Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 252,878 $12.8M 6.58% +24,037 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 248,450 $12.6M 2.78% -3,202 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 248,279 $12.6M 0.14% +1,012 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 246,557 $12.5M 0.15% +20,736 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 244,989 $12.4M 11.52% +6,799 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 242,396 $12.3M 4.98% +17,776 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 252,466 $12.2M 0.3% +12,600 13F-HR Timeline Hudock, Inc. 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ET AL 193,592 $9.79M 0.09% +92,687 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 192,700 $9.79M 0.03% -197,400 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 192,874 $9.76M 0.7% +8,994 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 192,720 $9.75M 0.93% -4,913 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 192,123 $9.72M 4.49% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 189,238 $9.57M 1.24% +19,000 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 188,609 $9.54M 0.3% +35,842 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 188,512 $9.54M 0.45% +20,783 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 187,532 $9.49M 2.63% +8,669 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 186,852 $9.45M 7.43% new 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 186,542 $9.44M 8.38% 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 186,085 $9.41M 1.02% +16,874 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 185,449 $9.38M 8.52% 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 185,325 $9.38M 3.49% +10,236 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 185,146 $9.37M 1.33% -83,181 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 184,997 $9.36M 1.28% +19,116 13F-HR Timeline Daybright Advisory Services, Inc. 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More: the full row for Ascension Capital Advisors, Inc. 171,372 $8.67M 2.97% -38,936 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 171,070 $8.65M 3.94% -11,725 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 170,319 $8.62M 8.73% -42,010 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 169,478 $8.57M 3.28% +16,137 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 168,609 $8.53M 1.97% +19,356 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 167,315 $8.46M 2.12% -6,354 13F-HR Timeline WEST PACES ADVISORS INC. 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More: the full row for DHJJ Financial Advisors, Ltd. 160,553 $8.12M 2.7% +370 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 159,806 $8.08M 0.35% +3,957 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 159,505 $8.07M 0.69% +89,573 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 158,818 $8.03M 1.25% +40,500 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 158,724 $8.03M <0.01% +55,014 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 158,598 $8.02M 0.04% +62,066 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 156,733 $7.93M 0.51% -235,317 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 155,619 $7.87M 1.12% -8,275 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 154,830 $7.83M 0.01% +15,409 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 153,391 $7.79M 1.05% +1,656 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 152,552 $7.74M 0.29% +16,262 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 152,279 $7.71M 0.66% -35,789 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 151,545 $7.69M 0.65% +12,028 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 151,854 $7.68M 0.45% +23,962 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 151,009 $7.64M 1.61% +36,477 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 150,516 $7.61M 0.01% +16,294 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 149,931 $7.59M -19,366 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 148,222 $7.5M 0.18% +16,435 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 147,908 $7.48M 3.49% +35,722 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 147,565 $7.47M 0.08% +48,223 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 147,364 $7.46M 1.61% +11,303 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 145,656 $7.37M 4.52% -16,799 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 145,507 $7.36M 4.9% +16,620 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 144,450 $7.31M 1.51% 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 143,812 $7.28M 2.3% +2,569 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 143,812 $7.28M 0.08% +47,031 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 142,673 $7.22M 2.61% +16,185 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 142,252 $7.21M 0.5% -147,790 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 141,972 $7.2M 2.87% +6,809 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 141,986 $7.18M 2.58% 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 141,673 $7.17M 2.06% -4,321 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 140,623 $7.11M 0.04% -3,105 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 140,336 $7.1M +21,535 Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 140,246 $7.1M 0.45% +10,382 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 139,659 $7.07M 0.82% +5,042 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 137,783 $6.97M 0.4% +107,421 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 137,600 $6.96M 0.97% -103,876 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 137,240 $6.94M 1.81% +9,033 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 137,199 $6.94M 2.83% +1,700 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 136,916 $6.93M 0.08% +31,124 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 134,588 $6.81M 0.06% +14,183 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 134,055 $6.78M 0.1% +11,965 13F-HR Timeline Group OARSMAN CAPITAL, INC. 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More: the full row for TD Waterhouse Canada Inc. 119,160 $6.03M 0.04% -12,120 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 118,533 $6.01M 0.87% +4,215 13F-HR Timeline Security National Bank More: the full row for Security National Bank 118,610 $6M 0.86% +4,608 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 117,893 $5.96M 4.14% -523 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 116,832 $5.91M 5.87% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 114,132 $5.79M 0.14% -7,932 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 114,145 $5.77M 1.55% +1,793 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 113,124 $5.72M 2.43% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 113,113 $5.72M 0.03% -10,456 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 112,603 $5.7M 4.16% -4,097 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 111,329 $5.63M 1.45% -14,952 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 110,790 $5.6M 1.87% +6,024 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 110,109 $5.57M 1.25% +18,652 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 108,702 $5.5M 5.07% 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 107,324 $5.45M 4.57% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 107,339 $5.43M 0.51% +22,815 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 107,188 $5.42M 0.51% +29,245 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 104,395 $5.29M 3.46% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 102,855 $5.2M 0.09% -16,934 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 102,501 $5.19M 1.29% +3,318 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 102,264 $5.17M 1.59% +25,791 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 101,902 $5.16M 5.34% 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 101,754 $5.15M 0.22% -3,972 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 101,231 $5.12M 6.51% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 101,206 $5.12M 0.65% 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 100,847 $5.1M 4.4% +720 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 100,431 $5.08M 4.41% 13F-HR/A Timeline North Forty Two & Co. 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