LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 61,721 $3.59M 2.32% -11,176 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 61,298 $3.57M 0.16% -4,918 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 60,554 $3.52M 1.21% +10,413 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 62,077 $3.5M 0.13% -1,395 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 59,505 $3.46M 2.47% +11,403 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 56,172 $3.42M 0.17% 0 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 58,612 $3.41M 1.27% -8,022 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 58,147 $3.38M 2.31% -9,719 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 57,802 $3.36M 0.65% -9,094 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 59,325 $3.35M 0.22% -14,388 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 57,202 $3.33M 1.79% +786 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 56,876 $3.31M 0.01% +6,385 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Houlihan Financial Resource Group, Ltd. 52,590 $3.06M 1.19% +1,665 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 52,478 $3.05M 0.09% +1,297 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 51,764 $3.01M 1.06% -5,675 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 50,988 $2.97M 0.68% +8,852 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 50,279 $2.93M 0.87% +442 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 50,183 $2.92M 2.8% -8,351 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 50,100 $2.91M 0.36% +1,637 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 49,663 $2.89M 0.09% +41,326 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 49,588 $2.89M 0.32% +1,840 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 48,422 $2.82M 1.36% +9,638 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 47,737 $2.78M 0.1% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 47,581 $2.77M 0.1% -12,630 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 47,154 $2.74M 1.71% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 46,781 $2.72M 0.48% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 46,589 $2.71M 1.62% +198 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 46,469 $2.7M 0.01% -2,380 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 46,468 $2.7M 0.03% +1,755 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46,327 $2.7M 0.15% -7,641 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 46,117 $2.68M 0.01% +30,615 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 45,213 $2.63M 0.08% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 44,620 $2.6M 1.42% -2,684 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 44,474 $2.59M 1.33% -3,363 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 44,275 $2.58M 0.23% -5,760 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 44,182 $2.57M 0.27% 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 43,336 $2.52M 2.19% +243 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 42,797 $2.51M 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 42,697 $2.48M 0.05% new 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 39,078 $2.48M 1.31% +1,447 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 42,211 $2.46M 1.63% -8,404 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 42,158 $2.45M 2.76% -6,860 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 38,466 $2.43M 0.16% +948 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 41,643 $2.42M 1.59% +7,780 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 49,182 $2.42M 0.76% -5,268 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 41,407 $2.41M 0.7% -6,813 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 40,924 $2.38M 0.06% -382 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 40,402 $2.35M 0.11% +439 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 39,675 $2.31M 0.79% -7,685 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 38,907 $2.3M 0.77% +9,124 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 38,930 $2.26M 1.73% +1,338 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 38,902 $2.26M 2.32% +4,165 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 38,779 $2.26M 1.03% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 37,821 $2.2M 0.15% -6,748 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 37,666 $2.19M 1.08% +9,574 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 37,182 $2.16M 0.32% -697,787 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,077 $2.16M <0.01% -105,321 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 36,998 $2.15M 0.23% +248 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 36,944 $2.15M 2.46% -2,684 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 36,609 $2.13M 0.48% +2,578 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 36,483 $2.12M 0.69% +17,524 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 36,296 $2.11M 0.04% +10,858 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 36,140 $2.1M 0.16% +5,961 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 35,907 $2.09M 0.17% +28,030 13F-HR Timeline Group Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 35,573 $2.07M 1.58% +16,540 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for NORTHLAND SECURITIES, INC. 32,492 $1.89M 1.8% +2,420 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 32,404 $1.89M 1.14% -22,712 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 31,704 $1.84M 0.42% -4,221 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 31,433 $1.83M 0.66% -5,257 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 30,520 $1.78M 0.07% +10,064 13F-HR/A Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 30,014 $1.75M 7.97% +6,064 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 29,961 $1.74M 1.16% +15,035 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 29,702 $1.73M 0.05% +2,783 13F-HR/A Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 29,685 $1.73M 2.72% -7,489 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 29,582 $1.72M 0.41% +2,832 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 29,562 $1.72M 0.05% +16,065 