Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 51,910 $4.56M 2.8% -210 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 51,280 $4.5M 0.06% -38 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 50,634 $4.45M 1% -6,271 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 50,044 $4.4M 0.05% +3,880 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 49,986 $4.39M 0.06% -12,646 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 49,501 $4.35M 1.67% -642 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 49,145 $4.32M 0.04% +6,165 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 49,016 $4.31M 0.05% +5,803 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 48,687 $4.28M 0.15% -6,916 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 48,627 $4.27M 0.94% -1,818 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 47,007 $4.27M 0.24% +824 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 47,268 $4.15M 0.69% -1,307 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 46,910 $4.12M 2.54% -1,578 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 45,541 $4.03M 3.53% -8,872 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 44,739 $3.93M 3.89% +488 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 44,644 $3.92M 0.07% -271 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 44,575 $3.92M 2.09% +2,427 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 44,415 $3.9M <0.01% +1,816 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 44,252 $3.89M 1.37% +3,776 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 44,150 $3.88M 1.72% -71,106 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 42,841 $3.88M 0.12% +263 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 43,497 $3.82M 0.79% +71 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 43,175 $3.79M <0.01% +15,628 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 42,494 $3.73M 0.83% -2,387 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 42,419 $3.73M 0.39% +995 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 41,794 $3.67M 3% -2,056 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 41,771 $3.67M 0.03% -205 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 41,741 $3.67M <0.01% 0 13F-HR Timeline Group Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 41,433 $3.64M 1.55% +26,007 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 41,372 $3.63M 0.07% +961 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 38,219 $3.59M 0.75% -21,225 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 39,955 $3.51M 0.89% -501 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 39,373 $3.46M 1.04% +2,153 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 37,808 $3.32M 0.61% +342 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 37,227 $3.27M 0.28% +8,746 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 36,823 $3.23M 0.05% +13,214 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 36,760 $3.23M 1.62% -3,085 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 37,481 $3.21M 2.13% +3,680 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 36,291 $3.21M 1.22% -1,309 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 34,774 $3.05M 1.02% -42,421 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 33,149 $2.91M 3.47% -6,444 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 31,159 $2.91M 0.32% -875 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 32,834 $2.88M 0.23% +2,161 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,817 $2.88M <0.01% +1,353 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 32,239 $2.83M 0.01% +513 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 31,678 $2.78M 1.29% -7,320 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,174 $2.74M 0.14% +624 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 31,130 $2.73M 1.89% +3,292 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 30,979 $2.72M 0.87% +1,776 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 30,481 $2.68M 0.15% -31 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 30,386 $2.67M 2.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 30,136 $2.65M 0.2% -727 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 29,466 $2.59M 0.21% +152 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 29,371 $2.58M <0.01% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 29,154 $2.56M 0.56% -2,308 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 29,047 $2.55M -7,515 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 28,880 $2.54M <0.01% -9,732 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 28,723 $2.52M 1.3% +741 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,611 $2.51M <0.01% +3,917 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 28,262 $2.48M 0.09% -311 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 28,171 $2.47M 0.37% +1,461 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 27,360 $2.45M 1.1% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 27,828 $2.44M 0.48% -302 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 27,817 $2.44M 0.01% -367 13F-HR Timeline Group Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 27,811 $2.44M 1.98% -367 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 27,765 $2.44M 2.04% +1,292 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 27,759 $2.44M 0.03% +10,195 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27,477 $2.41M 0.07% -571 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 27,121 $2.38M 0.99% -21,497 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 27,028 $2.37M 0.08% -152,811 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 26,723 $2.36M 0.14% -426 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 26,904 $2.36M 0.14% -1,383 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,720 $2.35M 0.01% -333 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 26,399 $2.32M 1.15% -2,164 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,386 $2.32M <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 25,651 $2.25M 0.01% +352 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,050 $2.2M 0.03% +1,942 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 24,765 $2.18M 0.72% -1,008 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,966 $2.14M 0.04% 0 13F-HR Timeline Almanack Investment Partners, LLC. 