NOVEM GROUP More: the full row for NOVEM GROUP 73,559 $3.71M 0.55% 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 73,340 $3.69M 1.4% +21,149 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 72,847 $3.67M 3.02% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 72,330 $3.64M 0.81% +10,503 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 72,200 $3.64M 2.37% -121,713 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 72,013 $3.63M 0.3% +3,058 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 71,971 $3.63M 0.45% -118,625 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 71,891 $3.62M 0.1% +52,122 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 71,735 $3.61M 0.11% -3,752 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 70,968 $3.57M 2.08% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 70,963 $3.57M 0.08% +8,635 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 70,615 $3.57M 0.61% -8,849 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 70,406 $3.55M 0.97% -13,701 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 69,800 $3.52M 2.63% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 69,713 $3.51M 1.16% -9,191 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 69,455 $3.51M 0.4% +855 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 69,626 $3.51M 3.53% -3,280 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 69,170 $3.48M 1.8% -12,316 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 68,912 $3.47M 3.41% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 68,543 $3.45M 1.12% +4,430 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 68,448 $3.45M 0.04% -133,793 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 68,119 $3.43M 2.44% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 67,753 $3.41M 0.01% -7,781 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 67,538 $3.4M 0.14% +20,017 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 67,317 $3.39M 0.58% +27,875 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 66,965 $3.39M 0.85% +17,991 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 66,928 $3.37M 1.78% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 66,719 $3.36M 0.21% +47,814 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 66,504 $3.35M 0.43% -1,347 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 66,442 $3.35M 0.21% -23,732 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 66,090 $3.33M 1.59% -2,961 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 65,671 $3.32M 1% +162 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 64,520 $3.26M 0.78% +2,957 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 64,329 $3.24M 2.98% 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 64,049 $3.23M 2.98% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 63,977 $3.22M 0.03% -9,410 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 63,462 $3.2M 0.03% +5,872 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 63,422 $3.19M 2.93% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 63,109 $3.18M 0.27% -1,844 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 62,024 $3.12M 1.55% +5,288 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 61,782 $3.12M 0.81% -1,016 13F-HR/A Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 61,828 $3.11M 0.14% +8,000 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 61,653 $3.11M 0.85% -8,052 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 61,463 $3.1M 0.18% -28 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 60,797 $3.06M 1.09% -6,207 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 60,753 $3.06M 1.18% +39,914 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 60,568 $3.05M 0.55% -3,486 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 59,805 $3.01M <0.01% +506 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 59,095 $2.98M 0.49% -12,535 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 58,936 $2.97M 0.03% -10,836 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 58,568 $2.95M 0.32% +15,504 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 58,265 $2.94M 0.87% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 58,349 $2.94M 0.07% -23,948 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 58,316 $2.94M 0.84% +1,202 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 58,301 $2.94M 0.57% +1,916 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 57,775 $2.91M 0.02% +11,411 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 57,762 $2.91M 0.21% +26,447 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 57,033 $2.87M 0.47% +7,723 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 56,869 $2.86M 0.09% +8,958 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 56,309 $2.84M 0.97% +8,688 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 56,265 $2.83M 0.89% -10,094 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 56,091 $2.83M 1.02% +17,362 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 55,667 $2.8M 1.46% +23,613 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 55,422 $2.8M 1.5% +3,750 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 55,505 $2.8M 0.51% +7,600 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 55,395 $2.79M 1.68% +7,880 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 55,300 $2.79M 0.31% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 55,212 $2.78M 1.41% +7,740 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 54,806 $2.77M 0.26% +22,356 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 54,445 $2.74M 0.35% -4,104 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 54,246 $2.73M 0.49% +3,626 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 53,963 $2.72M 0.9% 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 53,919 $2.72M 0.67% -2,865 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 53,777 $2.71M 2.32% +48,221 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 53,331 $2.69M 0.16% +15,940 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 53,067 $2.67M 0.23% -2,029 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 52,438 $2.64M 0.15% -1,585 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 52,161 $2.63M 0.16% +572 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 52,057 $2.62M 0.23% +4,760 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 51,778 $2.61M 0.16% +170 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 51,695 $2.6M 0.18% +2,178 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 51,488 $2.59M 0.86% +9,341 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 51,366 $2.59M 0.45% -1,579 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 51,159 $2.58M 0.17% -19,879 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 51,146 $2.58M 0.64% +3,541 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 50,454 $2.54M 1.7% 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 50,300 $2.53M 0.46% +8,075 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 50,116 $2.52M 1.04% -2,076 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 49,860 $2.51M 0.66% +35,000 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 49,839 $2.51M 0.82% +955 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 49,502 $2.5M 1.71% +6,010 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 48,543 $2.45M 0.11% +2,988 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 48,462 $2.44M 1.31% -256 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 48,030 $2.42M 0.09% +35,316 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 47,801 $2.41M 0.82% +21,824 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 47,365 $2.4M 0.08% +2,051 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 