Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 14,226 $1.29M 0.15% -506 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,205 $1.29M +360 Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 14,171 $1.29M 0.7% -386 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,040 $1.28M 0.27% +1,230 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 14,000 $1.27M 0.24% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,000 $1.27M 0.27% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 13,581 $1.24M 0.29% -22 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,441 $1.22M <0.01% +466 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 13,330 $1.21M 0.31% -462 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13,116 $1.19M 0.18% +1 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 12,799 $1.16M 0.12% -1,087 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 12,670 $1.15M 0.51% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,415 $1.13M 0.02% +3,316 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 12,354 $1.12M 0.66% -749 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,345 $1.12M 0.03% -50 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,208 $1.11M 0.01% +1,454 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,191 $1.11M <0.01% -328 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,175 $1.11M 0.02% +2,587 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 12,057 $1.1M 0.55% +28 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 12,012 $1.09M 0.7% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,997 $1.09M 0.13% -421 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 11,883 $1.08M 0.68% -243 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,873 $1.08M 0.51% +152 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,834 $1.08M 0.05% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 11,607 $1.06M 0.14% -13 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11,337 $1.03M 0.28% -1,034 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,209 $1.02M 0.62% -1,178 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,147 $1.01M 0.03% -572 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 11,105 $1.01M 0.12% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 10,909 $992K 0.07% +1,304 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,752 $978K 0.07% -251 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,661 $970K 0.01% -52 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,646 $968K 0.24% -2,407 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 10,345 $941K 0.26% -772 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,253 $933K 0.04% -33 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,212 $929K 0.07% -331 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 10,167 $925K 0.12% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,156 $924K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 10,154 $924K <0.01% -152 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,065 $916K 0.27% +100 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,059 $915K <0.01% -77 13F-HR/A Timeline Group KWB Wealth More: the full row for KWB Wealth 9,968 $907K 0.09% -116,147 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 9,831 $894K 0.25% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,820 $893K <0.01% +4,883 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 9,757 $888K 0.03% new 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 9,684 $881K 0.6% +13 13F-HR Timeline Group Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 9,564 $870K 0.49% -115 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,256 $842K 0.01% +791 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 9,203 $837K 0.5% -673 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 9,160 $833K 0.1% -28 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,122 $830K 0.05% -62 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,075 $826K 0.04% -171 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,054 $824K <0.01% -600 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,052 $823K 0.01% -180 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,049 $823K 0.71% +379 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 8,321 $822K 0.64% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,878 $808K 0.01% -1,740 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8,874 $807K 0.05% -888 13F-HR Timeline Group Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 8,838 $804K 0.63% +26 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,775 $798K 0.02% -1,282 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,675 $789K 0.04% -175 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,502 $773K 0.07% -459 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,323 $757K 0.16% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,307 $756K 0.02% -161 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,262 $752K 0.12% +560 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,250 $751K 0.01% +31 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,192 $745K 0.07% -119 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 8,162 $742K 0.32% +29 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,158 $742K 0.32% 0 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 8,137 $740K 0.49% -20 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,067 $734K 0.07% -266 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 7,995 $727K 0.22% +5 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,882 $717K 0.01% +5,616 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,867 $716K 0.01% -225 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,805 $710K 0.1% +1,120 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,498 $682K 0.01% +4,696 13F-HR Timeline Group Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 7,457 $678K 0.38% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 7,440 $677K 0.2% -13 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 6,802 $672K 0.34% -249 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,260 $660K 0.01% +471 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,033 $659K 0.07% -238 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,106 $646K 0.03% -270 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,039 $640K <0.01% -290 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,991 $636K 0.26% +199 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,932 $631K <0.01% +245 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,844 $623K 0.03% -453 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,608 $601K 0.09% -56 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 6,555 $596K 0.5% -81 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 6,552 $596K 0.41% +2 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 6,529 $594K 0.14% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,468 $588K 0.18% -629 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,459 $588K <0.01% +74 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,419 $584K <0.01% -218 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,413 $580K 0.01% +24 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,358 $578K 0.02% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,202 $564K 0.56% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,194 $563K <0.01% 13F-HR/A Timeline Group Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,460 $553K 0.4% -56 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,076 $553K 0.03% -300 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,119 $548K 0.15% -406 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,992 $545K <0.01% -8 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,890 $536K 0.01% -431 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,871 $534K 0.15% -74 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,859 $533K 0.12% -795 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,858 $533K <0.01% new 13F-HR Timeline Group DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 5,840 $531K 0.19% -29 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,832 $531K <0.01% +340 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,738 $522K 0.01% -1,519 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,579 $508K <0.01% -13 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 5,547 $505K <0.01% new 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,542 $504K 0.09% +4 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 5,088 $503K 0.07% -1,415 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,524 $503K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,442 $502K 0.02% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,470 $498K 0.12% -582 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,465 $497K <0.01% -363 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,402 $496K 0.01% +118 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,450 $496K 0.05% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,426 $494K 0.01% -89 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,026 $492K 0.1% -341 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 5,363 $488K 0.18% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 5,341 $486K 0.29% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 5,263 $479K 0.05% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,250 $478K 0.19% +30 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,197 $473K -2,548 Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,128 $467K 0.09% +680 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,112 $465K 0.05% -279 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,028 $457K 0.04% -1,854 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,966 $452K 0.3% +567 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,954 $451K 0.04% -74 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,928 $448K 0.3% -1,625 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,919 $447K 0.33% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,683 $447K 0.07% -27 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 4,899 $446K 0.27% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,838 $440K 0.16% +971 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,829 $439K 0.07% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,809 $437K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,772 $434K 0.01% +437 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,736 $431K 0.41% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,234 $429K 0.01% +13 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,713 $429K 0.01% -177 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,706 $428K 0.17% +14 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 4,708 $428K 0.12% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,599 $418K 0.05% +38 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 4,568 $416K 0.18% -378 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,533 $412K 0.01% -277 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,511 $410K 0.01% -1,768 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,434 $403K 0.01% +643 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,415 $402K 0.14% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,342 $395K 0.02% +796 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,261 $388K 0.04% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,208 $383K 0.06% -13 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,202 $382K 0.06% -917 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,198 $382K <0.01% +82 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,189 $381K 0.06% -21 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,185 $381K 0.01% +42 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,160 $378K 0.05% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4,023 $366K 0.05% +90 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,016 $365K 0.07% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,000 $364K <0.01% -1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,996 $363K 0.01% -23 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,954 $360K 0.01% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,944 $359K 0.04% -152 13F-HR Timeline Group Crescent Sterling, Ltd. 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Empirical Wealth Management 3,877 $353K 0.01% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,874 $352K 0.01% -1,373 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,749 $341K 0.05% -418 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,729 $339K 0.09% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,657 $333K 0.01% +10 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,363 $329K 0.03% -594 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,580 $326K 0.22% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,548 $323K 0.01% -240 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,540 $322K 0.23% +405 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,517 $320K <0.01% -931 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,495 $318K <0.01% -9,630 13F-HR Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,486 $317K 0.21% +1 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,463 $315K 0.04% -74 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,452 $314K 0.09% -443 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,343 $304K 0.13% -575 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,327 $303K 0.01% +470 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,308 $301K 0.01% -161 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,231 $297K 0.13% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,252 $296K 0.06% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,250 $296K 0.08% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,235 $294K 0.05% -425 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,211 $292K 0.07% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,187 $290K <0.01% -25 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,171 $288K 0.05% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,141 $286K 0.08% -576 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,088 $281K 0.05% -168 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,043 $277K 0.03% -1 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 3,040 $277K 0.11% -6 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,030 $276K 0.1% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,029 $276K 0.16% -71 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,988 $272K 0.28% +21 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,980 $271K 0.05% +680 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,965 $270K 0.12% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,927 $266K 0.13% +20 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,916 $265K 0.01% -156 13F-HR Timeline