CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 17,234 $1.31M 0.05% +3,337 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 17,184 $1.3M 0.97% +64 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 17,057 $1.29M 0.17% +28 13F-HR/A Timeline Invst, LLC More: the full row for Invst, LLC 16,994 $1.29M 0.13% -147 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 16,715 $1.27M 0.81% +9 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 16,635 $1.26M 0.02% +6,661 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16,570 $1.26M 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,912 $1.25M 0.09% +373 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 16,395 $1.24M 0.05% 0 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 16,361 $1.24M 0.82% -14,022 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 16,349 $1.24M 0.01% +1,200 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 16,252 $1.23M 0.09% +377 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 16,177 $1.23M 0.26% -1,341 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 16,116 $1.22M <0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,106 $1.22M 0.02% +3,629 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 16,049 $1.22M 0.78% +51 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,978 $1.21M 0.08% -50 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 15,977 $1.21M 0.03% -7,108 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 15,853 $1.2M <0.01% -2,327 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,794 $1.2M 0.04% +8,029 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 15,791 $1.2M 0.79% +2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,697 $1.19M 0.04% +383 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,635 $1.18M 0.04% -180 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 15,575 $1.18M 0.17% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 15,574 $1.18M 0.37% -108 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 15,468 $1.17M 0.04% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 15,338 $1.16M 0.36% +1,761 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,224 $1.15M 0.09% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 15,202 $1.15M 0.43% +43 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 15,180 $1.15M 0.92% +1,000 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 14,859 $1.15M 0.14% -97,381 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,071 $1.14M 0.14% +689 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 15,041 $1.14M 0.25% +204 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 15,035 $1.14M 0.15% -165 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 15,000 $1.14M 0.06% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,992 $1.14M 0.2% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,840 $1.12M 0.03% -317 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,829 $1.12M 0.13% 0 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 14,761 $1.12M 0.12% -151 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,695 $1.11M 0.07% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 14,682 $1.11M <0.01% +10,710 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,644 $1.11M 0.11% +1,655 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,608 $1.11M 0.05% +10 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,540 $1.1M 0.01% -62 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 14,512 $1.1M 0.24% -1,046 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,500 $1.1M 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,495 $1.1M 0.02% -1,910 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 14,414 $1.09M 0.28% -693 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 14,404 $1.09M +7,038 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,269 $1.08M 0.02% +4,244 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 14,258 $1.08M 0.03% -950 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 14,233 $1.08M 0.31% +4,712 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,023 $1.06M 0.02% +2,341 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,977 $1.06M <0.01% +5,725 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 13,932 $1.06M 0.72% +26 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 13,889 $1.05M 0.85% +5,675 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 13,792 $1.05M 0.23% +18 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 13,744 $1.04M 0.11% +1,986 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,735 $1.04M <0.01% +527 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 13,333 $1.04M 0.25% +244 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,597 $1.03M 0.29% +3,962 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 13,552 $1.03M 0.3% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 13,510 $1.02M 0.67% +2,979 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 13,473 $1.02M 0.52% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 13,368 $1.01M 0.01% +1,944 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13,347 $1.01M 0.13% -447 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 13,338 $1.01M 0.05% -235 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 13,261 $1.01M 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 13,251 $1M 0.26% +3 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 13,219 $1M 0.24% +180 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 13,009 $999K 0.39% +1,581 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 13,002 $985K 0.65% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,944 $981K 0.03% +1,263 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,918 $979K 0.01% -372 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,837 $973K 0.01% -2,013 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,779 $968K 0.01% +6,241 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 12,771 $968K 0.16% -3,350 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,767 $968K 0.01% +337 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,579 $953K 0.05% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 12,571 $953K 0.13% +3,919 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,526 $949K 0.16% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,443 $943K 0.04% +811 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 12,402 $940K 0.42% -369 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 12,348 $937K 0.19% +701 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,279 $931K 0.33% +104 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12,227 $927K 0.09% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 12,116 $918K 0.19% +45 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 12,113 $918K 0.05% +125 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,051 $913K 0.04% -608 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 12,039 $912K 0.34% +7 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,020 $911K 0.01% -1,288 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,002 $910K 0.1% -155 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 11,987 $908K 0.37% -50 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,986 $908K 0.18% -358 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,966 $907K 0.01% -2,929 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,949 $906K <0.01% +600 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 11,944 $905K 0.72% +16 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 11,880 $904K 0.09% -15 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 11,912 $903K 0.46% +4,319 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 