CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 55,096 $4.9M 1.94% -1,402 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 54,746 $4.87M 0.04% -533 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 53,616 $4.77M 0.06% -362 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 53,062 $4.72M 0.63% +689 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 51,540 $4.59M 0.06% +122 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 51,386 $4.57M 1.08% -203 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 51,316 $4.57M 1.92% +5,566 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 51,220 $4.56M 1.94% -475 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 51,177 $4.55M <0.01% +1,275 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 49,666 $4.42M 0.12% +41,917 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 49,653 $4.42M 0.17% +39,673 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 49,175 $4.37M 3.6% -64 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 48,943 $4.35M 0.78% -5,643 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 48,777 $4.34M 0.13% +3,593 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 48,265 $4.29M 1.71% -40,255 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 47,382 $4.22M 0.96% +7,196 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 46,277 $4.12M 0.98% -17,586 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 45,920 $4.09M 1.03% -1,012 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 45,814 $4.08M 0.25% +4,161 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 45,625 $4.06M 1.08% -844 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 45,053 $4.01M 0.08% -2,496 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 47,513 $3.98M 2.17% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 44,433 $3.95M 0.08% +163 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 43,967 $3.91M 0.27% +1,021 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 43,957 $3.91M 2.2% +3,706 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 43,532 $3.87M 0.86% +87 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 43,265 $3.85M 0.07% -57,031 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 43,090 $3.83M 0.05% +2,375 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 42,980 $3.82M 0.03% +1,706 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 42,846 $3.81M 0.06% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 42,576 $3.79M 0.14% +307 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 42,586 $3.79M 2.62% +147 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 42,576 $3.79M <0.01% +1,071 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 42,197 $3.75M 0.33% +2,610 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 41,741 $3.71M <0.01% +1,130 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 41,636 $3.7M 2.38% +1,253 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 41,520 $3.69M 0.42% +341 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 40,709 $3.62M -1,540 Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 38,497 $3.43M 1.43% -978 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 37,170 $3.31M 0.88% +933 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 38,431 $3.27M 1.66% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 36,029 $3.21M 0.64% -431 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 35,566 $3.16M 1.26% +7,323 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 34,453 $3.06M 1.55% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 32,721 $2.91M 0.43% +27,927 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 32,692 $2.91M 0.67% -2,649 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 32,174 $2.87M 0.75% +14 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,393 $2.79M 0.17% +491 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 31,089 $2.77M 0.24% -1,125 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 30,771 $2.74M 2.13% -750 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 30,704 $2.73M 0.07% -174 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 29,542 $2.63M 0.87% +5,576 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 29,182 $2.6M 0.23% +52 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 29,146 $2.59M 0.09% -1,748 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 29,139 $2.59M 0.16% -4,407 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 28,647 $2.55M 0.52% -1,134 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 28,637 $2.55M 0.01% -75 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 28,628 $2.55M 0.37% -639,117 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 28,098 $2.5M 0.4% -318 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 27,935 $2.48M 1.18% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 27,864 $2.48M 0.16% -2,060 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 27,514 $2.45M 0.28% +1,304 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 27,258 $2.42M 1.31% -460 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 27,091 $2.41M 1.65% +2,067 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,408 $2.35M 0.01% +53 13F-HR/A Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 26,388 $2.35M 0.11% -1,307 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 26,190 $2.34M 0.15% +545 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 25,916 $2.31M 0.3% +2,866 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,901 $2.3M <0.01% +337 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 25,762 $2.29M 0.78% +336 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25,046 $2.23M 0.01% +8,697 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 24,875 $2.21M 0.32% +1,529 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 24,726 $2.2M 0.71% +3,553 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 24,658 $2.19M 0.71% -151 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 24,482 $2.18M 0.5% -710 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 24,446 $2.17M 0.74% +1,659 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 24,055 $2.14M 0.81% -143 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 23,954 $2.13M 0.33% -262 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,830 $2.12M 0.01% +1,681 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,781 $2.12M 0.05% +2,164 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,711 $2.11M 0.05% +89 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 23,620 $2.1M 0.05% -142 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 23,599 $2.1M 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 22,989 $2.05M 0.34% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 22,735 $2.02M 0.81% -22 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,546 $2.01M 0.02% +1,372 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,459 $2M <0.01% +868 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,281 $1.98M 0.04% +1,676 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 22,260 $1.98M <0.01% +11,653 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 21,814 $1.97M 0.05% -509 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 22,132 $1.97M 1.63% +39 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 22,041 $1.96M 1.31% +442 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 21,897 $1.95M 1.1% +780 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,806 $1.94M 0.01% -533 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 21,779 $1.94M 0.14% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 21,320 $1.9M 0.46% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 21,308 $1.9M 0.08% -197 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 20,968 $1.87M 0.14% -595 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 