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 29,330 $1.71M 0.27% +13,942 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 29,082 $1.69M 0.05% +17,088 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 28,611 $1.66M 0.85% +3,457 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 28,535 $1.66M 0.81% -1,638 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 28,500 $1.66M 0.49% +976 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 28,489 $1.66M <0.01% -818,730 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28,460 $1.66M 0.14% -1,067 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 27,884 $1.62M 0.71% -7,185 13F-HR/A Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 27,533 $1.6M 0.98% -4,114 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 26,984 $1.57M 1.17% +165 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 26,813 $1.56M 0.07% +14,055 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 26,552 $1.54M 0.44% -3,939 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 26,268 $1.54M 1.34% +1,009 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 26,185 $1.52M 0.38% -5,131 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 32,253 $1.52M 0.83% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 26,104 $1.52M 0.58% +3,953 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 25,670 $1.49M 0.54% -4,041 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 25,511 $1.48M 0.45% -146,666 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 25,295 $1.47M 1.48% +99 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 24,893 $1.45M 1.1% +2,281 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,871 $1.45M 0.11% +14,216 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 24,339 $1.42M 0.3% -899 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 24,070 $1.4M <0.01% new 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 23,481 $1.37M 0.04% -347 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 23,229 $1.36M 0.07% +476 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 23,406 $1.36M 0.17% -1,521 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 23,375 $1.36M 0.08% +1,774 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 23,068 $1.34M 0.39% +13,735 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 23,026 $1.34M 0.49% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 22,950 $1.34M 0.01% -1,448 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 22,837 $1.33M 0.1% +834 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,424 $1.3M 0.05% -123,787 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 22,202 $1.29M 1.36% +6,130 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 22,045 $1.28M 0.02% -9,635 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 21,969 $1.28M 0.71% +7,410 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 21,828 $1.27M 0.46% +3,758 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 21,375 $1.24M 0.18% +1,868 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 21,357 $1.24M 0.62% +6,409 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 21,109 $1.23M 1.4% +4,445 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,261 $1.22M <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,957 $1.22M 0.09% -13,160 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 20,914 $1.22M <0.01% +174 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 20,692 $1.2M 0.51% +8,530 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 20,186 $1.17M 0.57% -2,067 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,169 $1.17M 0.06% -3,380 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 20,019 $1.16M 0.3% -3,848 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 19,974 $1.16M 0.55% -14,056 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 19,912 $1.16M 0.93% +3,579 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 19,826 $1.15M 0.12% -11 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 19,350 $1.13M 0.35% -28,846 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 18,996 $1.11M 0.81% -769 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,723 $1.09M <0.01% +12,617 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,595 $1.08M 0.14% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 18,531 $1.08M 0.01% +1,498 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 18,458 $1.07M 0.27% -2,070 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 18,353 $1.07M 0.7% +939 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 18,157 $1.06M 0.55% -68,513 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 17,184 $1.05M 0.13% -57 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18,027 $1.05M 0.35% +1,347 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17,958 $1.04M 0.07% +2,697 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 17,573 $1.02M 2.11% +2,450 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,471 $1.02M 0.05% +24 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 17,414 $1.01M 0.76% -175 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 17,373 $1.01M 0.32% -2,386 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 17,335 $1.01M 0.17% +5,440 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 17,265 $1M 0.04% -3,022 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 17,172 $999K 0.07% -656 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 17,030 $991K 0.79% +3,827 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,660 $969K 0.01% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 16,573 $964K 0.27% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,495 $963K 0.09% -1,674 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 16,135 $939K 0.78% 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,097 $937K 0.22% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 16,097 $937K 0.24% -1,010 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 16,092 $936K 0.68% -768 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,956 $928K 0.02% -724 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,622 $909K <0.01% +1,269 13F-HR Timeline Per Stirling Capital Management, LLC. 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