Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 42,813 $18.7M 0.49% +3,925 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 42,634 $18.6M 4.2% +1,038 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 42,044 $18.4M 7.92% -9,315 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 42,177 $18.4M 9.08% -427 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 42,177 $18.4M 4.05% +1,686 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 42,104 $18.4M 5.47% -1,756 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 41,718 $18.2M 2.07% +70 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 41,596 $18.2M 0.81% +2,289 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 41,589 $18.2M 5.23% +322 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 41,377 $18.1M 0.21% -898 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 41,050 $17.9M 2.01% -229 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 40,942 $17.9M 4.32% -473 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 40,603 $17.7M 2.17% +3,262 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 40,561 $17.7M 8.54% +686 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 40,439 $17.7M 1.2% +2,628 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 40,209 $17.6M 6.13% +6,978 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 39,825 $17.4M 1.7% +285 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 39,707 $17.3M 3.75% +3,698 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 39,617 $17.3M 8.94% +581 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 39,439 $17.2M 1.36% +675 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 39,421 $17.2M 0.4% -640 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 39,388 $17.2M 5.02% +729 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 39,121 $17.1M 1.49% -1,224 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 39,095 $17.1M 8.83% +1,121 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 38,655 $16.9M 1.27% +310 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 38,613 $16.9M 0.18% -436 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 38,537 $16.8M 1.17% +35,814 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 38,530 $16.8M 0.89% +1,004 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 38,395 $16.8M 2.82% -6,668 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 38,384 $16.8M 1.05% +332 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 38,382 $16.8M 1.71% +2,433 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 37,927 $16.6M 1.9% +501 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 37,714 $16.5M 5.5% +3,894 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 37,517 $16.4M 0.43% -815 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 37,220 $16.3M 7.67% -15,730 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 37,062 $16.2M -2,717 Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 36,925 $16.1M 0.38% +35,364 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 36,765 $16.1M 5.45% +580 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 36,628 $16M 0.2% +4,892 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 36,135 $15.8M 5.16% -5,125 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 36,132 $15.8M 4.52% +5,518 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,128 $15.8M 0.34% +2,414 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 36,104 $15.8M 2.04% -390 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,962 $15.7M 0.45% -4,353 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 35,821 $15.6M 0.97% +4,663 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 35,794 $15.6M 6.58% -136 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 35,661 $15.6M 0.27% +9,067 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35,590 $15.5M 3.44% +836 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 35,556 $15.5M 0.38% +10,091 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 35,458 $15.5M 0.41% -65 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35,438 $15.5M 0.36% +140 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 35,354 $15.4M 3.87% +1,660 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 35,038 $15.3M 0.66% -1,708 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 34,761 $15.2M 0.56% -1,458 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 182,061 $15.2M 3.23% +151,614 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 34,238 $15.1M 1.35% -236 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 34,517 $15.1M 1.16% +1,978 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 34,329 $15M +763 Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 34,317 $15M 4.54% -629 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 34,233 $15M 1.71% -2,774 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 34,185 $14.9M 2.9% -5,037 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 34,118 $14.9M 0.62% +5,200 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 34,067 $14.9M 3.21% -328 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 33,966 $14.8M 1.55% +2,159 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 33,805 $14.8M 0.46% -39,153 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 33,666 $14.7M 1.16% +2,357 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 33,603 $14.7M 3.43% -9,559 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 33,581 $14.7M 0.69% +2,336 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 33,367 $14.6M 1.78% +94 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 33,364 $14.6M 14.87% +2,824 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 33,319 $14.6M 0.09% +4,264 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 33,194 $14.5M 8% +2,528 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 32,818 $14.3M 4.51% -641 13F-HR/A Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 32,724 $14.3M 11.08% -213 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 32,705 $14.3M 4.45% +1,337 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 32,542 $14.2M 7.51% -416 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 $14.2M 0 Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 32,420 $14.2M 8.8% -249 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,419 $14.2M 0.32% +818 13F-HR/A Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 32,328 $14.1M 7.2% +2,163 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 32,269 $14.1M 3.99% +35 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 32,177 $14.1M 2.1% +1,855 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 31,985 $14M 11.61% +455 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 31,834 $13.9M 10.06% -259 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 31,799 $13.9M 4.83% -91 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 31,773 $13.9M 1.9% +3,705 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 31,720 $13.9M 0.65% +1,057 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 31,574 $13.8M 7.23% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 31,528 $13.8M 0.51% -2,749 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 31,421 $13.7M 0.97% +2,785 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 31,383 $13.7M 11.09% +3,114 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 31,364 $13.7M 0.11% +301 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 31,152 $13.6M 3.39% +1,471 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 30,792 $13.4M 2.18% +930 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 30,790 $13.4M 4.5% +498 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 30,533 $13.3M 2.73% +1,419 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 30,422 $13.3M 0.58% +380 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 30,090 $13.1M 3.55% +321 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 30,020 $13.1M 5.15% +293 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 29,910 $13.1M 0.64% -3,298 