American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 7,858 $1.38M 1.03% -113 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,802 $1.37M 0.19% +1,247 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 7,755 $1.36M 0.62% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,745 $1.36M 0.09% +437 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 7,740 $1.36M 0.26% -748 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,737 $1.36M 0.36% +1,989 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,700 $1.35M 0.72% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,692 $1.35M 0.13% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,684 $1.35M 0.49% +571 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,663 $1.34M 0.42% -216 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 7,653 $1.34M 0.27% -19 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,625 $1.34M 0.01% +749 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 7,592 $1.33M 1.08% +2,078 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,591 $1.33M 0.19% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,555 $1.32M 0.3% -599 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,517 $1.32M 0.16% +275 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,516 $1.32M 0.04% +246 13F-HR/A Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 7,504 $1.31M 0.58% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,501 $1.31M 0.36% +3,762 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,500 $1.31M 1.55% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 7,462 $1.31M 1.08% 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 7,452 $1.31M 0.29% -451 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 7,447 $1.3M 0.44% -773 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,425 $1.3M 0.01% +4,105 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 7,422 $1.3M 1.08% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,411 $1.3M 0.56% +89 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,398 $1.3M 0.06% +957 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,374 $1.29M 0.55% -15,635 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,313 $1.28M 0.32% +300 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,311 $1.28M 0.27% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,269 $1.27M 0.13% -17 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,238 $1.27M 0.17% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 7,225 $1.26M 1.25% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,149 $1.25M 0.02% -46 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,109 $1.25M 0.41% +652 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,095 $1.24M 0.1% +5 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 7,049 $1.24M 0.33% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 7,049 $1.24M 0.2% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 7,040 $1.23M 0.46% +2,665 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,981 $1.22M 0.5% +4,648 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,955 $1.22M 0.7% +1,076 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 6,934 $1.22M 1.02% +1,729 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,933 $1.21M 0.14% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,931 $1.21M 0.05% +1 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,926 $1.21M 0.33% +1,261 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6,925 $1.21M 0.82% +3,691 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,918 $1.21M 0.25% +3,805 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,895 $1.21M 0.03% +181 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,873 $1.2M 0.16% -167 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 6,862 $1.2M 0.52% +3,232 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,852 $1.2M 0.35% -27 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,847 $1.2M 1.34% 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 6,843 $1.2M 0.44% -4,545 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,841 $1.2M 0.06% +3,659 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 6,841 $1.2M 1.02% 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 6,839 $1.2M 0.62% +2,774 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,756 $1.18M +901 Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 6,744 $1.18M 0.84% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,718 $1.18M 0.52% +359 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,712 $1.18M 0.09% -9,772 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 6,694 $1.17M 0.94% -129 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,672 $1.17M 0.57% -53 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,603 $1.16M 0.05% +743 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,602 $1.16M 0.97% 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,597 $1.16M 0.39% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 6,590 $1.15M 0.12% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 160,000 $1.15M 0.01% -20,110 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,636 $1.15M 1.14% 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,153 $1.15M 0.08% new 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 6,521 $1.14M 0.2% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,502 $1.14M 0.07% +1,484 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,490 $1.14M 0.09% +2,452 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,486 $1.14M 0.07% +165 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,483 $1.13M 0.19% -35 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,464 $1.13M 0.53% 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 6,445 $1.13M 0.15% +4,066 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6,413 $1.12M 0.28% -7 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,381 $1.12M 0.04% -760 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,370 $1.12M 0.23% +567 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,360 $1.11M 0.01% +64 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 6,356 $1.11M 0.81% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,105 $1.11M 0.05% +68 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,330 $1.11M 0.47% +1 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 6,324 $1.11M 0.94% +18 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 6,310 $1.11M 0.12% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 6,300 $1.1M 0.4% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,299 $1.1M 0.23% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,277 $1.1M 0.03% +30 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6,275 $1.1M 0.34% -7 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,268 $1.1M 0.36% +3,754 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,262 $1.1M 0.88% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,246 $1.09M 0.15% 0 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 6,167 $1.08M 0.5% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,159 $1.08M 0.09% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,137 $1.08M 0.05% +3,144 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,124 $1.07M 0.52% +55 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,100 $1.07M 0.97% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,083 $1.07M 0.23% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,034 $1.06M 0.07% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,020 $1.05M <0.01% 0 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 6,000 $1.05M 0.18% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,992 $1.05M 0.2% -106 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,977 $1.05M 0.15% -222 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,970 $1.05M 0.83% +921 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,975 $1.04M 1.01% 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,952 $1.04M 0.23% 0 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 5,747 $1.04M 0.42% +3 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,938 $1.04M 0.88% 13F-HR/A Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,936 $1.04M 0.14% -617 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,923 $1.04M 0.15% +358 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,915 $1.04M 0.5% -332 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,837 $1.02M 0.59% +20 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,750 $1.02M 0.69% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,820 $1.02M 0.01% -378 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,818 $1.02M 0.16% +1,793 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,767 $1.01M 0.07% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,729 $1M 0.12% +398 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,690 $997K 0.09% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 5,689 $997K 0.46% -210 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,688 $997K 0.27% +3,538 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,684 $996K 0.03% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,682 $996K 0.47% -692 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,667 $993K 0.99% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 5,645 $989K 0.77% 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,633 $987K 0.03% -28 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 5,612 $983K 0.14% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,592 $980K 0.05% +48 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,368 $979K 0.31% +2,632 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,579 $978K 0.48% +220 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 5,935 $975K 0.61% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,549 $972K 0.23% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,514 $966K 0.2% -1,076 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,510 $965K 0.47% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,483 $961K 0.66% -182 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,472 $959K 0.02% +4,560 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,457 $956K 0.21% +88 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,426 $951K 0.08% +173 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,426 $951K 0.38% +280 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 5,425 $951K 0.41% +20 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,419 $950K 0.19% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,410 $948K 0.32% +3,788 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,421 $947K 0.2% +14 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 5,399 $946K 0.04% -117 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,389 $944K 0.45% -157 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 5,388 $944K 0.2% -39 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,359 $939K 0.06% +3,258 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,349 $937K 0.01% -332 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 5,347 $937K 0.77% +262 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,328 $934K 0.09% +7 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 5,320 $932K 0.03% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,306 $928K 0.13% -78 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,265 $923K 0.03% 0 13F-HR Timeline Group AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 5,212 $913K 0.25% +19 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,047 $907K 0.68% 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 5,160 $904K <0.01% new 13F-HR Timeline Group VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 5,150 $902K 0.26% -199 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,129 $899K 0.28% +447 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,115 $896K 0.01% +2,012 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 5,096 $893K 0.9% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,094 $893K 0.07% +371 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,053 $885K 0.19% +427 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,029 $881K 0.06% -645 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,019 $881K 0.34% +111 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,011 $878K 0.66% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,945 $867K 0.05% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,274 $866K 0.1% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,929 $861K 0.46% -315 13F-HR/A Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 4,912 $861K 0.02% -210,213 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,912 $861K 0.61% -137 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 4,900 $859K 0.05% 0 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 4,891 $857K 0.06% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,889 $857K 0.49% -81 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 4,884 $856K 0.21% +14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,884 $856K 0.05% -450 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,879 $855K 0.02% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 4,650 $850K 0.61% new 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 4,635 $840K 0.62% +343 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,771 $836K 0.15% +63 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,752 $833K 0.33% -183 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,751 $833K 2.13% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,745 $831K 0.05% new 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 4,740 $831K 0.64% -644 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,729 $829K 0.07% -19 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,702 $824K 0.01% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,691 $822K 0.52% +285 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,632 $812K 0.75% +496 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,627 $811K 0.15% -844 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,624 $810K 0.01% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 4,616 $809K 0.75% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,616 $809K 0.22% 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,610 $808K 0.33% -640 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,581 $803K 0.42% +298 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,576 $802K 0.1% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 4,560 $799K 0.73% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,543 $796K 0.08% +113 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,527 $793K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,520 $792K 0.4% -501 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 4,522 $792K 0.15% +1,877 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,516 $791K 0.13% -1,435 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,514 $791K 0.24% -313 13F-HR Timeline