11,884 $901K 0.12% +1,637 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,880 $900K 0.14% -5,640 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 11,797 $894K 0.19% 0 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 11,766 $892K 0.62% -258 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,688 $886K 0.26% -47,328 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 11,576 $877K 0.04% +37 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 11,566 $877K 0.01% +1,744 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 11,515 $873K 0.09% -680 13F-HR/A Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 11,442 $867K 0.75% +2,295 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,366 $861K 0.02% +750 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 11,340 $859K 0.51% +2,110 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 11,324 $858K 0.24% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 11,318 $858K 0.32% +18 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,302 $857K 0.03% +724 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,180 $847K 0.04% +100 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 11,180 $847K 0.44% +2,050 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,157 $846K 0.22% -189 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 11,107 $842K +5,235 Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,083 $840K 0.02% new 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,878 $826K 0.02% +507 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 10,513 $820K 0.16% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,779 $817K 0.02% -1,232 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 10,775 $817K 0.14% -207 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,426 $816K 0.05% +3,793 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,597 $803K 0.02% +7,000 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,529 $798K 0.04% -139 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 10,470 $794K 0.03% -219 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,455 $792K 0.02% -1 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,450 $792K 0.32% -7 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 10,415 $789K 0.04% -103 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,383 $787K 0.1% +82 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,285 $779K 0.05% +20 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,280 $779K 0.02% -4,721 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,279 $779K 0.02% -357 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,251 $777K 0.14% +887 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,179 $771K 0.19% +373 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 10,137 $768K 0.54% -198 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,128 $768K 0.21% +13 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,066 $763K 0.07% -590 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,052 $762K 0.03% +810 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 10,041 $761K 0.21% -199 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 10,003 $758K 0.5% -221 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,900 $750K 0.06% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 9,838 $746K 0.4% +70 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 9,817 $744K 0.12% -1,042 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 9,810 $744K 0.04% -563 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,808 $743K <0.01% +1,549 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,803 $743K 0.15% -1,645 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,697 $735K 0.33% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 10,426 $732K 0.09% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 9,645 $731K 0.13% -366 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,577 $726K 0.11% +3,317 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,564 $725K 0.02% +8,781 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 9,512 $721K 0.07% +5 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,504 $720K 0.2% +1,431 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 9,502 $720K 0.57% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,478 $718K 0.03% -2,865 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 9,452 $716K 0.49% +1,304 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,427 $714K 0.1% +304 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 9,365 $710K 0.58% -1,320 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,325 $707K 0.07% -248 13F-HR Timeline City State Bank More: the full row for City State Bank 9,307 $705K 0.16% +295 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 9,242 $700K 0.23% +3,134 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,215 $698K 0.02% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,213 $698K 0.19% +314 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,209 $698K 0.01% -1,157 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,138 $693K 0.03% 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 9,086 $689K 0.18% +937 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,968 $680K 0.23% -1,042 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,913 $676K 0.01% +3,575 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 8,912 $675K 0.48% +513 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 8,896 $674K 0.55% +107 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,818 $668K 0.01% +2,919 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,792 $666K 0.06% +128 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,789 $666K 0.01% +188 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 8,779 $665K 0.07% +251 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 8,764 $664K 0.01% +3,797 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,650 $656K 0.16% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,603 $652K 0.01% -1,625 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,600 $652K 0.06% +127 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,579 $650K 0.03% -20,882 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,517 $645K 0.41% -562 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 8,515 $645K 0.2% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 8,502 $644K 0.11% -638 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 8,492 $644K 0.96% +37 13F-HR/A Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,487 $643K 0.08% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,392 $636K 0.09% -248 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,382 $635K 0.08% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,379 $635K 0.01% -548 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,369 $634K 0.03% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 8,287 $628K 0.03% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 8,241 $625K 0.13% +2 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,237 $624K 0.03% -238 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,203 $623K 0.03% -10,360 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 8,195 $621K 0.2% +24 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,183 $620K 0.34% -67 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 8,157 $618K 0.15% -937 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,914 $614K 0.13% -688 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,090 $613K 0.12% +500 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 8,020 $608K 0.38% +1,033 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8,011 $607K 0.46% +11 13F-HR Timeline