Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 246,992 $12.5M 2.02% +4,517 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 246,869 $12.5M +29,912 Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 245,397 $12.4M 2.86% -1,479 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 242,199 $12.3M 2.78% +186,205 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 241,952 $12.3M 0.7% +7,149 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 241,612 $12.2M 0.16% -72,234 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 238,908 $12.1M 0.26% +3,309 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 237,503 $12M 4.01% -96,424 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 236,433 $12M 4.67% -5,574 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 229,162 $11.6M 4.2% +3,213 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 226,957 $11.5M 1.09% +9,651 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 224,432 $11.4M 1.45% +4,329 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 222,771 $11.3M 5.19% +5,911 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 222,075 $11.3M 1.82% +81,794 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 217,891 $11M 10.17% -30,864 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 217,749 $11M 0.12% +91,896 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 216,752 $11M 1.14% -41,021 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 216,650 $11M 1.28% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 216,467 $11M 0.56% +12,613 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 214,769 $10.9M 0.05% new 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 214,351 $10.9M 4.91% +5,273 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 214,784 $10.8M 1.14% +31,265 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 213,630 $10.8M 0.18% +44,122 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 213,243 $10.8M 3.96% -1,973 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 213,034 $10.8M 4.51% -116,568 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 211,196 $10.7M 1.2% +21,175 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 210,232 $10.7M 10.53% +27,002 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 210,162 $10.7M 5.48% +114,956 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 208,909 $10.5M 1.39% -1,431 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 205,273 $10.4M 1.01% -3,503 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 205,930 $10.4M 0.28% +186,409 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 204,904 $10.4M 6.27% +11,316 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 204,155 $10.3M 6.69% +8,680 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 202,281 $10.2M 4.25% +442 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 201,475 $10.2M 0.14% +4,741 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 201,159 $10.2M 0.11% +16,630 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 200,946 $10.2M 3.98% +3,469 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 198,982 $10.1M 0.63% -1,088 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 197,067 $9.99M 0.9% -10,881 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 196,816 $9.97M 0.38% +8,978 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 195,715 $9.92M 2.46% -27,798 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 195,260 $9.9M 1.96% +75,786 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 193,866 $9.83M 2.6% +10,922 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 191,268 $9.69M 1.68% +22,810 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 190,525 $9.66M 2.88% +100,024 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 189,266 $9.59M 6.2% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 188,909 $9.57M 0.61% -36,004 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 186,732 $9.46M 0.49% -130,230 13F-HR Timeline Group Financially Speaking Inc More: the full row for Financially Speaking Inc 183,031 $9.28M 6.1% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 179,543 $9.1M 1.69% -11,294 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 178,946 $9.07M 0.97% +10,127 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 178,628 $9.05M 2.41% -145,162 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 176,768 $8.96M 3.67% +41,231 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 174,808 $8.86M -4,665 Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 174,264 $8.83M 0.71% +55,714 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 171,315 $8.68M 2.74% +3,659 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 170,629 $8.65M 0.32% -138,596 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 169,961 $8.61M 2.16% +9,319 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 168,395 $8.53M 0.27% -21,669 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 165,560 $8.39M 0.65% +27,621 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 165,246 $8.37M 3.16% +76,253 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 165,004 $8.36M 3.04% -18,079 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 164,575 $8.34M 1.97% -10,964 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 164,054 $8.31M 1.27% -45,000 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 159,436 $8.07M -34,163 Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 159,093 $8.06M 0.99% -9,185 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 159,122 $8.06M 3.47% +96,142 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 157,643 $7.99M 1.85% +37,711 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 158,190 $7.99M 1.3% +976 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 155,055 $7.98M 1.05% +145,235 13F-HR/A Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 156,424 $7.91M 1.13% +20,351 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 154,877 $7.85M 0.86% -2,479 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 152,631 $7.74M 0.39% -7,123 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 152,449 $7.73M 0.68% +10,537 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 152,233 $7.72M 0.37% +10,139 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 151,381 $7.67M 2.24% +30,457 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 148,580 $7.53M 1.7% +1,840 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 148,431 $7.52M 3.74% +2,617 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 147,087 $7.45M 2.69% +7,351 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 146,577 $7.43M 0.02% -92,804 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 143,136 $7.25M 0.17% -7,518 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 142,805 $7.24M 2.99% +11,871 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 142,611 $7.23M 2.14% +13,169 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 141,775 $7.15M 0.05% +78,621 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 140,538 $7.12M 2.92% +9,333 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 138,223 $7.01M 2.66% -26,515 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 138,060 $7M 3.68% -197,335 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 136,546 $6.92M 3.25% -24,221 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 136,400 $6.91M 5.54% +44,930 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 134,850 $6.83M 0.26% +12,383 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 134,766 $6.83M 4.61% +41,353 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 134,170 $6.8M 0.05% -44,151 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 132,461 $6.71M 0.11% +651 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 131,308 $6.65M 0.23% -9,942 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 