Apella Capital, LLC More: the full row for Apella Capital, LLC 8,481 $949K 0.02% -168 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,530 $949K 0.13% -4,900 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 8,515 $947K 0.33% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 8,470 $942K 0.09% -5 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,411 $935K <0.01% -279 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 8,262 $919K 0.17% +90 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,256 $918K 0.04% +774 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 8,224 $915K -1,063 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,083 $899K 0.01% -8,381 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,037 $894K 0.05% -6 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,927 $882K 0.03% +14 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,852 $871K -1,139 Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 7,750 $862K 0.11% -2,069 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,709 $857K 0.07% +368 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,693 $856K 0.06% -766 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,687 $855K 0.03% +1,896 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,628 $849K 0.02% +88 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,633 $849K +566 Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7,632 $849K 0.61% +5,293 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,614 $847K 0.21% -247 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,578 $843K 0.03% +1,477 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7,500 $834K 1.22% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,439 $827K 0.02% +27 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,411 $824K 0.03% +465 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,379 $821K 0.14% -217 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 7,369 $820K 0.65% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,268 $808K 0.02% +173 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,228 $804K -2,922 Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,220 $803K 0.2% +2,230 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,197 $800K 0.03% +482 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,195 $800K <0.01% +1,833 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,134 $793K <0.01% -929 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,129 $793K 0.04% -9,771 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,128 $793K 0.03% -642 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,103 $790K 0.03% -3,210 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,052 $784K 0.03% -98 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,050 $784K 0.01% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 7,030 $782K 0.14% +69 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 7,021 $781K 0.49% -186 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 7,000 $778K 0.23% -85 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,950 $773K 0.06% -1,142 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,932 $771K 0.53% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,859 $763K 0.03% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,854 $762K 0.03% -60 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,820 $759K <0.01% +34 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,807 $757K <0.01% +133 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 6,777 $754K 0.02% -395 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 6,707 $746K 0.26% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 6,687 $744K 0.08% +18 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,682 $743K 0.3% -1,006 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,670 $742K 0.03% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 6,573 $731K 0.21% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,565 $730K 0.15% -4 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,548 $728K 0.01% -1,232 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,500 $723K 0.19% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 6,478 $720K 0.66% +923 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,471 $720K 0.48% 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 6,430 $715K 0.31% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,428 $715K 0.33% -132 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,405 $712K 0.21% +1,500 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 6,360 $707K 0.22% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,341 $705K 0.04% -719 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,308 $702K 0.23% -142 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,305 $701K 0.01% -622 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,293 $700K 0.41% +64 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,285 $699K 0.07% -53 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,261 $696K 0.12% +498 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,259 $696K 0.02% +3,608 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,259 $696K 0.08% -121 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,200 $690K 0.01% new 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,192 $689K 0.04% +23 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,175 $687K 0.01% -1,011 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,171 $686K 0.06% -46 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,146 $684K 0.03% +510 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 6,140 $683K 0.05% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 6,137 $683K 0.06% -240 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,125 $681K <0.01% +226 13F-HR/A Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,095 $678K 0.26% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,092 $678K 0.02% +4,152 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,079 $676K 0.05% +1,639 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,054 $673K 0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,030 $671K 0.01% -842 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,975 $665K 0.01% -773 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,906 $657K 0.06% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,873 $653K 0.13% +10 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,805 $646K 0.03% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,794 $644K 0.48% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,779 $643K 0.07% -109 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 5,772 $642K 0.47% -379 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 5,700 $634K 0.5% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,699 $634K 0.41% +172 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,688 $633K 0.04% +1,489 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,630 $626K 0.09% -163 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,583 $621K 0.17% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 5,563 $619K 0.18% -18,054 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,540 $616K 0.06% -525 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,501 $612K 0.04% +52 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 5,500 $612K <0.01% +4,400 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,498 $611K 0.15% -268 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 5,489 $610K 0.12% +109 