SimpliFi, Inc. More: the full row for SimpliFi, Inc. 57,464 $9.95M 4.57% -173 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 57,424 $9.95M 1.66% -409 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 57,096 $9.89M 3.02% +162 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 56,392 $9.77M 3.31% +5,840 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 56,282 $9.75M 2.37% -12,041 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 56,123 $9.72M 0.02% +2,384 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 55,996 $9.7M 1.18% +18,052 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 55,822 $9.67M 1.5% -4,056 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 55,722 $9.65M 4.23% -315 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 55,510 $9.62M 6.64% +27,314 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 55,109 $9.55M 5.25% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 54,410 $9.43M 8.35% -2 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 60,174 $9.38M 0.22% -2,761 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 53,961 $9.35M 3.04% +1,320 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 53,932 $9.34M 3.63% -4,510 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 53,733 $9.31M 3.11% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 53,537 $9.27M 0.24% +5,448 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 52,000 $9.01M 0.29% +28,500 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 51,805 $8.97M 3.22% +11,540 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 51,751 $8.96M 1.46% -4,409 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 51,607 $8.94M 0.7% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 51,298 $8.89M 0.06% +5,200 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 51,137 $8.86M 0.13% +4,642 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 50,806 $8.8M 0.12% -434 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 50,764 $8.79M 1.12% +905 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 50,358 $8.72M 6.85% -31,986 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50,290 $8.71M 0.25% +6,287 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 50,220 $8.7M 0.15% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 50,170 $8.69M 1.65% -184 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 49,923 $8.65M 5.08% -1,086 13F-HR Timeline DeDora Capital, Inc. 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More: the full row for McAlister, Sweet & Associates, Inc. 43,526 $7.81M 5.91% -13,033 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 45,022 $7.8M 3.85% +1,789 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 44,776 $7.76M 15.11% -979 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 44,654 $7.74M 0.21% +26,036 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 44,398 $7.69M 0.79% +6,913 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,218 $7.66M 0.01% +27,309 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 44,128 $7.64M 3% +35,025 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 44,063 $7.63M 2.15% +486 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 43,832 $7.59M 0.11% +17,545 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 43,808 $7.59M 3.91% +5,488 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 43,405 $7.52M 0.25% -8,675 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 43,355 $7.51M 0.06% -688 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 43,345 $7.51M 0.14% +3,712 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 43,200 $7.48M 0.7% -539 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 42,987 $7.45M 0.41% -161 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 42,708 $7.4M 2.37% +10,926 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 42,267 $7.32M 1.72% +17,301 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 42,136 $7.3M 2.73% +6,946 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 42,094 $7.29M 4.33% +990 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 41,567 $7.28M 1.32% -254 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 41,942 $7.27M 0.76% +215 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 41,892 $7.26M 0.12% +19,981 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 41,861 $7.25M 0.5% +7,734 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 41,739 $7.23M 0.61% +1,335 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 41,489 $7.19M 0.01% -223 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 41,451 $7.18M 2.91% +20,149 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 41,338 $7.16M 0.09% +34,978 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 40,911 $7.09M 6.75% +36,457 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 40,827 $7.07M 0.07% -155 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 40,781 $7.06M 2.94% -5,104 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40,703 $7.05M 0.16% +2,564 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 41,007 $7.05M 2.15% +4,194 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 40,562 $7.03M 7.01% +2,438 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 40,509 $7.02M 1.29% -468 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 40,477 $7.01M 4.77% +1,297 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 40,447 $7.01M 2.71% +3,953 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 39,873 $6.91M 0.46% +3,280 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 39,751 $6.89M 0.52% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 39,494 $6.84M 0.01% -133 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 39,410 $6.83M 1.5% +1,179 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 39,327 $6.81M +3,510 Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 39,220 $6.81M 3.15% -1,011 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 39,299 $6.81M 0.09% -2,273 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 39,297 $6.81M 6.83% +7,183 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 39,190 $6.79M 1.1% +9,965 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 38,909 $6.74M 0.09% new 13F-HR/A Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 38,755 $6.71M 1.42% -828 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 38,677 $6.7M 4.16% -1,700 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 38,578 $6.68M 0.11% +3,600 13F-HR Timeline Group Navalign, LLC More: the full row for Navalign, LLC 38,571 $6.68M 1.9% +962 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 191,560 $6.66M 0.09% +31,560 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 38,315 $6.66M 2.13% -12,286 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 38,447 $6.66M 0.83% +284 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 38,284 $6.63M 0.41% +5,562 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 38,137 $6.61M 1.76% -18,043 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 