Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 45,937 $2.33M 1.68% +1,988 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 45,652 $2.32M 0.45% -7,359 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 45,437 $2.31M 0.97% +752 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 45,555 $2.31M 0.76% +2,944 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44,988 $2.28M 0.13% +19,743 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 44,946 $2.28M 0.06% +3,192 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 44,813 $2.28M 0.05% -2,925 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 44,405 $2.25M 0.08% +1,131 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 44,059 $2.24M 0.44% -5,526 13F-HR Timeline American Trust More: the full row for American Trust 43,776 $2.22M 0.19% +32,695 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 43,570 $2.21M +674 Timeline tru Independence LLC More: the full row for tru Independence LLC 42,524 $2.16M 0.56% +305 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 42,322 $2.15M 0.07% +1,926 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 42,278 $2.15M 1.12% +10,345 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 41,992 $2.13M 1.19% +310 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 41,863 $2.13M 0.02% +10,087 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 41,525 $2.11M 1.53% +3,297 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 41,204 $2.09M 0.31% +5,442 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 40,588 $2.06M 0.14% new 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 39,795 $2.02M 0.91% -75,961 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 39,163 $1.99M 0.45% -10,924 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 38,910 $1.98M 1.12% +2,056 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 38,643 $1.96M 12% -1,107 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 38,584 $1.96M 0.03% -365 13F-HR/A Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 38,065 $1.93M 1.44% +10,248 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 37,971 $1.93M 1.14% -22,948 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,646 $1.91M 0.21% +17,753 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 37,618 $1.91M 0.53% +4,811 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 37,525 $1.91M 0.44% -2,432 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 37,474 $1.9M 0.64% -45,322 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 37,439 $1.9M 0.65% +3,909 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 37,259 $1.89M 0.11% -8,313 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 37,115 $1.88M 0.44% +2,150 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 36,889 $1.87M 0.09% +514 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 36,534 $1.86M 0.14% +13,484 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 36,167 $1.84M 0.14% +3,372 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 36,020 $1.83M 0.08% +16,178 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 35,948 $1.83M 0.99% +5,654 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 35,812 $1.82M 0.84% +18,367 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 35,683 $1.81M 0.79% -906 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 35,491 $1.8M 0.9% +22,622 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 35,465 $1.8M +274 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 35,078 $1.78M 0.04% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 34,585 $1.76M 1.62% +1,812 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 34,536 $1.75M 0.45% +6,971 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 34,178 $1.74M 0.12% -1,800 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 34,037 $1.73M 1.18% -48 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 33,183 $1.69M 0.02% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 33,137 $1.68M 0.74% -11,283 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 32,995 $1.68M 1.47% -3,200 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 32,890 $1.67M 0.1% +250 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 32,860 $1.67M 0.02% +540 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 31,879 $1.62M 0.6% +612 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 31,603 $1.6M 0.02% +500 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 31,385 $1.59M 0.43% -4,475 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 31,292 $1.59M 0.63% +3,329 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 31,283 $1.59M 0.19% +286 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 31,077 $1.58M 0.04% +3,076 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 31,023 $1.58M 0.25% +4,646 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 31,000 $1.57M 0.22% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 30,825 $1.57M 0.78% -8,322 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,627 $1.56M 0.05% +411 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 30,332 $1.54M 0.44% +2,379 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 30,217 $1.53M 0.45% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 30,138 $1.53M 0.12% +1,760 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 30,061 $1.53M 0.23% +15,402 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 30,040 $1.53M 0.62% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,802 $1.51M 0.01% -9,394 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 29,788 $1.51M 0.01% +4,180 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 29,500 $1.5M 0.27% -8,340 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 29,348 $1.49M <0.01% +12,490 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29,045 $1.47M 0.1% +2,317 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,958 $1.47M 0.06% -1,878 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 28,918 $1.47M 0.9% +19,130 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 28,845 $1.46M 0.02% -146,703 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 28,390 $1.44M 0.46% -731 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 28,074 $1.43M 0.03% +1,600 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 27,778 $1.41M 0.15% +2,879 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 27,733 $1.41M 0.66% -410 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 27,538 $1.4M 0.6% -6,765 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 27,424 $1.39M 0.21% -6,666 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 27,143 $1.38M 0.05% +2,371 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 27,127 $1.38M 0.09% +4,105 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 27,079 $1.38M <0.01% +2,064 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 27,079 $1.38M 0.26% -3,811 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 27,050 $1.37M 0.19% +815 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 26,829 $1.36M 0.48% +838 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 26,780 $1.36M 0.34% -1,436 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,652 $1.35M 0.12% +10,953 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 26,490 $1.34M 0.3% +8,399 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 26,390 $1.34M 0.11% +1,639 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 26,356 $1.34M 0.09% +14,074 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 25,988 $1.32M 0.17% +3,445 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 25,537 $1.3M 0.04% -5,012 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 25,164 $1.28M 0.13% +19,823 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 25,030 $1.27M 0.05% +15,690 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 24,796 $1.26M 0.05% -344 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 24,678 $1.25M 0.7% -1,011 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 