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More: the full row for Nikulski Financial, Inc. 23,530 $2.07M 0.51% -8,849 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,465 $2.06M 0.47% -388 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 21,774 $2.04M 0.44% +29 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,861 $1.96M 0.04% +14 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 22,315 $1.96M 0.37% +1,891 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 22,263 $1.96M 0.04% +559 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 22,161 $1.95M 1.57% +12 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 22,136 $1.94M 0.01% +6,804 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,818 $1.92M 0.01% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 21,779 $1.91M 0.14% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 21,562 $1.89M 0.31% -6,715 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 21,468 $1.89M 1.62% +217 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 21,147 $1.86M 0.75% +695 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 20,935 $1.84M 1.2% -1,230 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,784 $1.83M 0.04% +40 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 20,492 $1.8M 0.01% +1,406 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 20,487 $1.8M 0.26% +236 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,369 $1.79M 0.07% -46 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 20,080 $1.76M 0.55% +833 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 19,824 $1.74M 0.03% +12,893 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,482 $1.74M 0.39% -468 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 19,728 $1.73M 0.64% -1,987 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 19,674 $1.73M 0.6% -3,341 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 19,319 $1.7M 0.09% -5,505 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 19,138 $1.68M 0.21% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 18,815 $1.68M 0.11% -2,989 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 19,021 $1.67M 0.77% +461 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 18,715 $1.64M 0.57% +3,155 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 18,668 $1.64M 0.46% -2,215 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 18,612 $1.63M 0.88% -757 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 18,470 $1.62M 0.48% +2,675 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,340 $1.61M 0.04% +189 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 18,098 $1.6M 0.17% -499 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 17,831 $1.57M 0.18% +9,200 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 17,751 $1.56M 0.14% +870 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 17,709 $1.56M 0.2% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 17,666 $1.55M 0.89% -338 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,546 $1.54M 0.06% +7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,423 $1.53M 0.12% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 17,371 $1.53M 0.07% -317 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 17,179 $1.51M 0.12% -1,463 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 17,071 $1.5M 0.59% +299 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 17,063 $1.5M 0.55% +824 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 16,960 $1.49M 1.26% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,881 $1.48M 0.05% +311 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 16,836 $1.48M 1.05% +30 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 18,434 $1.47M 0.47% +938 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 16,689 $1.47M 0.57% +2,502 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 16,608 $1.46M 0.34% +20 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,350 $1.44M <0.01% +4,806 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 16,162 $1.42M 0.65% -2,522 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,880 $1.4M 0.11% +521 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 15,803 $1.39M 0.38% +11,722 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,737 $1.38M 0.31% -1,125 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 15,962 $1.37M 0.04% -595 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,243 $1.34M <0.01% -4,232 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 15,138 $1.33M 0.02% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,965 $1.31M 0.01% +1,863 13F-HR Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 14,870 $1.31M 1.25% -969 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,782 $1.3M 0.06% -7,009 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 14,550 $1.28M 0.35% -623 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 14,470 $1.27M <0.01% +1,242 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,450 $1.27M 0.01% -1,481 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 14,347 $1.26M 1.15% -9,883 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14,218 $1.25M 0.05% +830 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 $1.25M 0.2% 0 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,931 $1.24M 0.12% -396 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 14,059 $1.23M 0.15% -418 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,884 $1.22M 0.1% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,871 $1.22M <0.01% -39 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 13,862 $1.22M 0.11% -538 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 13,330 $1.17M 0.17% -117 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,245 $1.16M 0.06% +910 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,038 $1.15M 0.13% -333 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 13,024 $1.14M 0.27% +1,304 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 13,006 $1.14M 0.84% -2 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,922 $1.14M 0.03% -1 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 12,815 $1.13M 0.46% -38 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 12,812 $1.13M 0.08% +32 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,612 $1.11M 0.23% -679 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 12,581 $1.11M 1.11% -600 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 12,579 $1.1M 0.4% -697 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 12,548 $1.1M +361 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,483 $1.1M 0.1% -3,911 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,418 $1.09M 0.02% -1,235 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,363 $1.09M 0.01% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,445 $1.08M 0.34% +5,429 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 12,107 $1.06M 0.41% +52 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,946 $1.05M 0.01% +846 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,815 $1.04M 0.03% -166 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,572 $1.02M 0.11% -1,075 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,557 $1.02M 0.02% -68 13F-HR Timeline Fulton Bank, N.A. 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