Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 20,158 $1.25M 0.44% +233 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 20,090 $1.25M 0.76% +3,701 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 19,953 $1.24M 0.39% -358 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19,842 $1.23M 0.06% -1,052 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 19,570 $1.22M 0.18% -1,467 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 19,427 $1.21M 0.56% -545 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 19,132 $1.2M <0.01% +15,735 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 19,155 $1.19M 0.29% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 19,100 $1.19M 0.47% -67 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,057 $1.19M <0.01% -4,157 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 18,760 $1.17M 0.23% -302 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 18,749 $1.17M 0.14% +9,772 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 18,671 $1.16M 0.3% -5,457 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,592 $1.16M 0.01% +14,926 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 18,536 $1.15M 0.15% -5,650 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 18,509 $1.15M 0.34% +1,737 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 18,027 $1.15M 1.32% -700 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,478 $1.15M 0.1% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 18,121 $1.13M 0.22% -1,219 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,007 $1.12M <0.01% -1,679 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 17,941 $1.12M 0.96% +9 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,830 $1.11M 0.02% +10,067 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 17,749 $1.1M 0.15% +1,288 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,087 $1.09M 0.08% +598 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 17,270 $1.07M 0.68% +115 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 17,167 $1.07M 0.03% -2,918 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 16,374 $1.06M 0.32% -7,011 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,923 $1.05M 0.11% -17,023 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 16,820 $1.05M 0.1% +861 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 16,810 $1.05M 0.07% -2,210 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 16,643 $1.04M 0.07% +1,600 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 16,592 $1.03M 0.35% -4,229 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,568 $1.03M <0.01% +11,884 13F-HR Timeline Group Dedeker Financial LLC More: the full row for Dedeker Financial LLC 16,377 $1.02M 0.58% -2,941 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 16,225 $1.01M 0.17% -3,209 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 16,140 $1M 0.37% +786 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 16,097 $1M 0.12% -96 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 15,722 $978K 0.13% -81 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 15,482 $964K 0.06% +66 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 14,996 $933K 0.06% -687 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 14,914 $928K 0.22% +184 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 14,904 $927K 0.43% -2,057 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 14,843 $923K 0.23% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,745 $917K <0.01% +380 13F-HR Timeline Group Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 14,591 $908K 0.39% -30 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,476 $900K 0.01% -2,076 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 14,345 $892K 0.2% -310 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,323 $891K 0.06% -2,785 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 14,312 $890K 0.25% +1 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 14,204 $884K 0.64% -1,964 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 14,190 $883K 0.03% 0 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 14,087 $876K 0.29% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,933 $867K 0.02% -2,323 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 13,918 $866K 0.64% +11 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 13,912 $865K 0.45% +1,086 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,902 $865K 0.27% +10,834 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 13,895 $864K 0.27% -1,409 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 13,826 $860K 1% +114 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,806 $859K <0.01% -1,841 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,750 $855K 0.01% +3,637 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 13,523 $855K 0.2% +2,164 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 13,704 $852K 0.7% -16 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,643 $849K 0.02% -2,121 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 13,583 $845K 0.13% +3 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 13,146 $845K 0.39% +565 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 13,568 $844K 0.53% -5,187 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 13,518 $841K 0.63% -926 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 13,451 $837K 0.13% -992 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 13,403 $834K 0.16% -4,599 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 13,193 $821K 0.38% +155 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,056 $812K 0.07% -1,106 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 12,908 $803K 0.03% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,894 $802K 0.05% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,883 $801K 0.03% -926 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 12,706 $790K 0.06% -1,534 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,636 $786K 0.04% -8,490 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,590 $783K 0.01% -54,984 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 12,585 $783K 0.32% +4,520 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,448 $774K 0.01% -255 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,434 $773K 0.22% -14 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,422 $773K 0.02% +125 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,395 $771K 0.02% -890 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,373 $770K 0.11% +135 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 12,370 $769K 0.34% +535 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,019 $767K 0.05% +1,026 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,325 $767K 0.24% +3,064 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,318 $766K 0.01% -264 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 12,095 $762K 0.26% -680 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,245 $762K 0.05% -2,588 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 12,214 $760K 0.1% -966 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 12,192 $758K 0.31% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 12,088 $752K 0.07% -212 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,989 $746K 0.04% +939 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,809 $735K <0.01% -56,040 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 10,403 $731K 0.21% +233 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,555 $719K 0.04% +75 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 11,500 $715K 0.25% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,407 $710K 0.07% -1,305 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 