Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 120,661 $5.88M 3.21% +1,867 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 120,136 $5.86M 1.46% +18,359 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 120,021 $5.85M 0.81% +26,305 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 119,665 $5.83M 0.23% -4,343 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 117,797 $5.74M 3.12% +40,606 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 116,812 $5.7M 0.15% -127,263 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 114,892 $5.6M 2.96% +9,753 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 113,842 $5.55M 0.14% +6,703 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 108,665 $5.3M 0.1% +722 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 107,968 $5.26M 0.2% -14,864 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 106,043 $5.17M 2.42% +4,969 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 105,431 $5.14M 0.16% +29,752 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 105,060 $5.12M 0.36% +38,668 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 103,274 $5.04M 0.16% -7,450 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 106,876 $5.02M 2.29% +15,327 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 102,306 $4.99M 0.28% +7,831 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 100,440 $4.9M 0.38% new 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 100,336 $4.89M 2.64% +24,924 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 99,001 $4.83M 1.32% +4,238 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 98,032 $4.78M 0.14% +20,194 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 97,588 $4.76M 2.32% -47,663 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 97,176 $4.74M 0.39% new 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 96,290 $4.7M 4.46% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 95,945 $4.68M 0.31% +4,434 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 94,588 $4.61M 0.16% +4,042 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 93,466 $4.56M 1.95% +4,051 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 93,136 $4.54M 2.48% +92,516 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 92,088 $4.49M 1.16% -1,339 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 90,219 $4.4M 2.19% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 88,847 $4.33M 1.95% +12,058 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 88,846 $4.33M 4.3% +11,932 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 88,523 $4.32M 2.94% -4,338 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 88,362 $4.31M 1.64% +2,600 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 87,905 $4.29M 2.75% +3,259 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 86,563 $4.22M 1.63% +412 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 85,882 $4.19M 0.16% -474 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 85,699 $4.18M 0.36% +1,593 13F-HR/A Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 85,303 $4.16M 1.75% +2,090 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 85,247 $4.16M 0.08% +18,162 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 84,512 $4.12M 4.05% +4,505 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 84,259 $4.11M 0.09% +10,364 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 84,263 $4.11M 2.46% +1,311 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 84,187 $4.1M 0.41% +844 13F-HR/A Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 84,007 $4.1M 2.33% +8,770 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 81,609 $3.98M 0.21% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 80,239 $3.91M 1.52% +5,033 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 77,629 $3.79M 1.56% -24,570 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 77,450 $3.78M 0.85% +4,636 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 76,968 $3.75M 0.13% +15,384 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 76,745 $3.74M 2.22% +23,265 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 76,085 $3.71M 4.19% +4,129 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 79,662 $3.67M 0.57% +547 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 72,866 $3.55M 2.87% +11,508 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 72,279 $3.52M 0.28% +17,405 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 72,050 $3.51M 0.16% -310 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 75,190 $3.51M 2.16% +4,599 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 71,260 $3.47M 0.77% +44,017 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 71,122 $3.47M -4,988 Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 67,730 $3.36M 2.27% -2,319 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 66,249 $3.23M 0.01% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 65,892 $3.21M 0.43% new 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 64,493 $3.14M 2.37% +1,203 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 63,311 $3.07M 0.19% -9,875 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 61,463 $3M 0.32% +2,553 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 61,343 $2.99M <0.01% +20,567 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 60,962 $2.97M 0.1% -2,369 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,938 $2.92M 0.16% +3,894 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 57,730 $2.81M 0.76% +433 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 57,593 $2.81M 1.48% +4,396 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 58,181 $2.81M 1.16% +3,089 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 57,184 $2.79M 0.15% +654 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 58,419 $2.77M 1.49% -202 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 54,610 $2.66M 2.56% -1,837 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 54,432 $2.65M 0.04% +1,428 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 52,049 $2.54M 1.03% +1,516 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 51,771 $2.52M 1.45% +8,821 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 51,582 $2.52M 0.17% +7,428 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 50,998 $2.49M 1.29% +7,784 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 50,815 $2.48M 2.77% +1,770 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 50,760 $2.48M 0.04% +11,347 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 50,606 $2.47M 0.08% +12,046 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 50,238 $2.45M 0.18% -24 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 50,008 $2.44M 0.21% +2,060 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 