MAI Capital Management More: the full row for MAI Capital Management 80,963 $4.1M 0.03% -7,521 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 80,506 $4.08M 1.48% -6,154 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 79,544 $4.03M 1.55% +34,785 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 79,459 $4.02M 0.35% +12,740 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 78,102 $3.95M 0.54% -7,619 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 77,675 $3.93M 0.16% +1,255 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 77,570 $3.93M <0.01% +17,765 13F-HR Timeline Group Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 77,409 $3.92M 1.44% -147 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 76,977 $3.9M 0.1% +71,973 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 76,866 $3.89M 0.68% +6,251 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 76,430 $3.87M 0.67% +38,189 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 76,218 $3.86M 3.49% +239 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 75,329 $3.81M 0.87% +2,999 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 75,115 $3.8M 2.19% -20,550 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 74,913 $3.79M 0.27% -9,105 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 74,633 $3.78M 1.14% +38,923 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 74,550 $3.77M 2.12% +19,155 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 74,132 $3.75M 0.7% -30,859 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 73,875 $3.74M 2.95% -38,101 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 73,872 $3.74M <0.01% -182,459 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 73,534 $3.72M 0.81% -157,300 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 73,113 $3.7M 1.33% -3,664 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 72,102 $3.65M 0.12% +367 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 71,755 $3.63M 2.04% +2,585 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 71,683 $3.63M 0.05% -13,440 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 71,170 $3.6M <0.01% new 13F-HR/A Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 71,154 $3.6M 0.58% +12,059 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 71,139 $3.6M 0.84% +28,426 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 70,820 $3.59M 0.43% +28,390 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 70,841 $3.58M 0.77% -4,288 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 70,729 $3.58M <0.01% -17,292 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 70,963 $3.57M 0.08% 0 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 70,262 $3.56M 1.65% +30,499 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 70,225 $3.56M 0.17% +8,397 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 70,204 $3.55M 1.29% +14,113 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 69,139 $3.5M 0.49% -4,420 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 69,015 $3.49M 3.24% 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 68,825 $3.48M 2.56% +706 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 68,816 $3.48M 3.55% -810 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 68,766 $3.48M 0.02% +10,991 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 68,648 $3.48M 3.63% +4,599 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 68,542 $3.47M 3.19% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 68,363 $3.46M 0.31% -3,650 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 68,352 $3.46M 1.96% -58,883 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 67,848 $3.44M 1.67% +5,824 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 67,577 $3.42M 0.03% +4,115 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 67,052 $3.39M 0.53% +31,250 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 66,891 $3.39M 1% +8,626 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 66,433 $3.36M 2.85% +3,011 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 66,200 $3.35M 0.11% -1,338 13F-HR Timeline American Trust More: the full row for American Trust 64,873 $3.28M 0.81% -427,902 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 64,773 $3.28M 0.2% -1,669 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 64,438 $3.26M 1.68% -1,652 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 64,431 $3.25M 0.88% -89 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 64,111 $3.25M 0.26% +1,002 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 63,942 $3.24M 0.28% +44,845 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 63,370 $3.21M 0.74% -10,826 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 63,093 $3.19M 0.24% +5,331 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 63,008 $3.19M 1.44% +31,086 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 62,980 $3.19M 1.52% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 63,154 $3.19M 0.03% +21,092 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 62,816 $3.18M 0.22% +11,121 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 62,693 $3.17M 2.85% +8,916 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 62,609 $3.17M 2.28% +22,698 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 61,937 $3.14M 1.07% +155 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 61,528 $3.12M 1.54% +6,316 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 61,497 $3.11M 0.35% +2,929 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 61,473 $3.11M 0.48% +7,028 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 61,290 $3.1M 0.6% +27,166 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 60,412 $3.06M 1.52% -6,516 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 60,347 $3.06M 0.98% -8,196 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 60,302 $3.05M +14,885 Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 60,140 $3.04M 0.55% -428 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 59,583 $3.02M 0.18% +6,252 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 59,516 $3.01M 1.93% +10,014 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 59,117 $2.99M 0.92% +7,629 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 59,111 $2.99M 1.06% -1,642 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 58,890 $2.98M 1.58% +3,468 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 58,755 $2.97M 1.66% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 58,404 $2.96M 1.06% -2,393 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 58,125 $2.94M 0.98% -7,546 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 57,686 $2.92M 0.51% +3,440 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 57,410 $2.91M 0.18% +5,632 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 57,298 $2.9M 0.03% -1,638 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 56,543 $2.86M 0.58% -41,373 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 56,130 $2.84M 0.55% +625 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 55,994 $2.83M 0.69% +45,919 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 55,342 $2.8M 0.41% -1,527 13F-HR/A Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 54,904 $2.78M 0.73% -33,690 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 55,010 $2.78M 0.16% +44,060 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 54,784 $2.77M 1.78% +8,204 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 54,699 $2.77M 1.58% +48,649 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 53,409 $2.7M 0.86% -2,900 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 53,352 $2.7M 1.52% +14,100 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 53,186 $2.69M 0.06% -5,163 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 53,152 $2.69M 0.92% +12,156 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 53,250 $2.69M 0.69% -13,715 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 52,813 $2.67M 0.02% -29,043 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 52,454 $2.66M 0.63% +1,308 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 