NWAM LLC More: the full row for NWAM LLC 61,395 $1.48M 0.13% -969 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 61,285 $1.47M 2.05% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 60,967 $1.47M 1.27% +47,995 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 60,690 $1.47M 0.45% +59,650 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 60,329 $1.45M 0.12% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 60,837 $1.45M 0.12% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 60,182 $1.45M 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 59,768 $1.44M 0.04% +17,637 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 56,950 $1.43M 0.62% -384 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 59,474 $1.43M 4.55% +8,936 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 59,315 $1.43M 0.21% -310 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 58,478 $1.39M 0.13% +10,267 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 56,938 $1.37M 0.03% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 56,486 $1.36M 0.14% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56,366 $1.36M 0.04% +21,509 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 55,717 $1.34M 0.02% -423 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 53,997 $1.3M 0.23% -125 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 53,499 $1.29M 0.32% 0 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 52,035 $1.25M 1.11% +4,730 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 51,791 $1.25M 0.51% +10,660 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 51,400 $1.24M 0.21% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 51,299 $1.23M 0.52% -5,500 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 51,283 $1.23M 0.18% +30,218 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 51,127 $1.23M 0.06% +9,985 13F-HR Timeline Security National Bank More: the full row for Security National Bank 50,943 $1.23M 0.23% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 49,900 $1.2M 0.02% -5,620 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 49,515 $1.19M 0.1% -200 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 49,310 $1.19M <0.01% -10,717 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 49,186 $1.18M 0.07% -986 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 49,133 $1.18M 0.27% -641 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 48,431 $1.17M 0.04% +1,588 13F-HR Timeline Group ADE, LLC More: the full row for ADE, LLC 48,291 $1.16M 0.67% +925 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 48,172 $1.16M 0.02% -700 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 47,244 $1.14M 1.29% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 47,205 $1.14M 0.01% +350 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 47,088 $1.13M 0.13% +3,172 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 47,761 $1.11M 0.2% -72 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 45,962 $1.11M 0.79% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 45,600 $1.1M 0.08% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 44,860 $1.08M 0.58% +9,904 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 44,667 $1.07M 0.09% -2,916 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 43,690 $1.05M 0.03% -442 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 43,675 $1.05M 0.12% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 43,659 $1.05M 0.03% +8,944 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 43,532 $1.05M 0.03% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 42,920 $1.03M 0.06% -230 13F-HR/A Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 42,832 $1.03M 0.21% -70 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 42,772 $1.03M 0.24% -3,425 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 42,207 $1.02M 0.29% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 42,201 $1.02M 0.41% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 42,163 $1.01M 0.1% -2,832 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 41,954 $1.01M 0.06% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 41,944 $1.01M 0.08% +159 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 41,533 $999K 0.76% -3,208 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 41,498 $998K <0.01% +15,987 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 41,200 $991K 0.08% +5,231 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 41,200 $991K 0.89% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 41,161 $990K 0.67% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 40,904 $984K 0.34% +390 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 40,841 $983K 0.45% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 40,448 $973K 0.02% +15,780 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 39,710 $955K 0.1% +16,478 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 39,500 $950K 0.01% new 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 39,015 $939K 0.16% 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 38,860 $935K 0.1% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 38,761 $933K 0.39% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 37,759 $908K 0.03% +10,872 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 37,230 $896K 0.32% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 36,966 $889K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 36,783 $885K 0.01% +11,147 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 36,598 $881K <0.01% -355 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 35,900 $864K 0.41% +2,700 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 35,817 $862K 0.15% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 35,515 $854K 0.06% -700 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 35,122 $845K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 34,962 $841K <0.01% +2,175 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 34,925 $840K 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 34,738 $836K <0.01% -633 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 34,585 $832K 0.05% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 34,549 $831K 0.41% -30,026 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 34,287 $825K 0.01% +5,831 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 32,642 $785K 0.2% +20,670 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 32,563 $783K 0.01% +5,302 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 32,536 $783K <0.01% -1,000 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 31,458 $757K 0.05% -3,416 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 31,410 $756K 0.01% +498 13F-HR Timeline Group Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 31,337 $754K 0.18% +10,087 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 29,214 $753K 0.13% -914 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 31,129 $749K 0.02% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 32,546 $743K 