49,834 $2.43M 0.17% +130 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 49,592 $2.42M 0.34% +1,095 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 48,887 $2.38M 0.1% +21,650 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 47,747 $2.33M 0.65% +1,076 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 47,237 $2.3M 0.06% +2,864 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 46,935 $2.29M 0.74% -608 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 46,902 $2.29M 0.39% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 46,731 $2.28M 0.12% -1,216 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 46,247 $2.26M 0.97% +31,277 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 46,202 $2.25M 0.11% +30,182 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 45,154 $2.2M 0.13% +11,258 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 44,668 $2.18M 0.23% -96 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 44,125 $2.15M <0.01% +5,122 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 43,921 $2.14M 0.04% +16,284 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 42,663 $2.08M 1.55% -1,464 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 42,517 $2.07M 1.35% 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 42,173 $2.06M 1.38% +2,757 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 41,884 $2.04M <0.01% +1,131 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 41,400 $2.02M 0.84% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 40,991 $2M 1.12% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 40,885 $1.99M 0.41% +2,689 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 40,884 $1.99M 1.34% +1,021 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 40,362 $1.97M 0.26% +10,168 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 38,307 $1.87M 1.07% +19,534 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 37,982 $1.85M 0.92% +28,982 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 37,926 $1.85M 1.16% -1,695 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 37,662 $1.84M 0.07% +12,880 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 37,573 $1.83M 0.17% -17,765 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 37,264 $1.82M 0.02% +9,399 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 37,049 $1.81M 1.55% +2,358 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 36,933 $1.8M 0.89% +376 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 36,756 $1.79M 0.18% -28,680 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 36,726 $1.79M 0.45% +1,165 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 36,656 $1.79M 0.41% -1,664 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 36,155 $1.76M 0.89% +5,627 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 34,482 $1.68M 1.22% -144 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 34,173 $1.67M 0.09% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 33,955 $1.66M 0.09% +12,616 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 33,823 $1.65M 0.05% +1,807 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 32,965 $1.61M 0.73% -502 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 32,821 $1.6M 0.16% -3,597 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 32,573 $1.59M 0.43% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 31,718 $1.55M 0.89% -3,827 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 31,700 $1.55M 0.58% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 31,559 $1.54M 0.45% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 31,222 $1.52M 0.07% +4,565 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 31,194 $1.52M 0.84% -2,338 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 30,124 $1.47M 0.69% -960 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 29,147 $1.42M 0.8% +2,963 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 28,777 $1.4M 0.06% +11,900 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 28,684 $1.4M 0.01% -1,473 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 28,557 $1.39M 0.53% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 28,337 $1.38M 0.41% +8,345 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 28,023 $1.37M 0.31% -545 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 27,595 $1.35M 1.2% -5,635 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,536 $1.34M <0.01% -2,320 13F-HR/A Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 26,647 $1.3M 1.09% +4,286 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 26,457 $1.29M 0.39% +1,397 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,384 $1.29M 0.1% +5,773 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 26,118 $1.27M 1.1% +1,005 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 26,013 $1.27M 0.74% +5,533 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 25,984 $1.27M 0.05% +11,125 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,911 $1.26M 0.04% +6,738 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 25,860 $1.26M 0.82% -304 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 25,803 $1.26M 0.36% +7,150 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 25,770 $1.26M 0.37% -1,599 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 25,733 $1.25M 0.87% +3,281 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 25,726 $1.25M 0.34% +1,349 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 25,425 $1.24M 0.7% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 25,223 $1.23M 0.71% -77 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24,900 $1.21M 0.12% +2,041 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 24,752 $1.21M 0.06% -108 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24,743 $1.21M 0.18% +3,183 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 24,622 $1.2M 0.49% +7,020 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 24,135 $1.18M 1.62% +200 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 23,853 $1.16M 0.17% +7,524 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 23,792 $1.16M 0.87% +1,521 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 23,278 $1.16M 0.31% +505 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 23,533 $1.15M 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 22,821 $1.11M 0.01% -6,614 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 22,341 $1.09M 0.34% +5,630 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 22,227 $1.08M 0.72% +312 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 24,544 $1.08M 0.51% +4,921 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 22,098 $1.08M 0.02% -6,607 13F-HR Timeline Group Savvy Advisors, Inc. 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