Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 5,284 $1.45M 0.82% -285 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,257 $1.44M 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,246 $1.44M 0.01% +402 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,999 $1.37M 0.15% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,880 $1.34M 0.45% -25 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,875 $1.33M 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,869 $1.33M 0.01% +4,522 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,844 $1.33M -2,581 Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,790 $1.31M 0.34% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,758 $1.3M 0.98% +9 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,723 $1.29M 0.8% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,708 $1.29M 0.09% +14 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,620 $1.26M 0.07% +50 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,589 $1.26M 0.08% -23 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,511 $1.23M 0.01% +1,601 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 4,410 $1.21M 0.02% -75 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 4,395 $1.2M 0.15% 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,396 $1.2M 0.02% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,379 $1.2M 0.07% +2,898 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,350 $1.19M 0.02% -167 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,217 $1.15M 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,198 $1.15M <0.01% -2 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 4,185 $1.15M +364 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,208 $1.14M 0.04% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,156 $1.14M <0.01% +909 13F-HR/A Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,118 $1.13M 0.07% +1 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,085 $1.12M 0.09% +9 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,995 $1.09M 0.01% +346 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,912 $1.07M 0.03% new 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,760 $1.03M 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,737 $1.02M 0.07% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,627 $992K 0.15% -103 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,617 $990K 0.06% +1,980 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,599 $985K 0.08% -55 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,550 $971K 0.02% -375 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,525 $965K 0.04% -75 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,525 $965K 0.24% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,519 $963K 0.1% +9 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,518 $963K 0.22% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,493 $956K 0.01% +22 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,428 $938K 0.38% +2 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 3,375 $924K 0.44% +3,375 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,353 $917K 0.01% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,310 $906K 0.01% +166 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,276 $896K 0.72% -168 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,265 $893K 0.02% -57 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,257 $891K 0.04% +19 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,247 $888K 0.08% +142 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,200 $876K 0.09% 0 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 3,195 $874K 0.41% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,172 $868K 0.13% -138 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,160 $865K 0.08% -461 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,967 $837K 0.24% +167 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,039 $832K 0.08% -10 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,969 $812K 0.55% -358 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,938 $804K 0.05% +2 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,901 $794K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,868 $785K 0.03% +25 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,852 $780K 0.29% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,848 $779K 0.01% +322 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,841 $778K 0.39% +6 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,784 $762K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,779 $760K 0.02% -85 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,747 $752K 0.01% -44 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,740 $750K <0.01% -237 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,721 $745K 0.01% 0 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,699 $739K 0.79% -40 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,694 $737K 0.04% -238 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,599 $711K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,576 $705K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 2,576 $705K <0.01% new 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 2,547 $697K 0.01% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,555 $697K 0.08% 0 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 2,515 $688K 0.52% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,506 $686K 0.2% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,500 $684K 0.24% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,495 $683K 0.16% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,488 $681K 0.08% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,479 $678K 0.11% 0 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 2,424 $664K 5% +7 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,410 $659K 0.13% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,404 $658K 0.35% -80 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,400 $657K 0.01% +1 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,383 $652K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,382 $652K 0.2% +51 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,351 $643K 0.02% +5 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,349 $643K 0.11% -416 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,330 $638K 0.26% +73 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,327 $637K 0.26% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,319 $635K 0.35% -66 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,291 $627K 0.26% -10 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,288 $626K 0.02% +84 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,269 $621K 0.02% -5,427 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,266 $620K 0.09% -1 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,266 $620K 0.21% -546 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,229 $610K <0.01% -16 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,228 $610K 0.05% +6 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,211 $605K 0.01% new 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,195 $601K 0.16% -106 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,159 $598K 0.06% +110 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,165 $592K 0.03% +1,994 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,160 $591K 0.15% +1,080 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,147 $587K 0.15% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,143 $586K 0.06% -20 13F-HR/A Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 2,138 $585K 0.45% -356 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,138 $585K 0.37% -30 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,135 $584K 0.07% -62 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,126 $582K 0.02% +356 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,124 $581K 0.06% -96 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,117 $579K <0.01% 0 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,094 $573K 0.05% +4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,068 $566K 0.15% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,065 $565K 0.01% +5 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,056 $562K 0.08% -9 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,048 $560K 0.01% +2 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,000 $547K 0.01% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,000 $547K 0.36% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,995 $546K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,983 $543K <0.01% -3 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,971 $539K 0.27% +2 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,968 $539K 0.01% +406 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 1,944 $532K 0.63% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,910 $523K 0.01% -82 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,904 $521K 0.14% -435 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,847 $505K <0.01% -151 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,800 $493K <0.01% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,785 $488K 0.01% -294 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,782 $488K <0.01% -2,886 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,777 $486K 0.08% -1,509 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 1,774 $485K 0.1% -56 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,763 $482K 0.02% -16 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,754 $480K <0.01% +821 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,744 $477K 0.2% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,736 $475K 0.02% -66 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,731 $474K 0.09% +4 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,726 $472K 0.01% +41 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 1,711 $468K 0.29% -127 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,704 $466K <0.01% -472 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,666 $456K 0.22% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,663 $455K 0.14% -7 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,655 $453K <0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,636 $448K <0.01% +593 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,621 $444K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,619 $443K 0.01% -40 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,576 $431K 0.25% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,567 $429K 0.05% +3 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,543 $422K 0.02% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,542 $422K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,541 $422K 0.05% 0 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,537 $421K 0.03% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,508 $413K 0.33% +4 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,488 $407K 0.02% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,477 $404K 0.04% -299 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,463 $400K 0.21% -83 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 1,434 $392K 0.29% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,430 $391K 0.02% -1,232 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,425 $390K <0.01% +300 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,414 $387K 0.17% +23 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,411 $386K 0.3% -142 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,390 $380K <0.01% +27 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,387 $380K 0.13% +2 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,386 $379K 0.08% -57 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,383 $378K <0.01% +2 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,374 $376K 0.07% +3 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,365 $373K 0.02% +416 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,350 $370K 0.08% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,338 $366K 0.22% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,324 $362K 0.01% +24 13F-HR Timeline Group ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 4,115 $362K 0.18% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,303 $357K 0.05% -2 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,301 $356K 0.06% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,300 $356K 0.02% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,292 $354K 0.05% +3 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 1,289 $353K 0.12% -155 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,280 $350K 0.03% -8 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,269 $347K 0.12% -145 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,269 $347K 0.14% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,257 $344K 0.11% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,235 $338K 0.02% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,235 $338K <0.01% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,204 $329K 0.13% +218 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,204 $329K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,201 $329K <0.01% +10 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,200 $328K 0.16% 0 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,194 $327K 0.21% -21 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,154 $316K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,146 $314K <0.01% +182 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,141 $312K 0.18% +3 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,114 $305K 0.01% -115 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,113 $305K 0.04% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,095 $300K 0.01% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,085 $299K 0.09% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,089 $298K 0.02% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,086 $297K 0.02% -545 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,077 $295K 0.09% +29 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,078 $294K 0.1% +1 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,074 $294K 0.13% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,071 $293K 0.01% -632 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,057 $289K <0.01% -261 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,050 $287K 0.04% 0 13F-HR Timeline