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 29,053 $12.7M -9,206 Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 27,482 $12.6M 0.71% -15,467 13F-HR/A Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 28,742 $12.6M 7.98% +4,596 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 28,366 $12.4M 0.7% +14,242 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 28,353 $12.4M 1.41% -408 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 28,332 $12.4M 1.4% +633 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 28,245 $12.3M 1.99% -925 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 24,811 $12.2M 4.85% +243 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 27,852 $12.2M 4.45% +2,355 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 27,656 $12.1M 3.91% -2,469 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 27,449 $12M 8.77% +615 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 27,365 $12M 2.43% -176 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 27,305 $11.9M 3.72% +1,786 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 27,225 $11.9M 5.73% +3,305 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 27,164 $11.9M 6.89% +1,627 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 27,072 $11.8M 4.71% +186 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 26,938 $11.8M 5.55% +18,609 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,042,054 $11.8M 0.88% +3,534 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 26,797 $11.7M 0.51% -636 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 26,523 $11.7M 1.23% +5,744 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 26,664 $11.6M 0.32% -248 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 26,562 $11.6M 2.91% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 26,520 $11.6M 0.02% +25,360 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 26,186 $11.4M 0.44% -4,871 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 26,156 $11.4M 1.66% -47,471 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 26,058 $11.4M 0.08% -503 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 25,954 $11.3M 2.34% +2,642 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 25,937 $11.3M 2.62% +1,205 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 25,904 $11.3M 0.6% -38,358 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 25,831 $11.3M 6.08% -314 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 25,801 $11.3M 2.84% +685 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 25,768 $11.3M 2.14% +2,216 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,691 $11.2M 0.31% -12,933 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 25,466 $11.1M 0.65% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 25,351 $11.1M 0.49% +703 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,270 $11M 0.2% +1,923 13F-HR/A Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 25,248 $11M 2.83% -630 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 25,181 $11M 3.28% +2,643 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 25,134 $11M 2.77% -2,609 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 129,986 $11M 1.34% +108,407 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,030 $10.9M 0.09% +2,417 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 25,019 $10.9M 0.87% +1,801 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 24,950 $10.9M 2.59% -726 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 24,821 $10.8M 1.5% +326 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 24,770 $10.8M 1.58% +567 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 24,754 $10.8M 0.79% +1,369 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 24,740 $10.8M 0.76% -814 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 24,655 $10.8M 6.49% -3,319 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,637 $10.8M +173 Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 24,555 $10.7M 0.78% -736 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 24,543 $10.7M 5.09% +7,249 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 24,308 $10.6M 0.44% +638 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 24,284 $10.6M 2.71% +3,394 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 24,136 $10.5M 0.18% +1,065 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 24,106 $10.5M 4.46% +2,155 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 24,090 $10.5M 0.41% +7,037 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 24,008 $10.5M 9.1% +784 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 23,986 $10.5M 7.27% -194 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 23,971 $10.5M 4.54% -476 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 23,775 $10.4M 0.78% -542 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 23,771 $10.4M 9.3% +1,083 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 23,621 $10.3M 5.63% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 23,599 $10.3M 6.18% +1,401 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 23,558 $10.3M 1.48% -209 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 23,554 $10.3M 2.63% -2,541 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,223 $10.1M 0.59% +8 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 23,156 $10.1M 0.65% -1,067 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 23,124 $10.1M 5.43% +366 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 22,987 $10M 3.71% +904 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 22,855 $9.98M 1.07% -5 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 22,840 $9.98M +152 Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 22,830 $9.97M 2.92% +496 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,628 $9.88M 0.79% -2,677 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 22,297 $9.81M 0.36% +16,503 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 22,342 $9.76M 2.87% -2,894 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 112,314 $9.75M 0.96% +92,552 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 22,299 $9.74M 1.6% +2,683 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 22,253 $9.72M 0.54% +20,513 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 21,960 $9.7M 5.55% +278 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 22,169 $9.68M 1.82% -55 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 22,153 $9.68M 3.14% -1,778 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 22,086 $9.65M 0.79% +4,757 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 21,997 $9.61M 0.48% +182 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,415 $9.58M 0.51% -769 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 21,783 $9.51M 2.09% -4,901 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 21,777 $9.51M 3.72% -460 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 21,708 $9.48M 3.16% +1,845 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 21,588 $9.43M 5.16% +180 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 21,578 $9.43M 4.53% +322 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,468 $9.36M 0.64% +447 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 21,275 $9.29M 3.4% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 111,283 $9.29M 3.1% +93,729 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 21,234 $9.27M 7.25% -1,059 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 21,155 $9.24M 6.63% -98,340 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 109,504 $9.23M 2.07% +93,270 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 21,104 $9.22M 0.74% -6 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 20,983 $9.2M 0.88% -470 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 110,636 $9.19M 6.25% +88,309 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 112,511 $9.17M 0.59% +95,732 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20,993 $9.17M 0.34% -49 13F-HR Timeline