Guilbault Capital LLC More: the full row for Guilbault Capital LLC 15,628 $3.7M 3.71% -187 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 15,626 $3.7M 0.37% +718 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 15,620 $3.7M 0.27% +820 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 15,608 $3.69M 2.96% -33 13F-HR/A Timeline Accel Wealth Management More: the full row for Accel Wealth Management 15,573 $3.68M 0.83% +832 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,537 $3.68M 2.16% -379 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,487 $3.66M 0.11% -947 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 15,475 $3.66M 3.13% +68 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15,466 $3.66M 0.7% -1,571 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,465 $3.66M 0.04% -1,483 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 15,443 $3.65M 1.37% -938 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 15,424 $3.65M 1.11% -705 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15,402 $3.64M 0.98% -3,876 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 15,351 $3.63M 1.39% +568 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,308 $3.62M 0.12% -663 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 15,237 $3.61M 0.04% -5,204 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,181 $3.59M 0.08% +1,989 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,123 $3.58M 0.05% +206 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 15,082 $3.57M 0.22% +426 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 15,023 $3.55M 0.01% +978 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 15,005 $3.55M 1.78% +3,047 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,939 $3.53M 0.22% -45 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 14,891 $3.52M 1.29% +52 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,847 $3.51M 0.39% -2,821 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 14,814 $3.51M 1.45% -1,087 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 14,791 $3.5M 0.41% -629 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,725 $3.48M 0.92% -347 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,713 $3.48M 0.29% -1,556 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 14,673 $3.47M 2.04% -285 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 14,624 $3.46M 0.93% +7 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,604 $3.46M 0.1% +1,212 13F-HR/A Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 14,565 $3.45M 0.89% +226 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,564 $3.45M 0.29% +1,203 13F-HR/A Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 14,546 $3.44M 0.36% +250 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 14,504 $3.43M 0.05% +2,561 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,490 $3.43M 0.03% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 14,473 $3.42M 2.7% -40 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 14,459 $3.42M 0.98% -597 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 14,416 $3.41M 2.59% +286 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 14,397 $3.41M 1.12% +847 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 14,374 $3.4M 1.19% +2,117 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 14,362 $3.4M 0.27% +90 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,359 $3.4M 0.11% -560 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 14,323 $3.39M 1.28% +112 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 14,293 $3.38M 1.21% -47 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 14,284 $3.38M 0.34% +601 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,273 $3.38M 0.18% -143 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,259 $3.37M 0.05% +420 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 14,214 $3.36M 0.18% -455 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,101 $3.34M 0.47% -259 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,085 $3.33M 0.04% -2,901 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 14,073 $3.33M 0.16% -239 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,474 $3.33M 0.09% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 14,056 $3.33M 0.69% +857 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 14,021 $3.32M 1.82% -687 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 13,997 $3.31M 0.04% +1 13F-HR Timeline Group Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 13,978 $3.31M 1.8% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 13,972 $3.31M 0.48% +57 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 13,916 $3.29M 1.32% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 13,908 $3.29M 0.11% -447 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,904 $3.29M 0.22% +171 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 13,858 $3.28M 0.78% -237 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,834 $3.27M 0.03% -100 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,797 $3.26M 1% -211 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 13,700 $3.24M 0.33% +145 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 13,699 $3.24M 2.59% +393 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 13,673 $3.24M 0.4% -532 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 13,659 $3.23M 0.41% +1,210 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 13,076 $3.22M 2.64% -612 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,619 $3.22M 0.29% +1,171 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,604 $3.22M 0.21% +2,096 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 13,432 $3.18M 0.81% +989 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,412 $3.17M 0.01% +2,392 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 13,403 $3.17M 0.28% -58 13F-HR Timeline American Trust More: the full row for American Trust 13,369 $3.16M 0.24% +11,226 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,292 $3.15M 0.05% +1,709 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 13,274 $3.14M 0.39% -1,173 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,261 $3.14M 0.15% -299 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,260 $3.14M 0.19% +1,689 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,163 $3.11M 0.46% -76 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 13,163 $3.11M 0.32% -621 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,125 $3.11M 0.46% -654 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 13,047 $3.09M 0.79% +173 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,040 $3.09M 0.25% +22 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 13,006 $3.08M 0.39% -19 13F-HR/A Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,986 $3.07M 0.25% -35 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 12,942 $3.06M 0.67% +68 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 12,868 $3.04M 0.92% +593 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 12,864 $3.04M 0.45% +429 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,845 $3.04M 0.32% -37 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 12,778 $3.02M 0.86% -46 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 12,770 $3.02M 1.41% -772 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 12,708 $3.01M 0.97% -105 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 12,703 $3.01M 1.94% -422 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 12,634 $3M 0.32% +77 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,549 $3M 0.1% -384 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 12,644 $2.99M 0.43% +194 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 12,599 $2.98M 1.54% new 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 