RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 87,586 $1.69M 0.68% +10,811 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 86,872 $1.68M 0.44% -131,062 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 86,328 $1.67M 0.06% -106 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 86,649 $1.66M 0.42% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 85,855 $1.66M 1.31% -9,045 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 86,013 $1.66M 0.06% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 85,763 $1.66M 0.07% +23 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 85,426 $1.65M 0.25% +4 13F-HR Timeline Summit Financial Strategies, Inc. 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More: the full row for Meixler Investment Management, Ltd. 86,875 $1.64M 0.89% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 84,157 $1.62M 0.11% -25,470 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 83,001 $1.6M 0.09% +42,540 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 82,952 $1.6M 0.74% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 82,733 $1.6M 0.25% +7,677 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 82,366 $1.59M 0.06% -3,736 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 81,355 $1.57M 0.04% +9,211 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 80,963 $1.56M 0.01% -58,922 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 80,853 $1.56M 0.64% +3,767 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 80,640 $1.56M 1.15% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 80,500 $1.55M 1.42% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 80,373 $1.55M 0.59% -584 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 80,271 $1.55M 1.37% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 79,918 $1.54M 0.22% +13 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 79,365 $1.53M 0.61% +2,670 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 79,348 $1.53M 0.01% -8,089 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 79,262 $1.53M 0.13% -25 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 78,838 $1.52M 0.03% +3,777 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 78,689 $1.52M 0.05% +16,450 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 78,668 $1.52M 0.49% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 78,315 $1.51M 0.02% +1,831 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 77,990 $1.51M 0.48% +13,573 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 77,933 $1.5M 0.1% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 77,306 $1.49M 0.47% +861 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 77,170 $1.49M 0.16% +122 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 76,534 $1.48M 0.96% +1,292 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 76,187 $1.47M 0.2% new 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 75,658 $1.46M 0.89% -2,671 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 75,042 $1.45M 0.31% -16,592 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 75,004 $1.45M 0.11% +34,824 13F-HR/A Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 75,000 $1.44M 0.22% +50,000 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 74,489 $1.44M 1.09% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 74,943 $1.43M 0.08% +262 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 73,877 $1.43M 0.01% +21,174 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 73,804 $1.42M 0.12% -18,743 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 73,790 $1.42M 0.15% +395 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 73,500 $1.42M 0.2% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 73,448 $1.42M 0.04% +18,311 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 73,225 $1.41M 0.57% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 74,839 $1.41M 0.02% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 72,085 $1.39M 0.14% +10,330 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 71,859 $1.39M 0.05% -3,666 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 71,843 $1.39M 0.2% +17,535 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 71,568 $1.38M 0.11% -10,150 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 71,149 $1.37M 0.1% +7,500 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 67,900 $1.31M 0.17% +500 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 67,526 $1.3M 0.01% +18,137 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 66,660 $1.29M 0.46% -7,337 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 65,737 $1.27M 0.18% +224 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for Gibraltar Capital Management, Inc. 62,986 $1.22M 0.21% +2,500 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 62,147 $1.2M 1.03% +4,000 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 61,654 $1.19M 0.13% +13,673 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 60,687 $1.17M 0.13% +24,877 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 60,131 $1.16M 0.21% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 60,000 $1.16M 0.33% 0 13F-HR Timeline Claro Advisors Inc. 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More: the full row for Independent Wealth Network Inc. 58,808 $1.14M 0.34% +1,935 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 58,297 $1.13M 0.04% -6,202 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 58,225 $1.12M 0.83% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 58,217 $1.12M 0.05% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 58,000 $1.12M 0.6% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 57,939 $1.12M 0.01% -268 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 57,141 $1.1M 0.23% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 56,896 $1.1M 0.06% -8,614 13F-HR Timeline Group Emissary Wealth LLC More: the full row for Emissary Wealth LLC 56,633 $1.09M 1.02% +1,485 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 56,488 $1.09M 0.15% +6,599 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,321 $1.09M 0.02% +27,815 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 56,246 $1.09M 0.54% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 56,179 $1.08M 0.21% +14 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 55,909 $1.08M 0.02% +3,158 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 55,876 $1.08M 0.53% +40 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for STUART INVESTMENT ADVISORS, INC. 54,898 $1.06M 0.46% new 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 54,421 $1.05M 0.65% +510 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 54,120 $1.04M 0.05% +426 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 53,923 $1.04M 0.06% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 53,680 $1.04M 0.05% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 53,547 $1.03M 0.13% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 53,302 $1.03M 0.04% +4,251 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 53,230 $1.03M 0.04% +345 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 53,084 $1.02M 0.36% +791 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 52,912 $1.02M 0.05% -2,146 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 52,892 $1.02M 0.03% +3,710 13F-HR/A Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 52,541 $1.01M <0.01% +1,640 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 52,455 $1.01M 0.13% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 52,420 $1.01M 0.02% +7,785 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 52,334 $1.01M 0.71% -17,118 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 51,724 $998K 0.01% -128,274 13F-HR Timeline Group Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 51,470 $993K 1.01% -6,016 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 51,314 $990K 0.03% +116 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 51,231 $989K 0.33% -455 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 51,163 $987K 0.07% +38,270 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 51,124 $987K +27,430 Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 50,921 $983K 0.16% +1,825 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 50,874 $982K 0.03% +1,865 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50,588 $976K 0.02% -1,898 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 50,529 $975K 0.07% +2,377 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 50,427 $973K 0.14% +175 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 50,386 $972K 0.53% -1,000 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 50,172 $968K 0.04% +1,830 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 50,165 $968K 0.08% +490 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 50,111 $967K 0.12% +33,211 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 50,000 $965K 0.14% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 49,507 $955K 0.02% +9,821 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 49,267 $951K 0.14% +700 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 50,098 $950K <0.01% +31,509 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 50,840 $945K 0.6% -400 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 48,772 $941K 0.18% +2,000 13F-HR Timeline Elemental Capital Partners LLC More: the full row for Elemental Capital Partners LLC 48,439 $935K 0.4% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 47,634 $919K 0.01% +5,310 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 47,528 $917K 0.01% -1,409 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/ 47,542 $916K <0.01% +13,915 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 47,188 $911K 0.1% +1,428 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 47,094 $909K 0.14% +60 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 46,708 $901K 0.34% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 46,441 $896K 2.57% +8,465 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 46,283 $893K 0.06% -333 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 45,950 $887K 0.51% +93 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 45,700 $882K 0.03% -1,300 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 45,356 $875K 0.07% -1,153 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 45,243 $873K 0.42% +5,200 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 45,021 $869K 0.02% +3,364 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 44,981 $868K 0.01% +15,425 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 44,870 $866K 0.15% +959 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 44,625 $861K 0.35% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 44,496 $859K 0.15% +765 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 41,905 $809K 0.07% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 42,277 $806K <0.01% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 41,757 $806K 0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 41,641 $804K 0.06% -4,996 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 41,581 $803K 0.05% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 41,527 $801K 0.12% +35 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 41,359 $798K 0.01% +1,558 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 41,226 $796K 0.06% +367 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 41,025 $792K 0.02% -100 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 41,468 $791K 0.36% +18,930 13F-HR Timeline Bouchey Financial Group, Ltd. 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