PFG Advisors More: the full row for PFG Advisors 37,827 $3.49M 0.18% +4,554 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,187 $3.43M 0.02% +11,246 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 37,020 $3.41M 0.08% -4,844 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 36,850 $3.4M 1.29% +10,850 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 36,798 $3.39M 0.33% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 36,339 $3.35M 0.11% +693 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 35,849 $3.31M 0.16% +260 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 35,759 $3.3M 2.59% +29 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 35,460 $3.27M 0.6% -1,986 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 35,020 $3.23M 0.01% +10,130 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,733 $3.2M <0.01% +12,287 13F-HR Timeline Group Fairway Financial, LLC More: the full row for Fairway Financial, LLC 34,044 $3.14M 2.15% +586 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 33,970 $3.13M 0.96% +2,020 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 33,327 $3.07M 0.05% +9,769 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 32,775 $3.02M 2% +278 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 32,635 $2.99M 0.01% +8,344 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 32,370 $2.98M 0.44% +2,929 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 32,298 $2.98M 1.38% -404 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 31,015 $2.86M <0.01% +3,681 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 30,377 $2.8M 1.46% +438 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 30,148 $2.78M 0.87% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,593 $2.63M 0.01% -40,725 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 28,150 $2.6M 0.42% -218 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 28,005 $2.58M 2.11% +201 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 27,393 $2.53M 0.07% -10,349 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 27,025 $2.49M 0.69% -905 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 26,976 $2.49M 0.12% -565 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 26,760 $2.47M 0.4% +14,955 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 26,618 $2.45M <0.01% +2,230 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 26,166 $2.41M 0.53% -4,619 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 26,634 $2.41M 0.49% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 26,129 $2.41M 0.32% -10,186 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 26,104 $2.41M 0.05% +4,810 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,666 $2.37M 0.04% -956 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 25,396 $2.34M 0.14% -21,107 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 24,986 $2.3M <0.01% +12,743 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 24,366 $2.25M 0.15% -118 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 23,890 $2.2M 0.26% +6,556 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,746 $2.19M 0.01% +11,622 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 23,676 $2.17M 3.11% -264,945 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 23,455 $2.16M 0.99% +10,861 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 23,313 $2.15M <0.01% +380 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 23,127 $2.13M 0.04% -381 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 22,800 $2.1M 0.08% -1,480 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 22,649 $2.09M 1.14% -2,335 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,609 $2.08M 0.01% +1,859 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,910 $2.02M 0.02% -417 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,200 $1.95M 0.02% -268 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 21,167 $1.95M 0.1% +4,606 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,992 $1.94M 0.02% +6,338 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 20,929 $1.93M 0.3% +645 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,194 $1.77M <0.01% -616 13F-HR/A Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 18,870 $1.72M 0.04% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,312 $1.69M 0.05% -1,955 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 17,952 $1.66M 0.08% +2,944 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 17,497 $1.61M 0.02% +8,532 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,432 $1.61M 0.02% +2,486 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 17,402 $1.6M 0.13% +265 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 17,205 $1.59M 0.42% +666 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 17,074 $1.57M 1.55% -706 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 17,206 $1.57M 0.24% +1,072 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 16,877 $1.56M 0.21% +208 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 16,825 $1.55M 0.26% -516 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 16,623 $1.53M 0.1% +6,161 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 16,325 $1.49M 0.16% -325 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 16,073 $1.48M 0.15% -1,045 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 15,941 $1.47M 0.19% +12,237 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,839 $1.46M 0.03% -154 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15,751 $1.45M 0.12% +1,193 13F-HR Timeline D'Orazio & Associates, Inc. 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Brooker & Co., CPAs 15,566 $1.44M 1.73% -6,331 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,161 $1.4M 0.04% +552 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 15,040 $1.39M 0.55% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 14,164 $1.31M 0.99% +2,349 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 14,138 $1.3M 0.89% +1,664 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 13,971 $1.29M 0.25% +526 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 13,803 $1.27M 0.07% -140 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 13,782 $1.27M 1.02% +10,744 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,766 $1.27M 0.01% +9,057 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 13,692 $1.26M 0.17% +6,685 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 13,386 $1.23M 0.94% +753 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,364 $1.23M 0.03% -2,616 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,349 $1.23M 0.01% +80 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,151 $1.21M 0.03% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 13,290 $1.2M 0.07% +624 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,616 $1.16M 0.02% +4,339 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,542 $1.16M 0.05% +2,688 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,516 $1.15M 0.15% -1,800 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,462 $1.15M 0.02% +599 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,453 $1.15M <0.01% +2,656 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 12,370 $1.14M 0.11% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 12,148 $1.12M 0.67% +97 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 12,137 $1.12M 0.18% -18 