ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 69,864 $4.75M 4.31% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 68,920 $4.69M 0.18% +3,251 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 68,828 $4.68M 3.3% +591 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 67,964 $4.62M 1.59% +1,253 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 65,235 $4.56M 1.84% +3,026 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 66,537 $4.53M 0.98% +43,469 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 65,491 $4.45M 0.04% +9,670 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 64,908 $4.41M 2.55% -1,582 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 63,748 $4.34M 0.17% +2,450 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 62,723 $4.27M 0.03% +16,255 13F-HR/A Timeline TIAA group of 3 filers holding More: the full row for TIAA 62,048 $4.22M new Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 62,211 $4.2M 0.23% +2,886 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 62,077 $4.19M 0.14% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 61,184 $4.16M 0.81% +10,196 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 60,983 $4.15M 2.73% +1,478 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 59,925 $4.08M 1.35% +1,313 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 59,199 $4.03M 3.24% +3,782 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 58,640 $3.99M 0.53% +29,310 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 58,282 $3.96M 0.35% +14,100 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 57,667 $3.92M 0.1% +5,189 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 56,714 $3.86M 0.01% +2,140 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 55,952 $3.81M 0.01% -924 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 55,539 $3.78M 0.72% -2,263 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 55,450 $3.77M 1.34% +2,860 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 55,097 $3.75M 0.98% +4,818 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 55,004 $3.74M 1.73% +1,444 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 54,588 $3.71M 0.36% +5,000 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 54,406 $3.67M 0.01% +11,609 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 53,648 $3.65M <0.01% -202 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 61,864 $3.6M 0.15% +5,692 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 52,287 $3.56M 0.89% +32,313 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 52,186 $3.55M 0.41% -11,359 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 52,066 $3.54M 1.08% +302 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 52,057 $3.54M 1.49% +3,635 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 51,680 $3.51M 0.37% +1,580 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 51,479 $3.5M 1.68% -5,723 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 49,693 $3.38M 0.09% +30 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 49,488 $3.37M 0.13% +9,086 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 49,840 $3.36M 1.39% +37,613 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 49,428 $3.36M 2.9% -755 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 49,053 $3.34M 0.06% +6,356 13F-HR Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 48,163 $3.28M 1.97% +12,590 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 48,014 $3.27M 1.82% +860 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 47,723 $3.25M 0.1% +142 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 47,208 $3.21M 0.26% +2,933 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. 47,183 $3.21M <0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 46,642 $3.17M 0.03% new 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 46,490 $3.16M 0.59% -2,692 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 47,252 $3.16M 1.57% +8,174 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 46,133 $3.14M 0.07% +17,051 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,914 $3.12M 0.01% -555 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 45,835 $3.12M 0.89% -754 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,820 $3.12M 0.06% +9,524 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 45,376 $3.09M 1.69% +15,415 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 44,848 $3.05M <0.01% +16,359 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 44,521 $3.03M 1.88% +2,310 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 44,451 $3.02M 1.46% -169 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 44,243 $3.01M 1.37% -231 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 44,238 $3.01M 1.65% +2,595 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 44,181 $3M 1.26% +6,515 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 42,885 $2.92M 0.89% +3,210 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 42,451 $2.89M 0.07% +1,527 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 41,686 $2.84M 2.54% +2,784 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 41,572 $2.83M 0.35% +8,193 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 41,385 $2.81M 1.84% +2,455 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 51,103 $2.81M 1.01% +18,850 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 41,113 $2.8M 0.14% -5,214 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 40,633 $2.77M 0.75% -774 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 40,440 $2.75M 1.46% +6,518 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 40,300 $2.74M <0.01% -482,300 13F-HR Timeline Group Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 40,205 $2.73M 1.47% 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 39,757 $2.7M 0.34% +2,575 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 39,708 $2.7M 0.73% +3,225 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 39,707 $2.7M 1.03% +11,172 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 39,533 $2.69M 0.18% +3,393 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 39,323 $2.67M 1.94% -4,013 13F-HR/A Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 39,287 $2.67M 1.53% +4,090 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 38,959 $2.65M 1.42% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 38,956 $2.65M 0.17% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 38,486 $2.62M 0.82% +16,658 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 44,692 $2.6M 1.64% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 38,610 $2.6M 0.81% -297 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 37,725 $2.57M 1.07% +4,625 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 37,800 $2.54M 0.35% -666 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 36,878 $2.51M 1.44% +11,985 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,854 $2.51M 0.49% +245 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 36,828 $2.5M 1.21% +2,016 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 36,714 $2.5M 0.85% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 36,428 $2.48M 0.13% -1,393 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 36,281 $2.47M 2.61% -663 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 36,067 $2.45M 0.98% +3,356 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 