Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 107,822 $7.51M 0.04% -1,870 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 107,342 $7.48M 1.09% +5,067 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 106,458 $7.42M 2.92% -11,170 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 106,207 $7.4M 2.26% +1,737 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 98,395 $7.26M 3.35% -1,763 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 103,444 $7.21M 1.89% -3,394 13F-HR Timeline LAM GROUP, INC. 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More: the full row for Bouchey Financial Group, Ltd. 71,854 $5.01M 0.38% -327,543 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 69,684 $4.85M 1.21% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,916 $4.8M 0.03% +28,307 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 68,074 $4.74M 0.82% -32 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 68,015 $4.74M 0.09% +5,489 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 67,516 $4.7M 1.13% +3,069 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 66,092 $4.61M 1.76% +93 13F-HR Timeline Grunden Financial Advisory, Inc. 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More: the full row for SC&H Financial Advisors, Inc. 56,928 $3.97M 0.61% +1,211 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 56,905 $3.96M 2.51% +6,992 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 56,526 $3.94M 0.4% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 56,334 $3.92M 0.08% +10,868 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 56,200 $3.92M 0.97% -146 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 55,745 $3.88M 0.03% -59,566 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 54,988 $3.83M 1.41% -23,246 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 54,950 $3.83M 0.05% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for DiPaolo Financial Group, Inc. 53,108 $3.7M 3.94% 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 52,865 $3.68M 1.56% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 52,696 $3.67M 1.32% +994 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 51,975 $3.62M 0.18% -3,818 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 51,552 $3.59M 0.92% +212 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 47,996 $3.55M 1.25% -114,447 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 50,779 $3.54M 2.06% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 50,398 $3.51M 2.87% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 50,232 $3.5M 0.19% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 49,975 $3.48M 0.04% +730 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 49,865 $3.47M 0.59% +1,211 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 49,646 $3.46M 0.86% +8,599 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 49,616 $3.46M 1.17% +4,470 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 49,562 $3.45M 1.06% +2,208 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 48,495 $3.38M 0.08% +1,912 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 48,099 $3.35M 0.62% -100 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 48,080 $3.35M 2.62% 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 48,000 $3.34M 1.25% +92 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 49,713 $3.3M 1.15% +4,963 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 47,082 $3.28M 0.58% +1,324 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 47,065 $3.28M 0.79% -1,882 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 46,967 $3.27M 0.19% +4,724 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 46,549 $3.24M 0.94% -213 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 45,969 $3.2M 0.67% -328 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 44,934 $3.13M 0.18% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 44,706 $3.11M 2.1% +5,091 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 44,446 $3.1M 2.95% 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 44,237 $3.08M 1.26% +90 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 44,072 $3.07M 3.14% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 43,886 $3.06M 0.03% -499 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 43,813 $3.05M 0.02% +553 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 43,739 $3.05M 0.57% -3,824 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 43,611 $3.04M 0.8% +1,272 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 42,772 $3.01M 2.79% 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 42,481 $2.96M 0.56% -6,750 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 42,354 $2.95M -3,506 Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 40,413 $2.94M 2.23% +774 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 42,232 $2.94M 0.02% +7,685 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 41,922 $2.92M 0.8% -629 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 40,717 $2.91M 1.25% -1,934 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 40,778 $2.84M 1.02% -2,968 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,444 $2.82M 0.01% +14,383 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 40,446 $2.82M 0.99% +2,359 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 40,396 $2.81M 0.55% -557 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 40,157 $2.8M 0.56% -100 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 39,837 $2.78M 0.09% +4,168 13F-HR Timeline Strathmore Capital Advisors, Inc. 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DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,433 $2.47M 0.02% -30 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 35,185 $2.45M 0.74% +70 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 35,137 $2.45M 1.19% +7,378 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 34,747 $2.42M 2.58% 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 34,691 $2.42M 2.04% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 34,235 $2.39M 0.03% -713 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 33,970 $2.37M 1.18% -751 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 33,910 $2.36M 0.07% +1,765 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 33,825 $2.36M 0.01% +1,440 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 33,804 $2.36M 0.33% +4,294 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 33,688 $2.35M 0.27% -54 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,660 $2.35M 0.12% -725 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 33,485 $2.33M 0.63% +46 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 33,219 $2.31M 1.06% 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 32,714 $2.28M 1.25% +1,085 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 31,550 $2.2M 1.88% +6,545 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 31,492 $2.19M 0.29% -106 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 31,320 $2.18M 0.39% +4,416 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 31,219 $2.18M <0.01% +2,515 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 28,996 $2.17M 0.9% -609 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 31,120 $2.17M 1.1% +26,492 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 30,924 $2.15M 1.56% -4,524 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 30,419 $2.12M 0.8% +2,210 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 30,107 $2.1M 0.12% -1,216 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 29,274 $2.04M 1.19% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 28,850 $2.03M 0.79% -3,000 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 29,076 $2.03M 0.84% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 28,916 $2.01M 0.09% +353 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 28,602 $1.99M -1,058 Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 28,463 $1.98M 0.26% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 28,004 $1.95M 1.37% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 27,821 $1.94M -20,437 Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 27,777 $1.94M 0.07% +5,317 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 27,657 $1.93M 0.68% -2,168 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 27,404 $1.91M 1.31% -261 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 26,846 $1.87M 0.38% +884 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 26,829 $1.87M 0.66% -1,322 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 26,799 $1.87M 0.91% +10,065 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 26,491 $1.85M 0.06% +2,200 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26,232 $1.83M 0.39% -241 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 26,193 $1.82M 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 26,009 $1.81M 0.39% new 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 25,980 $1.81M 0.17% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25,845 $1.8M 0.1% +653 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 25,785 $1.8M 0.22% -7,139 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 25,769 $1.8M 0.23% -3,191 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 25,743 $1.79M 0.19% +1,496 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 25,494 $1.78M 0.5% -298 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 25,211 $1.76M 0.07% +795 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 25,155 $1.75M 0.04% +5 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 25,088 $1.75M 0.69% +5,098 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 24,166 $1.68M 0.69% +1,258 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 24,064 $1.68M 0.19% +3,105 13F-HR/A Timeline