Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 17,276 $872K 0.47% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 17,163 $867K 0.12% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 17,039 $860K 0.36% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,949 $856K 0.01% +1,974 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,765 $846K 0.04% -901 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 16,513 $834K 0.29% +3,872 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 16,463 $831K 0.59% +1,561 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 16,458 $831K 0.2% -403 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 16,236 $823K 0.02% -7,452 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16,276 $822K 0.14% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,067 $811K 0.03% -592 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 15,905 $803K 0.1% +200 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,857 $801K 0.02% -645 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 15,823 $799K 0.11% +229 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 15,555 $785K 0.32% +5,647 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,526 $784K 0.18% +95 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 15,310 $773K 0.21% +2,098 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,840 $749K 0.14% -331 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 14,769 $746K 0.01% -1,009 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,691 $742K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,681 $741K 0.06% -831 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,551 $735K 0.16% -318 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 14,549 $735K 0.21% +1,149 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 14,472 $731K 0.21% -1,381 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 14,466 $730K 0.63% +3,960 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,410 $728K 0.12% +40 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,308 $722K 0.05% +3,473 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,298 $722K 0.02% +14,190 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 14,171 $715K 0.08% -1,529 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 13,933 $705K 0.58% -17,959 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 13,919 $703K 0.02% +3,555 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,649 $689K 0.04% +2,601 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 13,508 $682K 0.22% -14,087 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13,221 $668K 0.27% +2,571 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 13,141 $663K 0.18% +156 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 13,059 $659K 1.39% +4,129 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,870 $650K 0.03% +3,947 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 12,849 $649K 0.3% +660 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 12,784 $645K 0.08% -7,335 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,784 $645K 0.04% +64 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 12,679 $640K 0.49% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,587 $636K 0.02% +97 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,557 $634K <0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,489 $631K 0.01% new 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,351 $624K 0.01% -10,515 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,244 $620K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,171 $614K 0.08% +6,978 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 12,050 $608K 0.01% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 11,958 $605K 0.24% +3,941 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 11,947 $603K 0.18% +5,517 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,941 $603K 0.02% -7,055 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,918 $602K 0.04% +471 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,909 $601K 0.05% -13,227 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 11,701 $591K 0.52% +1,363 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 11,555 $583K 0.06% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 11,538 $583K 0.4% -3,710 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,517 $581K 0.11% +8,544 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 11,215 $566K 0.15% +389 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,211 $566K 0.03% -1,481 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 11,081 $560K 0.14% +2,135 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,950 $553K 0.05% +91 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 10,906 $551K 0.05% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,757 $543K 0.03% -615 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,707 $541K 0.35% +254 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 10,636 $537K 0.36% +875 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 10,611 $536K 0.01% 0 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 10,590 $535K 0.09% +700 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,554 $533K <0.01% -3,750 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,499 $530K 0.06% +880 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 10,466 $528K 0.13% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,400 $525K 0.19% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,374 $524K 0.05% +3,462 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,335 $522K 0.01% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,327 $521K 0.03% +25 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,209 $515K 0.02% +1,035 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,194 $515K 0.02% -29,732 13F-HR Timeline Group Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 10,146 $512K 0.59% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,000 $505K 0.05% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 9,948 $502K 0.21% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 9,943 $502K 0.16% -70 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,925 $502K 0.05% -1,035 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,710 $492K 0.01% +300 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,697 $490K <0.01% +3,250 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,484 $479K 0.02% -3,275 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 9,368 $473K 0.14% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 9,367 $473K 0.16% +1,269 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 9,352 $472K 0.41% -470 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,320 $471K 0.32% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 9,035 $456K 0.03% -989 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,900 $451K 0.06% -3,600 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,941 $451K 0.29% +64 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 8,890 $448K 0.29% -10 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,794 $444K 0.04% -36,716 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,779 $443K 0.1% +2,947 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,751 $442K <0.01% +1,568 13F-HR/A Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,721 $440K 0.13% +229 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,542 $431K 0.03% +55 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,541 $431K 