Clark Wealth Partners More: the full row for Clark Wealth Partners 15,554 $3.77M 2.92% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 15,525 $3.76M 1.47% -7 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 15,353 $3.72M 1.78% -5,131 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 15,344 $3.72M 0.19% -448 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 15,313 $3.71M 2.02% +306 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,269 $3.7M 0.55% +1,709 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,209 $3.68M 0.03% -296 13F-HR Timeline Group RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 15,179 $3.68M 3.5% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 15,170 $3.67M 1.37% +5,738 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 15,100 $3.66M 1.51% 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 15,051 $3.64M 0.46% -202 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 15,000 $3.63M 0.51% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,996 $3.63M <0.01% +4,250 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 14,977 $3.63M 1.7% +6,691 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 14,966 $3.62M 1.38% +16 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,929 $3.61M 0.38% +1,518 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 14,900 $3.61M 0.64% +2,168 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 14,896 $3.61M 2.46% +665 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 14,879 $3.6M 0.44% +301 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 14,650 $3.6M 1.94% -60 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,787 $3.58M 1.56% -1,947 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,685 $3.56M 0.29% +2,032 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 14,656 $3.55M 1.32% -8 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 14,634 $3.54M 0.88% -1,035 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 14,629 $3.54M 1.3% -519 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 14,595 $3.53M 0.31% -84 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 14,583 $3.53M 3.36% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 14,535 $3.52M 0.26% -4,594 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 14,514 $3.51M 1.18% +1,000 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,513 $3.51M 0.97% +453 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 14,501 $3.51M 0.98% -908 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 14,500 $3.51M 1.27% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 14,499 $3.51M 1.25% +228 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,445 $3.5M 0.09% +80 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 14,433 $3.49M 1.21% +99 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 14,314 $3.47M 1.99% +127 13F-HR/A Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 12,791 $3.46M 0.92% +12,536 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 14,270 $3.46M 1.48% +3,581 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 14,253 $3.45M 1.8% +2,302 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,201 $3.44M 0.39% +839 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,199 $3.44M 0.16% -151 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 14,166 $3.43M 0.02% +3,277 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,158 $3.43M 0.08% 0 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 14,121 $3.42M 2.55% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,064 $3.41M -69 Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,049 $3.4M 0.54% -3,047 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,024 $3.4M 0.06% +91 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 13,994 $3.39M 0.01% +6,768 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,958 $3.38M 0.21% -668 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,910 $3.37M 0.25% +1,457 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,704 $3.36M 0.28% -3,010,935 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 13,850 $3.35M 0.01% +600 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 13,747 $3.33M 0.69% +768 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 13,746 $3.33M 0.26% -669 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 13,596 $3.29M 3.34% -123 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 13,500 $3.27M 0.19% -1,292 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 13,500 $3.27M 13.96% +500 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,418 $3.25M 0.42% -201 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 13,406 $3.25M 0.03% -7,284 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,344 $3.23M 0.22% -8,630 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 12,226 $3.23M 2.39% +1,523 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 13,331 $3.23M 4.4% -431 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,317 $3.22M 0.29% +382 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 13,311 $3.22M 0.48% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,275 $3.21M 0.03% +4,626 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 13,256 $3.21M 0.66% +13 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 12,136 $3.2M 1.09% +4,851 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 13,222 $3.2M 1.31% new 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 13,200 $3.2M 3.83% +170 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 13,190 $3.19M 1.03% +85 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 13,182 $3.19M 0.41% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,168 $3.19M 0.48% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,113 $3.18M 0.12% +2,053 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,960 $3.14M 0.13% +1,288 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,629 $3.13M 0.69% -283 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,780 $3.09M 0.21% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 12,723 $3.08M 1.73% -273 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 12,678 $3.07M 2.29% -358 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 12,506 $3.03M 2.32% -13,078 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 12,500 $3.03M 0.77% -292 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 12,469 $3.02M 1.73% -444 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 11,837 $3.01M 1.66% +27 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 12,405 $3M 1.13% -234 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 12,369 $2.99M 0.57% +1,927 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 108,807 $2.99M +96,312 Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,339 $2.99M <0.01% +2,075 13F-HR/A Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 12,310 $2.98M 0.08% -12,310 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,300 $2.98M 0.02% -2,550 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 12,276 $2.97M 0.22% -21 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,259 $2.97M 0.1% -734 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 12,221 $2.96M 0.7% -135 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 12,177 $2.95M 0.78% -250 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,142 $2.94M 0.58% +385 13F-HR Timeline MAPLELANE CAPITAL, LLC in group MAPLELANE CAPITAL, LLC More: the full row for MAPLELANE CAPITAL, LLC 12,127 $2.94M 0.32% -8,873 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,020 $2.91M 0.31% +1,937 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 11,939 $2.89M 0.44% +1,678 