Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 19,281 $6.29M 4.07% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 19,035 $6.21M 2.72% +304 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 18,840 $6.15M 4.2% -39 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 18,600 $6.07M 1.87% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 18,564 $6.06M 2.55% -2,096 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 18,501 $6.04M 1.53% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 18,363 $5.99M 0.34% +1,360 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,321 $5.98M 0.05% -7,430 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18,264 $5.96M 0.62% +431 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 17,920 $5.85M 3.38% +1,171 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,986 $5.54M 0.27% +1,022 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 16,764 $5.47M 0.65% -204 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,752 $5.47M 0.19% +1,880 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,595 $5.42M 0.06% -1,769 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,515 $5.39M 0.07% -450 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 16,370 $5.34M 1.97% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 16,362 $5.34M 0.17% +4,398 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,204 $5.29M 0.06% -6,164 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 15,870 $5.18M -412 Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 15,628 $5.1M 3.25% -526 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,443 $5.04M 0.07% +190 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,309 $5M 0.06% +369 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 15,304 $4.99M 0.04% +3,264 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 15,267 $4.98M 0.43% -1,460 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,558 $4.96M 0.17% -20,768 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 15,228 $4.95M <0.01% +4,694 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 15,041 $4.91M 3.17% -5,828 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 14,900 $4.86M 0.78% +6,697 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,885 $4.86M 0.55% +4,914 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,866 $4.85M 0.23% +291 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 14,782 $4.82M 0.9% +4,320 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 14,614 $4.77M 1.71% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,588 $4.76M 0.01% +10,184 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,431 $4.71M 0.15% -190 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,431 $4.71M 0.51% +134 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 14,389 $4.7M 1.37% -190 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,324 $4.67M 0.16% -355 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 14,109 $4.6M 0.83% +9,976 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,085 $4.6M 0.06% -29 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 14,025 $4.58M 1.68% -1,790 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 13,975 $4.56M 2.44% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,852 $4.52M 0.17% +3,826 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,761 $4.49M 1.59% -4,381 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 13,678 $4.46M 0.62% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 13,557 $4.42M 0.22% -93,960 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,507 $4.41M 0.27% +827 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,222 $4.39M 0.17% -1,328 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 13,420 $4.38M 2.41% -15,696 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 13,360 $4.36M 0.49% -117 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,864 $4.36M 0.96% +301 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,310 $4.34M 0.06% +996 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,236 $4.32M 0.12% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 13,152 $4.29M 1.69% +285 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 13,150 $4.29M 0.65% -761 13F-HR Timeline Group Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 13,000 $4.24M 1.32% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 12,790 $4.17M 1.08% +2,307 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,539 $4.09M 0.22% -221 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 12,536 $4.09M 3.51% -1,629 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 12,506 $4.05M 1.63% +1,788 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 12,284 $4.01M 0.26% -2,650 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,255 $4M 0.21% -188 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,146 $3.96M 0.1% -1,555 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 12,081 $3.94M 1.43% +12 13F-HR/A Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 11,138 $3.84M 2.58% +594 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,731 $3.83M 0.18% +5,356 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,713 $3.82M 0.23% -119 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 11,510 $3.76M 1.86% +1,029 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,005 $3.59M 0.11% +3,019 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 10,908 $3.56M 0.02% -2,500 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 10,889 $3.55M 1.09% 0 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,827 $3.53M 1.03% +1,925 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,733 $3.5M 0.34% -80 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,535 $3.44M 0.23% -157 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,450 $3.41M 0.05% +6,026 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 10,439 $3.41M 0.2% +6,446 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,415 $3.4M <0.01% +4,914 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 10,376 $3.39M 1.07% -102 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,372 $3.39M 0.12% -296 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,340 $3.38M 0.54% -40 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,323 $3.37M 0.1% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 9,523 $3.34M 1.51% -1,988 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,218 $3.33M 0.28% +823 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,211 $3.33M 0.01% +491 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 10,200 $3.33M <0.01% +293 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,136 $3.31M 0.19% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,846 $3.21M 0.21% +4,011 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 9,806 $3.2M 1.2% +3,231 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,775 $3.19M 0.14% +1,104 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,751 $3.19M 0.01% +1,633 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 9,742 $3.18M <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 9,715 $3.17M 0.48% +189 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 9,664 $3.15M 0.01% -607 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,642 $3.15M 0.06% -90 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,549 $3.12M 0.08% +5,347 13F-HR/A Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 9,529 $3.11M 1.57% +460 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 9,501 $3.1M 0.11% -10,999 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,431 $3.08M 0.01% +1,246 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 9,347 $3.02M 0.06% -5,083 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,210 $3.01M 0.21% +91 