Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 57,664 $3.02M 1.22% +16,574 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 57,566 $3.02M 1.15% +2,412 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 57,464 $3.01M 2.18% +53,943 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 56,905 $2.98M 0.36% +6,111 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 56,693 $2.97M 0.01% -4,040 13F-HR Timeline Group Bay Rivers Group More: the full row for Bay Rivers Group 56,596 $2.96M 1.55% new 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 57,861 $2.96M 1.73% +5,371 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 55,624 $2.91M 0.04% +14,209 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 55,577 $2.91M 1% +949 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 52,828 $2.77M 0.11% +2,978 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 52,647 $2.76M 0.56% +433 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 52,166 $2.73M 0.52% +29,540 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 52,150 $2.69M 1.98% -3,055 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 51,172 $2.68M 0.56% +6,293 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 50,922 $2.66M 0.72% +537 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 50,370 $2.64M 0.21% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 49,405 $2.59M 0.72% +1,369 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 48,682 $2.54M 0.49% +5,339 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48,321 $2.53M 0.08% +422 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 48,184 $2.52M 1.92% -4,088 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 48,118 $2.52M 0.05% +17,637 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 47,992 $2.51M 0.41% +31,867 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 47,825 $2.51M 0.32% +2,600 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 48,093 $2.5M 0.78% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 46,472 $2.43M 1.76% +275 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 46,109 $2.42M 0.18% +44,369 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 46,020 $2.41M 0.33% +35,269 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 45,630 $2.38M 0.94% +35,487 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44,787 $2.35M 0.05% +9,130 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 44,450 $2.33M 0.03% +21,750 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 43,794 $2.29M 0.07% +9,945 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 43,935 $2.29M 0.68% +2,532 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 43,473 $2.28M 1.65% +5,147 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 43,454 $2.28M 0.46% -50,786 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 42,711 $2.24M 1.45% -1,461 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 42,513 $2.23M 0.23% -8,912 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 42,155 $2.21M 1.62% +12,463 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 41,517 $2.17M 0.29% -751 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 41,372 $2.17M 0.05% +11,296 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 41,276 $2.16M 0.2% -17,216 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 41,002 $2.15M 0.51% -396 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 40,710 $2.13M 1.21% +637 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 40,285 $2.11M 1.48% +58 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 39,694 $2.08M 1.13% +14,995 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,925 $2.04M <0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 39,280 $2.03M 0.12% +4,579 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 38,580 $2.02M 0.06% +29,806 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,328 $1.96M 0.28% +7,310 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 36,984 $1.94M 0.05% +1,563 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 36,943 $1.94M 0.82% +1,603 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 35,924 $1.88M 0.74% -416 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 35,583 $1.86M 0.43% +1,565 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,699 $1.86M 0.85% +5,235 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 35,541 $1.86M 1.55% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,466 $1.86M 0.05% +285 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 35,352 $1.85M 0.04% +23,823 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 34,880 $1.83M 0.7% +1,530 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 34,852 $1.83M 0.01% +1,237 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 34,171 $1.79M 0.74% +9,840 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 33,767 $1.77M 0.68% +2,022 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 33,632 $1.76M 0.38% +86 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 33,403 $1.75M 0.04% +11,548 13F-HR Timeline Group Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 33,211 $1.73M 1.17% -484 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 32,857 $1.72M <0.01% +16,040 13F-HR Timeline Group MAS Advisors LLC More: the full row for MAS Advisors LLC 32,213 $1.69M 2.59% +10,202 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 31,524 $1.65M 0.07% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 31,519 $1.65M 0.66% +8,723 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 31,336 $1.64M 0.1% -212,944 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 31,107 $1.63M 0.14% +344 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 30,561 $1.6M 0.96% -1,194 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 30,237 $1.58M 0.59% +309 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,064 $1.57M 0.02% +5,172 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 30,230 $1.57M 1.06% +1,817 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 29,250 $1.53M 0.02% -2,002 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 29,204 $1.52M 0.03% 0 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 29,004 $1.5M 0.39% +2,867 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 28,599 $1.5M 1.28% new 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 28,576 $1.5M 0.79% -145 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 28,389 $1.49M 0.97% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 28,376 $1.49M 0.42% -5,579 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 27,752 $1.45M 0.45% +688 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 27,533 $1.44M 0.81% +12,126 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 27,206 $1.43M 0.42% -2,426 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 27,196 $1.42M 0.39% -3,578 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 26,809 $1.4M 0.55% +1,005 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,809 $1.4M <0.01% -12,247 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 26,735 $1.4M 0.75% -1,829 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 26,217 $1.37M 0.66% -37 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 26,180 $1.37M 0.79% +10,639 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 