McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 16,265 $856K 0.11% +205 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,070 $846K 0.04% -262 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 15,861 $835K 0.12% +9,663 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 15,807 $832K 0.57% -10,166 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 15,804 $832K 0.45% +172 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 15,736 $828K 0.77% +29 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,648 $824K 0.01% -50 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 15,637 $823K 0.03% +8,176 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,462 $814K 0.11% +114 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 15,424 $812K 0.27% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,399 $811K 0.02% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 15,295 $805K 0.69% -250 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,076 $794K <0.01% -1,595 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 15,000 $790K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 14,884 $783K <0.01% +629 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 14,878 $783K 0.39% +289 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 14,483 $762K 0.21% -8,107 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,440 $760K 0.03% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 14,379 $757K 0.24% -9 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 14,351 $755K 0.16% +775 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 14,300 $753K <0.01% 0 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 14,250 $750K 0.15% +500 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 14,088 $742K 0.21% -1,754 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,071 $741K 0.11% +404 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 14,010 $737K 0.14% +177 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 13,841 $729K 0.39% +269 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 13,731 $723K 0.4% -4,945 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 13,788 $719K 0.29% -1,900 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 13,563 $714K 0.17% -2,215 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,535 $712K 0.09% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 13,121 $691K 0.23% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,760 $690K 0.02% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 13,079 $688K 0.07% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 12,934 $681K 0.12% +7,298 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 12,759 $672K 0.37% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 12,759 $672K 0.38% -832 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,614 $664K 0.02% -2,525 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 12,534 $660K 0.28% -659 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 12,516 $659K 0.29% -2,991 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,495 $658K 0.01% 0 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 12,451 $655K 0.38% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 12,412 $653K 0.02% -54,928 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,385 $652K 0.02% -1,433 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,328 $649K 0.16% -532 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 12,317 $648K 0.08% +3,766 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 12,248 $645K 0.53% +95 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 12,151 $640K 0.02% +10,061 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 12,091 $637K 0.23% +914 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,084 $636K <0.01% +77 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,026 $633K <0.01% -14,919 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,000 $632K <0.01% 0 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 11,950 $629K 0.19% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11,880 $625K 0.07% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,835 $623K 0.17% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,768 $619K 0.01% -8,945 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 11,633 $612K 0.81% +3,600 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,621 $612K 0.42% +6,273 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,551 $608K 0.05% new 13F-HR/A Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 11,484 $605K 0.03% -758 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,430 $602K 0.05% -7,334 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,088 $584K 0.14% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11,087 $584K 0.04% -407 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,941 $576K <0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,858 $572K 0.01% +78 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,847 $571K 0.02% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 10,807 $569K 0.31% -466 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,800 $569K 0.13% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,790 $568K 0.18% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,777 $567K 0.01% -316 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,755 $566K 0.2% +2,790 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,750 $566K 0.05% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 10,729 $565K 0.11% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 10,726 $565K 0.23% +1,358 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,710 $564K <0.01% +1,070 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,698 $563K 0.02% +5,374 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,492 $552K 0.02% +178 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,444 $550K 0.03% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,375 $546K 0.03% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,361 $545K <0.01% -4,467 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,321 $543K 0.01% 0 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,225 $538K 0.2% +33 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,705 $537K 0.04% +6,000 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,200 $537K 0.11% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,107 $532K 0.26% -863 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,080 $531K <0.01% new 13F-HR/A Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,002 $527K 0.18% -972 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,000 $526K 0.02% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 10,000 $526K 0.05% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 9,993 $526K 0.54% +1,000 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,032 $525K 0.3% -48 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,962 $524K 0.04% -3,101 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 9,893 $521K 0.12% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,825 $517K 0.04% +464 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,779 $515K 0.04% +27 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 9,566 $504K 0.24% -6,860 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 9,562 $503K 0.42% +159 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,504 $500K 0.26% +1,972 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 9,500 $500K 0.07% +2,000 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,491 $500K <0.01% +3,713 