TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 17,078 $1.59M 0.53% -47,638 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,966 $1.58M 0.02% +985 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 16,296 $1.52M 0.15% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 16,131 $1.51M <0.01% -142,684 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 15,746 $1.47M 1.42% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,714 $1.47M 0.5% +2,161 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,620 $1.46M 0.01% +4,244 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 15,455 $1.44M 0.65% -55 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 15,369 $1.43M 0.08% -13 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,559 $1.36M 0.08% -65 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 14,337 $1.34M 0.39% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 14,336 $1.34M 0.21% -150 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 14,226 $1.33M 0.11% +1,730 13F-HR Timeline Group Valmark Advisers, Inc. 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COLE ADVISORS, INC. 13,702 $1.28M 0.02% -2,930 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,420 $1.25M 0.5% +138 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 13,203 $1.23M 0.38% +336 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 13,115 $1.22M 0.63% -49 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,092 $1.22M 0.11% +3,040 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,993 $1.21M 0.02% -22,352 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,960 $1.21M 0.13% +1,125 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,625 $1.19M 0.24% +1,027 13F-HR Timeline Crossmark Global Holdings, Inc. 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More: the full row for FSA Advisors, Inc. 5,517 $515K 0.41% +125 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 5,487 $512K 0.35% +4 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,474 $511K 0.01% -1,661 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 5,467 $510K 0.2% +137 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,462 $510K <0.01% new 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,399 $504K 0.07% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,343 $499K 0.21% -100 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,308 $496K 0.13% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,332 $489K 0.04% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,208 $485K 0.13% +367 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,111 $477K 0.16% +2,001 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,030 $470K <0.01% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,929 $460K 0.16% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,909 $458K 0.09% -92 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,622 $431K 0.06% +65 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 4,596 $429K 0.17% +723 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,585 $428K 0.03% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,576 $427K <0.01% -120 13F-HR/A Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,496 $420K 0.32% -730 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,484 $419K 0.07% +421 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,478 $418K 0.07% +670 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,373 $408K 0.16% -21 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,269 $399K <0.01% -1,436 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,249 $397K 0.03% -119 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,185 $391K 0.15% +1,095 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,153 $388K 0.04% -164 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,109 $384K 0.06% +80 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 4,109 $384K 0.01% -442 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,050 $378K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,015 $375K <0.01% -892 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,000 $373K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,966 $370K 0.01% -6,616 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,905 $365K 0.03% -15,332 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,900 $364K <0.01% -3,000 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,834 $358K 0.05% +57 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,825 $357K 0.16% -1,143 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,795 $354K 0.01% +773 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,745 $351K 0.02% -380 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,694 $348K 0.01% -24 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,689 $344K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,680 $344K 0.03% +2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,660 $342K 0.01% +1,261 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,617 $338K 0.1% -1,847 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,551 $332K 0.13% -293 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,534 $330K 0.04% -130 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,518 $328K 0.01% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,501 $327K 0.05% -677 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,497 $326K <0.01% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,478 $325K 0.02% +746 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,447 $322K 0.07% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,410 $318K 0.11% -175 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,392 $317K 0.02% +560 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,355 $313K <0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,314 $309K 0.02% -109,843 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,229 $301K 0.05% -85 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,172 $296K 0.04% -17 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,041 $284K <0.01% -54,497 13F-HR Timeline Group Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 2,988 $279K 0.05% +38 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,954 $276K <0.01% -1,327 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,889 $270K 0.04% +37 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,861 $267K 0.01% +25 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 2,833 $264K 0.03% +252 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,831 $264K <0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,825 $264K 0.02% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,808 $262K 0.04% -24 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,799 $261K 0.04% +70 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,786 $260K 0.07% -943 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,746 $256K 0.01% +4 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,741 $256K 0.1% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,699 $252K 0.01% +255 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,698 $252K 0.03% -2,407 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,729 $252K 0.03% 0 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,677 $250K 0.03% -2,677 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,670 $249K 0.04% +290 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,549 $238K 0.06% -116 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,514 $235K 0.03% -568 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,470 $231K <0.01% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 2,467 $230K 0.07% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,429 $227K <0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,401 $224K 0.05% +1 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,350 $219K <0.01% +50 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,339 $218K 0.26% -36 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,301 $215K 0.01% -3,375 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,285 $213K 0.05% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,237 $209K 0.01% -5,294 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,223 $208K 0.03% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,175 $203K 0.05% -8 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,171 $203K 0.05% +834 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,166 $202K <0.01% -280 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,146 $200K 0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,066 $193K 0.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,929 $180K 0.01% +548 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,856 $173K <0.01% -1,123 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,812 $169K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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