Caprock Group, LLC More: the full row for Caprock Group, LLC 18,393 $5.13M 0.11% -296 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 18,375 $5.13M 0.23% -1,151 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,244 $5.09M 0.12% +912 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,104 $5.05M 0.09% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 17,807 $4.99M 0.28% +223 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,373 $4.85M 0.23% +728 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 16,996 $4.74M 2.89% +2,267 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 16,739 $4.67M 1.09% -9,727 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,427 $4.59M 0.13% new 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,406 $4.58M +521 Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,354 $4.57M 0.37% +10 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 16,030 $4.54M 0.52% +163 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,248 $4.54M 0.36% +488 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 16,025 $4.47M 3.04% -221 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,669 $4.37M 0.01% -357 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,653 $4.37M 0.05% -1,731 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,273 $4.26M 0.02% -96 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 15,156 $4.23M 1.09% -298 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 15,068 $4.21M 0.94% -8,917 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 15,040 $4.2M 2.69% +135 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,694 $4.1M 0.25% +137 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 14,503 $4.05M 1% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,289 $3.99M 0.02% -150 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,178 $3.96M 0.08% +1,828 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,050 $3.92M 0.08% -158 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 13,834 $3.86M 0.53% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 13,799 $3.85M 0.24% -605 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 13,520 $3.85M 2.05% -593 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 13,785 $3.85M 0.12% +220 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 13,669 $3.82M 1.55% +297 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 13,599 $3.8M 0.92% -360 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,279 $3.76M 0.13% -1,224 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 13,307 $3.71M 2.69% 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 13,260 $3.7M 1.58% +13,260 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 13,221 $3.69M 0.46% +3,045 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,192 $3.68M <0.01% +1,095 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 12,845 $3.67M 0.13% -184 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 13,119 $3.66M 1.21% -910 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,891 $3.6M 0.77% -11 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,847 $3.59M 1% +77 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 12,816 $3.58M 1.03% +211 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 12,797 $3.57M 0.23% -848 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,724 $3.55M 0.11% +707 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 12,700 $3.55M 0.49% +708 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,691 $3.54M 0.07% -695 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,363 $3.45M 0.39% -563 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,255 $3.42M 0.33% +406 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 12,237 $3.42M -241 Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 12,055 $3.36M 0.53% +569 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 11,955 $3.34M <0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,655 $3.29M 0.08% -173 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,678 $3.26M 0.04% -130 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,298 $3.24M 0.28% +3,300 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,533 $3.22M 0.72% +40 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,499 $3.21M 1.6% -653 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 11,295 $3.15M 0.95% +573 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,294 $3.15M 0.11% -462 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,250 $3.14M 0.04% -654 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,212 $3.13M 0.05% +20 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,152 $3.11M <0.01% +495 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,083 $3.09M 0.01% -629 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,073 $3.09M 0.04% -3,711 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 11,033 $3.08M 1.54% 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 11,024 $3.08M <0.01% +3,210 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,965 $3.06M 0.19% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 10,899 $3.04M 2.6% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,885 $3.04M 0.05% -586 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,819 $3.02M 0.07% -3,905 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,807 $3.02M 0.27% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,727 $2.99M 1.88% +492 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,727 $2.99M 0.2% -166 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,661 $2.98M 0.13% +218 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,637 $2.97M 0.01% +6,170 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,630 $2.97M 0.01% -900 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,554 $2.95M 0.14% -614 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,521 $2.94M 0.05% +94 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,435 $2.91M 0.02% +2,126 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,416 $2.91M 1.44% -214 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,377 $2.9M 0.42% +88 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,358 $2.89M 0.05% +896 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,349 $2.89M 0.02% +380 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,273 $2.87M 0.02% +4,459 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10,124 $2.83M 0.32% -80 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,095 $2.82M 0.31% -324 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,033 $2.8M 0.27% -532 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,031 $2.8M 0.76% +521 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 10,029 $2.8M 1.01% -564 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,917 $2.8M 0.04% +258 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,980 $2.79M 0.06% +1,169 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,826 $2.74M 0.17% +3,270 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,617 $2.68M 0.8% +2 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,611 $2.68M 0.16% +951 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,578 $2.67M 0.04% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 9,481 $2.65M 0.8% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 9,468 $2.64M 1.68% -188 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,466 $2.64M 0.08% -231 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,416 $2.63M 0.03% -7,413 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,370 $2.62M 0.12% +1,230 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,163 $2.56M 0.01% +1,740 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,140 $2.55M 0.02% -560 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,107 $2.54M 0.19% -1 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,881 $2.48M 0.04% +1,005 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 8,877 $2.48M 1.81% +36 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 8,828 $2.46M 1.85% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 8,828 $2.46M 1.85% +1,709 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,802 $2.46M 1.34% -96 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 8,760 $2.45M <0.01% -231 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 8,746 $2.44M 1.31% +837 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 8,549 $2.39M 0.36% -216 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,198 $2.37M 0.06% -87 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,492 $2.37M 0.24% +50 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 8,491 $2.37M 0.16% +901 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,482 $2.37M 0.09% -90 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 8,468 $2.36M 0.44% -73 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,459 $2.36M 0.15% +837 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,410 $2.35M <0.01% +7,409 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,380 $2.34M 0.35% -101 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 8,249 $2.3M 0.83% +311 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,216 $2.29M 2.18% +31 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,180 $2.28M 0.17% -498 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,087 $2.26M 0.38% 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,060 $2.25M 1.02% -253 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8,000 $2.23M 0.81% -2,800 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,947 $2.22M 0.58% +515 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,915 $2.21M 0.11% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,762 $2.17M 0.04% +3,372 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,755 $2.16M 0.06% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 7,630 $2.16M +1,939 Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,705 $2.15M 0.15% -198 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 7,686 $2.15M 0.77% -463 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,672 $2.14M 0.07% +94 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 7,461 $2.08M 1.88% -81 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,421 $2.07M 0.14% -317 13F-HR Timeline Group Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,389 $2.06M 0.8% -29 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 7,329 $2.05M 0.81% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,315 $2.04M 0.07% -233 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 7,304 $2.04M 1.15% +105 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 7,287 $2.03M 1.35% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,485 $2.02M 0.13% +35 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,173 $2M 0.15% -1,216 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,111 $1.98M 0.22% +1,695 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,083 $1.98M 0.04% +657 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,063 $1.97M 1.15% -15 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,050 $1.97M 0.21% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,003 $1.95M 0.21% +217 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,994 $1.95M 0.29% +495 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,923 $1.93M 0.06% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,916 $1.93M 0.28% -88 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 6,888 $1.92M 0.44% +3,305 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,998 $1.92M 0.27% -318 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,862 $1.92M 0.18% -6,088 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,846 $1.91M 0.02% +884 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,824 $1.9M 0.15% -11 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,740 $1.88M 0.05% +676 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,700 $1.87M 0.12% -239 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,602 $1.84M 0.37% +4,556 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 6,482 $1.81M 1.55% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,429 $1.79M 0.18% +2,293 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,416 $1.79M 0.29% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,352 $1.77M 1.32% 0 13F-HR/A Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 6,348 $1.77M 0.67% +5 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,303 $1.76M 0.06% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,300 $1.76M 1.31% +4 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 6,280 $1.75M 0.37% -423 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 6,200 $1.73M 0.17% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,174 $1.72M 0.01% +1,592 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,148 $1.72M 0.19% -109 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,140 $1.71M 0.24% +279 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,107 $1.7M 0.3% -55 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,103 $1.7M 0.52% +93 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 6,097 $1.7M 0.61% -177 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,084 $1.7M 0.03% +304 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 6,080 $1.7M 1.63% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,056 $1.69M 0.13% +397 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,053 $1.69M 0.21% -40 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,025 $1.68M 0.06% -125 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,008 $1.68M 0.21% -187 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,000 $1.67M <0.01% -1,300 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,884 $1.64M 0.21% +1,310 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,867 $1.64M 0.37% -16 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,826 $1.63M <0.01% +3,623 13F-HR Timeline Group Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,817 $1.62M 1.06% -469 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,802 $1.62M 0.01% +833 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,764 $1.61M 0.34% -1,266 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,732 $1.6M 0.39% +201 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,724 $1.6M 0.37% +1,322 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,679 $1.59M 0.01% -615 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,644 $1.58M 0.08% +2,274 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,626 $1.57M 0.82% -84 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 5,622 $1.57M 1.61% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,588 $1.56M 0.29% -111 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,513 $1.54M 0.02% -260 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,501 $1.54M 0.13% -115 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 5,487 $1.53M 0.89% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,469 $1.53M 0.07% -314 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,467 $1.53M 0.15% +334 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,462 $1.52M 0.13% +59 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,446 $1.52M 0.01% +1,173 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,437 $1.52M 0.79% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,364 $1.5M 0.01% -632 13F-HR Timeline