Firestone Capital Management More: the full row for Firestone Capital Management 14,674 $1.39M 0.29% +634 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 14,420 $1.36M 0.96% -1,889 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 14,366 $1.36M +161 Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14,308 $1.35M <0.01% -50,703 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 14,171 $1.34M 0.73% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 14,000 $1.32M 0.27% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,688 $1.29M 0.14% -538 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 13,581 $1.28M 0.29% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13,530 $1.28M 0.18% +414 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 13,420 $1.27M 0.6% -2,080 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 12,959 $1.23M 0.31% -371 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,345 $1.17M 0.03% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,248 $1.16M 0.14% +251 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,217 $1.16M 0.02% +42 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,136 $1.15M 0.02% +10,578 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,005 $1.14M 0.53% +132 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11,984 $1.13M 0.61% -370 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 11,964 $1.13M 0.78% -48 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,890 $1.12M 0.55% -167 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,834 $1.12M 0.05% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,827 $1.12M 0.01% -381 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 11,717 $1.11M 0.71% -166 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,489 $1.09M -34,686 Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 11,481 $1.09M 0.15% -126 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 11,388 $1.08M 0.08% +479 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 11,388 $1.08M 0.28% +1,043 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,260 $1.06M <0.01% -931 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 11,249 $1.06M 0.62% +40 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 11,070 $1.05M 0.33% -13,985 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,055 $1.05M <0.01% -2,386 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 11,000 $1.04M <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,439 $1.04M 0.06% +1,317 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10,876 $1.03M 0.27% -461 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 10,875 $1.03M 0.1% -1,924 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,863 $1.03M <0.01% +1,043 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,580 $1M 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,474 $991K 0.07% -278 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,419 $985K 0.24% -227 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 10,357 $980K 0.75% +1,519 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,265 $971K 0.07% +53 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,254 $970K 0.29% +189 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,225 $967K 0.05% -28 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 10,018 $948K 0.12% -149 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,997 $946K <0.01% -159 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,916 $938K <0.01% -143 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,848 $931K 0.01% -813 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,798 $927K 0.03% -615 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 9,724 $920K 0.64% +40 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 9,675 $915K 0.03% -82 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 9,959 $906K 0.09% -9 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 9,564 $905K 0.48% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,515 $899K <0.01% +4,050 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,473 $896K 0.01% +217 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,110 $862K <0.01% +56 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,091 $860K 0.01% +1,831 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,023 $853K 0.04% -52 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,938 $845K 0.52% -265 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 8,936 $845K 0.11% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,913 $843K 0.2% +2,794 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,062 $839K 0.72% +13 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,855 $838K 0.03% -2,292 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,746 $827K <0.01% -306 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,675 $821K 0.03% 0 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,545 $808K 0.02% -230 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 8,541 $808K 0.07% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,225 $778K 0.01% -25 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,197 $775K <0.01% +1,265 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,190 $775K 0.02% -117 13F-HR/A Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8,158 $772K 0.32% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,049 $761K <0.01% -7,496 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,033 $760K 0.01% +166 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7,992 $756K 0.32% -170 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 7,972 $754K 0.48% -165 13F-HR Timeline Atlas Brown,Inc. 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More: the full row for Accredited Investors Inc. 6,699 $634K 0.03% -407 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,664 $630K 0.12% +56 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,651 $629K 0.05% -1,541 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 6,554 $620K 0.42% +2 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,531 $618K <0.01% +1,722 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 6,529 $618K 0.15% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,269 $593K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,224 $589K <0.01% -235 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,194 $586K <0.01% 0 13F-HR Timeline Group Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,187 $585K 0.58% -15 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,168 $583K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,123 $579K <0.01% -296 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,094 $576K 0.03% +18 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,015 $569K <0.01% +23 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 5,971 $565K 0.46% -584 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,965 $564K 0.12% +106 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,864 $555K 0.16% -7 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,839 $552K 0.02% +1,126 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,646 $534K <0.01% -186 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,613 $531K 0.12% +143 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,611 $531K 0.01% -279 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,609 $530K <0.01% +30 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for DENVER WEALTH MANAGEMENT, INC. 5,042 $477K 0.16% -798 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,935 $467K 0.29% -406 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,916 $465K 0.32% -3 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 4,899 $463K 0.28% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,829 $457K 0.07% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 4,792 $453K 0.04% -471 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,777 $452K 0.31% -189 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,753 $450K 0.1% -273 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,719 $446K 0.33% -209 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,715 $446K 0.12% +9 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 4,708 $445K 0.12% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,234 $439K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,630 $438K 0.02% +196 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,591 $434K 0.03% +1,880 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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More: the full row for Total Clarity Wealth Management, Inc. 4,293 $406K 0.1% +1,082 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,264 $403K 0.02% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,261 $403K 0.04% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 4,252 $402K 0.17% -316 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,248 $402K <0.01% +1,379 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,208 $398K 0.06% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,200 $397K <0.01% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,189 $396K 0.06% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,171 $394K 0.35% 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,160 $393K 0.3% -1,300 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,149 $392K 0.02% -1,375 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,000 $378K <0.01% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,979 $376K 0.07% -37 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,954 $374K 0.01% 0 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,921 $371K 0.1% +192 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,920 $371K 0.36% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,910 $370K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,937 $366K 0.01% -59 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,846 $364K 0.01% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,833 $363K 0.04% -111 13F-HR Timeline Group IF Advisors, LLC More: the full row for IF Advisors, LLC 3,823 $362K 0.26% new 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 3,820 $361K 0.01% -57 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,733 $353K 0.01% -1,039 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,710 $351K 0.04% +826 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,371 $350K 0.31% -1,365 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,663 $346K 0.01% +6 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,661 $346K 0.05% -499 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,659 $346K 0.06% -90 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,581 $339K 0.01% -293 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,580 $339K 0.23% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,555 $336K 0.25% +15 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,457 $327K 0.21% -29 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,407 $322K 0.09% -45 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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