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 12,050 $1.11M 0.27% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 11,742 $1.08M 0.31% -2,037 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 11,450 $1.06M 0.31% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,214 $1.03M 0.39% +272 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 11,078 $1.02M 0.26% +810 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,060 $1.01M 0.05% -3,897 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,896 $1M 0.15% new 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 10,816 $997K 0.67% +1,273 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,753 $992K 0.09% +229 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,666 $983K 0.02% +7,279 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,167 $937K <0.01% +9,066 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,156 $936K 0.04% -90 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 10,147 $936K 0.12% -71 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,833 $907K 0.12% -166 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,766 $901K 0.01% -3,560 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 9,747 $899K 0.65% -69 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 9,577 $883K 0.64% -369 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,340 $861K 0.21% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,181 $847K 0.02% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 9,180 $846K 0.19% +211 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,109 $840K 0.02% +2,441 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 8,920 $823K 0.53% -116 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 8,874 $818K 0.09% -1,376 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,870 $818K 0.01% -585 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,745 $806K 0.03% -1,445 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,382 $773K 0.01% -261 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 8,349 $770K 0.26% -4,177 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 8,335 $769K 0.83% -2,541 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8,285 $764K 0.18% +2,200 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 8,252 $761K 0.29% +4,142 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,293 $754K 0.01% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. 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More: the full row for SMITH, MOORE & CO. 7,658 $706K 0.05% +1,540 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 7,593 $700K 0.28% +827 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 7,589 $700K 0.1% +1,974 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,564 $697K 0.02% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 7,548 $696K 0.32% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,444 $686K 0.14% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,386 $681K <0.01% +6,214 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,203 $664K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,116 $656K 0.04% -876 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 7,043 $649K 0.2% +20 13F-HR Timeline American Trust More: the full row for American Trust 6,909 $637K 0.05% -15 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,889 $635K 0.08% +486 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,805 $627K 0.02% +1,323 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,757 $623K 0.17% -598 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,716 $619K <0.01% +3,739 13F-HR Timeline Group FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 6,696 $617K 0.2% -551 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,669 $615K 0.02% +59 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,653 $614K 0.01% -1,063 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,595 $608K 0.14% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 6,526 $602K 0.1% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,503 $600K 0.19% +744 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,188 $571K 0.02% +683 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 6,037 $557K 0.08% -334 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 5,988 $552K 0.14% +545 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,916 $546K 0.17% -38 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,910 $545K 0.02% +278 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,793 $534K 0.02% -122 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5,752 $530K 0.18% +232 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,706 $526K 0.04% +1,251 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 5,695 $525K 0.25% +71 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,687 $524K 0.16% -24 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 5,683 $524K 0.36% +384 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 5,676 $523K 0.1% -188 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,660 $522K 0.09% +645 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,609 $517K <0.01% +1,158 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,603 $517K 0.08% +366 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 5,546 $511K 0.09% -1,517 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5,437 $499K 0.06% 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 5,406 $498K 0.25% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,308 $489K 0.11% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,280 $487K 0.11% -10 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,297 $480K 0.14% -48 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,134 $473K <0.01% -43,478 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,089 $469K <0.01% +1,351 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,079 $468K <0.01% -198 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,076 $468K 0.01% +54 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,062 $467K 0.06% -100 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,030 $464K <0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for ACT Advisors, LLC. 4,891 $451K 0.15% -1,907 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,891 $451K 0.07% +112 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,823 $445K 0.05% +121 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,739 $437K 0.02% +595 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,659 $430K 0.07% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,632 $427K 0.01% +2,377 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,551 $420K 0.03% +597 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,545 $419K <0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,501 $415K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,422 $408K 0.03% -199 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,404 $406K <0.01% -1,309 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,366 $403K 0.03% -944 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,200 $387K <0.01% 0 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,097 $378K <0.01% +300 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,050 $373K 0.01% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,046 $373K <0.01% new 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,971 $366K 0.02% 0 13F-HR Timeline