Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,053 $1.36M 0.06% +296 13F-HR Timeline CORDA Investment Management, LLC. 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More: the full row for MidAtlantic Capital Management, Inc. 7,627 $1.29M 0.95% +31 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 7,623 $1.29M 0.31% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,607 $1.29M 0.15% -191 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 7,592 $1.29M 0.5% -342 13F-HR/A Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,585 $1.28M 0.23% -225 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 7,578 $1.28M 0.79% +35 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,565 $1.28M 0.3% -43 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,552 $1.28M 0.21% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,536 $1.28M 0.13% -894 13F-HR Timeline Mission Creek Capital Partners, Inc. 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More: the full row for Veltria Advisors Corp. 7,051 $1.19M 0.5% +985 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,033 $1.19M 0.01% -10,063 13F-HR Timeline Group Baring Financial LLC More: the full row for Baring Financial LLC 7,020 $1.19M 1.06% 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 6,957 $1.18M 0.27% +168 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 6,945 $1.18M 0.31% -729 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,663 $1.17M 0.12% +4,087 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,930 $1.17M 0.25% +37 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,914 $1.17M 0.63% +997 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 6,597 $1.17M 0.43% 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 6,899 $1.17M 0.92% -69 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,890 $1.17M 0.7% -37 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,555 $1.16M 0.43% +1,269 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,836 $1.16M 0.32% -148 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 6,799 $1.15M 0.15% -24 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,744 $1.14M 0.11% -236 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,716 $1.14M 0.45% +12 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,672 $1.13M 0.38% +278 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,660 $1.13M 0.19% +300 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,650 $1.13M 0.38% +14 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 6,626 $1.12M 0.1% +2,125 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 6,616 $1.12M 0.45% +13 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,609 $1.12M 0.01% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,602 $1.12M 0.13% +1,721 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 6,589 $1.12M 0.48% +321 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,560 $1.11M 0.15% -169 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,528 $1.11M 0.38% +7 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,521 $1.1M 0.04% -106 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,560 $1.1M 0.05% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,501 $1.1M 0.33% -1,483 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,456 $1.09M 0.42% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,445 $1.09M 0.34% new 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 6,418 $1.09M 0.55% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,396 $1.08M 0.31% -13 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,381 $1.08M 0.19% +171 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,376 $1.08M 0.34% +49 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,352 $1.08M 0.04% +60 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,346 $1.07M 0.55% -240 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 6,290 $1.07M 0.44% +341 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,325 $1.07M 0.44% 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 6,315 $1.07M 0.49% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,295 $1.07M 1.01% 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 6,275 $1.06M 0.82% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6,267 $1.06M 0.6% 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 6,236 $1.06M 0.74% -387 13F-HR/A Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,216 $1.05M 0.18% +1,067 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,206 $1.05M 0.15% +544 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,199 $1.05M 0.39% -363 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,184 $1.05M 0.17% +31 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,174 $1.05M 0.05% +548 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,173 $1.05M 0.39% +897 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,160 $1.04M 0.05% +155 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,122 $1.04M 0.2% +397 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 6,113 $1.03M 0.55% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 6,111 $1.03M 0.2% -560 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,107 $1.03M 0.02% -101 13F-HR/A Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,095 $1.03M 0.4% +15 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 6,093 $1.03M 0.84% 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 6,084 $1.03M 0.54% -1,489 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 6,083 $1.03M 0.45% +654 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 6,037 $1.02M 0.14% +1,659 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,033 $1.02M 0.21% +870 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,022 $1.02M 0.08% +3,799 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,023 $1.02M 0.07% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,019 $1.02M 0.21% +350 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,735 $1.02M 0.14% +793 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,007 $1.02M 0.21% +373 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,999 $1.02M 0.13% -920 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 5,987 $1.01M 0.3% -24 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 5,803 $1.01M 0.94% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,982 $1.01M 0.2% +109 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 5,981 $1.01M 0.54% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,974 $1.01M 0.27% -24 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,932 $1M 0.19% +4,676 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,937 $1M 0.07% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Rather & Kittrell, Inc. 5,893 $998K 0.23% -242 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 5,867 $993K 0.6% +4 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,862 $992K 1.05% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,861 $992K 0.2% -1,175 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,850 $990K 0.06% +101 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 5,832 $987K 0.22% 0 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,815 $984K 0.7% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,804 $983K 0.66% -495 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,798 $982K 0.32% -27 13F-HR Timeline InvesTrust More: the full row for InvesTrust 5,810 $982K 0.27% 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,781 $979K 0.72% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,772 $977K 0.03% -175 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,751 $974K 0.48% +20 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,746 $973K 0.1% -486 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 5,737 $971K 0.72% -154 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,731 $970K 0.14% +28 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,713 $967K 0.52% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 5,710 $967K 0.4% +980 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,686 $963K <0.01% -16,305 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,681 $962K 0.22% -30 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,670 $960K 0.03% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,624 $956K 0.13% -5 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,626 $952K 0.08% +1,794 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,624 $952K 0.16% -1,272 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,616 $951K 0.26% -788 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,385 $951K 0.27% -1,009 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,610 $950K 0.17% +381 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,606 $949K 0.08% +535 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,603 $949K 0.24% -729 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 5,603 $949K 0.72% 13F-HR/A Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,600 $948K 0.08% -2,107 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,588 $946K 0.49% +5 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,585 $946K <0.01% +2,519 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 5,574 $944K 0.52% +32 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,549 $939K <0.01% -179 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 5,541 $938K 0.15% -23 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,507 $932K 0.25% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,491 $930K 0.07% +68 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 5,486 $929K 0.1% +1,609 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 5,453 $923K 0.56% +284 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,426 $919K 0.29% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,405 $915K 0.14% +4 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 5,397 $914K 0.1% -42,234 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,393 $913K 0.31% -74,129 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,392 $913K 0.9% 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 5,212 $910K 0.08% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,336 $903K 0.17% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 5,335 $903K 0.16% -266 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,317 $900K 0.65% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 5,311 $899K 0.53% -54 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,265 $891K 0.03% -715 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,261 $891K 0.18% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,250 $889K <0.01% +455 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5,248 $889K 0.73% +1,167 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 5,241 $887K 0.45% -28,219 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 5,238 $887K 0.18% +299 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,220 $884K 0.34% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,206 $881K -771 Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 5,200 $880K 0.34% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,192 $879K 0.13% -129 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,191 $879K 0.48% +101 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 5,147 $871K 0.41% -1,852 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,099 $863K 0.31% -357 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,097 $863K 0.01% +128 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,080 $860K 0.07% +524 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5,074 $859K 0.52% -72 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 5,067 $858K 0.21% -458 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,065 $858K 0.37% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,058 $856K 0.26% +181 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,049 $855K 0.14% +2 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,052 $854K 0.09% +1,182 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,039 $853K 0.48% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,038 $853K 0.9% -151 13F-HR Timeline SPC Financial, Inc. 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