47,466 $2.39M 1.9% +1,556 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 46,975 $2.37M 1.07% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 46,945 $2.36M 0.54% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 46,580 $2.35M 1.58% +8,366 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 45,877 $2.32M 0.09% -54,205 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 46,121 $2.32M 0.68% +575 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 45,683 $2.3M 0.09% +15,552 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 45,417 $2.29M +1,790 Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 44,936 $2.26M 1.99% +304 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 44,759 $2.25M 0.87% +5,201 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 44,400 $2.24M 1.29% +9,000 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 43,828 $2.21M 0.49% +1,477 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 43,763 $2.2M 0.91% +2,338 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43,426 $2.19M 0.03% -19,305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 43,312 $2.18M 0.48% +33,036 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 42,948 $2.16M 0.22% +774 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 42,713 $2.15M 0.48% -451 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 42,604 $2.15M 0.44% -2,384 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 42,501 $2.14M 0.26% +1,334 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 42,430 $2.14M 0.25% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 42,149 $2.12M 0.05% +4,052 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 42,062 $2.12M 0.02% +18,684 13F-HR Timeline Bell Bank More: the full row for Bell Bank 41,983 $2.11M 0.16% +22,724 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 41,878 $2.11M 1.54% +1,566 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 41,799 $2.11M 0.25% +1,565 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 41,286 $2.08M 0.03% -24,854 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 41,232 $2.08M 1.33% +8,276 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 41,025 $2.07M 0.17% +4,507 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 40,999 $2.07M 0.52% -1,120 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 40,996 $2.06M 0.69% -5,092 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 40,210 $2.03M 0.09% +11,794 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 39,911 $2.01M 1.46% +9,010 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 39,908 $2.01M 0.21% +15,671 13F-HR/A Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 39,763 $2M 0.92% -8,387 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 39,445 $1.99M 1.24% +5,060 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 39,596 $1.99M 1.5% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 39,297 $1.98M 0.21% -3,347 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 39,279 $1.98M 0.68% +24,353 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 39,252 $1.98M 1.17% +11,415 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 39,244 $1.98M 0.44% +3,725 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 39,142 $1.97M 0.3% 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 39,106 $1.97M 2.15% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 38,856 $1.96M 0.11% -9,989 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 38,801 $1.95M 0.36% -1,533 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 38,740 $1.95M <0.01% +8,514 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 38,596 $1.94M 0.18% -550 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 38,592 $1.94M 1.82% +4,459 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 38,241 $1.93M 0.33% -50,540 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 38,224 $1.93M 0.31% -184 13F-HR/A Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 38,195 $1.92M 1.08% +29,523 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 38,144 $1.92M 0.13% +3,532 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 37,524 $1.89M 0.3% -2,321 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 37,307 $1.88M 0.75% new 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 37,027 $1.87M 1.94% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 36,555 $1.84M 0.15% +9,626 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 36,223 $1.82M 0.8% -11,768 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 36,080 $1.82M 1.19% +7,026 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 35,802 $1.8M 0.29% -1,289 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 35,710 $1.8M 0.59% +2,657 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 35,185 $1.77M 0.32% +409 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 35,105 $1.77M 1.9% -2,426 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 35,057 $1.77M 0.55% +1,989 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 34,484 $1.74M 0.09% -4,707 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 34,330 $1.73M 0.08% -493 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 34,124 $1.72M 0.33% +3,661 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 34,037 $1.72M 0.21% -41,081 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 34,079 $1.72M 0.43% -77 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,040 $1.71M 0.02% +4,071 13F-HR/A Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 33,566 $1.69M 1.11% +9,448 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 32,994 $1.66M 0.27% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,905 $1.66M 0.12% -34,554 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 32,566 $1.65M 1.64% 13F-HR/A Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 32,523 $1.64M 0.55% +6,267 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 32,120 $1.62M 0.14% +8,267 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 32,108 $1.62M <0.01% -40,193 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 31,922 $1.61M 0.71% +22,722 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 31,826 $1.61M 0.49% +162 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 31,822 $1.6M 1.67% 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 31,763 $1.6M 0.78% -11,082 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 31,717 $1.6M 0.77% +4,889 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 31,667 $1.6M 0.19% -96,646 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 31,327 $1.58M 0.06% +887 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 31,200 $1.57M <0.01% 0 13F-HR Timeline Group New Capital Management LP More: the full row for New Capital Management LP 31,198 $1.57M 0.46% -907 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 31,073 $1.57M 0.06% +2,762 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 31,035 $1.56M 0.03% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 30,609 $1.55M 1.14% 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 30,612 $1.54M 0.25% -7,274 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 30,510 $1.54M 0.42% +2,680 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 30,393 $1.53M 0.12% +76 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 30,116 $1.53M 1.06% -2,094 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 30,227 $1.52M 0.86% -13,866 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 29,570 $1.49M 0.24% +18,056 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 29,237 $1.47M 0.02% -1,805 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 28,923 $1.46M 0.19% -2,688 13F-HR Timeline Sovereign Financial Group, Inc. 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