11,228 $698K 0.32% -94 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 11,169 $695K 0.05% +76 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 10,651 $694K 0.29% -5,345 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 11,126 $692K 0.32% +3 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 11,081 $689K 0.17% +207 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 11,068 $688K 0.08% -217 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,048 $687K 0.04% +223 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 10,996 $684K 0.22% -326 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,973 $683K 0.01% +2,895 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 10,960 $682K 0.15% -500 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,835 $674K 0.03% +844 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,675 $664K 0.19% -14,949 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 10,226 $664K 0.23% -204 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 10,488 $662K 0.21% -4,622 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 10,629 $661K 0.36% -25 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10,188 $656K 0.08% -277 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 10,419 $648K 0.31% -153 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 10,374 $645K 0.24% -11,180 13F-HR/A Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 10,335 $643K 0.14% +3,544 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 10,220 $636K 0.23% -123 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 10,210 $635K 0.2% -377 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,182 $633K 0.04% +32 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,143 $631K 0.01% -64 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 10,139 $631K 0.34% -1,790 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 10,010 $623K 0.38% -33 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,000 $622K 0.05% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 9,899 $616K 0.13% +1,363 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,887 $615K 0.02% -1,382 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 9,857 $613K 0.39% -943 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,820 $611K 0.09% +1,279 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,654 $611K 0.09% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,715 $604K 0.04% +55 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,671 $602K 0.03% -522 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 9,671 $602K 0.36% +11 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,565 $595K 0.04% -18,226 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,535 $593K 0.08% -579 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,496 $591K 0.01% +764 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 9,413 $585K 0.57% -479 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 9,408 $585K 0.36% +259 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 9,388 $584K 0.42% -8,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,335 $581K <0.01% +404 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,290 $578K 0.1% +3,492 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,267 $576K 0.1% -787 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,260 $576K 0.03% -7,167 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 9,205 $573K 0.35% 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 9,204 $572K 0.13% +81 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,181 $571K 0.14% +82 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,145 $569K 0.09% -201 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,072 $564K 0.07% +1 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 9,066 $564K 0.56% +574 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,057 $563K 0.04% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,933 $563K 0.12% +4,526 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,025 $561K 0.13% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,967 $558K 0.02% -615 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 8,946 $556K 0.19% +661 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 8,939 $556K 0.03% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,867 $552K 0.04% -1,265 13F-HR Timeline Group IFS Group,LLC More: the full row for IFS Group,LLC 8,775 $546K 0.75% -15,300 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 8,769 $545K 0.16% -1,101 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,761 $545K 0.09% -869 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,707 $542K 0.21% -4,027 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) 8,640 $537K 0.01% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 8,634 $537K 0.05% -474 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,536 $531K <0.01% -3,167 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,508 $529K <0.01% +159 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 8,504 $529K 0.27% +11 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,466 $527K 0.11% -225 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,452 $526K 0.3% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8,428 $524K 0.1% -890 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 8,395 $522K 0.27% +273 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8,382 $521K 0.23% +1,176 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,309 $517K 0.01% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 8,101 $516K 0.11% -439 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 8,287 $515K 0.28% -673 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,179 $509K 0.18% -482 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,091 $506K 0.06% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 8,084 $503K 0.08% +7 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 8,046 $500K 0.18% -411 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,031 $500K 0.16% -136 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,000 $498K 0.05% 0 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,958 $495K 0.05% +127 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,909 $492K 0.08% +179 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,875 $490K 0.05% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 7,856 $489K 0.07% +86 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,775 $484K 0.21% +11 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 7,634 $475K 0.16% +88 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,623 $474K 0.04% +2,950 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,592 $472K <0.01% +1,713 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,569 $471K 0.3% +69 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 7,479 $465K 0.33% -290 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 7,401 $460K 0.39% +97 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 7,394 $460K 0.35% -300 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 7,318 $455K +3,466 Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,068 $453K 0.04% +976 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,263 $452K 0.01% +1,544 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 7,231 $450K 0.04% -1,470 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,201 $448K 0.02% -48 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,189 $447K 0.16% -2,555 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 7,135 $444K 0.34% +1,410 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 7,114 $442K 0.3% +3,375 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 7,067 $440K 0.26% -42 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 7,035 $438K 0.19% +53 13F-HR Timeline