BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,145 $1.59M 0.04% +112 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 12,077 $1.58M 0.6% -374 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,076 $1.58M 0.03% +38 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,889 $1.56M 0.89% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 11,888 $1.56M 0.21% -160 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,824 $1.55M 0.16% +407 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 11,790 $1.55M 0.71% +348 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,660 $1.53M 0.03% +242 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,644 $1.53M <0.01% +394 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 11,491 $1.51M 1.06% +2,131 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,465 $1.5M 0.18% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,915 $1.43M 0.18% +1,367 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,808 $1.42M 0.02% +1 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,757 $1.41M <0.01% +1,257 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,614 $1.39M 0.05% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 10,562 $1.39M 0.01% -8,008 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,358 $1.36M 0.01% +5,869 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,284 $1.35M 0.02% -723 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 10,128 $1.33M 0.36% -1,062 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,000 $1.31M 0.03% -258 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 9,882 $1.3M 0.93% -113 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,860 $1.29M 0.03% -60 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,775 $1.28M 0.7% +887 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,718 $1.28M <0.01% -334 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,716 $1.28M 0.45% -28 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,708 $1.27M 0.13% -46 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,520 $1.25M 0.02% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 9,464 $1.24M 0.01% +679 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,460 $1.24M 0.03% -424 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,432 $1.24M 0.07% -134 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,311 $1.22M 0.02% +96 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 9,291 $1.22M 0.81% +75 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 9,208 $1.21M 1.22% -116 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,189 $1.21M 0.28% -8,819 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,159 $1.2M 0.07% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,833 $1.16M 0.16% +253 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,786 $1.15M 0.04% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,760 $1.15M 0.13% +205 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,654 $1.14M 0.06% +491 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,512 $1.12M 0.03% -2,248 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,475 $1.11M <0.01% +250 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,232 $1.08M 0.06% -35 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,210 $1.08M 0.5% -170 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,144 $1.07M 0.01% +1,390 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,004 $1.05M 0.33% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,937 $1.04M 0.01% +162 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,848 $1.03M 0.58% +150 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,843 $1.03M 0.01% +1,111 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,800 $1.02M <0.01% -400 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,726 $1.01M 0.33% +25 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,724 $1.01M <0.01% -365 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,642 $1M 0.03% +1,922 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,504 $985K 0.01% +4 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,499 $984K 0.26% -1,090 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,480 $982K 0.22% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,397 $971K 0.03% +95 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,300 $958K 0.05% -500 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,286 $956K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,276 $955K 0.15% -151 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,239 $950K <0.01% -347 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 7,200 $945K 0.11% -290 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 7,187 $943K 0.24% +23 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,037 $924K 0.04% +3,309 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 6,920 $908K 0.47% +195 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,888 $904K 0.03% +1,179 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,872 $902K 0.06% -441 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,850 $899K 0.09% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,823 $895K 0.14% +30 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,810 $894K 0.11% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,763 $888K 0.02% +38 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,747 $886K 0.41% +46 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,718 $882K 0.01% +361 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,803 $880K 0.24% +498 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,677 $876K 0.04% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,672 $876K 0.06% -2 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,664 $875K <0.01% 0 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,537 $858K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,458 $848K 0.03% -181 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,455 $847K <0.01% -297 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,387 $838K 0.11% -4 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,300 $827K <0.01% +337 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 6,245 $820K <0.01% +434 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,243 $819K 0.09% -884 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/ 6,239 $819K <0.01% +3,487 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,193 $813K 0.04% +89 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,170 $810K 0.06% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,148 $807K 0.02% -239 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,101 $801K 0.07% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 6,095 $800K 0.09% -79 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,006 $788K 0.28% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 5,871 $771K 0.35% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,855 $768K 0.18% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,823 $764K 0.02% +386 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,747 $754K +969 Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 5,732 $752K 0.05% -38 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 5,716 $750K <0.01% -4,560 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 5,716 $750K 0.19% +3 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5,674 $745K <0.01% -106 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,667 $744K 0.03% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,651 $742K 0.1% -357 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,633 $739K 0.03% +17 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,588 $733K 0.44% -305 13F-HR/A Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,540 $731K 0.02% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 5,564 $730K 0.19% -31 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,507 $723K 0.02% +25 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,461 $717K 0.28% +108 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,416 $711K 0.03% +51 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,372 $705K 0.37% +633 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,275 $692K 0.34% +7 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,256 $690K <0.01% -4,687 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,215 $684K 0.53% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,099 $669K 0.02% +3 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,095 $669K 0.27% +139 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,028 $660K 0.06% +491 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,021 $659K 0.01% +14 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,013 $658K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,989 $655K <0.01% +760 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,961 $651K 0.07% -104 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,957 $651K 0.16% -1,169 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 4,919 $646K 0.41% -32 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,910 $644K 0.27% -30 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,887 $641K <0.01% +260 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,880 $640K 0.04% +86 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,854 $637K 0.14% -15 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,831 $634K 0.12% +119 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 4,910 $633K 0.29% +1,301 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,813 $632K 0.28% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,743 $622K 0.29% -34 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,740 $622K <0.01% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,728 $620K <0.01% +1 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,696 $616K 0.23% +2,862 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,618 $606K 0.43% +3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,606 $604K 0.04% +175 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,584 $602K 0.02% -21 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,561 $599K 0.23% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,517 $593K 0.13% +14 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 4,513 $592K 0.05% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,500 $591K 0.28% +90 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,483 $588K 0.03% +1 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,342 $570K 0.15% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,327 $568K 0.02% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,315 $566K 0.38% -40 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 4,312 $566K 0.39% +53 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 4,300 $564K 0.05% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,287 $563K 0.49% -3,750 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,274 $561K 0.08% -906 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,252 $558K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,195 $551K 0.01% +2,727 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,150 $545K 0.03% -100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,133 $542K 0.01% -382 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,121 $541K 0.08% -650 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,117 $540K 0.04% -200 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,012 $527K 0.01% +700 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,007 $526K 0.03% -212 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 3,996 $524K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,976 $521K 0.05% +5 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,964 $520K <0.01% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,872 $508K 0.04% +1,166 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,872 $508K 0.03% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,856 $506K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,827 $502K 0.02% -996 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,825 $502K 0.28% +12 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,805 $499K 0.03% -75 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,800 $499K 0.27% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,795 $498K 0.23% +380 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,790 $497K 0.04% -87 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,789 $497K 0.02% -171 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,786 $497K 0.02% +246 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,740 $490K <0.01% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,670 $482K 0.13% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,660 $480K 0.02% -24 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,650 $479K 0.3% -148 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,733 $478K 0.01% +1,124 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,640 $478K 0.06% -67 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,629 $476K 0.04% -35 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. 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