Friedenthal Financial More: the full row for Friedenthal Financial 46,836 $4.72M 2.18% +1,957 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 46,531 $4.69M 0.61% +114 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 46,382 $4.68M 0.17% +1,962 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 45,705 $4.6M 6.58% -419,949 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 45,243 $4.56M 2.81% -2,378 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 44,414 $4.48M 2.07% +631 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 44,122 $4.45M 0.05% -13,264 13F-HR Timeline Mullaney, Keating & Wright, Inc. 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More: the full row for Foundry Financial Group, Inc. 29,266 $2.95M 1.28% +2,126 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 29,071 $2.93M 1.15% -10,084 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 28,699 $2.89M 0.61% -2,342 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,606 $2.88M 0.05% +6,441 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 28,425 $2.87M 1.04% +20,825 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 28,183 $2.84M 0.24% -6,741 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,952 $2.82M 0.19% -639 13F-HR/A Timeline Financial Strategies Group, Inc. 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DAVIDSON & CO. 24,994 $2.52M 0.01% -934 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 24,756 $2.5M 0.03% -4,899 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 24,727 $2.49M 1.55% +1,148 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 24,605 $2.48M 2.09% +22,265 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,393 $2.46M 0.05% +5,468 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24,267 $2.45M 0.08% +3,196 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 24,131 $2.43M 0.36% -42 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 23,765 $2.4M 0.1% -4,480 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 23,274 $2.34M 0.25% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 23,195 $2.34M 0.01% +11,388 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 23,053 $2.32M 1.63% +147 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 22,415 $2.26M 0.77% +3,073 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 22,020 $2.22M 0.38% +255 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 21,903 $2.21M 0.56% -3,451 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 21,327 $2.15M 0.07% +3,661 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 21,210 $2.14M 0.02% +5,759 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,152 $2.13M 0.04% +65 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 21,126 $2.13M 1.72% +1,608 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 20,891 $2.11M 0.25% +5,720 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20,875 $2.1M 0.01% -3,817 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 20,841 $2.1M 0.28% +3,095 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 20,506 $2.07M 0.45% -829 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 20,336 $2.05M 0.09% +104 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 20,311 $2.05M 0.23% +6,699 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 20,095 $2.03M 1.89% +16 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 19,962 $2.01M 0.16% +216 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 19,948 $2.01M 1.68% +371 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 19,733 $1.99M 1.48% +1,071 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 19,705 $1.99M 0.07% -263 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 19,690 $1.98M 0.19% -895 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,666 $1.98M 0.1% -4,314 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,587 $1.97M 0.05% +17,650 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 19,437 $1.96M 0.15% +12,990 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,096 $1.93M 0.05% -105 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 19,092 $1.92M 0.08% 0 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 18,976 $1.91M 0.74% -14,800 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 18,946 $1.91M 0.73% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,878 $1.9M 0.17% -1,500 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 18,768 $1.89M 1.12% -4,682 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,751 $1.89M <0.01% +2,169 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 18,656 $1.88M 0.26% -95 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,568 $1.87M 0.15% -29,358 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 18,526 $1.87M 1.24% -400 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 18,384 $1.85M 0.14% +8,500 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 18,389 $1.85M 0.21% -2,875 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 18,091 $1.82M 0.87% -14,646 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,051 $1.82M 0.07% +818 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,772 $1.79M 0.15% -2,081 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 17,704 $1.78M 1.14% -1,405 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 16,919 $1.71M 0.67% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 16,824 $1.7M 0.17% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,776 $1.69M 0.06% +3,293 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16,760 $1.69M 0.77% -705 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,732 $1.69M 0.02% +1,196 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 16,689 $1.68M 0.24% +12,544 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 16,501 $1.66M 2.01% +4,866 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 16,273 $1.64M 0.4% +481 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,189 $1.63M 0.01% +1,197 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 16,046 $1.62M 0.01% -29 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 15,970 $1.61M 0.06% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 15,814 $1.59M 1.29% +6,825 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 15,713 $1.58M 0.03% +1,020 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,680 $1.58M 0.06% -6,109 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 15,645 $1.58M 0.09% -13,722 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 15,520 $1.56M 0.15% -160 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 15,353 $1.55M 0.52% -1,082 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,321 $1.54M 0.1% -17,851 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 15,173 $1.53M 1.16% -1,129 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 15,054 $1.52M 0.09% -614 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,003 $1.51M 0.05% -946 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 14,873 $1.5M 0.38% +7,269 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,844 $1.5M <0.01% -343 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 14,334 $1.48M 0.98% -796 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,558 $1.47M 0.2% +7,169 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 14,337 $1.45M 0.44% -2,414 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,309 $1.44M 0.05% -3,900 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 14,271 $1.44M 0.29% -2,323 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 14,209 $1.43M 0.7% +1,058 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,841 $1.4M 0.11% -197 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 13,790 $1.39M 0.27% -12,278 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,722 $1.38M 0.05% +20 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 13,658 $1.38M 0.41% -560 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,517 $1.36M 0.06% -488 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 13,427 $1.35M 0.14% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 13,284 $1.34M 0.1% +1,187 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,111 $1.32M 0.06% -372 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 13,094 $1.32M 0.27% -1,173 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 12,985 $1.31M 0.14% +1,820 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 12,450 $1.25M 0.39% +4,050 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,062 $1.22M <0.01% -1,430 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,048 $1.22M 0.02% -675 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,024 $1.21M 0.94% -72 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 11,982 $1.21M 0.19% +6,007 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 11,876 $1.2M 0.28% -59 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 11,788 $1.19M 0.5% +10,513 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,743 $1.18M 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 11,679 $1.18M 0.54% -2,668 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 11,527 $1.16M 0.29% +97 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,497 $1.16M 0.02% -1,012 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,385 $1.15M <0.01% +75 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,348 $1.14M 0.34% -315 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,279 $1.14M 0.29% +9,149 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 11,278 $1.14M 0.55% -365 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,258 $1.13M <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,237 $1.13M 0.01% -40 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 11,025 $1.11M 0.39% +3,045 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 10,991 $1.11M 0.15% -1,841 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 10,940 $1.1M 0.87% -15 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 10,803 $1.09M 0.11% +6,884 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 10,669 $1.08M 0.49% +5,067 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 10,613 $1.07M 0.68% +1,327 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,538 $1.06M 0.18% -18,498 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,500 $1.06M 0.05% -10,000 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,429 $1.05M 0.01% -2,626 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,336 $1.04M 0.22% -362 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,195 $1.03M 0.03% -733 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,042 $1.01M +4,441 Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,869 $995K 0.09% -66 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,825 $990K 0.1% -41,315 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9,688 $977K 0.09% +2,119 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,573 $965K 0.05% +1,463 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,562 $962K 0.09% +3,178 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,393 $947K 0.09% +47 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,186 $926K 0.2% -255 13F-HR Timeline