CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 7,344 $731K 1.8% +245 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,342 $731K 0.27% -218 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 7,300 $727K 0.35% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,235 $720K 0.09% +250 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,214 $718K 0.42% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 7,192 $716K 0.59% +432 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,148 $711K 0.02% 0 13F-HR Timeline NWF Advisory Services Inc. 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More: the full row for LEGACY FINANCIAL GROUP, INC. 6,653 $662K 0.18% -146 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,529 $650K 0.07% -849 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 6,383 $635K 0.31% +1 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,324 $629K 0.39% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,298 $627K <0.01% -739 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,261 $623K 0.23% -223 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 6,194 $617K 0.07% +310 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 6,173 $614K 0.24% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 6,173 $614K 0.24% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,130 $610K 0.02% -2,397 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 6,030 $600K 0.53% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,993 $596K 0.04% -1,633 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 5,978 $595K 0.15% +27 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,976 $595K 0.32% +2,750 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,037 $590K 0.26% -27 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,950 $577K 0.04% -1,142 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 5,780 $575K 0.49% -115 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,741 $571K 0.01% -202 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,735 $571K <0.01% +18 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 5,732 $571K 0.07% +57 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,703 $568K 0.05% -121 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,675 $565K 0.07% +24 13F-HR/A Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,733 $559K 0.04% -458 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,523 $550K 0.21% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,533 $550K 0.18% +1,151 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,515 $549K 0.41% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 5,469 $544K 0.07% -3,932 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 5,457 $543K 0.4% +1,776 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,427 $540K 0.11% +1,400 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 5,419 $539K 0.47% -153 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 5,380 $536K 0.24% +20 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 5,345 $532K 0.39% +1,104 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,299 $527K 0.02% -800 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,290 $526K 0.33% +37 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 5,274 $525K 0.27% -97 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,247 $522K <0.01% -107 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,165 $514K 0.01% -70 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,159 $513K 0.16% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,121 $510K 0.01% +2,373 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,056 $503K 0.04% +640 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,046 $502K 0.21% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,019 $500K <0.01% +1,128 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5,004 $498K 0.37% +23 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,000 $498K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,935 $491K <0.01% +1,696 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,934 $491K 0.16% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,924 $490K 0.15% +609 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,910 $489K 0.34% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,903 $488K <0.01% -29 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,901 $488K 0.01% -33 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,796 $477K 0.08% new 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for CALTON & ASSOCIATES, INC. 3,784 $377K 0.06% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,708 $369K 0.27% -340 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,700 $368K 0.01% -357 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,691 $367K <0.01% +392 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,688 $367K 0.03% -12 13F-HR/A Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,675 $366K 0.2% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,623 $361K <0.01% -85 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,604 $359K 0.15% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,600 $358K 0.05% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,597 $358K 0.11% -19 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,597 $358K 0.04% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,575 $356K 0.11% -49 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,568 $355K 0.02% +1,254 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,555 $354K 0.06% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,547 $353K 0.06% -709 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 3,525 $352K 0.31% 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 3,487 $347K 0.14% +15 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,397 $338K 0.08% +50 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 3,355 $334K 0.15% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,354 $334K 0.11% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,276 $329K 0.1% -94 13F-HR Timeline Gibraltar Capital Management, Inc. 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More: the full row for Huntleigh Advisors, Inc. 3,120 $311K 0.05% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,116 $310K 0.13% +224 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,102 $309K 0.12% +759 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,045 $303K 0.03% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 2,992 $298K 0.14% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,951 $294K 0.02% 0 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,942 $293K 0.01% +227 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,938 $292K 0.05% -13 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,935 $292K <0.01% +345 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,930 $292K 0.04% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,863 $285K 0.18% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,850 $284K 0.08% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,841 $283K 0.21% -2 13F-HR Timeline Cornerstone Capital, Inc. 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More: the full row for TD Waterhouse Canada Inc. 2,642 $264K <0.01% +1,770 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,645 $263K 0.06% +422 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,625 $261K 0.03% -288 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,608 $260K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,603 $259K <0.01% +860 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,580 $257K <0.01% +9 13F-HR Timeline Group GWN SECURITIES INC. 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More: the full row for Essex Bank 2,434 $242K 0.05% 0 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,420 $241K 0.01% +1 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 2,418 $241K 0.19% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,411 $240K <0.01% 0 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,401 $239K 0.14% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,408 $238K 0.08% +734 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,390 $238K 0.08% -347 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,373 $236K 0.07% +118 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,371 $236K 0.08% -155 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,344 $233K 0.16% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,334 $232K 0.08% +1 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,309 $230K <0.01% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,281 $227K 0.13% +10 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,274 $226K 0.11% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,250 $224K 0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,244 $223K 0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,222 $221K 0.05% -17 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,220 $221K 0.22% -342 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,210 $220K 0.01% +6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,142 $213K 0.02% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,141 $213K 0.05% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,127 $212K 0.02% new 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 2,122 $211K 0.43% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,120 $211K 0.04% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,111 $210K 0.05% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,105 $210K 0.05% new 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,091 $208K 0.18% -200 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 2,072 $206K 0.09% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,021 $201K 0.01% -3,478 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,020 $201K 0.01% new 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 2,010 $200K 0.02% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,774 $177K 0.12% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,390 $138K 0.07% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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