131,239 $6.65M 2% +931 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 130,675 $6.62M <0.01% -47,536 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 130,147 $6.6M 1.67% -3,208 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 130,010 $6.59M 0.43% +2,481 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 129,821 $6.58M 3.2% -390 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 128,841 $6.53M 5.22% +28,472 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 128,670 $6.52M 0.27% +4,647 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 127,467 $6.46M 0.16% 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 127,315 $6.45M 3.95% +188 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 126,922 $6.43M 0.45% +9,550 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 127,340 $6.43M 2.84% +30,683 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 126,774 $6.42M 3.8% +21,270 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 126,700 $6.42M 0.62% +38,278 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 126,548 $6.4M -8,580 Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 125,480 $6.36M 0.89% +1,045 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 125,132 $6.34M 0.15% -106,718 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 123,787 $6.27M 5.18% +14,462 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 123,600 $6.26M 1.85% -783 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 122,821 $6.22M 3.8% -8,086 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 122,375 $6.2M 0.79% +980 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 121,940 $6.18M 1.71% -71,890 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 121,927 $6.18M 0.4% -55,273 13F-HR Timeline Group Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 120,800 $6.12M 1.77% +286 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 120,815 $6.11M 0.18% +4,737 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 120,198 $6.09M 1.3% -2,189 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 120,046 $6.08M 0.35% +40,587 13F-HR/A Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 119,582 $6.05M 2.38% 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 119,156 $6.04M 2.39% +8,896 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 119,038 $6.03M 0.08% +9,500 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 119,001 $6.03M 0.05% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 118,759 $6.02M 0.27% +11,842 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 118,715 $6.02M 1.11% +1,714 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 118,612 $6.01M 0.37% +16,714 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 117,796 $5.97M 0.03% -2,176 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 117,779 $5.97M 5.45% -6,210 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 116,042 $5.88M 2.54% +53,034 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 115,243 $5.84M 0.01% -4,605 13F-HR/A Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 115,116 $5.83M 0.76% +14,423 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 115,058 $5.83M 1.01% +1,655 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 114,741 $5.82M 0.04% -32,365 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 114,660 $5.81M 2.94% +55,905 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 114,426 $5.8M 0.32% -21,483 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 111,573 $5.65M 1.97% -13,616 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 111,027 $5.63M 0.14% -4,676 13F-HR/A Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 110,938 $5.6M 2.13% -5,619 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 109,309 $5.54M 1.38% -7,763 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 109,246 $5.54M +70,484 Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 108,213 $5.48M 5.83% -795 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 107,993 $5.47M 1.75% +6,532 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 107,654 $5.46M 4.17% +968 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 107,317 $5.44M 0.83% +16,555 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 106,158 $5.38M 1.19% +3,081 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 105,162 $5.33M 0.1% +51,976 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 104,738 $5.31M 2.93% +14,939 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 103,347 $5.24M 0.33% +17,854 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 103,194 $5.23M 1.52% -4,545 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 102,655 $5.2M 0.56% -403,431 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 102,147 $5.18M 0.12% -163 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 101,999 $5.17M 1.18% +6,700 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 101,703 $5.15M 1.9% +9,232 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 99,976 $5.07M 4.01% +14,798 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 99,622 $5.05M 0.1% +12,050 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 99,354 $5.04M 1.3% +24,721 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 99,062 $5.02M 1.43% +38,715 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 98,528 $4.99M 6.19% +3,098 13F-HR/A Timeline New Capital Management LP More: the full row for New Capital Management LP 98,293 $4.98M 1.39% +2,249 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 98,234 $4.98M 0.59% -171,797 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 97,882 $4.96M 0.47% +1,501 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 97,771 $4.96M 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 97,700 $4.95M 0.14% +31,500 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 96,899 $4.91M 1.89% -397 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 96,603 $4.9M 0.35% -6,439 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 96,382 $4.88M 0.79% +19,516 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 96,202 $4.88M 1.23% +896 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 94,968 $4.81M <0.01% -8,748 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 94,869 $4.81M 0.54% -5,674 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 94,532 $4.79M 0.17% -245 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 93,525 $4.74M 0.99% +2,106 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 93,185 $4.72M 0.13% +5,521 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 93,102 $4.72M 3.2% +1,236 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 92,847 $4.71M 0.16% -14,740 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 91,826 $4.65M 0.56% -3,455 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 91,400 $4.63M 0.43% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 91,035 $4.61M 3.11% -28,533 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 90,304 $4.58M 1.18% -471 13F-HR Timeline Security National Bank More: the full row for Security National Bank 89,922 $4.56M 0.79% +89,126 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 89,353 $4.53M 0.3% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 89,319 $4.53M 3.07% +200 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 89,167 $4.52M 1.16% +30,050 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 86,739 $4.4M 0.1% -5,421 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 86,348 $4.38M 0.92% +11,019 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 85,866 $4.35M 1.24% -3,610 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 85,594 $4.34M 1.28% +6,050 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 85,523 $4.33M 0.72% 0 13F-HR Timeline Hartford Financial Management Inc. 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