Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,211 $791K 0.02% +4,262 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,275 $786K 0.03% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,256 $785K 0.15% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 16,739 $775K 0.23% -37 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 16,990 $773K 0.25% -100 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,614 $756K 0.01% -720 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,383 $746K 0.02% +2,284 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,383 $746K +147 Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 16,219 $738K 0.15% +1,791 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,069 $731K 0.1% -13 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 16,000 $728K 0.54% 0 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 15,633 $712K 0.46% +3,549 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,573 $709K 0.01% -13,130 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,300 $696K <0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,019 $684K <0.01% +2,243 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 15,000 $683K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,668 $668K 0.03% +9,822 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,606 $665K 0.04% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,316 $652K 0.03% +3,518 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,232 $648K 0.12% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,046 $639K 0.02% +720 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,871 $631K 0.02% +1,318 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 13,846 $630K 0.12% -917 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,671 $622K 0.01% +109 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 13,611 $620K 0.17% +2,335 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 13,155 $605K 0.13% -105 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,197 $601K 0.01% -562 13F-HR/A Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,956 $592K 0.13% -8,069 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 13,011 $587K 0.09% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,805 $582K 0.04% 0 13F-HR/A Timeline Advisor Resource Council More: the full row for Advisor Resource Council 12,755 $581K 0.23% +1,854 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,713 $579K 0.11% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,695 $578K 0.09% +17 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 12,610 $574K 0.08% +455 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 12,522 $570K 0.1% +1,200 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 12,481 $568K 0.02% -66 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,259 $558K 0.03% +439 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,288 $558K <0.01% +7,326 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,161 $554K 0.1% +1,862 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,890 $541K 0.04% +216 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,726 $534K 0.01% +300 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,661 $531K 0.02% -756 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,573 $527K 0.27% -714 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,539 $525K 0.05% -220 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 11,396 $519K 0.07% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,361 $517K 0.1% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,227 $511K <0.01% +2,450 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 11,194 $510K 0.06% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 11,106 $506K 0.2% +1,519 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,084 $505K 0.01% +6,244 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 11,033 $502K 0.23% -321 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 10,972 $499K 0.08% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,853 $494K <0.01% +8,328 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 10,746 $489K 0.04% -324 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 10,673 $486K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,467 $476K 0.01% +422 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 10,435 $475K 0.02% -120 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,394 $473K 0.04% -10 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,384 $473K <0.01% +603 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 10,164 $463K 0.19% +101 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 10,089 $459K 0.07% -3,799 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,011 $456K 0.01% +1,075 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,999 $455K 0.01% +2,756 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 9,926 $452K 0.11% +59 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 9,830 $447K 0.22% +110 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 9,811 $447K 0.24% -736 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 9,814 $447K 0.11% +97 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,802 $446K 0.01% +3,789 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 9,800 $446K 0.13% -700 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 9,626 $438K 0.05% +6 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,527 $434K 0.02% +212 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9,522 $433K 0.11% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,329 $425K <0.01% -7,980 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,271 $422K 0.16% +1,366 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 9,184 $418K 0.26% +50 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,171 $417K <0.01% +527 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 9,168 $417K 0.23% -1,208 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 9,098 $414K 0.05% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 9,083 $413K 0.16% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 9,028 $411K 0.21% +898 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 8,949 $407K 0.06% -2,493 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,768 $399K 0.02% +181 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 8,699 $396K 0.09% -370,630 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,586 $391K 0.02% +89 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 8,565 $390K 0.04% -820 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,546 $389K 0.02% +91 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,483 $386K 0.04% -512 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 8,346 $380K 0.02% -1,105 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 8,214 $374K 0.24% +3,257 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 8,153 $371K 0.05% +157 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,132 $370K 0.01% +221 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 8,049 $366K 0.11% new 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 8,039 $366K 0.14% +3,033 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8,000 $364K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 7,950 $362K 0.05% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,797 $355K 0.1% -400 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,731 $352K 0.06% +77 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 8,021 $347K 0.03% -350 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,413 $345K 0.01% +972 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,535 $343K 0.04% -800 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,505 $342K 0.01% -390 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,399 $337K 0.02% +2,315 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,244 $330K 0.01% -1,048 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 7,200 $328K 0.28% +7,200 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,168 $326K 0.03% +128 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,165 $326K <0.01% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,118 $324K 0.11% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,083 $322K 0.18% -225 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,958 $317K <0.01% -264 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 6,924 $315K 0.03% -298 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6,865 $312K 0.13% -365 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 6,833 $311K 0.3% 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,747 $307K 0.09% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,682 $304K 0.02% +15 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,581 $300K 0.01% -3,180 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,562 $299K 0.05% +403 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,558 $299K 0.01% +180 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,527 $297K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,505 $296K 0.02% -2,354 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,448 $294K 0.06% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 6,316 $288K 0.24% +1,099 13F-HR/A Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,119 $279K <0.01% -1,400 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 6,102 $278K 0.23% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 5,981 $272K 0.15% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 5,975 $272K 0.15% +17 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,969 $272K <0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,954 $271K 0.01% -182 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,938 $270K 0.01% +21 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 5,931 $270K 0.23% +15 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 5,855 $267K 0.28% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,821 $265K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,840 $265K 0.02% -1,607 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5,783 $263K 0.11% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,772 $262K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,750 $262K <0.01% +250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,651 $262K <0.01% new 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,700 $259K 0.01% 0 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,620 $256K <0.01% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,604 $255K <0.01% +886 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,558 $253K 0.01% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,514 $251K 0.02% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,487 $250K 0.01% 0 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,484 $250K 0.03% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,474 $249K <0.01% new 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 5,365 $244K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,380 $244K <0.01% -185 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,322 $242K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,311 $242K 0.01% new 13F-HR/A Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,265 $240K 0.16% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5,219 $238K 0.24% new 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 5,141 $234K 0.17% +22 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,130 $234K 0.01% +2,826 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,098 $232K <0.01% -378 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,081 $231K 0.01% -321 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,046 $230K <0.01% +150 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,037 $229K 0.11% +152 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,031 $229K 0.02% -1,358 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,030 $229K 0.11% +38 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,951 $226K 0.05% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,902 $226K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,928 $224K 0.01% +3,286 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,893 $223K 0.13% -1,221 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,881 $222K 0.06% +20 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,842 $221K <0.01% -197 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,860 $221K 0.05% -400 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,851 $221K <0.01% -56,695 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,816 $219K 0.03% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,798 $218K 0.16% -94 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,791 $218K 0.12% +33 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,744 $216K <0.01% -998 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,737 $216K 0.15% -529 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 4,734 $215K 0.06% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,733 $215K <0.01% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,712 $214K 0.06% -372 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,681 $213K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,619 $210K <0.01% +1,155 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,600 $209K 0.11% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,568 $208K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,564 $208K 0.03% -1,765 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,558 $207K 0.01% new 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. 4,534 $206K <0.01% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,506 $205K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,496 $205K <0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,478 $204K 0.12% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,458 $203K 0.01% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,394 $203K 0.09% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,431 $202K 0.01% -586 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,428 $202K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,406 $201K <0.01% -3,403 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 4,401 $200K 0.19% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,150 $189K 0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,072 $185K 0.29% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,916 $178K <0.01% +2 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,460 $157K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,368 $152K -1,078 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,207 $146K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,948 $134K 0.09% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,581 $117K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,509 $114K 0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 2,456 $112K 0.03% -185 13F-HR Timeline