KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 28,275 $2.25M 0.96% -89,473 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 28,215 $2.25M 1.53% +256 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 28,123 $2.24M 0.01% +3,097 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 28,116 $2.24M 0.33% +14,961 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 28,067 $2.24M 1.49% +890 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,001 $2.23M 0.07% +946 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 27,860 $2.22M 1.3% -510 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 27,767 $2.21M 0.34% +15,518 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27,680 $2.21M 0.15% +16,255 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 27,612 $2.2M 1.99% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 27,493 $2.19M 0.18% +7,590 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 27,406 $2.19M 0.13% -360 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 27,303 $2.18M 0.37% +626 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 27,025 $2.15M 1.01% +486 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 27,017 $2.15M 0.59% +43 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26,785 $2.14M 0.22% -4,478 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,728 $2.13M 0.05% -3,479 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 26,494 $2.11M 0.52% -3,273 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 26,458 $2.11M 0.28% 0 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 26,376 $2.11M 2% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 26,266 $2.09M 0.27% +1,499 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 26,272 $2.09M 0.08% +1,372 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 26,081 $2.08M 0.79% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 25,962 $2.07M 0.05% -1,658 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 25,923 $2.07M 0.23% -5,928 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 25,797 $2.06M 0.05% -309 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 25,613 $2.04M 0.38% -489 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 25,539 $2.04M 0.01% 0 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 25,526 $2.04M 1.7% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 25,274 $2.02M 1.13% -11,704 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 24,941 $1.99M 1.64% 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 24,934 $1.99M 0.51% -673 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 24,865 $1.98M 0.16% +1,069 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 24,827 $1.98M 0.07% +12,178 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 24,812 $1.98M 1.86% 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 24,788 $1.98M 0.33% +9,755 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 24,783 $1.98M 0.87% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,547 $1.96M 0.24% +43 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 24,403 $1.95M 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 24,387 $1.94M 0.13% -19,142 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,252 $1.93M <0.01% +1,270 13F-HR Timeline Group Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 24,140 $1.92M 0.06% new 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 24,052 $1.92M <0.01% -2,630 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 24,072 $1.92M 0.09% +2,821 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 24,065 $1.92M 0.35% +1,930 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 24,000 $1.91M 0.12% 0 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 23,956 $1.91M 0.51% -1,437 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 23,813 $1.9M 0.79% +8 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 23,790 $1.9M 0.39% -2,765 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 23,752 $1.89M 0.59% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 23,563 $1.88M 0.29% +13,048 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 23,500 $1.87M 1.24% -40,200 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 23,469 $1.87M 0.96% +916 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 23,281 $1.86M 0.19% +369 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 23,187 $1.85M 0.41% -60 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 23,157 $1.85M 1.22% +258 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 23,026 $1.83M 1.19% +20 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 22,958 $1.83M 0.21% +3,695 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,900 $1.83M 0.01% +3,522 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 22,856 $1.82M 0.61% +2 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 22,460 $1.79M 0.88% +11,654 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 22,401 $1.79M 0.76% +371 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 22,396 $1.79M 2.08% 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 22,152 $1.77M 1.13% -1,409 13F-HR/A Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 22,001 $1.75M 1.36% +1,380 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 21,855 $1.74M 0.41% +2,243 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 21,682 $1.73M 0.22% +1,593 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 21,500 $1.71M 0.07% -268 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 21,234 $1.69M 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 21,184 $1.69M 0.02% -437 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 21,081 $1.68M 0.84% +2,285 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 21,077 $1.68M 0.38% +959 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,043 $1.68M 0.12% -4,396 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 21,001 $1.67M 0.06% +8,574 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,741 $1.66M 0.04% -257 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 20,754 $1.65M 7.82% +433 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20,527 $1.64M 0.19% -1,363 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 20,418 $1.63M 0.12% +1,044 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 20,175 $1.61M 0.35% +730 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 20,149 $1.61M 0.76% +569 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 19,181 $1.61M 0.27% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 19,993 $1.59M 0.82% +1,683 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 19,818 $1.58M 0.29% -1,477 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 19,743 $1.57M 0.08% -50 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,680 $1.57M 0.01% +1,522 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 19,717 $1.57M 0.54% -64 13F-HR/A Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 19,667 $1.57M 0.39% +3,639 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 19,540 $1.56M 0.49% +2,754 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 19,250 $1.53M 0.3% -350 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 19,196 $1.53M 0.26% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,159 $1.53M 0.05% -2,638 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 19,085 $1.52M 0.52% 0 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 19,039 $1.52M 0.34% +2,348 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 19,007 $1.52M 0.55% +29 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 18,995 $1.51M 1.31% +755 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 18,836 $1.5M 0.03% -2,999 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 18,808 $1.5M 0.21% -147 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,808 $1.5M <0.01% +271 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 