Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 20,541 $1.79M 0.05% +498 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 19,774 $1.77M 1.3% -863 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 20,080 $1.76M 0.59% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 20,061 $1.74M 0.23% -1,862 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,305 $1.73M 0.07% -1,014 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,935 $1.7M 0.02% -1,809 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 18,810 $1.69M 0.05% +643 13F-HR Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 18,452 $1.65M 0.7% +14 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,452 $1.65M <0.01% -2,465 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,450 $1.65M 0.07% -14,473 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 18,395 $1.65M 0.76% -20,115 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,193 $1.63M 0.12% -38,580 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 18,074 $1.62M 0.23% -1,048 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 18,056 $1.62M 0.84% -590 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 18,352 $1.61M 0.23% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,626 $1.58M 0.06% -867 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 17,260 $1.55M 0.56% +699 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 17,143 $1.54M 0.36% -297 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 17,129 $1.54M 0.83% -466 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,962 $1.52M 0.04% +2,009 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 16,860 $1.51M 2.17% +2,047 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,744 $1.5M 0.11% -15,087 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,660 $1.49M <0.01% -35,938 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,650 $1.49M 0.16% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,384 $1.47M <0.01% +7,920 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 16,327 $1.46M 0.37% -350 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,112 $1.44M 0.12% -4,114 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,923 $1.43M 0.65% +51 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,820 $1.42M 0.02% -2,050 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 15,703 $1.41M 0.43% -2,196 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,619 $1.4M 0.09% -3,691 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,564 $1.4M 0.14% -44 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 15,304 $1.37M 0.68% +3,077 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 15,301 $1.37M 0.38% -843 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 15,223 $1.36M 0.77% -1,186 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,040 $1.35M <0.01% +4,160 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,894 $1.34M 0.33% +8,832 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15,272 $1.33M 0.61% -2,781 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 14,732 $1.32M 1% 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 14,703 $1.32M 0.36% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 14,699 $1.32M 1.14% +9,295 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 14,640 $1.31M 0.26% +2,061 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 14,625 $1.31M 0.24% -2,867 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,451 $1.3M 0.12% +490 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,384 $1.29M 0.04% +300 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 14,027 $1.26M 0.09% +2,510 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 13,892 $1.25M 1.05% +952 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,831 $1.24M 0.06% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 13,159 $1.18M 0.77% -25 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 13,064 $1.17M 0.64% -6,060 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,800 $1.15M 0.08% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,656 $1.13M 0.04% -461 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,544 $1.12M 0.07% +446 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,418 $1.11M 0.11% -77 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,292 $1.1M 0.11% -883 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 12,180 $1.09M 0.58% -1,017 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,958 $1.07M 0.03% +2,327 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,936 $1.07M 0.02% -8,365 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,684 $1.05M <0.01% -365 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,709 $1.05M 0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,709 $1.05M 0.01% new 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,523 $1.03M <0.01% -17,900 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,391 $1.02M 0.08% -2,373 13F-HR/A Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,247 $1.01M 0.12% +408 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 11,183 $1M 0.28% -77 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,068 $992K 0.06% -114 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,045 $990K 0.01% +1,245 13F-HR/A Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 11,023 $988K 0.33% -662 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,016 $983K 0.03% +29 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,950 $982K 0.04% -5,198 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,928 $980K 0.08% +594 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 10,909 $978K 0.95% +765 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,887 $976K 0.02% -2,389 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,866 $974K 0.04% +13 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 10,790 $967K 0.39% +373 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,493 $941K 0.13% -128 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,857 $930K 0.15% 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 10,296 $923K 0.17% -1,627 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,291 $922K 0.02% +190 13F-HR Timeline Group PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 10,287 $922K 1.63% +807 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,264 $920K 0.43% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 10,123 $907K 0.67% -192 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,081 $904K 0.07% -1,083 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 10,206 $882K 0.29% +15 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,699 $869K 0.09% -142 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,679 $868K 0.07% +362 13F-HR/A Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 9,530 $854K 0.62% -92 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,410 $844K <0.01% -110 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,406 $843K 0.07% -1,001 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 9,374 $840K 0.45% -168 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,051 $811K 0.01% -504 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,513 $763K 0.27% -1,468 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 8,490 $761K 0.43% -166 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 8,443 $757K 0.44% -320 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,428 $756K 0.02% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,278 $742K 0.11% +4,273 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,408 $734K <0.01% -583 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 