Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 63,927 $4.89M 0.07% +9,151 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 63,400 $4.85M 0.1% -3,100 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 63,111 $4.82M 2.84% -796 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 62,736 $4.8M 4% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 62,365 $4.77M 0.06% -38,756 13F-HR Timeline Group Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 61,779 $4.72M 2.09% +2,814 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 60,406 $4.62M 0.06% -1,574 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 60,399 $4.62M 0.48% +6,541 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 60,141 $4.6M 3.12% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 59,880 $4.58M 0.56% +2,880 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 59,617 $4.56M 3.9% +413 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 53,236 $4.54M 0.1% +3,706 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 59,248 $4.53M 0.21% +9,228 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 59,195 $4.53M 1.28% -1,217 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 58,298 $4.46M 0.02% -1,836 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 57,767 $4.42M 1.42% +3,818 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57,731 $4.41M 0.1% +3,244 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 57,034 $4.37M 0.27% +10,994 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 56,847 $4.35M 0.94% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 56,220 $4.3M <0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 56,100 $4.29M 0.41% +5,224 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 56,080 $4.29M 0.05% -3,438 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 55,857 $4.27M 0.05% -19,375 13F-HR Timeline American Trust More: the full row for American Trust 55,800 $4.27M 0.36% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 55,539 $4.25M 0.34% +20,246 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 56,842 $4.24M <0.01% +9,860 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 55,414 $4.24M 0.01% -1,517 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 54,637 $4.18M 0.35% +4,249 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 53,400 $4.08M 0.01% +19,500 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 53,195 $4.07M 0.04% +6,636 13F-HR/A Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 53,171 $4.06M 1.27% -4,109 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 52,083 $3.98M <0.01% +4,807 13F-HR Timeline Group McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 51,857 $3.96M 1.67% +14,839 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 50,347 $3.85M 0.02% -1,112 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 49,386 $3.78M 0.73% +15,695 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 49,163 $3.76M 0.09% +22,918 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 48,768 $3.72M 3.66% +27,959 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 48,032 $3.67M 0.05% -70 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 48,003 $3.67M 0.95% +6,054 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 47,534 $3.63M 0.01% 0 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 47,507 $3.63M 0.49% +521 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 47,412 $3.62M 0.08% +5,977 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 45,958 $3.62M 0.25% -43 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 46,394 $3.55M 0.59% +2,098 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 45,688 $3.49M 3.29% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 45,518 $3.48M 0.44% +15,786 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 44,576 $3.41M <0.01% +1,053 13F-HR Timeline Group Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 44,465 $3.4M 1.72% -2,479 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 44,138 $3.37M 0.65% +20,777 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 43,588 $3.33M 1.41% +3,072 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 42,942 $3.28M 0.04% new 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 42,548 $3.25M 0.48% +5,146 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 42,448 $3.25M 1.55% -406 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 42,132 $3.22M 0.02% +2,283 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 38,928 $3.17M 0.07% +22,430 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 41,402 $3.17M 1.29% +304 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 41,373 $3.16M 0.02% +3,225 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 41,088 $3.14M 0.33% +16,212 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 39,992 $3.06M <0.01% -172,745 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 39,732 $3.04M 0.04% +10,223 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 38,832 $2.97M 0.46% +2,642 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 44,038 $2.89M 0.1% +22,019 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 37,505 $2.87M 0.22% +1,020 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 37,447 $2.86M 0.2% new 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 37,200 $2.84M 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 36,703 $2.81M 0.07% +8,284 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 36,683 $2.8M 0.37% +13,820 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 36,425 $2.78M 0.61% +3,503 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 36,163 $2.76M 1.89% +2,329 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 34,833 $2.66M 1.82% +407 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 33,301 $2.65M 0.23% +3,404 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,155 $2.61M 0.07% +3,425 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 34,057 $2.6M 0.01% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 33,267 $2.54M 1.39% +3,812 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 33,209 $2.54M 0.05% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 30,314 $2.47M 0.42% +10,966 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 32,152 $2.46M 0.1% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 31,719 $2.42M 1.71% +524 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 31,220 $2.39M 0.06% +6,587 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 35,750 $2.34M 1.88% +6,395 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 30,631 $2.34M 0.04% 0 13F-HR/A Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 30,220 $2.31M 0.62% +217 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 28,613 $2.29M 0.24% -2,603 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 29,778 $2.28M 0.5% +2,341 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 29,534 $2.26M 0.03% +3,028 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 29,172 $2.23M 0.13% +6,680 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 