24,633 $1.25M 1.03% -156 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 24,264 $1.23M 0.12% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 23,920 $1.21M 0.13% +800 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 23,843 $1.21M 0.03% -1,943 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,697 $1.2M 0.02% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 23,557 $1.2M 0.6% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 23,533 $1.2M 0.15% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 23,248 $1.18M 0.21% +4,315 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 23,247 $1.18M 0.09% +6,675 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 22,654 $1.15M 0.28% -729 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 22,192 $1.13M 0.31% +9,429 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 22,165 $1.13M <0.01% 0 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 21,692 $1.1M 0.76% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 21,529 $1.09M 0.29% -1,752 13F-HR/A Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 21,013 $1.07M 0.33% +7,562 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,968 $1.06M <0.01% +359 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 20,923 $1.06M 0.3% -1,709 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 20,561 $1.04M 0.51% -886 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 20,555 $1.04M 0.62% +310 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 20,390 $1.04M 0.44% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,378 $1.03M 0.04% +2,144 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,338 $1.03M 0.06% -29,570 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 20,129 $1.02M 0.38% +6,914 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 20,105 $1.02M 0.42% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 20,045 $1.02M 0.02% -9,543 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,945 $1.01M 0.15% +8,931 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 19,821 $1.01M 0.18% +7,196 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,556 $993K <0.01% +57 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 19,456 $988K 0.1% +484 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 19,397 $985K 0.14% -5,374 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 19,300 $980K <0.01% +3,900 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,250 $978K 0.02% +567 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 19,238 $977K 0.08% +2,394 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19,076 $969K 0.33% +47 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 18,926 $961K 0.02% +11,269 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 18,865 $958K 0.01% +5,484 13F-HR/A Timeline Group Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 18,786 $952K 0.94% -1,944 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 18,490 $939K 0.83% -9,865 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,470 $938K <0.01% -3,582 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 18,156 $922K 0.43% +2,328 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 18,121 $920K 0.75% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 18,000 $914K 0.27% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17,980 $913K 0.08% -342 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 17,635 $896K 0.28% +1,185 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,580 $893K 0.02% +197 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,537 $891K 0.03% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 17,393 $883K <0.01% -2,269 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 17,278 $874K 0.12% -266 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 16,858 $856K 0.67% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 16,730 $850K 0.12% +9,000 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 16,438 $835K 0.3% -463 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,229 $824K 0.01% +2,150 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 15,930 $809K 0.17% -561 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,656 $795K 0.3% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 15,496 $787K 0.14% +2,198 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 15,123 $768K 0.14% +353 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 15,118 $768K 0.44% +408 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 14,902 $757K 0.11% 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 14,870 $755K 0.65% +10,250 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,865 $755K <0.01% +8,386 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 14,790 $751K 0.21% -349 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 14,777 $750K 0.25% +534 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,480 $735K 0.04% -729 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 14,338 $728K 0.12% -1,350 13F-HR Timeline Radcliffe Capital Management, L.P. More: the full row for Radcliffe Capital Management, L.P. 14,329 $728K 0.05% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 14,300 $724K 0.13% new 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 13,796 $701K 0.23% +721 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 13,634 $692K 0.32% +22 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,495 $685K 0.08% +4,141 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,475 $684K 0.12% -144 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 13,390 $680K 0.69% +1,700 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 13,359 $678K 0.61% -428 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,073 $664K 0.02% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 13,064 $663K 0.04% +5,434 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 13,033 $662K 0.1% -1,428 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 12,960 $658K 0.08% +1,975 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 12,857 $653K 0.2% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 12,787 $649K 0.21% +4,858 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,542 $637K 0.04% -969 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 12,409 $630K 0.06% +5,075 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,267 $620K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,070 $613K 0.03% +3,257 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,835 $601K 0.02% +5,937 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 11,650 $592K 0.07% -34 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,586 $588K 0.47% -250 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,545 $586K 0.22% +2,737 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,544 $586K 0.04% -3,717 13F-HR/A Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 11,376 $578K 0.5% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 11,330 $575K 0.43% +292 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,959 $557K 0.16% +869 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,837 $550K 0.04% +2,029 13F-HR/A Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,461 $531K 0.18% +1,721 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 10,446 $530K 0.44% +3,395 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,400 $528K 0.16% -1,000 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,313 $524K 0.16% -6,193 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,310 $524K 0.04% +9,950 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,222 $519K <0.01% +881 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,165 $514K 0.1% +1,185 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,124 $514K 0.02% +3,134 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,120 $514K 0.07% -13,769 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,002 $508K 0.06% +5,964 13F-HR/A Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,000 $508K 0.01% 0 13F-HR Timeline