EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,431 $1.52M 0.01% -2,548 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,030 $1.49M 0.05% +2,764 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 15,975 $1.48M 1.02% -86 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,930 $1.48M 0.04% +761 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 15,883 $1.47M 0.08% +1,092 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15,814 $1.47M 0.14% -247 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,734 $1.46M 0.05% -13,234 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 15,658 $1.45M 0.61% -1,311 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 15,512 $1.44M 0.14% +9,673 13F-HR/A Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 15,346 $1.42M 0.96% -2,254 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 15,266 $1.42M 0.05% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,179 $1.41M <0.01% +957 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 15,176 $1.41M 0.11% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 15,145 $1.4M 0.7% +110 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 14,923 $1.38M 0.02% +13 13F-HR Timeline Group Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 14,880 $1.38M <0.01% +8,319 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,824 $1.37M 0.08% +1,045 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,766 $1.37M 0.01% -34,995 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,763 $1.37M 0.1% +108 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 17,013 $1.35M 0.8% -10,611 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 14,533 $1.35M 0.3% -714 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 14,458 $1.34M 0.94% -2,317 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 14,350 $1.33M 0.12% +288 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,038 $1.3M <0.01% +1,899 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,967 $1.29M 0.09% -36 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,832 $1.28M 0.01% -2,020 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 13,773 $1.28M 0.62% +9,457 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13,722 $1.27M 0.83% +439 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 13,719 $1.27M 0.35% -403 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 13,626 $1.26M 0.18% -10,000 13F-HR Timeline CacheTech Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 12,787 $1.19M 0.01% -2,860 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 12,688 $1.18M 0.31% +5,985 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12,674 $1.17M 0.04% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,572 $1.17M 0.05% +713 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 12,531 $1.16M 0.28% +3,084 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 12,511 $1.16M 0.37% -877 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 12,464 $1.16M 0.62% +2,076 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,367 $1.15M 0.02% -1,192 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,394 $1.14M 0.18% -562 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,335 $1.14M 0.13% +2,052 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,204 $1.13M 0.1% -859 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,998 $1.11M 0.19% +28 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,992 $1.11M 0.44% -3,352 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,961 $1.11M 0.08% +4,555 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 11,947 $1.11M 1.07% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,807 $1.1M 0.06% +1,130 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 11,822 $1.1M 0.91% -998 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 11,513 $1.07M 1.14% -4,480 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,376 $1.05M 0.05% -1,837 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 11,352 $1.05M 0.31% +225 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,285 $1.05M 0.02% -179 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,273 $1.04M 0.21% +591 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,033 $1.02M 0.08% +2,710 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,012 $1.02M 0.03% -3,984 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 10,991 $1.02M 0.13% +804 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,904 $1.01M 0.02% -300 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,896 $1.01M 0.11% -2,169 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,777 $1.01M 0.03% +862 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,714 $993K 0.2% +272 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for DENVER WEALTH MANAGEMENT, INC. 8,421 $781K 0.27% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,300 $769K 0.02% +686 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,275 $767K 0.02% new 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 8,240 $764K 0.33% +3,970 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,222 $762K 0.01% +1,012 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,215 $761K 0.11% -235 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 8,134 $754K 0.13% +3,215 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,108 $752K 0.03% -3,024 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8,100 $751K 0.66% -1,132 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 8,785 $750K 0.07% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,085 $749K 0.1% +337 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,055 $747K 0.06% +4,099 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,046 $746K 0.02% -890 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 8,037 $745K 0.12% -6,521 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,965 $738K 0.07% new 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 7,900 $732K 0.03% -700 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,833 $726K 0.08% -1,198 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,803 $723K 0.05% +202 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,780 $721K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 7,590 $716K 0.56% +1,448 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,690 $713K <0.01% -191,266 13F-HR/A Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 7,591 $704K 0.42% -569 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,542 $699K 0.24% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 7,499 $695K 0.42% +1,000 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,497 $695K <0.01% -480 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,416 $687K 0.07% -1,636 13F-HR Timeline OMNI 360 Wealth, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 7,173 $665K 0.43% -4,610 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,159 $664K 0.01% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 7,090 $657K 0.63% +242 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,058 $654K 0.03% -3,215 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 6,973 $646K 0.61% -7,501 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 6,904 $640K 0.22% -12,949 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,891 $639K 0.32% +528 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,873 $637K 0.19% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,829 $633K 0.03% +1,987 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,823 $632K 0.04% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,779 $628K 0.01% -377 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,761 $627K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,748 $625K 0.06% -42 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,605 $623K 0.04% +4,805 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,652 $617K 0.14% -210 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,613 $613K 0.08% -10,185 13F-HR/A Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 6,594 $611K 0.56% -400 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6,556 $608K 0.07% -3,488 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,486 $601K 0.16% +839 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 6,478 $600K 0.49% -1,468 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,449 $598K 0.14% -4,555 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 6,400 $593K 1.2% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 6,355 $589K 0.06% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,346 $588K 0.01% +747 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 6,335 $587K 0.13% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,313 $585K 0.11% +3,241 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,301 $584K 0.07% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,248 $579K 0.13% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,187 $573K 0.16% -785 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,174 $572K 0.05% -2,856 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 6,328 $569K 0.17% +726 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,105 $566K 0.04% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,018 $558K 0.23% -102 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,010 $557K 0.06% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,951 $552K 0.02% +1,527 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,923 $549K 0.1% +909 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,899 $547K 0.05% -50 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 5,888 $546K 0.38% -109 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,843 $542K 0.02% +500 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,840 $541K 0.04% +155 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,827 $540K 0.01% +599 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,795 $537K 0.01% -65,439 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,794 $537K 0.07% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,619 $521K 0.17% -359 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,593 $518K 0.02% +14 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,547 $514K 0.12% +1,009 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,527 $512K 0.29% -69 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,511 $511K 0.01% +261 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 5,460 $506K 0.07% 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 5,433 $504K 0.18% -17 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,340 $495K 0.18% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 5,258 $487K 0.16% +302 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 5,252 $487K 0.41% -10,889 13F-HR/A Timeline Equita Financial Network, Inc. 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