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 5,479 $609K 0.32% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,437 $605K 0.25% +16 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,376 $598K 0.32% +834 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,305 $590K 0.17% -285 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,204 $579K 0.07% +118 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,200 $578K 0.07% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,194 $578K 0.12% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,179 $576K 0.01% -427 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,179 $576K 0.31% -71 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 5,168 $575K 0.11% -119 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,136 $571K 0.02% -50 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,134 $571K 0.14% 0 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 5,122 $570K 0.33% -501 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,116 $569K 0.08% +710 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,098 $567K 0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,088 $566K 0.02% -2,702 13F-HR Timeline Group ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 5,070 $564K 0.13% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,070 $564K 0.2% -145 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,997 $556K 0.06% -972 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,955 $551K 0.57% -450 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,932 $549K 0.01% -3,144 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,917 $547K 0.01% +613 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,871 $542K 0.01% -186 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,869 $542K 0.04% -581 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,783 $532K <0.01% -860,580 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 4,789 $531K 0.39% -609 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,761 $530K 0.16% -2,475 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,717 $525K 0.03% -54 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,713 $524K 0.38% -378 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,700 $523K 0.05% +481 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,684 $521K 0.09% -556 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,666 $519K 0.43% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,645 $517K 0.05% -4,815 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,623 $514K 0.02% -211 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,610 $513K 0.01% +200 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,582 $510K 0.33% +44 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,578 $509K 0.04% -792 13F-HR/A Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,573 $509K 0.24% +39 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 4,558 $507K 0.11% -472 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,528 $504K 0.14% -209 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,521 $503K 0.01% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,484 $499K 0.16% +40 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,478 $498K 0.01% +6 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,466 $497K 0.06% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 4,448 $495K 0.31% -96 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 4,429 $493K 0.15% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 4,421 $492K 0.06% -468 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,371 $486K <0.01% -3,142 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,367 $486K 0.2% -109 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 4,326 $481K 0.03% -15,919 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,296 $478K 0.43% +428 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,294 $478K 0.04% +17 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,278 $476K 0.01% +39 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 4,271 $475K 0.3% -72 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,264 $474K <0.01% +1,302 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 4,244 $472K 0.05% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,220 $469K 0.04% new 13F-HR Timeline American Trust More: the full row for American Trust 4,198 $467K 0.04% -299 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,197 $467K 0.17% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,186 $466K <0.01% +15 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,175 $464K 0.08% +170 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,159 $463K 0.01% +34 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,151 $462K 0.07% -4,471 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,120 $458K 0.07% new 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,088 $455K 0.38% +39 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,055 $451K 0.24% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,029 $448K 0.01% +197 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,015 $447K 0.1% +2,155 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,007 $446K 0.07% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4,004 $445K 0.29% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,979 $443K 0.05% +1,973 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,958 $440K 0.14% -54 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 3,917 $436K -1,600 Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,889 $433K 0.28% new 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,831 $426K 0.06% -10 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,762 $418K 0.03% -50 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,711 $413K 0.1% +2 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,700 $412K 0.02% -21 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,699 $411K 0.03% -226 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,697 $411K 0.02% +24 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,694 $411K 0.02% +9 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,691 $410K 0.05% -24 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,675 $409K 0.11% +2 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,659 $407K 0.28% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,652 $406K 0.01% +19 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,639 $405K 0.2% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,596 $400K 0.04% -550 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,570 $397K 0.22% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,566 $397K 0.23% +800 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,585 $394K 0.45% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,534 $393K <0.01% -136 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,534 $393K 0.15% -107 13F-HR/A Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,521 $392K 0.02% -292 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,496 $389K 0.14% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,491 $388K 0.04% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,468 $386K 0.01% -5,773 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,464 $385K 0.05% +49 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,438 $382K 0.12% -270 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,435 $382K 0.12% -2,212 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 3,426 $381K 0.06% -739 13F-HR Timeline