35,960 $2.45M 0.21% +7,500 13F-HR Timeline Group NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 35,659 $2.43M 1.41% +3,167 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35,637 $2.42M 0.77% +88 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 35,239 $2.4M 0.37% +133 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 34,822 $2.37M 0.62% +6,322 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 34,591 $2.35M 1.13% +1,663 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 34,516 $2.35M 0.47% +4,934 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,500 $2.35M <0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 34,368 $2.34M 0.16% -1,539 13F-HR Timeline Group Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 33,929 $2.31M 8.7% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 33,697 $2.29M 0.15% +8,826 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 33,361 $2.27M 0.01% +30,106 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 32,218 $2.19M 0.15% -350 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 31,759 $2.16M 0.99% +3,148 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 31,299 $2.13M 0.05% +1,737 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 31,194 $2.12M 0.44% -510 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 30,763 $2.09M 0.04% +14,807 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 30,709 $2.09M 0.5% +4,157 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 30,279 $2.06M 0.8% +23,763 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 29,919 $2.03M 0.18% -7,079 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 29,689 $2.02M 0.1% +6,314 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 29,557 $2.01M 1.53% +3,289 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 29,389 $2M 0.09% +6,160 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 28,986 $1.97M 0.18% -4,801 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 28,965 $1.97M 0.4% +12,868 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 28,756 $1.96M 0.08% +1,943 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 28,748 $1.96M 0.2% +5,342 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 28,452 $1.94M 0.42% +2,267 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 27,918 $1.9M 0.21% +6,543 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 27,822 $1.89M 0.88% +6,465 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 27,742 $1.89M 0.87% +5,773 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 27,725 $1.89M 7.66% -2,289 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 27,223 $1.85M 1.77% +6,114 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 27,069 $1.84M 0.61% +965 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 26,955 $1.83M 2.21% -2,730 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 26,594 $1.81M 0.17% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 26,511 $1.8M 0.64% -1,373 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,476 $1.8M <0.01% +7,753 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 26,198 $1.78M 0.5% +528 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 26,192 $1.78M 1.14% -792 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,903 $1.69M 0.01% +1,953 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 24,862 $1.69M 0.04% +1,381 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 24,573 $1.67M 0.01% +7,913 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 24,510 $1.67M 0.29% +171 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 24,173 $1.64M 0.4% +7,600 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,163 $1.64M 0.01% +11,985 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 24,083 $1.64M 1.61% -1,212 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 23,799 $1.62M 0.1% +962 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 23,300 $1.58M 0.82% +8,482 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 23,268 $1.58M <0.01% +12,263 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 23,186 $1.58M 0.05% +762 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23,149 $1.57M 0.05% -6,553 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 22,896 $1.56M 0.46% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,813 $1.55M 0.06% +5,342 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 22,598 $1.54M 0.49% -45,017 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 22,553 $1.53M 0.02% +18,200 13F-HR Timeline Group Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 22,406 $1.52M 1.11% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,315 $1.52M 0.01% +6,693 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 22,282 $1.52M 0.63% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 21,655 $1.47M <0.01% -606 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,546 $1.47M 0.01% +3,015 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 21,159 $1.44M 0.32% +2,701 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,994 $1.43M <0.01% +80 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,655 $1.4M 0.09% -302 13F-HR/A Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 20,734 $1.4M 0.28% +16,989 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 20,471 $1.39M 0.46% -10,962 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 20,380 $1.39M 0.37% +1,030 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 19,897 $1.35M 0.58% -289 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 19,897 $1.35M 0.36% +1,870 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,804 $1.35M 0.11% -22 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 19,545 $1.33M 0.3% -474 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 19,407 $1.32M 0.13% +4,208 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 19,046 $1.3M 0.36% +2,949 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 18,868 $1.28M 2.28% +1,295 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 18,833 $1.28M 0.2% +7,348 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 18,805 $1.28M 0.19% +11,582 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,566 $1.26M 0.15% -29 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 18,339 $1.25M 0.37% -78,248 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 18,016 $1.23M 0.25% 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 17,922 $1.22M 0.86% +892 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,771 $1.21M 0.43% +7,241 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 17,519 $1.19M 0.75% +105 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 17,507 $1.19M 0.19% +3,058 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 17,362 $1.18M 0.56% -795 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,115 $1.16M 0.05% -3,054 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 16,825 $1.14M 0.13% -359 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 16,802 $1.14M 0.07% -370 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 16,659 $1.13M 0.19% +3,803 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 16,570 $1.13M 0.22% +6,423 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,388 $1.11M 0.05% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 16,335 $1.11M 0.04% -930 13F-HR Timeline Group Aegis Wealth Management, Inc. 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