Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,664 $10.8M 0.28% +3,863 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,700 $10.8M 0.14% +572 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 17,683 $10.8M 1.65% +568 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 17,601 $10.8M 0.31% -3,459 13F-HR Timeline Group Axos Invest Inc. More: the full row for Axos Invest Inc. 17,589 $10.8M 8.07% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 17,542 $10.7M 0.65% +5,061 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,385 $10.7M 1.32% +4,489 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 17,360 $10.6M 1.12% +149 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 17,343 $10.6M 7.18% -75 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 17,338 $10.6M 1.83% +8,269 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,332 $10.6M 1.45% +1,749 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,965 $10.6M 0.94% +1,734 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 17,232 $10.6M 0.94% -4,757 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,221 $10.5M 0.35% +189 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 17,170 $10.5M 2.42% +1,791 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 17,143 $10.5M 8.38% -274 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 17,070 $10.5M 2.2% +5 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 17,036 $10.4M 4.45% +714 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 16,990 $10.4M 0.44% -1,975 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 16,846 $10.3M 1.08% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,829 $10.3M 0.21% -398 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 16,812 $10.3M 0.15% -409 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 16,778 $10.3M 9.71% +553 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 16,775 $10.3M 1.08% +7,223 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 16,726 $10.3M 3.34% -735 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,763 $10.3M 0.34% +46 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 16,749 $10.3M 5.2% +835 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16,746 $10.3M 0.58% -178 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 18,580 $10.2M 1.75% -425 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 16,617 $10.2M 1.58% +11,025 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,651 $10.2M 7.66% +1 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 16,629 $10.2M 2.29% -250 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,618 $10.2M 0.41% -31,628 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 16,617 $10.2M 1.98% +15,795 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 16,562 $10.1M 2.18% +275 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 16,533 $10.1M 6.97% +72 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 16,510 $10.1M 1.2% +12,633 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 16,424 $10.1M 4.82% +2,905 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 16,380 $10M 4.48% -1,351 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16,320 $9.99M 3.75% +2,027 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 16,275 $9.97M 2.14% -4,031 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 16,275 $9.97M 2.01% -4,031 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 16,171 $9.95M 1.81% +504 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 16,219 $9.93M 2.78% +6,208 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 16,122 $9.87M 4.68% -62 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 16,097 $9.86M 1.49% -11 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,061 $9.84M 0.4% -83 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 16,058 $9.83M 1.64% +593 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,042 $9.82M 2.78% +8,793 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,918 $9.75M 2.74% +414 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 15,910 $9.74M 2.39% +13,532 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 15,883 $9.73M 5.7% -7,578 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 15,855 $9.71M 3.16% +1,371 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 15,846 $9.7M 5.4% +199 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 15,806 $9.68M 1.37% +12,438 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,793 $9.67M 0.6% +5,310 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15,743 $9.64M 3.43% +817 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 15,708 $9.62M 4.23% -358 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,704 $9.62M 0.44% -256 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 15,679 $9.6M 2.23% -128 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 15,633 $9.57M 5.09% -223 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 15,624 $9.57M 0.77% +185 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15,620 $9.57M 0.55% -13,398 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,615 $9.56M 0.12% +27 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,613 $9.56M 0.89% +1 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 15,596 $9.55M 5.01% -435 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 15,446 $9.54M <0.01% -1,285 13F-HR Timeline Group EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 15,563 $9.53M 2.65% -3,522 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 15,550 $9.52M 1.9% -186 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,529 $9.51M 0.49% +1,084 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 15,525 $9.51M 0.13% -252 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,360 $9.5M 1% +421 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,954 $9.46M 0.63% +1,601 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,436 $9.45M 0.63% +229 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 15,397 $9.43M 0.04% +802 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 15,396 $9.43M 0.19% -2,413 13F-HR/A Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,395 $9.43M 5.47% -24 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15,350 $9.4M 1.21% +600 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 15,291 $9.36M 2.15% +261 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 15,283 $9.36M 8.82% +650 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 15,274 $9.35M 2.2% -1,025 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 15,268 $9.35M 0.33% +1,663 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 15,170 $9.29M 3.27% -83 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 15,161 $9.28M 1.98% +412 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 15,140 $9.27M 1.03% +805 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 15,139 $9.27M 2.35% +2,680 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 15,129 $9.26M 3.82% +909 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,114 $9.26M 1.1% +11,146 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,098 $9.25M 0.46% -35 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 14,978 $9.17M 1.84% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,946 $9.15M 0.03% +915 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 14,869 $9.11M 2.26% -70 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,835 $9.08M 0.64% +881 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 14,804 $9.07M 0.48% +3,910 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 14,800 $9.06M 1.58% +504 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 14,790 $9.06M 2.77% -578 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 14,787 $9.06M 4.07% +120 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 14,739 $9.03M 0.02% +3,828 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 14,724 $9.02M 0.02% -160 13F-HR Timeline Group Ategra Capital Management, LLC in group Ategra Capital Management, LLC More: the full row for Ategra Capital Management, LLC 14,724 $9.02M 6.04% -3,500 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 14,700 $9M 2.62% +12 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 14,666 $8.98M 5.39% -286 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 14,637 $8.96M 0.61% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 14,648 $8.93M 1.98% +14,195 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 14,567 $8.92M 2.31% +1,380 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 14,493 $8.88M 0.91% +472 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 14,493 $8.88M 3.76% -627 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 14,475 $8.86M 2.83% -630 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 14,434 $8.86M 0.26% +2,387 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 14,471 $8.86M 0.76% +295 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 14,464 $8.86M 0.46% -2 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,454 $8.85M 1.