Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,451 $2.28M 0.2% -123 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 20,916 $2.22M 0.49% +2,206 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 20,758 $2.21M 0.83% -75 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20,075 $2.13M 1.36% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,007 $2.13M 0.01% -645 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,832 $2.11M 0.01% -26 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,454 $2.07M <0.01% +937 13F-HR/A Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 19,416 $2.06M 1.07% -4 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 18,574 $1.97M <0.01% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 18,536 $1.97M 0.04% +1,965 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 18,114 $1.93M 0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 17,667 $1.91M 0.18% +2,165 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,944 $1.91M 0.12% +74 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,903 $1.9M 0.01% +2,965 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 17,646 $1.88M 0.08% -1,652 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 17,590 $1.87M 1.51% +300 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 17,535 $1.86M 0.3% +3,062 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 17,452 $1.86M 0.17% -359 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,074 $1.82M 0.07% +515 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,525 $1.76M 0.01% +5,257 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 16,372 $1.74M 0.2% +245 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 15,957 $1.7M 0.47% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 15,929 $1.69M 0.12% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 15,682 $1.67M 0.08% +3,965 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 15,576 $1.66M 0.46% -1,864 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 15,435 $1.64M 0.14% +50 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,173 $1.61M 0.03% +470 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,026 $1.6M 0.51% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,689 $1.59M 0.03% +111 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 14,797 $1.57M 0.08% +50 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 14,650 $1.56M 0.97% -362 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,506 $1.54M <0.01% +4,131 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14,389 $1.53M 0.06% +194 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,366 $1.53M <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 14,267 $1.52M -416 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,125 $1.5M 0.02% +3,336 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 13,999 $1.49M 0.08% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 13,911 $1.48M 0.29% +332 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 13,814 $1.47M 0.22% -258 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,814 $1.47M 0.01% -8,860 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,666 $1.45M 0.02% +638 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,197 $1.4M 0.02% +1,092 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,842 $1.37M <0.01% -38,067 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,385 $1.32M 0.05% -677 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 12,379 $1.32M 0.36% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12,358 $1.31M 0.13% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,168 $1.29M 0.01% -64,144 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,974 $1.27M 0.97% +549 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,973 $1.27M 0.01% +19 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,891 $1.26M 0.49% +39 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 11,872 $1.26M 0.39% +2,363 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,556 $1.23M 0.06% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,516 $1.22M 0.01% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 11,503 $1.22M 0.21% -1,672 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,406 $1.21M 0.24% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,353 $1.21M 0.04% -74 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 11,266 $1.2M 1.97% -13,903 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 11,217 $1.19M 0.47% -320 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,191 $1.19M 0.02% +214 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,164 $1.19M -5,318 Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,027 $1.17M 0.1% +617 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,988 $1.17M 0.01% -1,047 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 10,787 $1.17M 0.42% -3 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,976 $1.17M 0.02% -52 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,758 $1.14M 0.03% +41 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,596 $1.13M 0.31% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 10,500 $1.12M 0.1% -28 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,445 $1.11M 0.05% -520 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 10,391 $1.1M 0.55% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,321 $1.1M 0.06% +7,500 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,315 $1.1M 0.09% +84 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 11,672 $1.09M 0.04% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,128 $1.08M 0.01% -862 13F-HR Timeline Group KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 10,100 $1.07M 0.11% -2,815 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,049 $1.07M 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,022 $1.07M 0.02% +1,681 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,982 $1.06M 0.06% +282 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 9,903 $1.05M 0.12% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,791 $1.04M 0.02% new 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,709 $1.03M 0.02% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 9,527 $1.01M 0.25% +29 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,407 $1M 0.09% -213 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,404 $1000K 0.06% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,369 $996K 0.02% +55 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,263 $985K 0.01% +281 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,004 $957K <0.01% -1,143 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,939 $950K 0.01% -1,481 13F-HR/A Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,921 $948K 0.53% -48 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,904 $947K 0.09% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 8,732 $928K 0.05% +2,991 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,683 $923K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,651 $920K 0.01% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 8,570 $911K 0.17% -500 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,548 $909K 0.13% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,420 $895K 0.24% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,357 $888K <0.01% +1,779 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,043 $855K 0.03% -91 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,042 $855K 0.01% -17 