Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,091 $2.6M 1.7% +65 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 8,086 $2.59M 1.68% -3,172 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,078 $2.59M 3.32% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,069 $2.59M 0.53% +915 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,034 $2.58M 0.32% +10 13F-HR Timeline Praetorian Wealth Management, Inc. 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More: the full row for Center for Financial Planning, Inc. 7,931 $2.54M 0.27% -34 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,930 $2.54M 0.58% +157 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,883 $2.53M 0.14% -303 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 7,849 $2.52M 1.49% -581 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 7,843 $2.52M 0.2% +684 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,831 $2.51M 0.69% +468 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,825 $2.51M 0.9% -5 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,817 $2.51M 0.59% +201 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 7,794 $2.5M 0.61% -1 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 7,778 $2.5M 2.01% +2,222 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 7,762 $2.49M 2.12% -162 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,760 $2.49M 0.18% +184 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,690 $2.49M 1.42% +8 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 7,732 $2.48M 1.12% +945 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,724 $2.48M 1.72% +52 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,724 $2.48M 0.57% +279 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,724 $2.48M 0.29% -270 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 7,719 $2.48M 2.7% -171 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,686 $2.47M 3.3% -27 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 7,649 $2.45M 0.67% +2,037 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 7,643 $2.45M 0.59% +279 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,623 $2.45M 0.76% -49 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,614 $2.44M 0.52% +5,395 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 7,604 $2.44M 0.84% +184 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,564 $2.43M 0.23% +303 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 7,549 $2.42M 0.63% +222 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,540 $2.42M 2.28% +1,599 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 7,532 $2.42M 0.6% +696 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 7,530 $2.42M 0.75% +605 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 7,525 $2.41M <0.01% +55 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 6,646 $2.41M 1.06% +208 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,495 $2.4M 0.87% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 7,489 $2.4M 1.81% +167 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,474 $2.4M 0.33% +65 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,472 $2.4M 0.27% +3,661 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,461 $2.39M 0.03% -2,956 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,453 $2.39M 0.98% -106 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,423 $2.38M 0.54% -244 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 7,421 $2.38M 0.7% -82 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 7,404 $2.38M 2.9% -261 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7,399 $2.37M 0.66% -7,267 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,376 $2.37M 0.2% -254 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 7,357 $2.36M 1.4% +1,254 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 7,357 $2.36M 0.27% +2,014 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 7,354 $2.36M 1.92% -118 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 7,348 $2.36M 1.42% -389 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 7,325 $2.35M 1.58% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 7,318 $2.35M 1.37% -83 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 7,308 $2.34M 0.29% -1,946 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 7,284 $2.34M 0.59% +293 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 7,275 $2.33M 0.68% +298 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 7,264 $2.33M 0.3% +62 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,259 $2.33M 0.18% +8 13F-HR Timeline Financial Plan, Inc. 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More: the full row for Seed Wealth Management, Inc. 7,165 $2.3M 1.58% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,118 $2.28M 0.4% +239 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,102 $2.28M 0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 7,104 $2.28M 0.77% 0 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 7,101 $2.28M 0.96% +4,304 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 7,073 $2.27M 1.78% +121 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,052 $2.26M 0.03% +470 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 7,050 $2.26M 1.59% -211 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 6,436 $2.26M 1.35% +919 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,032 $2.26M 0.39% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,003 $2.25M 0.41% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 7,002 $2.25M 1.01% -86 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,001 $2.25M 1.35% -190 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,982 $2.24M 1.03% +46 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,977 $2.24M 0.27% +53 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 6,970 $2.24M 0.41% +329 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 6,943 $2.23M 0.67% -19 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 6,941 $2.23M 1.58% +8 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,930 $2.22M 0.45% +45 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,920 $2.22M 0.56% +12 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,902 $2.21M 1.07% +217 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,896 $2.21M 0.57% -2,359 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,878 $2.21M 0.79% -362 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 6,839 $2.19M 0.16% +868 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,837 $2.19M 0.47% -300 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,833 $2.19M 0.49% -18 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,812 $2.19M 0.13% +155 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 6,800 $2.18M <0.01% -2,980 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,790 $2.18M 0.24% +137 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,780 $2.18M 0.31% -3 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,760 $2.17M 0.91% -180 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 6,734 $2.16M 2.35% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 6,711 $2.15M 0.83% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,140 $2.15M 0.08% +428 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,698 $2.15M 0.15% -338 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 5,920 $2.15M 1.26% +472 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,682 $2.14M 0.1% +207 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,682 $2.14M 0.19% -8,934 13F-HR Timeline Group RS CRUM INC. 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More: the full row for TFC Financial Management, Inc. 6,580 $2.11M 0.26% +688 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,576 $2.11M 0.29% -457 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 6,568 $2.11M 0.16% -734 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 6,567 $2.11M 1.25% -1,199 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 6,551 $2.1M 1.83% +1,388 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 6,547 $2.1M 0.34% +2,061 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 6,545 $2.1M 0.7% -423 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,528 $2.09M 0.28% -88 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 6,523 $2.09M 1.42% +749 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 6,516 $2.09M 0.4% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,503 $2.09M 0.19% +5,943 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 6,483 $2.08M 2.48% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 6,465 $2.07M 0.63% -524 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,456 $2.07M 0.36% -28 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,449 $2.07M 0.12% -94 13F-HR/A Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,445 $2.07M 0.51% -1,483 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,434 $2.06M 0.42% -6,324 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,424 $2.06M 1.58% -3,453 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 6,421 $2.06M 1.17% -9 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,414 $2.06M 0.31% +19 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,401 $2.05M 0.86% +31 13F-HR/A Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 6,399 $2.05M 1.89% -325 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,394 $2.05M 1.56% -167 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,791 $2.05M 0.16% +720 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 6,393 $2.05M 0.17% +986 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 6,361 $2.04M 0.6% -117 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 6,355 $2.04M 1.73% -1,727 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,351 $2.04M 0.59% -363 13F-HR Timeline Collaborative Wealth Managment Inc. 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More: the full row for Texas Yale Capital Corp. 6,287 $2.02M 0.06% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,272 $2.01M 0.87% -47 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 6,263 $2.01M 0.46% -30 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,252 $2.01M 0.13% -150 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 6,233 $2M 0.66% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 6,232 $2M 0.39% -284 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,229 $2M 0.13% -36 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,205 $1.99M 0.92% -240 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,208 $1.99M 0.4% -478 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,189 $1.99M 0.24% +140 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,188 $1.99M 0.02% +576 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 6,166 $1.98M 0.22% +25 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 6,150 $1.97M 0.99% +3 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 6,150 $1.97M 0.11% -777 13F-HR Timeline Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 6,138 $1.97M 1.73% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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