Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 47,732 $9.12M 0.07% 13F-HR/A Timeline Group Calydon Capital More: the full row for Calydon Capital 47,675 $9.11M 1.54% new 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 47,557 $9.08M 3.58% 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 47,528 $9.08M 2.04% +6,778 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 47,403 $9.05M 1.68% +81 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 47,113 $9M 4.71% +3,454 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 46,641 $8.91M 2.97% +51 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 46,335 $8.85M 3.44% +337 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 46,222 $8.83M 0.33% -462 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 46,169 $8.82M 1.01% -418 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 45,895 $8.77M 2.04% -367 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 45,729 $8.73M 4.26% +1,650 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 45,652 $8.72M 1.72% -44 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 45,353 $8.66M 1.52% -1,464 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 45,331 $8.66M 1.09% -1,850 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 44,949 $8.58M 2.35% +2,967 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 44,778 $8.55M 2.31% -1,464 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 44,664 $8.53M 5.39% 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 44,643 $8.53M 3.35% +1,376 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 44,260 $8.45M 0.11% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 44,169 $8.44M 0.03% +91 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 43,924 $8.39M 5.36% +20 13F-HR/A Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 43,820 $8.37M 0.6% +15,568 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 43,774 $8.36M 0.09% -920 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 43,753 $8.36M 3.47% +2,630 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 42,667 $8.35M 1.87% +3,494 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 43,722 $8.35M 3.69% -2,126 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 43,499 $8.31M 1.87% +273 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 43,372 $8.28M 3.83% +5,606 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 43,281 $8.27M 0.59% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 42,642 $8.14M 0.52% -183 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 42,588 $8.13M 1.74% +30,648 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 41,670 $7.96M 0.66% +797 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 41,653 $7.96M 0.55% +389 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 41,647 $7.95M 2.05% +962 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 41,116 $7.85M 0.22% -762 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 41,036 $7.84M 0.11% +44 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 41,029 $7.84M 1.75% +8,148 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,907 $7.81M 0.01% -60,563 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40,649 $7.76M 0.16% +965 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 40,648 $7.76M 0.17% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 40,490 $7.73M 1.67% +2,505 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 39,924 $7.63M 2.69% -288 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 40,194 $7.62M 2.07% +2,437 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 39,871 $7.61M 6.4% 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 39,860 $7.61M 2.24% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 39,721 $7.59M 1.68% +4,940 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 39,136 $7.47M 0.46% -238 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 39,091 $7.47M 2.62% +21,657 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 38,974 $7.44M 3.73% 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 38,929 $7.44M 2.68% -763 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 38,834 $7.42M 0.35% +668 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 38,669 $7.39M 0.89% +6,833 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 38,681 $7.39M 4.64% -133 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 44,860 $7.34M 0.16% +680 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 38,188 $7.29M 0.36% -528 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 38,000 $7.26M 1.63% 0 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 37,899 $7.24M 1.68% +201 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 37,647 $7.19M 0.43% -24,081 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 37,646 $7.19M 1.26% +1,024 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 37,479 $7.16M 0.21% +3,362 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 37,220 $7.11M 0.82% +74 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 37,202 $7.11M 3.18% -249 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 36,790 $7.03M 1.77% +4,259 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 36,775 $7.02M 2.4% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 36,694 $7.01M 0.09% +28,823 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 36,491 $6.97M 0.89% +716 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 36,434 $6.96M 4.78% +775 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 36,217 $6.92M 0.01% -7,399 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 36,051 $6.89M 1.47% +114 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 35,613 $6.8M -11,468 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 35,490 $6.78M 0.4% +98 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 35,486 $6.78M 1.29% +8,205 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 35,304 $6.74M 2.71% +823 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 35,281 $6.74M 0.32% +4,094 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 35,271 $6.74M 2.23% +552 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 35,260 $6.73M 1.34% +395 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 34,931 $6.67M 0.03% +1,056 13F-HR Timeline Group Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 34,840 $6.65M 5.19% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 34,818 $6.65M 0.48% +2,294 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 34,644 $6.62M 1.13% -108 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 34,600 $6.61M 0.74% -2,720 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 34,546 $6.6M 0.39% +6,753 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 34,327 $6.56M 0.71% +3,324 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 34,232 $6.54M 4.26% +1,464 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 34,202 $6.53M 2.73% +15,332 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 34,142 $6.52M 0.22% +8,056 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,103 $6.51M 0.09% +4,212 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 34,041 $6.5M 1.28% -119 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 33,982 $6.49M 0.5% +375 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 33,944 $6.48M 0.2% +167 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 33,934 $6.48M 1.01% +479 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 32,615 $6.47M 4.84% -901 13F-HR/A Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 33,734 $6.44M 3.46% +14,891 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 33,448 $6.39M 3.33% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 33,340 $6.37M 2.59% +3,301 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 33,332 $6.37M 0.29% +604 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 32,800 $6.36M 0.22% +1,009 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 33,294 $6.36M 3% +5,720 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 33,217 $6.34M 1.96% -1,895 