0.35% +36 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 30,669 $738K 0.07% +25 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 30,278 $728K 0.67% +7,945 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 29,661 $714K 0.02% +772 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 29,240 $704K 0.04% +10,221 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 29,240 $704K 0.41% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 28,657 $689K <0.01% -34,839 13F-HR/A Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 28,400 $683K 0.01% new 13F-HR Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 28,294 $681K 0.28% -8,156 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 28,243 $680K 0.03% -1,325 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 26,967 $649K 0.13% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 25,156 $644K 0.46% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,462 $637K 0.01% +1,692 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 26,004 $626K 0.43% -5,844 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 25,410 $611K 0.02% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 23,090 $604K 0.32% -17,823 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 25,068 $603K 0.31% -794 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 24,654 $593K 0.08% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 24,565 $591K 0.07% -5,440 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 23,869 $574K 0.09% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 23,522 $566K 0.01% 0 13F-HR Timeline Group RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 23,400 $563K 0.18% +11,191 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 23,327 $561K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 23,051 $555K 0.02% +350 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 23,000 $553K 0.08% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 23,000 $553K 0.33% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 22,214 $534K 0.16% +214 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 22,163 $533K 0.18% +1,135 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 22,000 $529K <0.01% -735 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 21,983 $529K 0.01% new 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 21,625 $520K 0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 21,500 $517K 0.02% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 21,500 $517K 0.03% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 21,475 $517K 0.03% +9,350 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,475 $517K 0.01% +2,114 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 21,475 $517K 0.01% +2,114 13F-HR/A Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 20,814 $501K 0.01% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,727 $499K <0.01% -20,009 13F-HR/A Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 20,549 $494K 0.03% -1,400 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20,337 $489K 0.01% +4,191 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,301 $488K 0.02% -2,185 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 20,000 $481K 0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 19,380 $466K 0.18% +419 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 19,375 $466K 0.05% -18 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 19,365 $466K 0.01% 0 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 19,360 $466K 0.39% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 19,337 $465K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 19,232 $463K 0.24% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 19,231 $463K 0.04% +3,240 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 19,110 $460K <0.01% 0 13F-HR Timeline Group NDWM LLC More: the full row for NDWM LLC 19,065 $459K 0.45% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,940 $456K 0.02% -1,242 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 18,731 $451K <0.01% +729 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 18,615 $448K 0.08% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 18,548 $446K 0.09% -2,950 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 18,500 $445K 0.36% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 18,316 $441K 0.05% +81 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,143 $437K 0.01% +1,125 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 18,000 $433K 0.16% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17,939 $432K 0.07% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 17,653 $425K 0.25% -621 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 17,647 $425K 0.03% +947 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,507 $421K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 17,203 $414K <0.01% 0 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,180 $413K <0.01% -1,500 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 17,154 $413K 0.2% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 16,902 $407K 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,872 $406K 0.01% -2,134 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 16,778 $404K 0.01% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 16,621 $400K <0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,413 $395K 0.02% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 16,345 $393K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,333 $390K <0.01% +6,209 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,941 $384K <0.01% +5,205 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 16,371 $379K <0.01% +2,746 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 15,640 $376K 0.16% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 15,573 $375K 0.3% -1,000 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 15,570 $375K 0.08% +4,350 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 15,410 $371K 0.1% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 15,065 $362K 0.05% +10,334 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 15,000 $361K 0.2% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,940 $360K 0.04% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 14,700 $354K 0.28% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 14,630 $352K <0.01% +1,281 13F-HR/A Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 14,417 $347K 0.06% -60 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,296 $344K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,173 $341K 0.03% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 14,071 $339K 0.07% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,889 $334K 0.01% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 13,779 $332K 0.12% -817 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,710 $330K 0.01% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 13,705 $330K 0.14% 0 13F-HR Timeline Koshinski Asset Management, Inc. 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