Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 21,118 $1.75M 0.17% -5,198 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 21,107 $1.75M 0.9% +958 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 20,919 $1.73M 0.02% -1,880 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 20,912 $1.73M 0.85% new 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 20,870 $1.73M 1.26% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 20,868 $1.73M 0.04% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 20,851 $1.73M 0.46% -216 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 20,841 $1.73M 0.42% -308 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 20,799 $1.72M 0.99% -549 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 20,796 $1.72M 0.18% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 20,793 $1.72M 0.39% -1,898 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 20,685 $1.71M 0.08% 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 20,664 $1.71M 0.73% -197 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 20,535 $1.7M 0.94% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 20,470 $1.7M 0.17% +3,613 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 20,456 $1.69M 0.61% -358 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,927 $1.69M 0.1% +945 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 20,587 $1.69M 0.16% +4,682 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 20,377 $1.69M 0.07% -470 13F-HR Timeline Friday Financial More: the full row for Friday Financial 21,106 $1.68M 0.45% +42 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 20,195 $1.67M 0.46% -42,808 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,136 $1.67M 0.11% +1,081 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Ethic Inc. 19,472 $1.61M 0.02% +16,377 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 19,406 $1.61M 0.35% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 19,281 $1.6M 0.1% -539 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,220 $1.59M 0.05% +3,218 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 19,208 $1.59M 1.34% -470 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 19,078 $1.58M 0.43% -1,578 13F-HR Timeline Family Investment Center, Inc. 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More: the full row for NWF Advisory Services Inc. 18,825 $1.56M 0.15% +13,877 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 18,799 $1.56M 0.46% -5,604 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 18,777 $1.56M 0.08% +10,006 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 18,690 $1.55M 0.53% -942 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 18,470 $1.53M 0.34% -233 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 18,291 $1.52M 0.15% -607 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 18,219 $1.51M 0.28% +725 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 18,153 $1.5M 0.14% -1,794 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for IMA Advisory Services, Inc. 18,037 $1.49M 0.09% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,002 $1.49M 0.51% -216 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 17,946 $1.49M 0.08% +64 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 17,849 $1.48M 0.75% +408 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 17,838 $1.48M 0.54% -55 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,773 $1.47M 0.08% +870 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 17,770 $1.47M 0.15% new 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 17,770 $1.47M 1.01% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 17,668 $1.46M 0.3% +490 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 17,604 $1.46M 0.13% +1,903 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 17,580 $1.46M 0.11% -917 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,509 $1.45M 0.04% +819 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 17,487 $1.45M 0.67% -15,941 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 17,345 $1.44M 0.08% +3,031 13F-HR/A Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 17,300 $1.43M 0.14% -1,790 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,291 $1.43M 0.07% +169 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,236 $1.43M 0.08% -199 13F-HR Timeline Cohen Capital Management, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 16,889 $1.4M 0.09% +301 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 16,721 $1.39M 0.64% +1,793 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,715 $1.38M 0.16% +939 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,705 $1.38M 0.11% -27,890 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 16,688 $1.38M 0.49% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 16,685 $1.38M 0.23% -4,810 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16,665 $1.38M 0.14% +11 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 16,659 $1.38M 0.21% -427 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 16,606 $1.38M 0.37% +1,990 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 16,607 $1.38M 0.8% +674 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 16,593 $1.37M 1.79% -395 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 16,476 $1.36M 0.61% +347 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,440 $1.36M -105,970 Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 16,440 $1.36M 0.7% +1,401 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 16,401 $1.36M 0.62% +1,861 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 17,300 $1.35M 0.56% -14,676 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 16,309 $1.35M 0.11% +461 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,297 $1.35M 0.05% +62 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 16,267 $1.35M 1.05% +8 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 16,232 $1.34M 0.43% -67,263 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 16,170 $1.34M 0.53% -248 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 16,121 $1.34M 0.31% -1,733 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 16,030 $1.33M 0.14% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,009 $1.33M 0.08% +900 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 15,955 $1.32M 0.32% +88 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 15,917 $1.32M 0.11% 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 15,912 $1.32M 0.8% +60 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 15,902 $1.32M 1.14% 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,878 $1.32M 0.68% -71,556 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 15,865 $1.31M 1.03% -300 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 15,828 $1.31M 0.16% +3,955 13F-HR/A Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 15,800 $1.31M 0.4% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 15,746 $1.3M 0.17% +79 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 15,742 $1.3M 0.29% -2,607 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 15,732 $1.3M 0.4% +2,316 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 15,666 $1.3M 0.47% -493 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,658 $1.3M 0.03% -596,563 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,651 $1.3M 0.1% -332 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 15,641 $1.3M 0.09% -980 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 15,525 $1.29M 0.96% +973 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,469 $1.28M 0.09% +4,209 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 15,461 $1.28M 0.23% -874 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,447 $1.28M 0.08% -100 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 15,430 $1.28M 0.1% +2,163 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 15,403 $1.28M 0.35% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15,381 $1.27M 0.14% +369 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 15,365 $1.27M 0.31% +2,990 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 15,309 $1.27M 0.35% +1,179 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 15,283 $1.27M 0.4% -183 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,273 $1.27M 0.05% +268 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,235 $1.26M 0.06% -100 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15,154 $1.26M 0.32% +81 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 15,143 $1.25M 0.04% +3,452 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 15,101 $1.25M 0.67% +2,091 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 15,085 $1.25M 0.18% -771 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 15,068 $1.25M 0.16% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 14,959 $1.24M 0.6% +2,193 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 15,958 $1.24M 0.3% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 14,816 $1.23M 0.38% -9,521 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 14,793 $1.23M 0.93% -621 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,697 $1.22M 0.07% +710 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 14,685 $1.22M 0.35% +6,277 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,660 $1.21M 0.14% -56 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 14,634 $1.21M 0.17% -2,372 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 14,619 $1.21M 0.25% 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 14,608 $1.21M 0.05% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 14,605 $1.21M 0.4% -111 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 14,580 $1.21M 0.41% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 14,557 $1.21M 0.03% +872 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 14,520 $1.2M 0.39% -9 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 14,502 $1.2M 0.07% -1,287 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 14,378 $1.19M 0.7% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 14,369 $1.19M 0.44% -44,621 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 14,346 $1.19M 0.42% -1,708 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,321 $1.19M 0.06% +71 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 14,272 $1.18M 0.65% -365 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,612 $1.18M <0.01% +3,054 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 14,215 $1.18M 1.06% +3,967 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 14,199 $1.18M 0.69% +3,975 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 14,058 $1.16M 1.03% -60 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 14,055 $1.16M 0.2% -3,398 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 14,055 $1.16M 0.39% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 13,970 $1.16M <0.01% 0 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,960 $1.16M 0.05% +3,032 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 13,951 $1.16M 0.92% +794 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 13,917 $1.15M 0.86% +1,771 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 13,905 $1.15M 3.35% -693 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 13,856 $1.15M 0.53% -1,158 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 13,855 $1.15M 0.72% +1,810 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 13,800 $1.14M 0.81% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 13,759 $1.14M 0.29% +5,379 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 13,749 $1.14M 0.8% +636 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13,719 $1.14M 0.06% +9,528 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 13,715 $1.14M 0.35% +27 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,714 $1.14M 0.19% -391 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 13,692 $1.13M 0.45% -2,279 13F-HR Timeline XY Planning Network, Inc. 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