M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 59,061 $4.33M 0.29% +14,691 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 58,453 $4.3M 2.01% +3,179 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 57,709 $4.25M 2.07% -1,259 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 57,684 $4.25M 2.68% +19,078 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 57,462 $4.23M 0.74% +4,057 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 57,031 $4.2M 1.23% -4,675 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 56,952 $4.19M 1.1% -10,454 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 56,711 $4.18M 0.19% +1,342 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 56,592 $4.17M 0.51% +3,224 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 56,585 $4.17M 0.26% +6,371 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 55,806 $4.1M 3.03% +6,197 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 55,616 $4.09M 1.81% -1,257 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 54,839 $4.04M 0.36% -1,256 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 54,775 $4.03M 0.51% +1,949 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 54,420 $4.01M 5.86% -4,180 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 54,082 $3.98M 2.53% -90 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 53,471 $3.94M 0.29% +543 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 53,454 $3.94M 0.79% +22,708 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 53,294 $3.92M 0.03% -66,964 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 52,920 $3.9M 3.59% +9,477 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 52,861 $3.89M 0.31% +23,515 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 52,597 $3.87M 0.48% +1,906 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 52,524 $3.87M 0.05% +655 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 52,098 $3.85M 1.77% +7,634 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 52,120 $3.84M 1.13% 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 51,998 $3.83M 1.14% -846 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 51,647 $3.82M 2.54% +1,594 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 51,471 $3.79M 1.71% +1,015 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 51,350 $3.78M 0.55% -605 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 51,305 $3.78M 0.2% -980 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 51,014 $3.74M 1.85% +3,223 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 49,789 $3.69M 0.18% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 49,967 $3.68M 2.69% -3,020 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 49,963 $3.68M 3.14% +5,106 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 49,927 $3.68M 0.73% +1,962 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 49,894 $3.67M 2.21% +143 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 49,854 $3.67M <0.01% +4,091 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 49,721 $3.66M 1.38% +1,756 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 49,631 $3.65M 0.06% +6,379 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 49,409 $3.64M 0.37% +3,455 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 48,637 $3.58M 0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 48,478 $3.57M 0.29% +381 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 48,337 $3.56M 1.57% -27 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 48,277 $3.56M 0.66% +627 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 48,088 $3.54M 0.04% +13,966 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 47,885 $3.53M 1.09% -6 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 47,607 $3.51M 0.1% +17,246 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 47,276 $3.48M 3.06% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 47,084 $3.47M 3.03% -661 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 46,786 $3.45M 0.09% +26,663 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 46,473 $3.42M 0.3% +6,556 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 46,412 $3.42M 0.06% -4,171 13F-HR/A Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 46,067 $3.39M 0.44% +8,868 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 46,051 $3.39M 0.13% -4,504 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 45,698 $3.37M 1.21% -311 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 45,587 $3.36M 0.09% -46 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 45,516 $3.35M 0.52% +34,071 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 45,392 $3.34M 1.66% +7,486 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 45,365 $3.34M 0.64% +14,211 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 45,179 $3.33M 0.02% +4,093 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 45,129 $3.32M 0.15% -5,936 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 44,877 $3.3M <0.01% -11,430 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 44,735 $3.29M 0.76% +8,118 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. 44,616 $3.29M 0.06% +350 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 44,496 $3.28M 0.17% +2,525 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 44,279 $3.26M 0.07% +6,003 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 44,171 $3.25M 2.25% +45 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 44,144 $3.25M 1.56% +2,688 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 43,886 $3.23M 0.74% +7,032 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 43,884 $3.23M 0.01% -896 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 43,662 $3.22M 0.21% -753 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 43,564 $3.21M 0.39% +231 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 43,416 $3.2M 0.34% +3,800 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 43,369 $3.19M 1.34% +1,287 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 43,142 $3.18M 1.06% -1,147 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 43,426 $3.17M 0.04% -6,550 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 42,826 $3.15M 1.08% +1,197 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 42,599 $3.14M 0.53% -223 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 42,513 $3.13M 0.73% +12,700 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 42,492 $3.13M 0.89% -10,840 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 42,349 $3.12M 1.41% +462 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 42,312 $3.12M 0.04% +25,349 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 42,135 $3.1M 2.65% +1,389 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 41,839 $3.08M 1.49% +426 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 41,839 $3.08M 0.1% +3,113 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 41,692 $3.07M 0.65% +30,179 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 41,678 $3.07M 0.94% +1,612 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 41,260 $3.04M 1.38% +307 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 41,144 $3.03M 0.38% +3,632 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 41,110 $3.03M 0.48% +2,264 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 41,042 $3.02M 0.02% +4,186 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 