18,743 $1.5M 0.57% +8,384 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 18,775 $1.5M 0.17% 0 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 18,718 $1.49M 0.37% +813 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 18,635 $1.49M 0.78% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 18,615 $1.48M 0.03% new 13F-HR/A Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 18,536 $1.48M 0 Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 18,513 $1.48M 0.14% +745 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,306 $1.46M 0.09% +2,263 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 18,288 $1.46M 0.09% +800 13F-HR Timeline Group Cypress Capital, LLC More: the full row for Cypress Capital, LLC 18,271 $1.46M 0.41% -47 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 18,225 $1.45M 0.39% +782 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 18,206 $1.45M 0.1% +1 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 18,197 $1.45M 0.12% -17,751 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,156 $1.45M 0.05% +1,152 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 18,113 $1.44M 0.22% -528 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,033 $1.44M 0.11% -859 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 17,953 $1.43M 0.14% +3,588 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 17,891 $1.43M 0.96% +757 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 17,869 $1.42M 0.05% +2,795 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 17,860 $1.42M 0.65% +670 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 17,810 $1.42M 1.2% +1,410 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 17,734 $1.41M 0.19% -12 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 17,700 $1.41M 0.93% -12,734 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,635 $1.41M 0.17% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 17,568 $1.4M 0.09% -788 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 17,522 $1.4M 0.06% +5,407 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 17,455 $1.39M 0.12% -1,793 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 17,444 $1.39M 0.46% -1,450 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 17,427 $1.39M 0.96% +574 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 17,288 $1.38M 0.24% -347 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,278 $1.38M 0.26% +74 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,173 $1.37M 0.09% -354 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 16,867 $1.34M 0.19% -1,750 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 16,852 $1.34M 1.34% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 16,700 $1.34M 0.51% +10,151 13F-HR/A Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 16,693 $1.33M 1.01% +6,618 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 16,672 $1.33M 0.19% +232 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 16,659 $1.33M 0.9% +606 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,442 $1.31M 0.09% +326 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 16,419 $1.31M <0.01% +1,613 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,398 $1.31M 0.01% +636 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 16,390 $1.31M 0.02% +6,900 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 16,320 $1.3M 0.85% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,172 $1.29M 0.07% -211 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,087 $1.28M <0.01% +1,602 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,050 $1.28M 0.07% +6,722 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 16,050 $1.28M 0.12% +1,232 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 16,034 $1.28M 0.1% -1,031 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,012 $1.28M 0.01% -1,934 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 15,980 $1.27M 0.7% +83 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,974 $1.27M 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,916 $1.27M 0.02% +358 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 15,856 $1.26M 0.18% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 15,772 $1.26M 0.12% -495 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 15,643 $1.25M 0.17% +10,150 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 15,609 $1.24M 0.7% +125 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 15,501 $1.24M 0.44% 0 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 15,404 $1.23M 0.95% 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,328 $1.22M 0.08% -673 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 15,315 $1.22M 0.44% +595 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 15,258 $1.22M 0.09% +166 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 15,117 $1.21M 0.09% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 15,090 $1.2M 0.13% 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 14,931 $1.19M 0.11% +8,185 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,894 $1.19M 0.32% +11,089 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 14,891 $1.19M <0.01% +373 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 14,879 $1.19M <0.01% +6,430 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 14,738 $1.18M 0.5% +68 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14,656 $1.17M 0.34% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 14,649 $1.17M 0.29% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,534 $1.16M 0.09% -44,024 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,401 $1.15M 0.78% 0 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 14,380 $1.15M 0.92% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14,352 $1.14M 0.91% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 14,314 $1.14M 0.03% -1,671 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 14,300 $1.14M <0.01% +1,600 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,275 $1.14M 0.04% +3,677 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 14,279 $1.14M 0.4% -351 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 14,221 $1.13M 0.11% +3,617 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 14,213 $1.13M 0.07% +374 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 14,109 $1.13M 0.27% +194 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 14,041 $1.12M 1.38% -520 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 13,945 $1.11M 0.93% -592 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 13,923 $1.11M 0.88% +2,520 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,884 $1.11M <0.01% +11,276 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,866 $1.11M 0.12% +27 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 13,850 $1.1M 0.8% +64 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 13,750 $1.1M 0.13% +3,752 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,618 $1.09M 0.67% +47 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,584 $1.08M -8,161 Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 13,494 $1.08M 0.11% +1,316 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,490 $1.08M 0.01% -549 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 13,486 $1.08M 0.15% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 13,399 $1.07M 0.12% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,385 $1.07M 0.25% +366 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,396 $1.07M 0.06% +68 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 13,362 $1.07M 0.45% +4,174 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,352 $1.06M 0.35% +217 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 13,303 $1.06M 0.39% -84 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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