Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,799 $588K 0.01% +1,357 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 14,758 $586K 0.28% +754 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,680 $586K 0.01% +274 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,655 $582K 0.03% +12,067 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,483 $575K 0.02% +8,251 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 14,044 $558K 0.2% -335 13F-HR/A Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 13,829 $549K 0.12% -132 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,800 $548K <0.01% +6,300 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 13,785 $548K 0.08% -184 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,661 $543K <0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,407 $533K 0.01% +620 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 13,370 $531K 0.37% +1,683 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 13,052 $519K 0.2% +104 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,834 $510K 0.13% +793 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,472 $495K <0.01% -728 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,464 $495K 0.03% -569 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,336 $490K 0.1% +7,385 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 12,315 $489K 0.09% +2,341 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 11,963 $475K 0.1% +248 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 11,770 $469K 0.05% -673 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,742 $467K <0.01% +1,899 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,592 $461K 0.01% +320 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,444 $455K 0.1% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,304 $449K 0.23% +680 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,086 $440K <0.01% +419 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,979 $436K 0.03% -109,076 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 10,771 $428K 0.44% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,575 $420K 0.01% +448 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 10,501 $417K 0.08% -6,988 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,425 $414K 0.01% +28 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,350 $411K 0.01% -231 13F-HR Timeline Group BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 10,120 $402K 0.24% +61 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 9,929 $394K 0.23% -414 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,593 $382K 0.16% -646 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 9,583 $381K 0.05% 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 9,380 $373K 0.37% +192 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 9,174 $370K 0.35% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,213 $366K 0.23% +1,911 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,147 $363K 0.01% -614 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,029 $359K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,872 $352K -149 Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,858 $352K 0.02% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 8,829 $351K 0.1% -791 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,814 $350K 0.03% +25 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,763 $348K <0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 8,671 $344K 0.03% -93 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,542 $339K <0.01% +99 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 8,368 $332K 0.32% -2,069 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,175 $325K 0.08% -1,247 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,064 $320K 0.02% +977 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,912 $314K <0.01% +1,000 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,866 $313K 0.03% +123 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 7,850 $311K 0.22% -110,756 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,714 $306K 0.02% +807 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,675 $305K 0.01% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 7,653 $304K 0.15% -72 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,494 $298K 0.05% +129 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 7,412 $294K 0.11% +769 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,400 $294K <0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,367 $293K 0.01% -651 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,348 $291K 0.01% -2,545 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 7,194 $286K 0.2% +1,343 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,138 $284K 0.06% -954 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,135 $283K <0.01% +20 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,932 $275K <0.01% +747 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,915 $275K 0.01% -221 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,870 $273K 0.02% +50 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,756 $268K 0.12% +214 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 6,700 $266K 0.27% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,682 $265K 0.12% -2,613 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,645 $264K 0.02% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,478 $261K 0.01% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,537 $260K 0.06% -8,425 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,349 $252K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,236 $248K 0.02% -1,312 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 6,194 $246K -3,528 Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6,188 $246K 0.13% +702 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,168 $245K 0.07% -1,415 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,146 $244K 0.03% -150 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 6,076 $241K 0.17% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 6,052 $240K 0.05% +572 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 6,025 $240K 0.04% -1,790 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,811 $231K 0.01% 0 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 5,770 $229K 0.39% -23,638 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,738 $228K 0.04% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,654 $225K 0.11% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 5,553 $221K 0.1% -62 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 5,520 $219K 0.06% new 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,400 $215K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,343 $212K <0.01% -716 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,302 $211K 0.03% -31,217 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,300 $211K <0.01% -1,258 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,250 $209K 0.14% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,226 $208K 0.11% +429 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,145 $204K 0.01% -12 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,800 $191K 0.03% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,508 $179K 0.02% -174 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,186 $166K <0.01% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,143 $165K 0.12% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,523 $140K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,514 $140K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3,435 $136K 0.09% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,372 $134K <0.01% +1,684 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,283 $130K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,979 $118K 0.02% +24 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,635 $105K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,258 $89.7K <0.01% -134 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,134 $84.8K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,080 $82.6K 0.02% -460 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,001 $79.5K 0.01% -231 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,932 $76.6K <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,709 $67.9K <0.01% +2 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,642 $65.2K 0.01% -423,866 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,626 $65K <0.01% -1,077 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,600 $63.3K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,587 $63.1K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,583 $62.9K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,478 $58.8K <0.01% -1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,206 $47.9K 0.02% -36 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,171 $46.5K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,109 $44.1K <0.01% +609 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,003 $39.8K 0.03% -303 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,000 $39.7K 0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 921 $36.6K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 885 $35.2K 0.01% -206 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 877 $34.9K <0.01% 0 13F-HR/A Timeline Group Investors Research Corp More: the full row for Investors Research Corp 822 $32.7K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 795 $31.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 770 $30.6K <0.01% +135 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 737 $29.3K <0.01% +6 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 643 $25.5K 0.08% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 626 $24.9K <0.01% -75 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 552 $21.9K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 535 $21.3K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 510 $20.3K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 417 $16.6K <0.01% -500 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 404 $16.1K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 315 $12.5K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 206 $8.17K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 201 $7.99K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 185 $7.35K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 158 $6.25K <0.01% +26 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 155 $6.16K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 136 $5.4K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 131 $5.19K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 113 $4.49K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 90 $3.58K <0.01% -3,532 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $3.38K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 68 $2.7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 66 $2.62K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 63 $2.5K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 63 $2.5K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 46 $1.83K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 35 $1.39K <0.01% +15 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 28 $1.11K <0.01% 0 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 26 $1.03K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16 $636 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 14 $556 <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11 $437 <0.01% -34 13F-HR Timeline Group