Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 42,604 $20.8M 10.14% +124 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 42,397 $20.7M 2.65% +3,149 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 42,275 $20.6M 0.25% +526 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 41,799 $20.4M 0.03% +1,614 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 41,656 $20.3M 1.94% +3,026 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 41,648 $20.3M 2.31% +1,282 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 41,596 $20.3M 4.51% -1,715 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 41,415 $20.2M 4.89% -655 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 41,279 $20.1M 2.25% -2,566 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 41,267 $20.1M 6.1% -723 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 41,260 $20.1M 7.13% -1,360 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 41,003 $20M 0.4% -897 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 40,956 $20M 6.5% 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 40,791 $19.9M 3.78% +4,876 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 40,590 $19.8M 2.11% +423 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 40,491 $19.8M 4.37% +2,474 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 40,199 $19.7M 0.85% -635 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 40,345 $19.7M 1.81% +487 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 40,315 $19.7M 0.6% +12,910 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,061 $19.5M 0.48% +7,615 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 39,875 $19.5M 9.87% +1,115 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 39,779 $19.4M -335 Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 39,722 $19.4M 5.1% -29,266 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 39,547 $19.3M 2.73% +2,462 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 39,540 $19.3M 1.76% +770 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 39,307 $19.2M 0.89% -1,098 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 39,222 $19.1M 3.64% +1,385 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 39,164 $19.1M 7.44% +1,274 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 39,090 $19.1M 0.22% +234 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 39,049 $19.1M 0.2% -1,580 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 39,036 $19M 9.9% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 38,888 $19M 0.52% +574 13F-HR/A Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 38,764 $18.9M 1.46% +2,921 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 38,659 $18.9M 5.42% -832 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 38,624 $18.8M 0.53% -8,625 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 38,345 $18.7M 1.51% +656 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 38,332 $18.7M 0.5% -288 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 38,259 $18.7M +3,270 Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 38,052 $18.6M 1.2% +429 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 38,034 $18.6M 2.37% -491 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 37,974 $18.5M 9.05% -3,565 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 37,811 $18.4M 1.55% -945 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 37,589 $18.3M 0.25% -7 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 37,526 $18.3M 0.99% -1,373 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 37,426 $18.3M 2.11% +895 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 37,341 $18.2M 2.45% +1,719 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 37,007 $18.1M 2.1% -802 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 36,970 $18M 0.02% +32,331 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 36,905 $18M 0.44% +111 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 36,746 $17.9M 0.78% -1,547 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 36,494 $17.8M 2.24% -809 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 36,241 $17.7M 1.03% +366 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 36,219 $17.7M 0.65% -1,075 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 36,185 $17.7M 6.12% -685 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 36,020 $17.6M -255 Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 36,009 $17.6M 4.02% -91 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 35,949 $17.5M 1.78% -65 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 35,930 $17.5M 7.65% +80 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 35,523 $17.3M 0.45% -139 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35,298 $17.2M 0.42% +1,696 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 34,946 $17M 5.38% -822 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 34,838 $17M 1.18% -2,201 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 34,754 $17M 3.81% -545 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 34,643 $16.9M 17.99% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 34,474 $16.8M 1.49% -564 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 34,395 $16.8M 3.67% -2,608 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 34,277 $16.7M 0.63% +3,347 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 33,820 $16.5M 5.77% +2,100 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,714 $16.4M 0.35% +1,080 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 33,694 $16.4M 4.25% +1,525 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 33,566 $16.4M +2,712 Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 33,459 $16.3M 5.22% -2,176 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 33,273 $16.2M 1.95% -2,576 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 33,208 $16.2M 0.8% -578 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 33,124 $16.2M 0.07% +21,499 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 33,231 $16.2M 6.28% +2,470 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 32,958 $16.1M 8.56% -698 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 32,937 $16.1M 13.11% 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 32,669 $15.9M 10.22% -631 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 32,590 $15.9M +4,655 Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,539 $15.9M 1.2% +223 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 32,234 $15.7M 4.55% +65 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 32,079 $15.7M 6.96% -10,640 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 32,093 $15.7M 10.98% -964 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 31,890 $15.6M 5.35% -30 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 31,807 $15.5M 1.69% +2,014 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 31,736 $15.5M 0.19% +2,527 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 31,601 $15.4M 0.34% +802 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 31,530 $15.4M 12.7% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 31,451 $15.3M 3.23% +8,947 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 31,368 $15.3M 4.59% -722 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 31,309 $15.3M 1.15% +2,832 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 31,245 $15.2M 0.73% -84 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 31,158 $15.2M 1.03% -1,002 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 31,107 $15.2M 0.87% -704 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 31,063 $15.2M 0.12% +4,494 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 31,057 $15.2M 0.55% +12,851 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 30,703 $15M 1.35% +295 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 30,666 $15M 7.97% +3,669 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30,663 $15M 0.67% +559 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 30,447 $14.9M 3.35% -461 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 30,614 $14.9M 4.91% 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 30,540 $14.9M 15.75% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 30,323 $14.8M 2.85% -954 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 30,322 $14.8M 2.17% -490 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 30,292 $14.8M 4.91% -610 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 30,165 $14.7M 7.39% -19 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 30,125 $14.7M 4.93% -1,846 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 30,042 $14.7M 0.81% +55 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 29,596 $14.6M 0.67% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 29,862 $14.6M 2.37% -36 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 29,769 $14.5M 4.08% +453 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 29,727 $14.5M 5.74% +260 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 29,681 $14.5M 3.59% +36 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 29,170 $14.2M 2.46% -4,015 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 29,114 $14.2M 2.97% +4,240 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 29,055 $14.2M 0.09% -446 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 28,918 $14.1M 0.59% +1,112 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 28,761 $14M 1.58% -1,530 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 28,647 $14M 0.61% +750 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 28,636 $14M 1.04% +2,166 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 28,279 $13.8M 0.06% +14,372 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 28,269 $13.8M 11.75% -2,887 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 28,068 $13.7M 1.84% 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 27,974 $13.6M 8.6% +2,399 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 27,794 $13.6M 0.17% -558 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 27,743 $13.5M 3.48% +259 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 27,699 $13.5M 1.49% -670 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 27,541 $13.4M 2.65% -485 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 27,433 $13.4M 0.63% -52 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 27,100 $13.2M 2.96% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 26,912 $13.1M 0.37% -1,952 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 26,886 $13.1M 5.28% -84 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 26,834 $13.1M 9.58% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 26,594 $13M 0.23% +666 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 26,684 $13M 2.9% +4,250 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 26,562 $13M 3.28% -50 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 26,561 $13M 0.11% -95 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 26,145 $12.8M 6.65% -563 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 26,095 $12.7M 3.04% +2,533 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 25,878 $12.6M 3.43% -116 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 234,448 $12.6M 5.84% +222,207 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 25,676 $12.5M 3.07% -1,454 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,554 $12.5M 0.66% +107 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 25,537 $12.5M 7.65% -1,910 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 25,519 $12.4M 3.84% +80 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 25,497 $12.4M 4.9% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 25,466 $12.4M 0.72% -482 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 25,465 $12.4M 0.26% -530 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 25,305 $12.3M 1.02% -463 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 25,291 $12.3M 0.89% +14,066 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 25,236 $12.3M 3.44% -4,632 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 25,116 $12.3M 2.86% -1,175 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 24,835 $12.1M 1.22% +12,444 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 24,732 $12.1M 2.77% +2,006 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,648 $12M 0.54% +2,816 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 24,495 $12M 1.56% -551 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,464 $11.9M +4,323 Timeline rebel Financial LLC More: the full row for rebel Financial LLC 24,447 $11.9M 5.1% +24,447 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 24,333 $11.9M 0.05% -672 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 24,317 $11.9M 0.88% -402 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 24,223 $11.8M 0.55% +599 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 24,203 $11.8M 1.78% -2,293 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 24,180 $11.8M 7.99% +330 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,038,520 $11.8M 0.93% +3,186 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 24,146 $11.8M 7.5% +5,163 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 23,931 $11.7M 3.73% +321 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 23,920 $11.7M 5.76% +5,556 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 23,793 $11.6M 0.38% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 23,767 $11.6M 1.7% -74 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 23,670 $11.5M 0.42% -1,141 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 24,568 $11.5M 4.49% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 23,552 $11.5M 2.35% +1,590 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 23,385 $11.4M 0.81% +291 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 23,372 $11.4M 5.06% +9,672 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,347 $11.4M 0.21% -785 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 23,346 $11.4M 2.67% +1,694 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23,312 $11.4M 2.39% +3,378 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 23,224 $11.3M 10.02% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,218 $11.3M 0.9% +332 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,215 $11.3M 0.67% -22 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 23,071 $11.3M 0.21% +30 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 22,958 $11.2M 2.54% +67 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 22,860 $11.2M 1.11% -1,584 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 22,758 $11.1M 5.88% +365 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 22,534 $11.1M -678 Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 22,688 $11.1M +865 Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 22,688 $11.1M 10.18% 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 24,081 $11M 8.73% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,613 $11M 0.09% -796 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 22,538 $11M 3.3% +550 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 22,494 $11M 4.03% +1,568 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 22,334 $10.9M 3.29% +241 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 22,293 $10.9M 8.12% +318 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 22,237 $10.8M 4.03% +2,653 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 22,224 $10.8M 2.04% -264 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 22,198 $10.8M 6.81% +964 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 22,083 $10.8M 4.2% +188 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 21,951 $10.7M 4.56% +1,306 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 21,815 $10.6M 0.55% -1,057 13F-HR Timeline