40,782 $3M 0.66% +10,462 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 40,762 $3M 0.02% +3,514 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 40,470 $2.98M 0.67% +70 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 40,453 $2.98M <0.01% +6,090 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 40,395 $2.97M 0.21% +7,932 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 90,043 $2.97M 1.74% +70,451 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 40,267 $2.97M 2.32% -734 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 40,153 $2.96M 0.88% +8,431 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 40,138 $2.95M 0.05% -9,720 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 39,639 $2.92M 0.14% +2,210 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 39,570 $2.91M 0.17% -75 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 39,525 $2.9M 2.54% -16,151 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 39,260 $2.89M 0.89% +5,390 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 39,223 $2.89M 0.07% -47,095 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 39,124 $2.88M 0.76% +3,110 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 39,097 $2.88M 2.08% +788 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 39,073 $2.88M -556 Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 38,990 $2.87M 2.16% +3,015 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 38,822 $2.86M 0.01% -13,410 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 38,749 $2.85M 0.21% +2,672 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 38,513 $2.84M 0.59% -597 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 38,357 $2.82M 1.61% -2,032,508 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 38,349 $2.82M 0.38% +23,862 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 38,301 $2.82M 0.27% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 38,210 $2.81M 0.63% +686 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 37,931 $2.79M 1.34% +3,007 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 37,896 $2.78M 1.78% +2,259 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 37,670 $2.77M 0.08% -37,140 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 37,650 $2.77M 2.22% +5,150 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 37,554 $2.77M 1.61% +25,143 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 37,086 $2.73M 1.28% +7,206 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 37,072 $2.73M 0.72% +5,337 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 36,961 $2.72M 0.36% +1,012 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 36,866 $2.71M 2.3% -10,942 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 36,652 $2.7M 0.11% +975 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 36,616 $2.69M 0.49% +2,433 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 36,398 $2.68M 0.02% +9,514 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 36,340 $2.68M 0.39% +7,750 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 36,278 $2.67M 1.02% +3,606 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 35,985 $2.65M 0.64% -16,421 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 35,700 $2.63M <0.01% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 35,560 $2.62M 1.84% +1,785 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 35,495 $2.61M 0.97% +377 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 35,440 $2.61M 0.19% -59,351 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 34,963 $2.57M 0.03% -439 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 34,850 $2.57M 0.28% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 34,597 $2.54M 0.53% +24,878 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 34,126 $2.51M 0.29% -988 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 34,121 $2.51M 0.04% -435 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 34,108 $2.51M 0.22% +17,343 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 33,703 $2.48M 0.25% +451 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 33,923 $2.48M 0.5% +11,175 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 33,565 $2.47M 0.05% -56,027 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 33,466 $2.46M 0.51% -1,445 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 33,324 $2.45M 0.42% -7,756 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 33,305 $2.45M 0.62% +2,022 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 33,025 $2.43M 1.92% +2,982 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 32,987 $2.43M 0.88% +3,312 13F-HR/A Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 32,984 $2.43M 1.27% -4,499 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 32,903 $2.42M 0.96% -2,367 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 32,876 $2.42M 0.19% +219 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 32,762 $2.41M 0.01% +3,250 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 32,607 $2.4M 1.17% +7,737 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 32,498 $2.39M 0.29% +5,374 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 31,966 $2.35M <0.01% -7 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 31,872 $2.35M 0.47% -3,681 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 31,824 $2.34M 0.25% +1,139 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 31,744 $2.34M 0.68% +558 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 31,634 $2.33M 1.44% +540 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 31,630 $2.33M 1.35% -49,379 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 31,627 $2.33M 1.04% -10,042 13F-HR Timeline American Trust More: the full row for American Trust 31,506 $2.32M 0.2% +999 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 31,456 $2.32M 0.91% -10,983 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 31,408 $2.31M 0.22% -1,232 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 31,039 $2.29M 0.05% -2,693 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 30,824 $2.27M 0.31% +286 13F-HR Timeline TOWLE & CO More: the full row for TOWLE & CO 30,691 $2.26M 0.88% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,605 $2.25M 0.24% +1,480 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 30,582 $2.25M 0.63% +6,019 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 30,520 $2.25M 1.5% -373 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 30,464 $2.24M 0.36% -4,092 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 30,381 $2.24M 0.03% -65,157 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 30,140 $2.22M 0.66% +5,633 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 30,081 $2.22M 0.08% -1,731 13F-HR/A Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 29,994 $2.21M 0.59% +190 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 29,839 $2.2M 1.33% +2,056 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 29,836 $2.2M 0.29% -18,820 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 29,771 $2.19M 0.87% -1,054 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 29,686 $2.19M 0.75% +4,685 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 29,671 $2.18M 2.01% +1,996 13F-HR Timeline Daybright Advisory Services, Inc. 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