38,134 $6.61M 0.64% +5,288 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 37,967 $6.58M 0.02% -989 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 37,500 $6.5M 1.38% +31,130 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 37,254 $6.45M 0.96% -2,019 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 37,132 $6.43M 4.87% +345 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 36,857 $6.38M 0.32% -16,784 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 36,826 $6.38M 6.24% +1,218 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 36,467 $6.32M 2.2% +476 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 36,300 $6.29M 5.34% -54 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 36,297 $6.29M 7.33% +658 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 36,001 $6.24M 2.43% new 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 35,784 $6.2M 0.14% -15,097 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 35,663 $6.18M 1.29% +491 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 35,387 $6.13M 6.11% -54 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 35,288 $6.11M 0.79% -1,385 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 34,916 $6.05M 2.91% +28,749 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 34,837 $6.03M 0.24% +738 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 34,760 $6.02M 0.65% +2,978 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 34,701 $6.01M 1.82% -6,404 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 34,676 $6.01M 1.29% +3,640 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 35,592 $5.98M 0.51% +11,007 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 34,287 $5.94M 1.14% +31,805 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 34,260 $5.93M 1.85% -3,269 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 34,541 $5.93M 0.9% +1,793 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 34,159 $5.92M 0.18% +3,672 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 34,148 $5.92M 1.89% -306 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 35,221 $5.9M 5.34% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 34,035 $5.9M 0.02% +3,141 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 33,099 $5.88M 0.79% +30,169 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 33,829 $5.86M 1.92% +969 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 33,739 $5.84M 0.18% -14,507 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 33,648 $5.83M 1.34% -1,035 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 33,547 $5.81M 0.2% -448 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 33,490 $5.8M 4.39% +5,305 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 33,465 $5.8M 5.24% +31,294 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 33,437 $5.79M 3.66% +1,527 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 33,100 $5.73M 0.22% +9,900 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,945 $5.71M <0.01% -10,463 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 32,871 $5.69M 0.53% +102 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 34,523 $5.69M 0.36% +1,000 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 32,830 $5.69M 1.28% +1,140 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 32,711 $5.67M 1.39% +1,109 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 32,613 $5.65M 1.91% +1,275 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 32,195 $5.58M 1.66% -3,593 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 32,189 $5.58M 0.18% -872 13F-HR/A Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 32,168 $5.57M 1.48% +2,715 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 31,907 $5.53M 2.41% new 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 31,851 $5.52M 5.86% -126 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 31,717 $5.49M 3.85% -673 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 31,621 $5.48M 4.97% -843 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 31,445 $5.45M 1.12% -5,404 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,445 $5.45M 0.14% -10,188 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 31,123 $5.39M 1.3% +866 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 31,082 $5.38M 0.28% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 31,617 $5.34M +2,036 Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 30,818 $5.34M 5.83% -88 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 30,779 $5.33M 0.38% +1,011 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 30,611 $5.3M 0.39% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 30,561 $5.29M 0.38% -3,134 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 30,513 $5.29M 0.4% +4,919 13F-HR Timeline Group Baring Financial LLC More: the full row for Baring Financial LLC 30,456 $5.28M 4.43% +11,113 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 30,366 $5.26M 1.99% +76 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,347 $5.26M 0.21% +532 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 30,100 $5.21M 4.09% -2,900 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 29,942 $5.19M 0.23% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 29,647 $5.18M +545 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 29,851 $5.17M 0.02% +10,697 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 29,786 $5.16M 2.06% +5,048 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 29,643 $5.14M 2.24% +5,438 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 29,605 $5.13M 3.87% -329 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 29,591 $5.13M 1.4% -450 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 29,565 $5.12M 0.88% +3,049 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 29,271 $5.07M 1.85% +2,119 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 29,178 $5.05M 1.93% +16,271 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 29,111 $5.04M 0.85% +1,019 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 29,092 $5.04M 6.1% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 29,223 $5.02M 0.47% +4,971 13F-HR/A Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 28,863 $5M 1.39% -251 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 28,834 $4.99M 3.48% -1,258 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 28,818 $4.99M 2.78% -8,279 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 28,757 $4.98M 0.28% +11,685 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 28,722 $4.98M 2.56% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 28,701 $4.97M 2.28% +289 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 28,637 $4.96M 1.74% new 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 28,595 $4.95M 2.1% +7,149 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28,109 $4.87M 0.37% -12,554 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 28,055 $4.86M 0.07% new 13F-HR/A Timeline Group