Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 19,468 $1.22M 0.4% +1,892 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 20,139 $1.21M 0.73% 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 19,401 $1.17M 0.44% +336 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 19,386 $1.17M 0.45% +2,108 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 19,155 $1.16M 0.28% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 19,177 $1.15M 0.09% -47 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,050 $1.15M 0.01% -2,153 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 19,046 $1.15M 0.25% +1,820 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 18,794 $1.14M 0.27% -2,372 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 18,849 $1.13M 0.09% -2,075 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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Prosperity Capital Advisors 16,398 $987K 0.06% -1,637 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,831 $986K 0.08% -4,134 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,348 $984K 0.29% -137,603 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,243 $977K 0.01% +1,599 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 16,110 $969K <0.01% +4,739 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15,660 $966K 0.05% +14,193 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 15,934 $959K 0.18% -611 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 15,912 $957K 0.55% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,738 $957K 0.32% -307 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 15,852 $954K 0.33% -387 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 15,810 $951K 0.14% 13F-HR Timeline Harbor Asset Planning, Inc. 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More: the full row for BARRETT & COMPANY, INC. 14,297 $860K 0.29% -1,000 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,246 $857K <0.01% +3,090 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 14,240 $857K 0.07% -918 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 14,190 $854K 0.04% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 13,847 $833K 0.18% +330 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 13,816 $831K 0.66% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,798 $830K 0.02% -2,917 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 13,720 $826K 0.83% -3 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 13,567 $816K 0.19% -22 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 13,228 $796K 0.13% -739 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,148 $791K 0.1% +1,039 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,083 $787K 0.02% -175 13F-HR Timeline Long Island Wealth Management, Inc. 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Inc 10,474 $630K 0.33% +171 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 10,434 $628K 0.1% -410 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,427 $627K 0.07% -590 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 10,336 $622K 0.24% -62 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,335 $622K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,328 $621K 0.05% +2,388 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 10,309 $620K 0.16% -77 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,305 $620K 0.03% -900 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Grant Street Asset Management, Inc. 8,599 $517K 0.1% -3,681 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,463 $509K 0.01% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,373 $504K 0.11% -1,447 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,372 $504K 0.36% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,352 $503K 0.01% -751 13F-HR Timeline Group Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 8,283 $498K 0.49% 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 8,129 $489K 0.36% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,018 $482K <0.01% -52 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,006 $482K 0.17% -1,931 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,000 $481K 0.05% new 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,995 $481K 0.03% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,953 $478K <0.01% -6,360 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,935 $477K 0.07% +690 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,901 $475K 0.43% +3,278 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 7,891 $475K 0.5% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7,877 $474K 0.28% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,875 $474K 0.05% -750 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 7,770 $472K 0.06% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,837 $472K 0.05% 0 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 7,774 $468K 0.16% -5,187 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,752 $466K 0.07% +79 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 7,748 $466K 0.41% 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 7,686 $462K 0.07% +2,847 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,662 $461K 0.02% +817 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,552 $454K 0.02% +3,112 13F-HR Timeline Avantra Family Wealth, Inc. 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