 8,341 $1.11M 0.79% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,146 $1.09M 0.23% -3,337 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,094 $1.08M 0.06% +1,437 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,979 $1.06M 0.01% +804 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/ 7,940 $1.06M <0.01% -49 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,931 $1.06M 0.1% +1,250 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 7,790 $1.04M 0.85% -1,645 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,755 $1.03M 0.09% -590 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7,732 $1.03M 0.58% +6,765 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,682 $1.02M 0.01% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,676 $1.02M 0.17% +275 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 8,031 $1.01M 0.8% -892 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 7,586 $1.01M 0.39% -250 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 7,543 $1.01M 0.47% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,501 $1000K 0.05% -66 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,501 $1000K 0.01% -66 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,391 $985K 0.03% +59 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 7,375 $983K 1.43% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,366 $982K 0.57% +199 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 7,253 $966K 0.78% +386 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,196 $959K 0.08% +1,244 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,903 $920K 0.05% +650 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,705 $893K 0.02% +848 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,600 $879K 0.21% +2,890 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,591 $878K <0.01% +3,275 13F-HR Timeline Group CPR Investments Inc. More: the full row for CPR Investments Inc. 6,569 $875K 0.67% +4,222 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 6,560 $874K 0.34% +783 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,453 $860K 0.54% +208 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,350 $846K 0.06% +1,055 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for Kovack Advisors, Inc. 5,751 $747K 0.04% -4,778 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,549 $739K 0.02% +466 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,541 $738K 0.01% -30 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 5,490 $732K 0.3% +70 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 5,315 $708K 0.18% +149 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,277 $703K 0.11% +1,028 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,267 $702K 0.23% +681 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5,235 $698K 0.13% +5,046 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,220 $696K <0.01% +1,100 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,150 $686K 0.38% +183 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,053 $673K 0.12% +156 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,030 $670K 0.07% +196 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,979 $663K 0.04% +2,790 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,905 $654K 0.05% +574 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 5,254 $644K 0.41% 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 4,818 $642K 0.48% +856 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,714 $628K 0.21% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,711 $628K 0.06% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,665 $622K 0.16% -174 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. 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