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 11,919 $2.89M 0.32% -11,870 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,915 $2.88M 0.03% +2,373 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 11,915 $2.88M 0.03% +2,373 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,906 $2.88M 0.16% +1,220 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,836 $2.87M 0.1% -266 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,803 $2.86M 0.29% +120 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 11,785 $2.85M 0.2% +700 13F-HR Timeline Group RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 11,782 $2.85M 1.78% -1,528 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,781 $2.85M 1.47% -11,189 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 11,767 $2.85M 0.4% +2,830 13F-HR Timeline Emmett Investment Management, LP More: the full row for Emmett Investment Management, LP 11,735 $2.84M 2.55% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,727 $2.84M 0.04% +242 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 11,692 $2.83M 2.62% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,691 $2.83M 0.38% -2,487 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,682 $2.83M 0.15% -2,115 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11,650 $2.82M 1.63% -36,870 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,635 $2.82M 0.58% 0 13F-HR/A Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 11,528 $2.79M 0.7% -100 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,475 $2.78M 0.05% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 11,457 $2.77M 6.84% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,455 $2.77M 0.61% +717 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 11,424 $2.77M 1.06% +4,164 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 11,409 $2.76M 1.44% +3,334 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 11,388 $2.76M 1.27% -8,519 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,295 $2.73M 0.06% -406 13F-HR Timeline Nokomis Capital, L.L.C. More: the full row for Nokomis Capital, L.L.C. 11,267 $2.73M 1.26% +3,969 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,246 $2.72M 0.08% +1,903 13F-HR/A Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,241 $2.72M 0.27% -450 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,235 $2.72M 1.05% +4,504 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 11,203 $2.71M 0.81% -171 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 11,164 $2.7M 0.69% -40 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 11,145 $2.7M 0.4% -2,155 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,073 $2.68M 0.04% +3,895 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,064 $2.68M 0.08% +2,060 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 11,045 $2.67M 0.64% +4,234 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 11,016 $2.67M 2.03% -267 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10,840 $2.66M 0.21% new 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,973 $2.66M 0.6% -1,859 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,947 $2.65M 0.06% -825 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10,872 $2.63M 2.4% +2,190 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 10,869 $2.63M 0.15% -157 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,849 $2.63M 0.96% +200 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,708 $2.59M 0.05% +1,061 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,683 $2.59M 0.05% +74 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 10,676 $2.59M 1.14% -346 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,666 $2.58M 0.48% +378 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,629 $2.57M 1.79% 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 10,606 $2.57M 0.51% -1,075 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 10,589 $2.56M 1.08% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 10,583 $2.56M 0.69% -69 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 9,576 $2.56M 0.01% +655 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 10,567 $2.56M 0.79% +290 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,527 $2.55M 0.28% +985 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 10,524 $2.55M 1.24% +408 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,516 $2.55M 0.31% 0 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 10,500 $2.54M 0.59% +4,000 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10,476 $2.54M 2.37% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,267 $2.54M 0.26% -1,755 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,425 $2.52M 0.29% +5,229 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 10,406 $2.52M 0.93% +365 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,402 $2.52M 1.41% 0 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 10,400 $2.52M 1.15% +3,400 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,360 $2.51M 1.15% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,298 $2.49M 0.64% +435 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 10,286 $2.49M 2.64% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,268 $2.49M 0.06% +645 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10,263 $2.48M 2.47% 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,259 $2.48M 1.46% 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 10,241 $2.48M 6.68% 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 10,219 $2.47M 1.14% +186 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,185 $2.47M 0.05% -376 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,129 $2.45M 0.08% +897 13F-HR Timeline Group Gouws Capital LLC More: the full row for Gouws Capital LLC 10,100 $2.45M 1.68% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,080 $2.44M 0.27% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,059 $2.44M 0.2% +6,413 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 10,056 $2.43M 0.19% -400 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,048 $2.43M 0.75% -91 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,022 $2.43M 0.49% -543 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10,015 $2.42M 1.27% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,998 $2.42M 0.98% +256 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 9,997 $2.42M 1.01% +3,846 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 9,995 $2.42M 1.92% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,989 $2.42M 0.24% +380 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,968 $2.41M 0.45% -105 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,962 $2.41M 1.67% -442 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 8,917 $2.39M 0.3% -4,678 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,880 $2.39M 0.11% +267 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 9,862 $2.39M 1.4% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,782 $2.37M 0.13% +1,061 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 9,722 $2.35M 0.56% -110 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,722 $2.35M 0.16% +1,425 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 9,710 $2.35M 0.5% -220 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 9,694 $2.35M 1.83% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 15,595 $2.35M 0.78% +47 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,684 $2.34M 0.16% -180 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,679 $2.34M 0.21% +1,274 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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