Private Capital Management, LLC More: the full row for Private Capital Management, LLC 72,767 $1.75M 0.17% -191 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 72,277 $1.74M 0.11% -1,707 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 71,698 $1.72M 1.85% -478 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 71,407 $1.72M 0.09% +7,295 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 71,113 $1.71M <0.01% +8,992 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 70,658 $1.7M 0.02% +18,069 13F-HR Timeline Group Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 70,334 $1.69M 0.22% +9,163 13F-HR Timeline Group Unify Financial Advisors More: the full row for Unify Financial Advisors 70,270 $1.69M 1.76% 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 69,938 $1.68M 0.22% +11,184 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 69,882 $1.68M 0.06% -2,438 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 69,651 $1.67M 0.18% +1,228 13F-HR Timeline Mascagni Wealth Management, Inc. 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More: the full row for Planned Solutions, Inc. 63,033 $1.52M 0.49% +836 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 62,896 $1.51M 0.2% -594 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 62,775 $1.51M 0.36% -138 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 62,511 $1.5M 1.34% +3,680 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 62,500 $1.5M 0.19% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 62,326 $1.5M 0.17% +349 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 62,323 $1.5M 0.16% +13,948 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 62,036 $1.49M 0.82% 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 61,936 $1.49M 0.76% -4,712 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 61,603 $1.48M 0.15% -20,878 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 61,597 $1.48M 0.05% -182,697 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 61,568 $1.48M <0.01% +5,180 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 61,382 $1.48M 0.69% +16,327 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 61,063 $1.47M 0.12% -164 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 60,804 $1.46M 0.01% -6,184 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 11,071 $1.46M 0.71% -29,632 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 60,411 $1.45M 0.36% +171 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 59,957 $1.44M 0.02% +1,776 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 59,867 $1.44M 0.04% -8,175 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 59,438 $1.43M 0.14% +6,040 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 55,672 $1.42M 1.33% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 64,686 $1.41M 0.03% +11,013 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 58,644 $1.41M 0.04% -1,048 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 58,601 $1.41M 0.09% -502 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 58,561 $1.41M 0.03% +866 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 58,358 $1.4M 0.47% -152 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 57,857 $1.39M 0.08% -234 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 57,614 $1.39M 1.16% +1,349 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 57,305 $1.38M 0.61% +20,998 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 57,285 $1.38M 0.01% -18,817 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 57,005 $1.37M 0.53% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 56,902 $1.37M <0.01% -8,799 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 56,900 $1.37M 0.12% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 56,713 $1.36M 0.13% +669 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 56,612 $1.36M 0.1% +576 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 56,425 $1.36M 0.27% -427 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 56,355 $1.35M 0.32% -3,400 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 56,229 $1.35M 1.37% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 56,094 $1.35M 0.12% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 56,051 $1.35M 0.8% -1,721 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 55,553 $1.34M 0.49% +323 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 55,336 $1.33M 0.07% +2,254 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 55,238 $1.33M 0.7% -2,644 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 55,055 $1.32M 0.65% +22,680 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 54,897 $1.32M 0.25% +9,894 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 54,876 $1.32M 0.07% +1,424 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 54,786 $1.32M 0.96% +14,038 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 54,748 $1.32M 0.66% +1,829 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 53,635 $1.29M 1.19% 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 53,498 $1.29M 1.2% -40 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 53,112 $1.28M 0.91% 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 52,978 $1.27M 0.69% +21,678 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 52,802 $1.27M 0.06% +1,636 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 52,524 $1.26M 0.31% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 52,456 $1.26M 0.57% -530 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 52,427 $1.26M 0.07% +12,091 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 51,975 $1.25M 0.06% +2,392 13F-HR Timeline American Investment Services, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 50,414 $1.21M 0.5% +28,232 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 50,353 $1.21M 0.22% -1,011 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 49,942 $1.2M 0.02% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 49,873 $1.2M 1.18% 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 49,706 $1.19M 0.77% -4,866 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 49,441 $1.19M 0.06% -7,700 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 49,222 $1.18M 0.05% +3,610 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 49,208 $1.18M 0.48% -596 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 49,116 $1.18M 0.2% +181 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 49,061 $1.18M 0.02% +30 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 49,006 $1.18M 0.06% +13,576 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 48,927 $1.18M 0.22% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 48,687 $1.17M 0.35% -1,067 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 48,640 $1.17M 0.08% -9,954 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 48,609 $1.17M 0.06% +19,515 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 47,955 $1.15M 0.15% -1,003 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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More: the full row for Daybright Advisory Services, Inc. 45,696 $1.1M 0.29% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 45,488 $1.09M 0.45% -771 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 45,257 $1.09M 0.26% +10 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 45,169 $1.09M 0.78% +408 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 44,746 $1.08M 0.01% +8,216 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 42,724 $1.07M 0.18% -204 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 41,971 $1.07M 0.17% -616 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 44,373 $1.07M 0.69% 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 44,293 $1.06M 1.04% +6,984 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 44,187 $1.06M 0.83% +634 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 44,049 $1.06M 0.04% +34,665 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 43,990 $1.06M 0.19% -2,420 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 43,974 $1.06M 0.01% +3,012 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 43,065 $1.04M 0.28% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 42,933 $1.03M 0.09% +2,125 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 42,864 $1.03M 0.62% -182 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 42,798 $1.03M 0.1% -1,577 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 42,641 $1.03M 0.02% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 41,986 $1.01M 0.13% +12,087 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 41,657 $1M 0.1% +19,317 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 41,164 $990K 0.11% -1,494 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 41,118 $988K 0.07% -253 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 41,014 $986K 0.02% +292 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 40,959 $985K 0.21% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 40,833 $982K 0.29% +974 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 40,820 $981K <0.01% +1,096 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 40,657 $977K 0.56% +1,819 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 40,563 $975K 0.05% +2,244 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 40,408 $971K 0.02% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 40,369 $970K 0.11% +268 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 39,472 $949K 0.03% -1,010 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 39,386 $947K 0.66% -639 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 39,282 $944K 0.01% -27 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 39,147 $941K 0.19% -118 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 39,136 $941K 0.14% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 38,933 $936K 0.29% +3,648 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 38,823 $933K 1.05% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 38,746 $931K 0.15% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 38,528 $926K 0.11% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 38,452 $924K 0.52% +906 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 38,171 $918K 0.19% +244 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 38,056 $915K 0.02% -969 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 37,813 $909K 0.07% -716 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 37,797 $909K 0.05% -4,039 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 37,790 $908K 0.09% -10,354 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 37,730 $907K 0.16% -86 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 37,614 $904K 0.23% +9,429 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 37,337 $898K 0.09% +1,300 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 37,290 $896K 0.14% +7,151 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 37,098 $892K 0.2% 0 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. 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