12,557 $2.97M 0.2% -127 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,473 $2.95M 0.22% -135 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 12,442 $2.94M 0.1% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,371 $2.93M 0.02% -191 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,361 $2.92M 0.06% +192 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 12,280 $2.91M 0.34% +3,522 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,260 $2.9M 0.04% +83 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,258 $2.9M 0.78% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 12,243 $2.9M 0.11% +2 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,230 $2.89M 0.33% -568 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,193 $2.89M 0.42% -364 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,158 $2.88M 0.48% -51 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,125 $2.87M 0.23% -2,541 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,101 $2.86M 0.45% +1,525 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,031 $2.86M 0.92% +67 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 12,069 $2.86M 1.92% +254 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 12,067 $2.86M 0.18% -10,550 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 12,022 $2.84M 0.03% +751 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,954 $2.83M 0.2% +1,383 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 11,917 $2.82M 2.17% -3,953 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 11,903 $2.82M 1.88% -191 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,887 $2.81M 0.28% -492 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 11,880 $2.81M 1.19% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,845 $2.8M 0.13% +4,123 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 11,843 $2.8M 1.24% -399 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 11,843 $2.8M 0.18% -10,035 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,787 $2.79M 0.67% +1,094 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,783 $2.79M 0.07% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,741 $2.78M +11 Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 11,701 $2.77M 0.25% -667 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,666 $2.76M 1.6% -620 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 11,662 $2.76M 0.27% -686 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,658 $2.76M 0.28% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,394 $2.74M 0.88% -79 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 11,556 $2.73M 0.61% +318 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,514 $2.72M 0.01% -325 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,495 $2.72M 0.17% -227 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 11,491 $2.72M 0.98% +240 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,485 $2.72M 0.75% +3 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,461 $2.71M 1.08% +251 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,441 $2.71M 0.2% -122 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 11,421 $2.7M 0.51% +834 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 11,411 $2.7M 0.65% -814 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,339 $2.68M 0.66% -105 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 11,299 $2.67M 1.28% +24 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 11,287 $2.67M 0.57% +4,364 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,261 $2.66M 0.09% +1,415 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 11,257 $2.66M 0.19% -1,499 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,233 $2.66M 0.35% +1,327 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 11,209 $2.65M 1.12% +34 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 11,203 $2.65M 1.46% -209 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 11,191 $2.65M 0.13% 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 11,189 $2.65M 1.93% -43 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 11,179 $2.65M 2.17% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,160 $2.64M 0.21% +5,933 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 11,150 $2.64M 1.17% -15 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,147 $2.64M 0.21% -154 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,051 $2.61M 0.03% -18 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 10,969 $2.6M 1.06% +3,632 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,967 $2.59M 0.58% -71 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,915 $2.58M 0.23% +515 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10,883 $2.58M 0.18% +3 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,855 $2.57M 1.41% +403 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,809 $2.56M 0.06% -377,911 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 10,764 $2.55M 0.51% +6,177 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,763 $2.55M 0.19% -476 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,726 $2.54M 0.23% -11 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,713 $2.53M 0.12% -1,236 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,693 $2.53M 0.17% -898 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 10,652 $2.52M 3.01% +282 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,629 $2.52M 0.06% +1,426 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 10,602 $2.51M 2.27% +228 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,579 $2.5M 0.15% -141 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,566 $2.5M 0.15% +21 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,560 $2.5M 0.07% -136 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 10,538 $2.49M 1.03% +108 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10,496 $2.48M 0.59% +28 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 10,469 $2.48M 1.49% 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 10,430 $2.47M 0.11% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,416 $2.46M 0.22% -40 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,401 $2.46M 0.65% -331 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,369 $2.45M 0.29% +2,202 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,313 $2.44M 0.64% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 10,309 $2.44M 0.64% -2,242 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 10,244 $2.42M 2.04% +530 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 10,243 $2.42M 1.57% -57,290 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 10,225 $2.42M 0.7% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,210 $2.42M 1.09% -60 13F-HR/A Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 10,182 $2.41M 0.18% -17 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,169 $2.41M 0.08% +1,612 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,036 $2.39M 0.16% +256 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,114 $2.39M 0.56% +87 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,093 $2.39M 0.19% -25 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 10,018 $2.37M 1.14% -119 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,976 $2.36M 0.04% -626 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 9,958 $2.36M 0.24% +135 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,953 $2.36M 0.78% +1,348 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 9,940 $2.35M 3.25% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 9,940 $2.35M 1.42% +15 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,926 $2.35M 0.1% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 9,866 $2.33M 1.2% -48 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 9,858 $2.33M 1.53% -93 13F-HR Timeline