29,144 $2.23M 0.1% +1,202 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 28,869 $2.21M 0.08% +2,932 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 28,711 $2.19M 0.18% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 48,665 $2.19M 1.61% +22,203 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 28,413 $2.17M 0.28% -2,432 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 28,260 $2.16M 0.15% +1,330 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 28,133 $2.15M 1.47% -79 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 27,651 $2.11M 0.78% -631 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 26,746 $2.04M 0.79% +4,269 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 26,425 $2.02M 0.04% +448 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 26,210 $2M 0.88% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 25,910 $1.98M 0.15% +8,072 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 24,665 $1.98M 0.45% +4,934 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 25,856 $1.98M 0.52% +546 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 25,825 $1.97M 0.16% +11,650 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 25,500 $1.96M 0.04% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 25,652 $1.96M 0.79% +9,650 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 25,508 $1.95M 0.01% -148 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 25,437 $1.94M 0.34% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 25,320 $1.94M 0.42% +1,581 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 25,126 $1.92M 0.27% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,766 $1.89M 0.09% -187 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,531 $1.88M 0.1% +4,639 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 24,463 $1.87M 0.53% +710 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 24,416 $1.87M 0.01% 0 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 24,300 $1.86M 0.26% +675 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 20,998 $1.82M 0.64% +7,656 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,740 $1.81M 0.15% +2,523 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,889 $1.81M 0.1% +2,389 13F-HR/A Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 23,229 $1.78M 1.29% +4,743 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 21,842 $1.75M 0.46% +1,345 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 22,758 $1.74M 0.79% +2,400 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 22,538 $1.72M 0.08% +4,411 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 22,502 $1.72M 0.03% +649 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 22,225 $1.7M <0.01% +445 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 21,975 $1.68M 0.07% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 21,902 $1.67M 0.06% +11 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 21,836 $1.67M 0.97% -270 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 21,767 $1.66M 0.17% +498 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 21,713 $1.66M 1.11% +5,725 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,609 $1.65M 0.16% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 21,609 $1.65M 0.38% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 21,565 $1.65M 0.41% -3,746 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,340 $1.63M <0.01% +17,503 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 21,190 $1.62M 0.19% +5,343 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 20,963 $1.6M 0.51% +1,016 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 20,900 $1.6M 0.04% +4,400 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 20,830 $1.59M 0.58% -2,559 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 20,821 $1.59M 0.42% -742 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 20,288 $1.55M 0.04% -864 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,166 $1.54M 0.05% 0 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 20,100 $1.54M 0.06% +4,100 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 19,864 $1.52M 0.19% +2,863 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 19,837 $1.52M 0.52% -1,017 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 19,761 $1.51M 0.9% +4,415 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 19,579 $1.5M 1.04% +177 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 19,135 $1.46M 0.02% -420 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 19,126 $1.46M 0.01% -216 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 19,044 $1.46M 0.34% -580 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 18,711 $1.43M 0.36% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,627 $1.42M 0.02% +9,438 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,171 $1.39M <0.01% -648 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,108 $1.38M 0.02% -8,136 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,070 $1.38M 0.03% +382 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,411 $1.33M 0.04% 0 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 17,320 $1.32M 0.93% -938 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,217 $1.32M 0.08% -114 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 17,212 $1.32M 1.11% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 17,186 $1.31M 0.48% +983 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,139 $1.31M 0.14% -1,005 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,119 $1.31M 0.01% +1,566 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 16,965 $1.3M 0.17% +770 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 16,871 $1.29M 0.12% -10,180 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 16,709 $1.28M 0.29% -345 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 16,558 $1.27M 0.22% -1,964 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,541 $1.26M <0.01% 0 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 18,912 $1.24M 0.2% +351 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 16,051 $1.23M 0.04% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 15,921 $1.22M 0.88% -207 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 15,826 $1.21M 0.29% +221 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,578 $1.19M 0.03% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 15,604 $1.19M 1.3% +2,628 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,590 $1.19M 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 15,311 $1.17M 0.05% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 15,247 $1.17M 0.38% +1,350 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 15,176 $1.16M 0.1% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 14,927 $1.14M 0.85% +17 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 14,899 $1.14M 0.5% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,833 $1.13M 0.03% +2,855 13F-HR Timeline Group Ausdal Financial Partners, Inc. 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