52,266 $2.65M 0.17% +105 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 52,261 $2.65M 0.25% -2,545 13F-HR/A Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 52,088 $2.64M 0.23% -979 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 51,882 $2.63M 1.09% +1,766 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 50,972 $2.58M 0.81% -2,991 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 50,610 $2.56M 0.02% -13,367 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 50,557 $2.56M 1.64% +103 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 50,209 $2.54M 0.75% -8,107 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 50,156 $2.54M 0.16% -1,003 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 49,502 $2.51M 0.15% -11,961 13F-HR Timeline Group Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 49,460 $2.5M 1.47% -137,691 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 48,853 $2.47M 0.22% +21,563 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 48,700 $2.47M 1.46% +4,300 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 48,448 $2.45M 0.6% -5,471 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 48,143 $2.44M 0.74% +2,022 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 48,132 $2.44M 0.3% +5,631 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 47,925 $2.43M 0.08% +560 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 47,799 $2.42M 1.92% +333 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 47,381 $2.4M 0.1% -649 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 47,185 $2.39M 0.53% +3,873 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 47,150 $2.39M 0.45% -3,150 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 46,823 $2.37M 0.4% -4,543 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 46,716 $2.37M 0.49% +4,112 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 46,648 $2.36M 1.07% -327 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 46,526 $2.35M 0.82% -3,313 13F-HR Timeline Nepsis Inc. More: the full row for Nepsis Inc. 46,476 $2.35M 0.58% +6,846 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 45,764 $2.32M 0.27% +30,242 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 45,591 $2.31M 0.54% +6,347 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 45,493 $2.3M 0.21% -6,564 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 45,418 $2.3M 1.69% +3,540 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 45,393 $2.3M 0.72% +23,169 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 45,241 $2.29M 0.5% +1,413 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 45,192 $2.29M 0.09% +10,708 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 44,615 $2.26M 0.43% +9,430 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44,377 $2.25M 0.33% +5,235 13F-HR/A Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 43,754 $2.21M 0.37% +5,530 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 43,463 $2.2M 1.93% -1,473 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 43,352 $2.19M 1.41% +2,120 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 43,322 $2.19M 0.18% +2,297 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 43,236 $2.19M 0.74% +10,713 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 43,100 $2.18M 0.13% -9,338 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 42,970 $2.18M 1.47% -5,492 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 42,964 $2.18M 0.39% +4,163 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 42,766 $2.17M 2.16% +5,739 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 42,529 $2.15M 0.56% -7,331 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 42,498 $2.15M 0.1% -6,045 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,383 $2.14M 0.05% +11,310 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 42,142 $2.13M 2.05% +3,550 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 42,067 $2.13M 0.11% +7,737 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 41,095 $2.08M 0.35% +8,101 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 40,924 $2.07M 0.23% -875 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 40,317 $2.04M 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 40,142 $2.03M 0.54% -857 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 40,091 $2.03M 0.14% +1,235 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 40,078 $2.03M 0.01% +13,731 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 40,066 $2.03M 0.2% +1,470 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 39,596 $2M 1.52% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 39,239 $1.99M 0.72% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 39,200 $1.98M 0.13% +1,056 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 39,151 $1.98M 0.95% -4,612 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 38,742 $1.96M 0.72% -537 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 38,489 $1.95M 0.18% -50,081 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 38,111 $1.93M 0.2% -4,837 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 38,041 $1.93M 0.85% +6,324 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 37,987 $1.92M 0.81% +1,764 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 37,811 $1.91M <0.01% -929 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 37,626 $1.9M 0.32% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 37,524 $1.9M 0.3% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 37,462 $1.9M 1.42% -1,644 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 37,441 $1.9M 0.44% +8,796 13F-HR Timeline CX Institutional More: the full row for CX Institutional 37,119 $1.88M 0.07% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 37,062 $1.88M 0.58% -24,591 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 36,828 $1.86M 0.16% +13,099 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 36,763 $1.86M 0.07% -8,920 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 36,345 $1.84M 0.21% +28,307 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 36,189 $1.83M 1.02% -2,006 13F-HR/A Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 35,892 $1.82M 1.15% -188 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 35,718 $1.81M 0.19% +4,051 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 35,490 $1.8M 0.19% -4,418 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 35,385 $1.79M 0.07% -10,492 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 35,220 $1.78M 2.34% +14,204 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 34,970 $1.77M 1.91% +3,148 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 34,912 $1.77M 0.03% -8,514 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 34,320 $1.74M 2.12% -785 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 34,117 $1.73M 0.55% -940 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 33,615 $1.7M 0.45% -464 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 32,750 $1.66M 0.45% +2,240 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 32,645 $1.65M 0.1% +7,209 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 32,566 $1.65M 1.64% 0 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 32,384 $1.64M 0.02% -8,902 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 32,059 $1.62M 0.13% +5,987 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 31,514 $1.6M 0.55% +29,325 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 31,445 $1.59M 0.06% +118 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 31,312 $1.59M 0.67% +9,569 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 31,231 $1.58M 1.49% +12,002 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 $1.58M <0.01% 0 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 31,066 $1.57M 0.05% +10,842 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 31,035 $1.57M 0.03% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 30,928 $1.57M 0.35% +14,877 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 30,803 $1.56M 0.08% +2,517 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 30,776 $1.56M 0.92% -2,790 13F-HR Timeline