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 9,029 $2.95M 0.75% +51 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,989 $2.93M 0.45% +168 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 8,932 $2.92M 2.12% new 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 8,918 $2.91M 0.79% +150 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,856 $2.89M 0.43% +1,007 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,711 $2.84M <0.01% +1,660 13F-HR Timeline Group WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 8,675 $2.83M 0.87% -150 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 8,663 $2.83M 1.59% +5,806 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,640 $2.82M 0.07% -999 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 8,549 $2.79M <0.01% +1,448 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 8,516 $2.78M 0.82% -75 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,466 $2.76M 0.06% +821 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,430 $2.75M 0.06% +82 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 8,397 $2.74M 1.71% +589 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,288 $2.7M 0.1% +2,645 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,281 $2.7M 0.39% +405 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,251 $2.69M 0.08% -436 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,221 $2.68M 0.49% -1,404 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,212 $2.68M 0.12% -12,701 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 8,192 $2.67M 0.48% -258 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 8,185 $2.67M 0.42% -316 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,171 $2.67M 0.09% +176 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 8,065 $2.63M 1.08% -97 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 8,048 $2.62M 7.43% +3,248 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,958 $2.6M 0.09% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,950 $2.59M 0.56% -630 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,394 $2.57M 0.4% +5,886 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,683 $2.51M 0.13% +1,897 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 7,667 $2.5M 1.35% +50 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,645 $2.5M 0.03% +335 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,645 $2.49M 0.04% -203 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,204 $2.49M 0.26% +594 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 7,532 $2.46M 1.55% -755 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 7,443 $2.43M 1.64% +449 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,717 $2.4M 0.19% +25 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,341 $2.4M 0.08% +5,996 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,092 $2.31M 1.06% -467 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,027 $2.29M 1.02% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,874 $2.24M 0.57% +363 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,840 $2.23M 0.01% +2,165 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,731 $2.2M 0.08% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,727 $2.2M 0.62% +78 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,719 $2.19M 0.18% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,709 $2.19M 0.53% -43 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,710 $2.19M 0.04% -92 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,687 $2.18M 0.01% +617 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,664 $2.17M 0.36% -57 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,488 $2.12M 0.65% +2,122 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,488 $2.12M 0.14% +15 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,486 $2.12M 0.08% 0 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 6,484 $2.12M 0.99% +3,372 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 6,418 $2.1M 0.37% -47 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 6,723 $2.07M 0.74% +3,507 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,187 $2.02M 0.01% +390 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,180 $2.02M 0.12% +1,337 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,137 $2M 0.02% -4,932 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,108 $1.99M 1.54% +93 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,830 $1.99M 0.05% +123 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,104 $1.99M 0.09% +2,715 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,067 $1.98M 0.01% +4,369 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,018 $1.96M 0.07% -948 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,952 $1.94M 0.05% -888 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 5,933 $1.94M 1.01% +1,425 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,927 $1.93M 1.51% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,860 $1.91M 0.12% +3,399 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,828 $1.9M 1.48% -127 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,824 $1.9M <0.01% +915 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 5,813 $1.9M 0.11% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,728 $1.87M 1.78% -112 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,725 $1.87M 0.17% -8,914 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 5,709 $1.86M 0.68% -94 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,664 $1.85M 0.64% -837 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,650 $1.84M 0.1% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,552 $1.81M 1.25% +71 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 5,543 $1.81M 0.51% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,473 $1.79M 1.33% -58 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 5,464 $1.78M 0.36% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,358 $1.74M 0.49% -341 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 5,305 $1.73M 0.82% +2,455 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,293 $1.73M 0.25% +365 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,291 $1.73M 0.03% +161 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,241 $1.71M 0.44% +1,580 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,215 $1.7M 0.13% +412 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,190 $1.69M 0.23% +104 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,126 $1.67M 0.01% +1,842 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 5,107 $1.67M 0.63% -294 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,088 $1.66M 0.15% +280 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 5,075 $1.66M 1.18% -175 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 5,062 $1.65M 0.5% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,052 $1.65M 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,045 $1.65M 0.01% +1,094 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,034 $1.64M 0.08% +25 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,874 $1.64M 0.73% +56 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 4,981 $1.63M 0.09% +2,221 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 4,848 $1.58M <0.01% -7,457 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,797 $1.57M 0.37% -128 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,788 $1.56M 0.17% +586 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,761 $1.55M <0.01% -288 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,753 $1.55M 0.06% +255 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 4,734 $1.54M 0.58% -117 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,717 $1.54M 0.06% +127 13F-HR Timeline