Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,226 $816K 0.01% -11,235 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,165 $811K 0.02% -255 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,141 $809K 0.01% -764 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,018 $798K 0.01% +437 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 8,883 $786K 0.02% +108 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,853 $784K 0.02% +1,087 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 8,789 $778K 0.48% -323 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,758 $775K 0.32% -60,770 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,703 $771K 0.05% -58 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 8,666 $767K 0.01% -15,777 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 8,582 $760K 0.51% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,568 $759K 0.31% +34 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 8,534 $755K 0.09% +7,831 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,444 $748K 0.01% -4,202 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,405 $744K 0.09% -309 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,397 $743K <0.01% 0 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 8,366 $741K 0.27% -5,025 13F-HR/A Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 8,361 $740K <0.01% +33 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,246 $730K 0.01% +843 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 8,104 $718K 0.01% +4,304 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,896 $699K 0.02% -447 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,883 $698K 0.14% +47 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,876 $697K 0.02% -2,435 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 7,786 $689K 0.41% -111 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,710 $683K 0.02% -663 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,704 $682K 0.01% +218 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,697 $681K 0.02% +385 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,608 $674K <0.01% +4,981 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,578 $671K 0.01% +617 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,480 $662K 0.08% -225 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,446 $659K 0.03% +1,195 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,400 $655K 0.02% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,390 $654K 0.46% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,388 $654K <0.01% +490 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,377 $653K 0.04% +11 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,372 $653K <0.01% -300 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,365 $652K 0.06% -498 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,313 $647K 0.08% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,297 $646K 0.27% +79 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,267 $643K <0.01% 0 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 7,221 $639K 0.54% -2,229 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,212 $639K 0.08% +175 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 7,205 $638K 0.04% -1,011 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 7,132 $631K 0.1% -468 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,129 $631K 0.06% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,133 $631K 0.01% +1,229 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,106 $629K 0.05% +3,786 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7,078 $627K 0.12% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,031 $623K <0.01% -17,185 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 6,978 $618K 0.42% +95 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 6,971 $617K 0.37% 13F-HR Timeline Group Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 6,966 $617K 0.47% +780 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,827 $604K 0.06% -14 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 6,783 $601K 0.33% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,770 $599K 0.15% -6 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,764 $598K 0.2% -220 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,750 $598K 0.83% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,700 $593K 0.06% new 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 6,696 $593K 0.26% +94 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,675 $591K 0.14% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,640 $588K 0.1% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,635 $587K 0.03% -6,416 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,597 $584K 0.01% +647 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,524 $578K <0.01% -48,856 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 6,514 $577K 0.09% +3 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,452 $571K 0.08% +548 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,418 $568K 0.05% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,400 $567K 0.04% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,377 $565K <0.01% +1,350 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,359 $563K 0.14% -705 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,333 $561K <0.01% -2,144 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,319 $559K 0.06% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 6,310 $559K 0.39% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,270 $555K 0.13% -498 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,268 $555K <0.01% +514 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,245 $553K 0.05% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,165 $546K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 6,129 $543K 0.11% +3,129 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,067 $537K +18 Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,980 $529K 0.01% 0 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 6,007 $528K 0.35% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,947 $527K 0.01% -987 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,929 $525K 0.1% +100 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,955 $524K 0.03% -17,554 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,851 $518K 0.03% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,850 $518K 0.01% 0 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,819 $515K 0.09% +938 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,799 $513K 0.01% +1,262 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,743 $508K 0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,736 $508K 0.06% +171 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,700 $505K 0.03% +2,850 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,688 $504K 0.14% +230 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,677 $503K 0.05% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,637 $499K 0.37% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,630 $498K 0.08% -6,451 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,577 $494K 0.07% +488 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,513 $488K 0.06% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,506 $487K 0.03% +4 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,503 $487K 0.07% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,482 $485K 0.02% +32 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,476 $485K 0.21% -617 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,435 $481K 0.25% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,401 $478K 0.32% -4,181 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,400 $478K 0.03% -200 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,380 $476K 0.22% +70 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,327 $472K 0.22% -198 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,307 $470K 0.27% +225 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,262 $466K 0.14% +42 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,241 $464K <0.01% +100 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 5,106 $452K 0.01% +2,600 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,057 $448K 0.01% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,038 $446K 0.03% +857 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,934 $437K 0.06% +67 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,923 $436K 0.06% +115 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,913 $435K <0.01% +8 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,888 $433K 0.22% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,887 $433K <0.01% +1,316 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,861 $430K 0.18% -155 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,776 $423K 0.07% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,771 $422K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,753 $421K 0.04% +49 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,750 $421K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,749 $420K 0.01% +1,837 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,698 $416K 0.01% +1,133 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,687 $415K 0.1% +2,257 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4,685 $415K 0.15% +25 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,685 $415K 0.09% +58 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,675 $414K <0.01% -203 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,652 $412K 0.12% +35 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,563 $404K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,569 $404K 0.08% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,440 $393K <0.01% -74 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,433 $393K <0.01% -3,204 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,433 $392K 0.22% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,431 $392K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,418 $391K 0.02% -568 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,363 $386K 0.01% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,354 $385K 0.05% -3,006 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,326 $383K 0.01% +394 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,268 $378K 0.07% -748 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,280 $377K 0.02% -25 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,250 $376K 0.08% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,216 $373K <0.01% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,191 $371K 0.05% +39 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,160 $368K 0.02% +302 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,108 $364K 0.01% -149 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,105 $363K 0.23% +44 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,100 $363K 0.03% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,091 $362K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,076 $361K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,067 $360K 0.01% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,058 $359K 0.07% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 4,056 $359K 0.15% -123 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,027 $357K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,024 $356K 0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,023 $356K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,010 $355K 0.02% +26 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,000 $354K 0.07% 0 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 4,000 $354K 0.13% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,994 $354K 0.22% +21 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,991 $353K 0.02% +3 13F-HR Timeline Trust Co More: the full row for Trust Co 3,955 $350K 0.03% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,945 $349K 0.04% -196 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,922 $347K 0.02% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,911 $346K 0.15% 0 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 3,911 $346K <0.01% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,911 $346K 0.01% -12,082 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,892 $345K 0.21% -617 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,850 $341K 0.03% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,817 $338K <0.01% +47 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,806 $337K 0.01% -273 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 3,806 $337K 0.32% +151 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,789 $335K 0.02% -1,090 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,774 $334K 0.08% -1,823 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,748 $332K 0.08% +14 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,729 $330K 0.01% +133 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,724 $330K <0.01% -2,430 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,702 $328K <0.01% new 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,682 $326K <0.01% +293 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,682 $326K 0.04% +50 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,659 $324K 0.04% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,606 $319K 0.01% -197 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,592 $318K 0.07% -1,100 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,562 $315K 0.01% -52 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,515 $311K 0.07% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 3,511 $311K 0.07% +153 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,484 $308K 0.04% +96 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,481 $308K 0.03% +904 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,479 $308K 0.19% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,457 $306K 0.11% -127 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,415 $302K 0.01% +78 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,399 $301K 0.09% -3,917 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,374 $299K <0.01% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,350 $297K 0.01% -980 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,311 $293K 0.02% -763 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,310 $293K 0.01% +76 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 3,306 $293K 0.4% +133 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,297 $292K 0.02% +45 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,296 $292K 0.01% +131 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,290 $291K 0.09% 0 13F-HR Timeline