Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 44,197 $3.25M 2.77% -4,897 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 44,122 $3.24M 2.22% -5,792 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 44,032 $3.23M 2.92% +1,471 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 44,029 $3.23M 0.57% -7,808 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 43,909 $3.23M 6.11% -12,785 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 43,826 $3.22M 0.06% +3,029 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 43,678 $3.21M 1.78% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 43,631 $3.2M 0.06% -2,834 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 43,592 $3.2M 0.13% -51,760 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 43,376 $3.19M 2.54% +1,776 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 43,050 $3.16M 0.02% -1,900 13F-HR Timeline Group AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 42,648 $3.13M 2.49% -741 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 42,425 $3.12M 3.14% -4,574 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 42,397 $3.11M 0.63% -1,195 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 42,196 $3.1M 0.62% +4,536 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 42,105 $3.09M 0.04% +4,029 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 42,086 $3.09M 0.9% -5,733 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 41,813 $3.07M 1.56% -4,436 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 41,165 $3.02M 1.69% +496 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 40,687 $2.99M 1.02% +939 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 40,459 $2.97M <0.01% -12,739 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 40,324 $2.96M 1.31% +799 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 39,985 $2.94M 0.04% -3,252 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 39,858 $2.93M 0.6% +820 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 40,437 $2.92M 2.87% +595 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 39,696 $2.92M 0.88% -201 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 39,646 $2.91M 2.78% +1,634 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 39,512 $2.9M 2.92% +1,449 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 39,357 $2.89M 0.09% +10,960 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 39,284 $2.89M 0.35% +462 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 39,070 $2.87M 1.3% +5,085 13F-HR Timeline Barden Capital Management, Inc. 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More: the full row for Financial Strategies Group, Inc. 39,003 $2.83M 0.67% +3,446 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 38,460 $2.82M 0.15% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 38,424 $2.82M 0.53% -2,389 13F-HR Timeline Group RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 38,384 $2.82M 1.14% -445 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 38,127 $2.8M 0.38% -52,772 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 38,125 $2.8M 0.26% +10,477 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 38,113 $2.8M 3.52% new 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 38,096 $2.8M 1.7% +4,658 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 37,950 $2.79M 0.21% +2,359 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 37,742 $2.77M +5,180 Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 37,535 $2.76M -5,797 Timeline First PREMIER Bank More: the full row for First PREMIER Bank 37,529 $2.76M 0.7% +1,460 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 37,158 $2.73M 0.22% +1,254 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 37,010 $2.72M 1.42% +858 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 36,916 $2.71M 0.02% +31,231 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 36,844 $2.71M 0.13% +13,491 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 36,734 $2.7M 1.65% +12,861 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 36,542 $2.68M 1.07% -28,076 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 36,295 $2.67M 1.73% +9,129 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36,220 $2.66M 0.71% -373 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 36,128 $2.65M 0.08% +2,430 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 36,070 $2.65M 2.74% -14 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 35,936 $2.64M 0.62% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 35,910 $2.64M 0.27% -32,623 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 35,731 $2.62M 1.09% -3,603 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 35,704 $2.62M 0.05% +1,565 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 35,527 $2.61M 0.97% -3,813 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 35,456 $2.6M 1.02% +5,975 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 35,442 $2.6M 0.47% -1,231 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 35,432 $2.6M 0.02% -317,078 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 35,012 $2.57M 0.04% +2,297 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,159 $2.55M 0.14% -1,220 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 35,204 $2.55M 2.29% +129 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 34,400 $2.54M <0.01% +23,600 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 34,391 $2.53M 0.66% +3,267 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 34,390 $2.53M 0.65% +6,788 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,186 $2.51M <0.01% new 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 34,180 $2.51M 0.33% -337 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 34,062 $2.5M 0.15% +561 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 33,922 $2.49M 2.11% -217 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 33,712 $2.48M 0.26% -49 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 33,525 $2.46M 0.01% -7,129 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 33,473 $2.46M 0.49% -2,746 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 33,452 $2.46M 0.18% +29,767 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 33,274 $2.44M 2.21% -1,732 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 33,077 $2.43M 0.07% -1,111 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 32,583 $2.39M 0.08% +13,638 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 32,492 $2.39M 0.54% +3,490 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 32,476 $2.39M 0.53% -8,959 