MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 11,488 $2.18M 1.31% -627 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 11,454 $2.18M 0.3% +5,998 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 11,441 $2.18M 0.32% -146 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,347 $2.16M 0.02% -765 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,166 $2.12M 0.02% +5 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 11,097 $2.11M 1.51% +2,371 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 11,077 $2.11M 0.99% +280 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 10,973 $2.09M 0.22% -261 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,967 $2.09M 0.03% -11 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,923 $2.08M 0.81% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 10,693 $2.03M 0.01% -66 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 10,607 $2.02M 0.04% +265 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 10,517 $2M 0.13% +704 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,631 $2M 0.03% -328 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10,486 $1.99M 0.26% +2,223 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,434 $1.98M 0.01% +3,264 13F-HR/A Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 10,367 $1.97M 1.4% -3,428 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,264 $1.95M 0.13% -84 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,222 $1.94M 0.01% -85 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 10,052 $1.91M 0.48% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,021 $1.91M 0.28% +32 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,944 $1.89M 0.77% -159 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,935 $1.89M 0.05% -451 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,910 $1.88M 0.02% 0 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,843 $1.87M 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,707 $1.85M 0.05% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 9,470 $1.8M 0.93% +1,610 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,175 $1.74M 0.02% 0 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 9,167 $1.74M 1.95% -6,018 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,121 $1.73M 0.07% +80 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 9,111 $1.73M 0.32% -340 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,050 $1.72M 0.21% -225 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,951 $1.7M 0.49% +262 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,939 $1.7M 0.03% +485 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 8,711 $1.66M 0.32% -1,250 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,704 $1.66M 0.22% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,609 $1.64M 0.14% -689 13F-HR Timeline City State Bank More: the full row for City State Bank 8,602 $1.64M 0.37% -145 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,556 $1.63M 0.12% +764 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,457 $1.61M 0.03% -453 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,418 $1.6M 0.1% +21 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 8,368 $1.59M 0.89% -178 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,313 $1.58M 0.02% -1,078 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,246 $1.57M 0.02% -209 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,223 $1.56M 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,187 $1.56M 0.06% -715 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,118 $1.54M 0.02% -288 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,071 $1.53M <0.01% +1,834 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,039 $1.53M 0.04% -1,992 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,952 $1.51M <0.01% new 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,937 $1.51M 0.09% -810 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,930 $1.51M 0.01% -430 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,882 $1.5M 0.01% +443 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,922 $1.5M 0.03% +60 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,787 $1.48M 0.32% +450 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,737 $1.47M 0.02% +283 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,606 $1.45M 0.67% -49 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,487 $1.42M 0.64% 0 13F-HR/A Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,202 $1.37M 0.26% -46 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,979 $1.33M 0.01% -8,523 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,846 $1.3M 0.01% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,775 $1.29M 0.06% +336 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,750 $1.28M 0.17% 0 13F-HR/A Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 6,742 $1.28M 0.57% -1,245 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,696 $1.27M 0.07% -606 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 6,694 $1.27M 0.71% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,666 $1.27M <0.01% +789 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,624 $1.26M 0.15% +5,515 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 6,600 $1.26M 0.36% +1,500 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,521 $1.24M 0.43% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,520 $1.24M <0.01% +1,146 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,516 $1.24M 0.05% -15 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,407 $1.22M 0.05% +904 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,402 $1.22M 0.01% +205 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 6,381 $1.22M <0.01% -1,434 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,379 $1.21M 0.01% -124 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,350 $1.21M 0.32% +931 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,241 $1.19M 0.1% -225 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,185 $1.18M 0.03% -754 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,147 $1.17M 0.03% -65 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 6,124 $1.16M -264 Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,121 $1.16M 0.06% -164 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,119 $1.16M 0.16% -211 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,054 $1.15M 0.01% -70 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,013 $1.14M 0.01% -170 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,864 $1.12M 0.04% +1,198 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,805 $1.1M 0.03% +49 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,800 $1.1M 0.27% -2,250 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,799 $1.1M 0.06% +391 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,697 $1.08M 0.03% -523 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,691 $1.08M 0.42% -2,312 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,612 $1.07M 0.07% -54 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 5,546 $1.05M 0.45% -168 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,525 $1.05M 0.06% -9,901 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 5,500 $1.05M 0.55% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,462 $1.04M 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,383 $1.02M 0.02% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,377 $1.02M 0.12% +310 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,364 $1.02M 0.08% -224 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 5,280 $1M 0.38% -1,395 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,259 $1M 0.01% -1 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,240 $997K 0.12% -300 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,197 $988K 0.71% +1,261 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,175 $984K 0.46% -100 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,168 $983K 0.06% -377 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,162 $982K 0.06% -200 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,126 $975K +1,268 Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,099 $970K 0.3% -10 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 5,097 $969K 0.49% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,096 $969K <0.01% +281 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,082 $967K 0.39% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,062 $963K <0.01% -1,655 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,013 $953K 0.01% -2,201 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,958 $952K 0.17% +120 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 5,000 $951K 2.03% new 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 5,000 $948K 0.59% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,950 $941K +1,440 Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,949 $941K 0.11% +1,137 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,943 $940K 0.05% -6 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,924 $937K 0.06% -30 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,916 $935K 0.06% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 4,915 $935K 0.2% +3,077 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,914 $935K 0.01% +3,249 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,850 $922K 0.03% +623 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 4,846 $922K <0.01% 0 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,844 $921K 0.08% +253 13F-HR/A Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4,817 $916K 0.32% +140 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,781 $909K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,771 $907K 0.01% +87 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,755 $904K 0.63% 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,712 $896K 0.05% +1,241 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,701 $894K 0.01% -247 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,562 $891K 0.01% -174 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 4,665 $888K 0.55% +158 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,604 $876K <0.01% -165 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 4,601 $875K 0.02% -337 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,581 $871K 0.03% +365 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,533 $862K 0.78% +92 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,470 $850K 0.01% -360 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,455 $847K 0.41% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,446 $846K 0.32% +223 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,425 $842K 0.03% +25 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,423 $841K 0.01% -471 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,414 $839K 0.03% -212 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,378 $833K 0.02% -142 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,365 $830K 0.01% -417 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,329 $823K 0.09% +46 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,295 $817K 0.06% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,235 $805K 0.02% +109 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,226 $804K 0.16% -5,739 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,210 $801K 0.3% +1 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,200 $799K 0.07% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,160 $791K 0.09% +398 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,156 $790K 0.15% -20 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,130 $786K 0.06% +19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,088 $777K <0.01% -1,540 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,088 $777K 0.14% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,083 $776K 0.12% -434 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,072 $774K 0.16% -752 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,017 $764K 0.37% -130 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,017 $764K 0.02% +771 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,000 $761K 0.98% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,996 $760K 0.01% -34 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,994 $760K 0.13% -837 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,992 $759K 0.03% +40 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,989 $759K 0.32% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,985 $758K 0.01% -144 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,957 $753K 0.02% -194 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,957 $753K 0.16% -64 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,906 $743K 0.05% +1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,897 $741K 0.02% new 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,877 $737K 0.08% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 3,860 $734K 0.44% -1,083 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,833 $729K 0.01% +192 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,829 $728K 0.01% -460 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,793 $721K 0.21% +226 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 3,743 $712K <0.01% +826 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,716 $706K 0.1% -90 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,707 $705K 0.02% +93 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,700 $704K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,688 $701K 0.01% -1,030 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,479 $692K 0.04% -96 13F-HR Timeline Hennion & Walsh Asset Management, Inc. 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