7,831 $702K 0.44% -5,948 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,780 $698K 0.15% -1,345 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 7,633 $684K 0.15% +1,528 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 7,564 $678K 0.26% -25 13F-HR Timeline CLG LLC More: the full row for CLG LLC 7,561 $678K 0.24% +299 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7,432 $666K 0.45% -146 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 7,378 $661K 0.5% -39 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,451 $649K 0.06% +3,144 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,100 $636K 0.29% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,040 $631K 0.28% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,010 $628K 0.49% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 6,918 $620K 0.3% -160 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,895 $618K 0.04% +523 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,810 $610K 0.41% -390 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,806 $610K 0.24% -119 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,699 $601K 0.04% +663 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,656 $597K 0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,604 $592K <0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,578 $590K 0.06% -11 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,553 $587K 0.01% +4 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,546 $587K 0.31% +13 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,273 $562K <0.01% +3,344 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,209 $557K 0.09% +3 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,164 $553K 0.13% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,089 $546K 0.27% +1 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,294 $544K 0.18% -129 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6,004 $538K 0.44% +1,593 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,891 $528K 0.13% -1,281 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,862 $525K 0.07% -3,721 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,814 $521K 0.01% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 5,800 $520K 0.15% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,767 $517K 0.03% +77 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 5,751 $516K 0.22% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,690 $510K <0.01% +2,755 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,665 $508K 0.12% -332 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,581 $500K 0.2% -4,019 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5,575 $500K 0.27% -160 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,465 $490K 0.13% -935 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 5,421 $486K 0.24% -355 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 5,237 $486K 0.45% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,388 $483K 0.16% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,374 $482K 0.2% -1,068 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,353 $480K 0.3% -599 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,318 $477K 0.04% -248 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,296 $475K 0.02% -3,473 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 5,270 $472K 0.17% -90 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 5,198 $466K 0.26% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,154 $462K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,122 $459K 0.03% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,115 $458K 0.02% +35 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,114 $458K 0.01% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,108 $458K <0.01% +1,734 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 5,590 $456K 0.23% +14 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,070 $454K 0.05% -441 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,048 $453K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,030 $451K 0.04% -3,030 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,993 $448K 0.05% -36 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,944 $443K 0.02% +12 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,894 $439K 0.05% +12 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,890 $438K 0.02% +170 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,849 $435K <0.01% -8,550 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,845 $434K 0.28% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,839 $434K 0.01% -542 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,781 $429K 0.2% -85 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,740 $425K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,736 $425K <0.01% +298 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,704 $422K <0.01% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,678 $419K 0.32% +871 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,665 $418K 0.04% 0 13F-HR Timeline Group Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,662 $418K 0.14% +9 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,557 $408K 0.29% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,513 $405K 0.03% +11 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,620 $402K 0.04% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,456 $399K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,423 $396K 0.01% 0 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,419 $396K 0.02% -316 13F-HR Timeline Group 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 4,404 $390K 0.06% -50 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,346 $390K 0.11% -797 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,322 $387K 0.06% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,292 $385K 0.01% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 4,263 $382K 0.25% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,248 $381K 0.33% -607 13F-HR/A Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,224 $379K 0.3% -2,123 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,195 $376K 0.18% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,117 $369K 0.03% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 4,105 $368K 0.18% -1,250 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,052 $363K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,950 $354K 0.09% -500 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,843 $345K 0.02% -4,951 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,791 $340K <0.01% -656 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,706 $332K 0.09% -5,164 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,700 $332K <0.01% 0 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,658 $328K 0.22% -15 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,626 $325K 0.08% +753 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,590 $322K 0.07% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,587 $322K 0.26% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,565 $320K 0.08% +233 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,562 $319K 0.26% -678 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,539 $317K 0.09% -1,594 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,466 $311K 0.04% -50 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,370 $302K 0.05% +77 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,358 $301K <0.01% -810 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,336 $299K 0.08% 0 13F-HR Timeline