25,635 $1.34M 0.76% +6,235 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 24,988 $1.31M 1.8% +10,361 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,920 $1.31M 0.02% +5,104 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 24,875 $1.3M 0.25% +215 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 24,602 $1.29M 0.17% +2,038 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 24,004 $1.26M 1.07% +13,338 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 23,968 $1.26M 0.65% +2,713 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 23,963 $1.25M 0.05% -34,508 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 23,793 $1.25M 0.8% +980 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 23,685 $1.24M 0.18% +7,358 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 23,660 $1.24M 0.1% +1,322 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24,185 $1.24M <0.01% +3,825 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 23,623 $1.24M 0.58% +1,057 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,404 $1.23M 0.05% -37 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 23,196 $1.22M 0.55% -87 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 23,150 $1.21M 0.73% +17,700 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 22,838 $1.2M 0.17% +1,484 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,783 $1.19M 0.08% +1,929 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,734 $1.19M 0.05% +5,072 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 22,671 $1.19M 0.12% +1,045 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 22,368 $1.17M 0.07% -746 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 22,229 $1.16M 0.62% +5,760 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 21,682 $1.14M 0.12% +1,511 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,640 $1.13M 0.04% +11,050 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21,580 $1.13M 0.12% +5,330 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 21,345 $1.12M 0.9% +13,831 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 21,101 $1.11M 1.25% +3,986 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 20,880 $1.09M 0.14% +4,005 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 20,874 $1.09M 0.17% +14,273 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 20,709 $1.08M +9,394 Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 20,570 $1.08M 0.81% +203 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,496 $1.07M 0.14% +5,969 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 20,421 $1.07M 0.24% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 20,419 $1.07M 0.55% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 20,242 $1.06M 0.53% +1,792 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 20,050 $1.05M 0.19% -70,572 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 19,896 $1.04M 0.07% +613 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 19,485 $1.02M 0.33% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 19,819 $1.02M 0.46% +1,365 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,317 $1.01M 0.03% +1,198 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 19,224 $1M 0.41% +1,703 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,730 $981K 0.04% +393 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 18,728 $981K 0.87% -2,130 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,513 $970K 0.18% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 18,452 $967K 0.13% +306 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,322 $960K 0.08% +376 13F-HR/A Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 18,264 $957K 0.63% +273 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 17,805 $933K 0.3% -13 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,660 $925K <0.01% +9,212 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 17,404 $912K 0.45% 0 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 17,124 $897K 0.61% +3,114 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,973 $889K 0.02% -19,585 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,919 $886K 0.03% -1,319 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 16,679 $874K 0.62% +7,565 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,517 $865K 0.02% +641 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 16,019 $839K 0.2% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,974 $837K 0.48% +3,187 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 15,873 $831K +1,860 Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 15,828 $829K 0.6% +4,349 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 15,384 $806K 0.01% +3,725 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15,212 $797K 0.33% +1,421 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 15,146 $793K 0.08% -605 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,089 $790K 0.19% +2,843 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 15,030 $787K 0.16% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,769 $774K 0.23% +6,289 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 14,642 $767K 0.48% +1,866 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,802 $765K 0.41% -1,764 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,430 $756K <0.01% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 14,387 $754K 0.57% +1,012 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 14,200 $744K 0.18% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 13,922 $729K 0.49% +192 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 13,649 $715K 0.32% +2,126 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,565 $711K <0.01% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 13,475 $706K 0.02% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,458 $705K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13,387 $701K 0.04% +343 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 13,370 $700K 0.37% +941 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,267 $695K 0.04% -60 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,922 $677K 0.86% +5,130 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,877 $675K 0.07% -1,822 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,707 $666K <0.01% +5,983 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,671 $664K 0.03% +4,259 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 12,628 $661K 0.5% +502 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,262 $642K 0.37% -2,098 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,248 $642K 0.05% -628 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 12,108 $634K 0.29% +6,665 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,086 $633K <0.01% +4,643 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11,918 $624K 0.41% -58 13F-HR Timeline Yukon Wealth Management, Inc. 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LLC More: the full row for WEALTHGARDEN F.S. LLC 10,490 $549K 0.53% -3,432 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,485 $549K 0.14% +167 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 10,473 $549K 0.24% +1,473 13F-HR Timeline Avantra Family Wealth, Inc. 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