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 32,410 $2.38M 1.89% -2,400 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 32,210 $2.37M 1.33% +3,817 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 32,084 $2.36M 0.01% +1,403 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 32,037 $2.35M 0.42% -3,855 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 31,966 $2.35M 0.16% +1,499 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 31,935 $2.34M 0.02% -3,048 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 31,791 $2.34M 1.58% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 31,748 $2.33M 0.27% -5,445 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 31,717 $2.33M 0.62% -5,415 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 31,648 $2.32M 0.32% +5,377 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 31,644 $2.32M 1.06% +301 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 31,600 $2.32M 1.36% +229 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 31,526 $2.32M 0.78% +493 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 31,459 $2.31M 0.23% +898 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 31,375 $2.3M 0.41% -7,553 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 31,294 $2.3M 0.7% -4,305 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 30,791 $2.26M 4.49% +2,100 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 30,663 $2.25M 3.33% -1,886 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 30,591 $2.25M 0.22% +4,335 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 30,383 $2.23M <0.01% -1,382 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 30,458 $2.23M 0.88% +22,615 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 30,272 $2.22M 2.08% -1,671 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 30,264 $2.22M 1.65% +526 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 30,246 $2.22M 0.31% +939 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 30,082 $2.21M 1.21% -13,156 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 29,520 $2.17M 0.02% -5,473 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 29,475 $2.17M 0.15% +860 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 29,296 $2.15M 0.15% +367 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 29,277 $2.15M 0.89% +2,888 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29,240 $2.15M 0.37% -550 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 29,074 $2.14M 0.01% -564 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 29,050 $2.13M 0.01% 0 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 28,903 $2.12M 0.63% -52,836 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 28,854 $2.12M 0.86% -325 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 28,802 $2.12M 0.79% -786 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 28,575 $2.1M 0.54% +3,288 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 28,550 $2.1M 1.23% +5,847 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 28,362 $2.08M 0.87% +23,297 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 28,284 $2.08M 0.05% -5,773 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,277 $2.08M 0.07% +5,373 13F-HR Timeline Group Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 28,250 $2.07M 2.23% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 28,152 $2.07M 0.66% +12,498 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 28,135 $2.07M 0.17% +5,774 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 28,091 $2.06M 0.15% -13,068 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 28,055 $2.06M 0.2% +685 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 27,864 $2.05M 1.04% +7,446 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 27,785 $2.04M 0.46% -101,608 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 27,464 $2.02M 0.59% +2,805 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 27,409 $2.01M 0.32% -280 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 27,348 $2.01M 0.05% -650 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 27,310 $2.01M 1.71% +995 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 27,261 $2M 0.76% +5,106 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 27,216 $2M 0.33% -903 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 26,932 $1.98M 0.18% +29 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 26,703 $1.96M 0.47% -91 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 26,607 $1.95M -32,251 Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 26,402 $1.94M 1.86% -1,842 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 26,393 $1.94M 0.23% +222 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 26,373 $1.94M 0.2% -354 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 26,366 $1.94M 0.45% +505 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 26,334 $1.93M 0.96% +10,954 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 26,254 $1.93M 2.66% +2,150 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,055 $1.91M 0.06% +1,463 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 26,031 $1.91M 0.52% +3,535 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 25,857 $1.9M 0.11% +2,161 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25,715 $1.89M 0.04% -1,842 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25,663 $1.88M 0.42% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 25,530 $1.88M 0.63% +660 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,512 $1.87M 0.06% -6,907 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 25,480 $1.87M 0.4% -216 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 25,418 $1.87M 0.15% +127 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 25,358 $1.86M 0.5% +2,338 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 25,317 $1.86M 1.54% +675 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 25,298 $1.86M 0.23% -628,729 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 25,235 $1.85M 0.89% -2,956 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 25,213 $1.85M 0.12% -314 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 25,164 $1.85M 0.01% -4,411 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 25,113 $1.84M 0.42% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 24,516 $1.8M 0.57% -10,025 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 24,423 $1.79M 0.37% +1,647 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 24,415 $1.79M 0.72% -959 13F-HR Timeline CIBC WORLD MARKET INC. 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