20,723 $1.84M 0.44% -4,040 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 20,485 $1.82M 0.39% -498 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,339 $1.81M 0.07% +69 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,297 $1.81M <0.01% +16,169 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 20,251 $1.8M 0.26% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,677 $1.75M 0.05% +800 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 19,332 $1.72M 0.61% -248 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 19,131 $1.7M 0.14% -3,207 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 18,673 $1.66M 0.66% +732 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,666 $1.66M 0.01% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,468 $1.66M 0.43% +2,188 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 18,616 $1.66M 0.84% -976 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,114 $1.61M 0.04% +8,417 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,097 $1.61M <0.01% +163 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18,026 $1.6M 0.57% +115 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 18,002 $1.6M 0.91% +49 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 17,950 $1.6M 0.29% +294 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 17,849 $1.59M 0.08% -232 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 17,848 $1.59M 0.31% -415 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,778 $1.58M 0.06% -594 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,733 $1.58M 0.04% -566 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 17,611 $1.57M 1.34% -1,074 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17,596 $1.57M 0.71% +2,609 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,561 $1.56M 0.06% +100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,423 $1.55M 0.12% -562 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 17,332 $1.54M 0.34% -1,846 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 17,368 $1.54M 0.09% -589 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,080 $1.52M 0.01% +1,818 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 16,876 $1.5M 1.44% 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 16,606 $1.48M 0.35% -65 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,410 $1.47M 0.13% +581 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 16,300 $1.45M 1.03% +37 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,201 $1.44M 0.05% +52 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 15,961 $1.42M 0.52% -944 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 15,825 $1.41M 0.53% +53 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,659 $1.39M 0.12% -1,089 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 15,256 $1.36M 0.09% +159 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 15,153 $1.35M 0.42% -69 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 15,138 $1.35M 0.02% +6,052 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 15,118 $1.34M 0.42% +1,350 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,023 $1.34M 0.03% -787 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 14,950 $1.33M 0.16% +2,869 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 14,797 $1.32M 0.51% -938 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,682 $1.31M 0.01% -150 13F-HR/A Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 14,400 $1.28M 0.11% -1,585 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,204 $1.26M 0.04% -1,596 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 $1.26M 0.21% -41 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 14,192 $1.26M 1.08% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 14,190 $1.26M 0.31% -6 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,990 $1.24M <0.01% +300 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 13,911 $1.24M 0.21% -136 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,884 $1.24M 0.1% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 13,876 $1.23M 0.45% +291 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,782 $1.23M 0.17% +156 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,595 $1.21M 0.01% +48 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,558 $1.21M <0.01% -1,049 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,530 $1.2M 0.14% -178 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 13,396 $1.19M 0.93% -3,070 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,213 $1.18M 0.01% -4,270 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 12,920 $1.15M 0.05% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 12,805 $1.14M 0.84% +3 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 12,681 $1.13M 0.44% +1,245 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,647 $1.13M 0.13% -145 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 12,634 $1.12M 0.69% +114 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/ 12,582 $1.12M <0.01% -242 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 12,583 $1.12M +644 Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 12,564 $1.12M 0.43% +1,316 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,540 $1.12M 0.04% -540 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,542 $1.11M <0.01% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,085 $1.08M 0.8% -39 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 11,884 $1.06M 0.33% -10,242 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 11,587 $1.03M 0.04% +468 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,561 $1.03M 0.02% -396 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 11,489 $1.02M 0.06% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,461 $1.02M 0.04% -570 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,430 $1.02M 0.24% -1,220 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 11,364 $1.01M +129 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,315 $1.01M 0.15% +7,507 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,315 $1.01M 0.01% -774 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,137 $991K 0.01% +536 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,100 $987K 0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,971 $976K <0.01% -970 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 10,900 $970K 0.46% -7,229 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,861 $966K 0.02% -3 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,818 $962K 0.08% +19 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 10,812 $962K 0.41% +208 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,635 $946K 0.5% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,593 $942K 0.12% +5 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 10,345 $920K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,335 $919K 0.01% -381 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,261 $913K 0.08% +436 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 10,227 $910K 0.2% +2,142 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,227 $910K 0.37% -195 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,206 $908K 0.03% -1,219 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,126 $901K 0.08% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 10,032 $892K 0.22% -9,676 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,849 $876K 0.07% -46,304 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,848 $876K 0.01% +4,331 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,842 $876K 0 Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 9,768 $869K 0.34% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 9,751 $867K 0.59% +11 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,696 $863K 0.07% 0 13F-HR Timeline