COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 51,547 $4.93M 0.6% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 50,999 $4.88M 0.19% -2,024 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 50,327 $4.81M 0.04% +1,182 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 50,044 $4.79M 0.04% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 49,805 $4.76M <0.01% +5,390 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 49,805 $4.76M 2.79% +12,324 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 49,375 $4.72M 0.05% -611 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 49,246 $4.71M 1.63% -255 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 49,215 $4.71M 0.24% +2,208 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 48,741 $4.66M 0.16% +54 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 48,491 $4.64M 0.05% -525 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 47,915 $4.61M 2.75% +1,005 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 48,161 $4.61M 0.9% -466 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 48,081 $4.6M 1.44% +3,829 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 46,818 $4.47M 0.05% -42,420 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 46,698 $4.47M 0.66% -570 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 46,388 $4.44M 0.03% +4,617 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 45,991 $4.4M 3.61% +1,252 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 44,321 $4.24M 0.05% -6,959 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,787 $4.19M 0.07% -857 13F-HR Timeline Family Capital Management, Inc. 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More: the full row for Symphony Financial Services, Inc. 29,209 $2.79M 1.25% +486 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 29,143 $2.79M 0.21% -323 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 28,943 $2.77M 0.01% +2,223 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 28,091 $2.75M 0.16% -4,743 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 28,008 $2.68M 0.47% +180 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,002 $2.68M 0.05% +4,332 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 27,922 $2.68M 0.35% -249 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 27,675 $2.65M 1.93% -90 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,414 $2.62M 0.13% +510 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 26,933 $2.58M 1.83% -878 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 26,829 $2.57M 0.09% -1,433 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 26,793 $2.56M 0.86% -328 13F-HR Timeline SBI Securities Co., Ltd. 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More: the full row for HAZLETT, BURT & WATSON, INC. 21,235 $2.03M 0.54% +1,155 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 21,239 $2.03M 0.77% +2,218 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,030 $2.01M 0.04% +18,018 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,811 $1.99M <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 20,627 $1.97M 0.2% +2,796 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 20,567 $1.97M 0.25% +80 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,428 $1.95M 0.13% +59 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 20,378 $1.95M 0.29% +1,240 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 20,301 $1.94M 1.15% -634 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 20,266 $1.94M 0.29% -2,049 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 20,112 $1.92M 0.48% +384 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,045 $1.92M 0.01% -447 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,730 $1.89M 0.03% -5,320 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 19,605 $1.87M 1.41% -1,863 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,342 $1.85M 0.01% +6,979 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,889 $1.81M 0.05% +549 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 18,812 $1.8M 0.24% -2,750 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 18,798 $1.8M 0.48% +328 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 18,677 $1.79M 0.51% -38 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,370 $1.78M 0.38% -112 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 18,550 $1.77M 0.09% -769 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 18,514 $1.77M 0.42% -154 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 18,384 $1.76M 0.51% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 18,289 $1.75M 0.13% +538 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 18,234 $1.74M 0.17% +136 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,011 $1.72M 0.2% +302 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 17,958 $1.72M 1.25% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 17,718 $1.69M 0.61% +647 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,718 $1.69M 0.05% +172 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 17,639 $1.69M 0.55% +950 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 17,429 $1.67M 0.84% -237 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,423 $1.67M 0.11% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 17,183 $1.64M 1.05% +347 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 17,117 $1.64M 0.1% -62 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 16,960 $1.62M 1.26% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 15,799 $1.51M 0.47% -3,875 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 15,738 $1.5M 0.57% -424 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,719 $1.5M 0.01% +1,269 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 15,692 $1.5M 0.43% +4,247 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,565 $1.48M 0.04% -397 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,107 $1.44M 0.29% -630 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 14,982 $1.43M 0.04% +3,573 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,979 $1.43M 0.02% +3,033 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 14,749 $1.41M <0.01% +279 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 14,745 $1.41M 0.14% +7,707 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,643 $1.4M 0.02% +3,086 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,630 $1.4M 0.02% +10,394 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,366 $1.38M 0.1% -514 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,464 $1.38M 0.05% +11,307 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 14,421 $1.38M 0.66% -4,191 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 14,419 $1.38M 1.23% -451 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 14,360 $1.37M 0.35% -190 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,294 $1.37M 0.26% -4,140 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14,218 $1.36M 0.05% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 14,199 $1.36M 0.19% 0 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,884 $1.33M 0.1% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 13,862 $1.33M 0.11% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,858 $1.33M 0.07% -924 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,812 $1.32M <0.01% -59 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,707 $1.31M 0.02% +2,362 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 13,624 $1.3M 0.5% -27,809 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,448 $1.29M 0.04% +6,221 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 13,311 $1.27M 0.17% -19 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,220 $1.26M 0.06% -25 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 13,046 $1.25M 0.81% +40 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,039 $1.25M 0.12% +1 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,990 $1.24M 0.12% +3,696 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 12,883 $1.23M 0.4% -4,180 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 12,740 $1.22M 1.05% -1,607 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,699 $1.21M 0.03% -223 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 12,680 $1.21M 0.4% +101 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,656 $1.21M 0.1% +173 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,615 $1.21M 0.23% +3 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 12,581 $1.2M 1.01% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 12,430 $1.19M 0.04% -382 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,363 $1.18M <0.01% +2,973 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 12,327 $1.18M -221 Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 12,303 $1.18M 0.41% +196 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 12,005 $1.15M 0.43% +1,390 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,755 $1.12M 0.02% -60 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,572 $1.11M 0.1% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,434 $1.09M 0.05% -19,740 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 11,403 $1.09M 0.19% +1,912 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,399 $1.09M 0.17% +1,137 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,395 $1.09M 0.01% -1,023 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,228 $1.08M 0.1% -1,703 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 11,139 $1.07M <0.01% -136 13F-HR Timeline Group Avantra Family Wealth, Inc. 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More: the full row for Colorado Capital Management, Inc. 10,991 $1.05M 0.36% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,967 $1.05M 0.06% +17 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 10,900 $1.04M 0.39% 0 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,861 $1.04M 0.05% -516 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 10,726 $1.03M 0.28% +14 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,604 $1.01M 0.09% +4 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,536 $1.01M <0.01% -595,891 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,528 $1.01M 0.03% +4 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 10,416 $996K 0.11% -3,643 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 10,345 $989K 0.03% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,342 $989K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,266 $982K 0.07% +2 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,165 $972K 0.16% -2,859 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 10,144 $970K 0.22% -5,659 13F-HR Timeline