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 9,432 $497K 0.36% -3,450 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 9,365 $493K 0.14% +178 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,352 $492K <0.01% +561 13F-HR Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 9,290 $489K 0.08% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,247 $487K 0.05% -178 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 9,128 $480K 0.23% +1,028 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,000 $474K 0.11% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 8,954 $471K 0.21% +243 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,949 $471K 0.01% 0 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,930 $470K 0.09% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,882 $468K 0.02% -2,753 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,866 $467K 0.15% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,805 $463K 0.02% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,725 $457K 0.07% -475 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,674 $457K <0.01% +291 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 8,650 $455K 0.38% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,628 $454K 0.07% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,625 $454K 0.31% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8,621 $454K 0.26% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,569 $451K 0.1% +209 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,619 $450K 0.05% -602 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,520 $448K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,336 $439K 0.01% +4 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 8,289 $436K 0.24% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 8,429 $433K 0.28% +98 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,210 $432K 0.21% -643 13F-HR/A Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 8,166 $430K 0.47% -5,359 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 8,150 $429K 0.14% +330 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,141 $429K 0.05% 0 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 9,079 $427K 0.26% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 8,091 $426K 0.16% +103 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,071 $425K 0.01% +71 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 8,000 $421K 0.02% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,995 $421K 0.08% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,992 $421K 0.09% new 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 7,977 $420K 0.29% -353 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 7,863 $414K 0.05% -435 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,860 $414K 0.15% +133 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 7,858 $414K 0.25% -110 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,796 $410K 0.25% -58 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,715 $406K 0.01% -2,312 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 7,700 $405K 0.12% -1,565 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,648 $403K 0.01% +2,242 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,594 $400K 0.03% +38 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,500 $395K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,489 $394K 0.04% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,471 $391K <0.01% -4,685 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,363 $388K 0.01% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,312 $385K 0.18% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,301 $384K +58 Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 7,301 $384K 0.04% +1,174 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,268 $383K 0.21% -8,030 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,214 $380K 0.14% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,205 $379K 0.02% -1,065 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,191 $379K 0.03% -468 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,185 $378K <0.01% -769 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,180 $378K 0.02% -657 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 7,139 $376K 0.06% +690 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,107 $374K 0.09% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,100 $374K <0.01% -572 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,922 $372K 0.01% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 7,070 $372K 0.23% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,059 $372K 0.07% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,041 $371K 0.01% +5,692 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,943 $365K 0.06% -9,844 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,942 $365K 0.14% +1,466 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,937 $365K 0.05% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,900 $363K 0.05% +200 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,848 $360K <0.01% -824 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,792 $358K 0.05% -171 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,786 $357K 0.01% +15 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,755 $356K <0.01% -10,350 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,689 $352K 0.01% +209 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,546 $345K 0.05% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,365 $335K 0.1% -479 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,318 $333K <0.01% 0 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,314 $332K 0.05% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,280 $331K 0.01% +272 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,280 $331K 0.12% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,218 $327K 0.08% new 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 6,197 $326K 0.36% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,190 $326K 0.02% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 6,165 $325K 0.34% -1,728 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,079 $320K 0.11% +200 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,065 $319K 0.06% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 6,061 $319K 0.02% -3,019 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,053 $319K 0.1% +5 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 6,000 $316K 0.05% -7,458 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,991 $315K 0.05% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,913 $311K 0.07% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,032 $311K 0.08% +337 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,846 $308K 0.02% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,830 $307K 0.01% -1,584 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,816 $306K 0.14% -1,574 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,809 $306K 0.02% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,774 $304K <0.01% +267 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,756 $303K 0.08% +7 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,714 $301K 0.03% +146 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 5,680 $299K 0.03% +271 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,667 $298K 0.02% -211 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,635 $297K 0.04% +599 13F-HR Timeline