McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 18,847 $4.47M 1.99% +1,268 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 18,647 $4.42M 1.65% +5,821 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 18,512 $4.39M 2.5% +1,665 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 18,510 $4.39M 0.72% -1,527 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 18,455 $4.37M 0.69% +16,600 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 18,416 $4.36M 0.64% -892 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/ 18,379 $4.36M <0.01% -12,807 13F-HR/A Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,361 $4.35M 0.36% +4,967 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 18,318 $4.34M 1.94% +674 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 18,306 $4.34M 0.21% -32,589 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 18,085 $4.29M 0.42% +687 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 17,969 $4.27M 0.19% -2,055 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,015 $4.27M 1.42% +1,229 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 17,896 $4.24M 0.18% +196 13F-HR Timeline Group Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 17,835 $4.23M 1.49% +750 13F-HR Timeline MATHER GROUP, LLC. 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ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 17,557 $4.16M 0.04% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,492 $4.16M 0.15% -26,802 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 17,538 $4.16M 0.38% +3,312 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,453 $4.14M 0.45% +11,685 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 17,334 $4.11M 1.16% +122 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,201 $4.08M 0.07% -3,079 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 17,079 $4.05M 0.16% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 17,058 $4.04M 0.98% -138 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 17,019 $4.03M 3.86% -62 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 16,906 $4.01M 0.66% -601 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,903 $4.01M 0.01% +631 13F-HR Timeline Group Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 16,892 $4M 3.33% -1,786 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 16,809 $3.98M 0.76% -18,189 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 16,808 $3.98M 1.64% +243 13F-HR Timeline BEAM WEALTH ADVISORS, INC. 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More: the full row for SBI Securities Co., Ltd. 16,404 $3.89M 0.11% +35 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 16,318 $3.87M 0.93% -554 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,308 $3.86M 0.05% -3,921 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,134 $3.82M 0.26% +1,697 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,048 $3.8M 0.09% +523 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 16,036 $3.8M 0.57% -4,630 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,962 $3.78M 0.23% -2,692 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 15,822 $3.75M 1.86% -384 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,762 $3.74M 1.09% +112 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 15,743 $3.73M 1.19% -598 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 15,742 $3.73M 1.1% +3,470 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,586 $3.69M 0.1% -963 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 15,515 $3.68M <0.01% +3,978 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,475 $3.67M 0.15% +6,006 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,423 $3.67M 0.37% +891 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 15,386 $3.65M 1.45% +391 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,340 $3.64M 0.25% -237 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 15,260 $3.62M 0.14% -96,316 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,157 $3.59M 0.35% +1,627 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 15,132 $3.59M 2.68% -7,632 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 15,058 $3.57M 0.22% +6,343 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 14,929 $3.54M 1.1% -32 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 14,879 $3.53M 0.84% +21 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 14,877 $3.53M 0.97% +390 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 14,827 $3.51M 0.67% -977 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 14,803 $3.51M 1.1% +358 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,794 $3.51M 0.11% +1,438 13F-HR Timeline First Horizon Advisors, Inc. 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Wright Associates Inc. 14,590 $3.46M 1.35% -40 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 14,567 $3.45M 1.08% +2,819 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 14,554 $3.45M 0.17% -35 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 14,551 $3.45M 0.47% +4,996 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 14,479 $3.43M 0.04% +154 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 14,459 $3.43M 4.69% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 14,329 $3.4M 1.26% +1,049 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,289 $3.39M 0.01% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 14,208 $3.37M 0.83% -262 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 14,172 $3.36M 0.34% -16,808 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 14,167 $3.36M 0.03% -1,763 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 14,163 $3.36M 0.52% -153 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 14,118 $3.35M 0.77% +247 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,082 $3.34M 0.07% -105 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 14,081 $3.34M 2.29% +363 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 13,967 $3.31M 2.14% +39 13F-HR Timeline Cordant, Inc. 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More: the full row for PCA Investment Advisory Services Inc. 13,576 $3.22M 1.36% -100 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 13,566 $3.21M 2.3% -1,147 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 13,559 $3.21M 1.88% +13,500 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,559 $3.21M 0.09% +1,151 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 13,531 $3.21M 1.15% +5,033 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 13,497 $3.2M 0.94% +258 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 13,483 $3.2M 2.44% -212 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,945 $3.18M 0.63% +73 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Astoria Strategic Wealth, Inc. 13,219 $3.13M 0.85% +6,392 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 13,203 $3.13M 1.32% -205 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 13,033 $3.09M 0.11% -207 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 12,945 $3.07M 0.38% +2,293 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 12,942 $3.07M 1.6% -655 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 12,951 $3.07M 0.96% -4,130 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 12,897 $3.07M 0.05% +9,102 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,878 $3.05M 0.11% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 12,847 $3.04M 1.92% +483 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,827 $3.04M 0.08% +684 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,750 $3.02M 0.07% -6,027 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,502 $3.01M 0.27% +2,247 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,698 $3.01M 0.15% -3,012 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 12,313 $2.97M 1.92% +966 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,511 $2.96M 3.33% -50 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 12,510 $2.96M 0.06% -3,162 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,509 $2.96M 0.16% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,504 $2.96M 0.22% -103 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,500 $2.96M 0.05% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,480 $2.96M 0.02% +1,435 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 12,478 $2.96M 0.29% -150 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,473 $2.96M 0.29% -460 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,456 $2.95M 0.08% -12 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 12,436 $2.95M 0.58% -540 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 12,434 $2.95M 0.53% +6,353 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,422 $2.94M 0.18% -875 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,382 $2.93M 0.05% -1,980 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,303 $2.92M 0.98% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 12,292 $2.91M 1.13% +3,046 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,275 $2.91M 0.64% +6,540 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,259 $2.91M 0.06% -536 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 12,230 $2.9M 0.04% -11 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 12,198 $2.89M 3.61% +7,195 13F-HR/A Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,174 $2.88M 2% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 12,162 $2.88M 1.02% +4,870 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,141 $2.88M 0.22% -496 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,049 $2.87M 1.45% -1,317 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,089 $2.86M 0.6% +1,798 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 12,088 $2.86M 1.03% -1,542 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 12,088 $2.86M 2.13% -134 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,059 $2.86M 0.09% +1,894 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 12,036 $2.85M 1.24% +1,735 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 12,017 $2.85M 1.06% -77 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 11,917 $2.82M 0.61% +2,296 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 11,902 $2.82M 0.31% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11,891 $2.82M 0.98% +61 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,825 $2.81M 0.78% -981 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,846 $2.81M 0.11% -18,245 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,810 $2.8M 0.45% -782 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,784 $2.79M 0.7% +3,203 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 11,737 $2.79M 2.1% +500 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 11,705 $2.77M 0.84% +13 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 11,234 $2.74M 0.4% +247 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 11,560 $2.74M 0.29% +5,245 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,522 $2.74M 0.31% -396 13F-HR Timeline Family Capital Management, Inc. 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