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 33,211 $6.34M 2.16% -119 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 33,103 $6.32M 0.42% +405 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 33,079 $6.32M 0.42% +1,339 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 33,060 $6.31M 0.33% -351 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 33,055 $6.31M 5.02% +63 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 32,858 $6.28M 4.77% +469 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 32,808 $6.27M 0.6% +91 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,762 $6.26M 0.16% -25,540 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 32,668 $6.24M 1.71% +3,782 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 32,640 $6.23M 0.65% -8 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 32,438 $6.2M 1.36% 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 32,417 $6.19M 0.62% +279 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 32,383 $6.18M 1.45% +4,087 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 32,224 $6.15M 2.28% -144 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 32,209 $6.15M 2.23% +35 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 29,605 $6.11M 0.14% +2,806 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 31,847 $6.08M 1.38% -387 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 31,742 $6.06M 6.24% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 31,592 $6.03M 0.7% +2,048 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 31,466 $6.01M 4.97% -448 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 31,143 $5.95M 2.97% +1,004 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 31,135 $5.95M 1.39% -356 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 31,061 $5.93M 0.93% -1,014 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 31,040 $5.93M 0.2% -3,833 13F-HR Timeline Group GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 30,779 $5.88M 2.42% 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 30,752 $5.87M 2.52% +440 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 30,651 $5.85M 0.19% -23,071 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 30,586 $5.84M 0.66% +31 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 29,322 $5.8M 1.04% -5,997 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 30,205 $5.77M 0.03% -2,050 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,203 $5.77M 0.19% +1,805 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 30,190 $5.77M 0.25% -1,566 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 30,083 $5.75M 2.79% 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 30,036 $5.74M 3.19% +16,041 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 30,025 $5.73M 1.11% -491 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 35,152 $5.71M 1.85% +510 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 29,891 $5.71M 0.2% -708 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 29,865 $5.7M 2.87% +453 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 29,777 $5.69M 4.14% +2,333 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 29,718 $5.68M 0.73% -4,341 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 29,698 $5.67M 0.63% 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 29,636 $5.66M 5.1% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 29,476 $5.63M 0.42% -515 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 29,467 $5.63M 1.33% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 29,192 $5.58M 0.54% new 13F-HR/A Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 29,165 $5.57M 2.32% +1,974 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 29,121 $5.56M 1.65% -49,431 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 29,090 $5.56M 3.7% +2,986 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 29,080 $5.55M 0.43% -6,696 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 29,077 $5.55M 2.46% +1,324 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 29,052 $5.55M 2.95% +3,123 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 29,026 $5.54M 0.05% +5,124 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 28,996 $5.54M 1.11% -7,615 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 28,920 $5.52M 3.18% -772 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 28,906 $5.52M 3.43% -301 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 28,846 $5.51M 4.37% +736 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 28,843 $5.51M 5.47% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 28,799 $5.5M 0.3% -237 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 28,679 $5.48M 3.1% -135 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,547 $5.45M 0.13% +5,685 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 28,526 $5.45M 1.3% -907 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 28,462 $5.44M 1.42% -305 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 28,432 $5.43M 0.04% -1,460 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 28,267 $5.4M 0.58% -166 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 28,263 $5.4M 2.55% +260 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28,173 $5.38M 2.31% -111 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 28,073 $5.36M 1.86% -1,762 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 27,907 $5.33M 0.8% -1,917 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 27,721 $5.29M 0.14% +555 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 27,550 $5.26M 0.35% +283 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 27,522 $5.26M 0.21% +3,920 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 27,392 $5.23M 0.58% +2,511 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 27,311 $5.22M 0.44% +986 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 27,221 $5.2M 1.72% -2,030 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 27,071 $5.17M 1.73% +403 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 27,065 $5.17M 0.4% -6,121 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 27,045 $5.17M 1.18% +478 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 27,011 $5.16M 3.28% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 27,000 $5.16M 2.69% -259 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 26,964 $5.15M 0.36% -4,359 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 26,861 $5.13M 0.5% +19,590 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 26,850 $5.13M 0.49% -786 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 26,839 $5.13M 4.17% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 26,774 $5.11M 0.11% +481 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 26,718 $5.1M 0.09% -505 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 26,682 $5.1M 1.1% -315 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 26,675 $5.09M 2.42% +2,715 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 26,656 $5.09M 0.04% +23,339 13F-HR Timeline Group Stone Wealth Partners More: the full row for Stone Wealth Partners 26,555 $5.07M 4.52% 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 26,410 $5.04M 2.49% +6,498 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 26,402 $5.04M 1.49% +658 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 26,391 $5.04M 2.89% -1,019 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 26,371 $5.04M 2.75% +251 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 26,349 $5.03M 0.68% +2,447 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 26,306 $5.02M 1.81% -82 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 26,279 $5.02M 0.45% +5,432 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 25,314 $5.01M -2,648 Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 26,206 $5.01M 4.14% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 26,141 $4.99M 0.11% +2,862 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,127 $4.99M 0.5% +661 13F-HR Timeline