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,439 $8.84M 0.33% +327 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 14,387 $8.81M 1.18% -760 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,369 $8.8M 1% -102 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 14,354 $8.79M 12.87% -6 13F-HR/A Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 14,328 $8.77M 2.11% -208 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 14,314 $8.77M 4.94% +4,401 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,217 $8.76M 0.48% -1,073 13F-HR/A Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 14,240 $8.75M 1.22% 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 14,213 $8.7M 0.03% -9,442 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 14,210 $8.7M 0.25% -5 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 14,208 $8.7M 0.69% -511 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 14,196 $8.69M 0.37% +789 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 14,181 $8.68M 1.32% +216 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 14,161 $8.67M 0.35% +297 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 14,159 $8.67M 5.11% +926 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 14,155 $8.67M 0.21% +40 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 14,038 $8.6M 3.61% -110 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 14,037 $8.6M 0.11% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,974 $8.56M 0.81% +933 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 13,837 $8.47M 6.71% +11,681 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 13,827 $8.47M 0.25% -365 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,818 $8.46M 0.31% +707 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,801 $8.45M 3.2% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,775 $8.44M 0.4% -4,222 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 13,735 $8.43M 3.83% -913 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,706 $8.39M 0.45% +11 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,593 $8.32M 0.59% +8,166 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 13,554 $8.3M 6.74% +5,188 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,523 $8.28M 0.16% +3,723 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,511 $8.27M 0.57% +1,010 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,500 $8.27M 5.79% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,488 $8.26M 1.24% -44 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 13,430 $8.25M 1.55% -744 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13,472 $8.25M 0.11% +8,963 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 13,442 $8.23M 2.51% +112 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,389 $8.2M 1.34% +146 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 13,321 $8.16M 3.88% -120 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 13,315 $8.15M 1.35% +915 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 13,227 $8.12M 1.87% -1,931 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 13,215 $8.09M 3.08% +425 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 13,161 $8.06M 1.21% -686 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,136 $8.04M 1.1% +268 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,105 $8.03M 2.46% +4,837 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 12,961 $8.02M 1.08% -1,057 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,031 $7.98M 1.13% +527 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,021 $7.97M 1.03% +994 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 13,966 $7.93M 2.47% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 12,894 $7.9M 0.73% -48 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 12,887 $7.89M 5.2% +1,044 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,882 $7.89M 1.41% +352 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 12,869 $7.88M 2.35% +297 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 12,855 $7.87M 0.16% +441 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,802 $7.84M 0.53% +882 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,728 $7.82M 2.07% +64 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 12,766 $7.82M 4.97% +724 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,689 $7.77M 0.15% +3,840 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 12,658 $7.75M 1.69% +873 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,651 $7.75M 0.9% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,635 $7.74M 0.25% -1,397 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,621 $7.73M 1.69% +256 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 14,017 $7.73M 0.01% -1,934 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,593 $7.71M 0.44% -82 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 12,579 $7.7M 1.66% -183 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 12,463 $7.63M 0.21% +1,688 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,455 $7.63M 0.09% +473 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,402 $7.6M 1.56% +327 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 12,411 $7.6M 5.25% +1,380 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,394 $7.59M 0.41% -630 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,363 $7.57M 2.83% +460 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,329 $7.55M 0.25% +4,867 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,313 $7.54M 0.55% -3,815 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 12,287 $7.52M 2.1% -1,410 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,286 $7.52M 1.25% +2,178 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,265 $7.51M 0.99% +3 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,260 $7.51M 0.65% +2,056 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 12,255 $7.5M 1.92% +1,980 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,246 $7.5M 0.44% -262 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12,224 $7.49M 0.71% -1,983 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 12,181 $7.48M 4.41% +769 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 12,191 $7.47M 0.78% +1,073 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,188 $7.46M 1.2% +19 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,181 $7.46M 1.63% -124 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 12,155 $7.44M 4.05% -33,111 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 12,137 $7.43M 0.1% +303 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 12,132 $7.43M +365 Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 12,121 $7.43M 0.21% +44 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 12,120 $7.42M 3.87% -331 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,108 $7.41M 6.84% -632 13F-HR Timeline