0.02% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 8,347 $421K 0.21% -3 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 8,263 $417K 0.19% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,186 $413K 0.01% -470 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,033 $406K 0.09% -3,901 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,000 $404K 0.11% -10,000 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,892 $398K 0.02% -982 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 7,859 $397K 0.03% +2,430 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,857 $397K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,850 $396K 0.21% -49 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,783 $393K 0.04% -1,202 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,714 $389K 0.01% new 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 7,578 $383K 0.11% -1,962 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,569 $382K 0.06% -672 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 7,550 $382K 0.16% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,540 $381K 0.01% new 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,431 $375K 0.18% +2,190 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 7,426 $375K 0.02% +679 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,380 $373K 0.02% -2,449,369 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,280 $368K 0.01% +4 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,171 $362K 0.11% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 7,135 $360K 0.2% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,100 $358K <0.01% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,042 $356K 0.04% -1,329 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,041 $355K 0.1% -5,728 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,984 $354K 0.01% -227 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,001 $353K 0.01% +904 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,991 $353K 0.02% -8,485 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,909 $350K 0.07% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,918 $349K 0.05% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,841 $345K 0.28% +715 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,803 $344K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,760 $341K <0.01% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 6,709 $338K 0.08% +78 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,693 $338K 0.13% -546 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,650 $336K 0.07% -3,500 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 6,611 $334K 0.32% 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,567 $332K 0.07% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,564 $331K <0.01% +2,860 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,500 $328K 0.05% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 6,365 $321K 0.06% 0 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 6,274 $317K 0.18% 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,259 $316K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,186 $312K 0.04% +574 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,111 $310K 0.09% +102 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,073 $307K 0.01% new 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 6,064 $306K 0.02% +595 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,000 $303K 0.01% -38,276 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,979 $302K 0.05% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,963 $301K 0.08% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,959 $301K 0.02% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,930 $299K 0.03% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,925 $299K 0.02% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,847 $295K 0.03% -46 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,774 $292K <0.01% -2,247 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 5,762 $291K 0.04% +68 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,703 $288K 0.06% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 5,650 $285K 0.03% -155,410 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,604 $283K 0.04% -2,134 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,603 $283K <0.01% +1,376 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,599 $283K 0.03% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 5,581 $282K 0.14% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,487 $277K 0.04% new 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 5,447 $275K 0.17% +294 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,420 $274K 0.01% +2,366 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,353 $270K <0.01% -4,654 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,325 $269K 0.02% +98 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,320 $269K 0.02% -30,726 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 5,318 $269K 0.03% -124,636 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,285 $267K 0.02% -72 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 5,282 $267K 0.15% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,275 $266K 0.03% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,165 $261K 0.11% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,150 $260K 0.02% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,145 $260K 0.04% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 5,098 $257K 0.07% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,096 $257K 0.04% -416 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 5,009 $253K 0.21% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,982 $253K 0.05% -23,156 13F-HR/A Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 5,000 $252K <0.01% new 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,980 $251K 0.16% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,968 $251K 0.03% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,939 $249K 0.01% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 4,928 $249K 0.14% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,912 $248K 0.17% -1,850 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 4,907 $248K 0.11% +810 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 4,835 $244K 0.09% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,631 $234K <0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,622 $233K 0.04% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,597 $232K 0.06% -2,066 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 4,585 $231K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,480 $226K 0.02% +6 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,459 $225K <0.01% -2,120 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,454 $225K 0.04% -919 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,440 $224K 0.01% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,429 $224K 0.02% -235 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 4,416 $223K 0.19% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,377 $221K <0.01% +3,352 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,364 $220K <0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,342 $219K 0.04% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,339 $219K <0.01% -303 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,324 $218K 0.21% new 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,323 $218K 0.04% +323 13F-HR Timeline