Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 18,809 $1.88M 0.77% +3,952 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,644 $1.76M 0.11% -621 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 17,500 $1.75M <0.01% +7,124 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 17,500 $1.75M 0.02% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,193 $1.72M 0.12% +444 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 16,726 $1.67M 1.37% -164 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,722 $1.67M +9,002 Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 16,510 $1.65M 0.5% +3,193 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 15,971 $1.59M 0.51% +13,412 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 15,969 $1.59M 0.65% +414 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 15,796 $1.58M 0.03% +10,245 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,738 $1.57M 0.12% +15,553 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,713 $1.57M 0.03% -21 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 15,347 $1.53M 0.98% +1 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 14,847 $1.48M 0.08% +541 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,777 $1.47M 0.09% +2,954 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,766 $1.47M 0.19% +30 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,547 $1.45M 0.01% +5,550 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 14,470 $1.44M 0.18% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 14,373 $1.43M 0.38% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 14,104 $1.41M 0.12% -429 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 13,827 $1.38M 0.33% +565 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,755 $1.37M 0.02% +148 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,575 $1.35M 0.02% +27 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,587 $1.35M 0.25% +2,306 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,471 $1.34M 0.03% +649 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,371 $1.33M 0.12% +705 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 13,265 $1.32M 1.05% +1,405 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,166 $1.31M 0.05% +993 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,987 $1.3M 0.03% +4,207 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 12,889 $1.29M 0.28% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 12,655 $1.26M 0.08% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 12,642 $1.26M 0.3% -1,628 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,602 $1.26M 0.04% -2,673 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,553 $1.25M 0.01% +1,130 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,832 $1.25M 0.43% -2,361 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 12,500 $1.25M 0.14% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 12,496 $1.25M 0.84% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,440 $1.24M 0.02% +230 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,395 $1.24M 0.22% +568 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 12,194 $1.22M 0.19% +2,088 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 11,962 $1.19M 0.21% +1,717 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 11,886 $1.19M 0.24% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,693 $1.17M 0.03% +2,880 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 11,656 $1.16M 0.05% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 11,506 $1.15M 0.44% +1,000 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 11,500 $1.15M 0.15% -1,000 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 11,041 $1.13M 0.19% +359 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,167 $1.11M 0.1% +1,703 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,992 $1.1M 0.1% +1,160 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,843 $1.08M 0.25% +1,887 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 9,785 $1.07M 0.18% +55 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 10,690 $1.07M 0.02% +4,240 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 10,678 $1.07M 0.7% -861 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 10,500 $1.05M 0.49% -62,200 13F-HR/A Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 10,447 $1.04M 0.1% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,398 $1.04M 0.04% +3,578 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,375 $1.04M 0.07% +500 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,367 $1.03M 0.08% +96 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,284 $1.03M 0.15% +2,111 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 10,268 $1.02M 0.25% +367 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 10,226 $1.02M 0.13% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,969 $1.01M 0.34% +116 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 10,100 $1.01M 0.22% -48 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,033 $1M 0.06% +626 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 10,000 $998K 1.66% -40,000 13F-HR Timeline Ursa Fund Management, LLC More: the full row for Ursa Fund Management, LLC 10,000 $998K 1.93% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,960 $994K 0.02% +1,143 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,911 $989K 0.03% +2,911 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,821 $980K 0.36% -12 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 9,540 $952K 0.18% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 9,535 $952K 0.18% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,511 $949K 0.33% -2,005 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 9,501 $948K <0.01% +5,662 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,500 $948K 0.19% +6,643 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,371 $935K 0.01% -87 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,361 $934K 0.07% +226 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,355 $934K 0.01% +415 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 9,300 $928K 0.25% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,165 $915K 0.34% +4,596 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,983 $897K 0.02% -834 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 8,952 $894K 0.14% +1,041 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,851 $883K <0.01% +2,436 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 8,688 $867K 0.12% +3,688 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 8,675 $866K 0.54% -30 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,652 $864K 0.02% -3,894 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,940 $862K 0.23% -1,314 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,605 $859K 0.02% +765 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,591 $857K 0.05% +2,693 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,533 $852K 0.38% +55 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,525 $851K 0.01% +1,293 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,515 $844K 0.02% +1,794 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,352 $834K 0.02% +125 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 8,333 $832K 0.67% +3,445 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,292 $828K 0.01% +3,811 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 8,203 $819K 0.32% +36 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,151 $814K <0.01% -65,741 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,133 $812K 0.05% +783 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,085 $807K 0.03% +338 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 8,002 $799K 0.18% -55,774 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,000 $798K 0.05% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 7,929 $791K 0.23% +1,402 13F-HR Timeline CLG LLC More: the full row for CLG LLC 7,851 $784K 0.21% +807 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 7,850 $784K 0.03% +1,800 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 7,709 $769K 0.27% +231 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,666 $765K 0.2% +2 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,480 $747K 0.01% +1,468 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,385 $737K 0.02% +1,166 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 7,286 $727K 0.49% +2,629 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,200 $719K 0.14% +100 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,151 $714K 0.05% +279 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 7,141 $713K 0.43% -159,384 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,104 $709K 0.13% +4,771 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,055 $704K 0.04% +386 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,044 $703K 0.02% +1,325 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,043 $702K 0.04% +338 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,983 $697K 0.17% +904 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,950 $694K 0.04% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,939 $693K 0.01% +156 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,861 $685K 0.05% +409 13F-HR/A Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,832 $682K 0.08% +592 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,716 $670K <0.01% -196 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,657 $664K <0.01% +510 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 6,637 $662K 0.21% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,610 $660K <0.01% +1,981 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,594 $658K 0.17% -100 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,571 $656K 0.01% +7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,534 $652K 0.05% -5,117 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,000 $643K 0.01% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,440 $643K 0.25% +781 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,410 $640K 0.21% +1,500 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,321 $631K 0.01% +482 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,315 $630K 0.1% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,223 $621K 0.04% +4,093 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,218 $621K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,216 $620K 0.01% +2,434 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,121 $611K 0.05% +771 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,116 $610K <0.01% -3,634 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,112 $610K <0.01% +1,506 13F-HR/A Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,095 $608K 0.06% +466 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,020 $601K 0.09% +1,834 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,000 $599K <0.01% -6,121 13F-HR Timeline Group Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 6,000 $599K 0.38% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,954 $594K 0.01% +301 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,935 $592K 0.01% +91 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,922 $591K 0.01% +1,332 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 5,865 $585K 0.13% +1,354 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,852 $584K 0.03% +2,453 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,690 $584K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,804 $579K 0.04% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,695 $568K 0.04% +3,349 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,349 $568K 0.02% -2,000 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,681 $567K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,637 $563K 0.01% +38 13F-HR/A Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,596 $559K 0.25% +896 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,579 $557K 0.03% +2,241 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,503 $549K 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,487 $548K 0.04% +320 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5,486 $548K 0.18% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,471 $546K 0.09% -133 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,470 $546K 0.09% +2,000 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,468 $546K 0.13% -70 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,460 $545K <0.01% +1,552 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,431 $542K 0.15% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 5,790 $537K 0.38% +1,395 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,325 $531K 0.04% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,315 $530K 0.13% +811 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 5,286 $528K 0.06% -89 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,223 $521K 0.08% +2,124 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,205 $520K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,195 $519K 0.04% -1,759 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,146 $514K 0.26% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,132 $512K 0.09% +743 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,086 $508K 0.06% +342 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,068 $506K 0.06% +123 13F-HR/A Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,057 $505K 0.23% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,029 $502K 0.06% +1,875 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,021 $501K 0.16% +1,213 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,018 $501K 0.02% +822 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,005 $500K 0.01% +1,204 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,917 $491K <0.01% +2,052 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,882 $487K 0.07% +567 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,848 $484K 0.1% +1,545 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,846 $484K 0.07% +1,741 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 4,839 $483K 0.24% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,829 $482K 0.1% -3,018 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,824 $482K 0.16% +2,265 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,794 $479K 0.01% +4,502 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,780 $477K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,780 $477K 0.01% +503 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,750 $474K 0.01% +520 13F-HR Timeline Group Geneva Partners, LLC More: the full row for Geneva Partners, LLC 4,741 $473K 0.17% +242 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,712 $470K 0.06% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,707 $470K 0.1% +684 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,685 $468K 0.01% +169 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,681 $467K 0.02% +277 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,678 $467K 0.01% -30 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,605 $460K <0.01% +1,134 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,579 $457K 0.02% +640 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,426 $457K +2,076 Timeline