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 7,952 $845K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,898 $840K 0.01% +17 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,825 $832K 0.24% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,608 $809K <0.01% +7,034 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,529 $800K 0.02% +21 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,524 $800K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,509 $800K 0.04% -294 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 7,477 $795K <0.01% +28 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,459 $793K <0.01% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,450 $792K 0.05% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,305 $777K 0.01% -1,241 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,287 $775K 0.03% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,239 $770K 0.05% -159 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,201 $766K 0.05% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 7,114 $756K 0.45% +144 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,953 $739K 0.08% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,952 $739K 0.22% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,919 $736K <0.01% +3,299 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,908 $734K 0.25% -13,263 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,823 $725K 0.05% +415 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,690 $711K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,677 $710K 0.02% +3,894 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,643 $706K 0.1% +904 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,635 $705K 0.03% +173 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,623 $704K 0.1% 0 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 6,541 $695K 0.96% +355 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,255 $691K 0.05% +2,484 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,476 $688K 0.01% -18 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,421 $683K 0.02% -9,807 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,386 $679K 0.01% +440 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,277 $667K 0.03% -1,094 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,226 $662K 0.04% +90 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 6,187 $658K 0.03% +326 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,062 $657K 0.02% new 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,117 $650K 0.25% +18 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 6,102 $649K 0.35% +178 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 6,063 $645K 0.04% +56 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,045 $643K 0.01% +292 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,970 $635K 0.06% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,916 $629K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,894 $627K <0.01% +462 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,661 $602K 0.02% +1,730 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 5,651 $601K 0.17% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 5,480 $583K 0.22% -1,252 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,308 $564K 0.08% -2,009 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,200 $563K 0.07% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,281 $561K 0.09% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,274 $561K 0.04% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,260 $559K -455 Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,231 $556K 0.21% +148 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,215 $554K 0.02% +1,740 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,192 $552K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,171 $550K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,171 $550K 0.03% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,169 $549K 0.03% +757 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 5,158 $548K <0.01% +27 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,145 $547K 0.02% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 5,117 $544K 0.05% -2,395 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 5,098 $542K 0.22% 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,075 $540K <0.01% new 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,063 $538K 0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,009 $532K <0.01% -1,481 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,973 $529K 0.05% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 4,970 $528K 0.17% +393 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,940 $525K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,700 $524K 0.03% -102 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,892 $520K 0.05% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,876 $518K 0.08% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 4,871 $518K 0.18% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 4,794 $510K 0.07% -133 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,681 $498K 0.13% +1 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,659 $495K 0.21% +194 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,640 $493K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,607 $490K 0.01% -37 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,594 $488K 0.02% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,499 $487K 0.7% -2,609 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 4,525 $481K 0.21% +598 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,516 $480K 0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,480 $476K <0.01% +839 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,470 $475K 0.04% -54 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,334 $469K 0.05% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,313 $459K 0.06% +197 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,313 $459K 0.02% -427 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,292 $456K 0.29% -67 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 4,284 $455K 0.17% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,221 $449K 0.17% -1,201 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,208 $447K 0.06% -262 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,172 $444K 0.02% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,152 $441K 0.11% +1,351 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,089 $435K 0.04% +603 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,080 $434K 0.29% +237 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,079 $434K 0.16% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,073 $433K 0.1% +231 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,019 $427K 0.09% +14 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,981 $423K 0.17% +10 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,968 $422K 0.01% -112 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,954 $420K 0.06% +16 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,919 $417K 0.07% -218 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,892 $414K 0.02% +897 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,891 $414K 0.17% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,889 $413K <0.01% -610 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,823 $406K 0.2% +9 13F-HR Timeline