Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,386 $667K 0.01% -2,194 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 13,380 $667K 0.3% +271 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,293 $663K 0.01% +2,061 13F-HR/A Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,717 $634K 0.32% -5 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 12,662 $631K 0.12% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 12,608 $629K 0.04% -758 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,606 $629K 0.05% -704 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,476 $622K 0.54% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 12,431 $620K 0.18% -1,385 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,426 $620K 0.01% +2,324 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 12,415 $619K 0.28% -3,110 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 12,218 $609K 0.2% +146 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 12,054 $601K 0.08% +1,418 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 12,042 $600K 0.1% +2,094 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,958 $596K <0.01% +3,829 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 11,873 $592K 0.14% +1,359 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,847 $590K <0.01% +7,376 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,683 $583K 0.04% -5,887 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 11,546 $576K 0.29% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,280 $562K <0.01% +2,170 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 11,200 $558K 0.02% -1,201 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,003 $549K <0.01% +5,608 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10,900 $544K 0.18% new 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 10,772 $537K 0.25% -2,792 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 10,499 $524K 0.15% -1,814 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 10,453 $521K 0.31% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,421 $520K 0.01% -3,060 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,224 $510K 0.03% +62 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 10,191 $508K 0.04% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,047 $501K 0.06% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 10,000 $499K 0.37% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,762 $487K 0.03% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,733 $485K 0.22% +238 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,613 $479K 0.01% +1,824 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 9,511 $474K 0.33% 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 9,486 $473K 0.25% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 9,346 $466K 0.19% -7,016 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 9,337 $466K 0.16% +410 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,298 $464K 0.01% +3,622 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,138 $456K <0.01% +627 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,987 $448K <0.01% +7,157 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 8,805 $438K 0.18% -5,211 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,650 $431K <0.01% -416 13F-HR/A Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 8,346 $416K 0.09% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,020 $400K 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,929 $395K <0.01% +301 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,865 $392K 0.01% -1,830 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,768 $387K 0.11% +36 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,764 $387K 0.01% -12 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,450 $371K 0.14% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,433 $371K 0.21% -840 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 7,282 $363K 0.04% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,243 $361K 0.03% -14,395 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 7,195 $359K 0.06% -300 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,191 $359K <0.01% +1,876 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,167 $357K 0.06% -112 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 7,068 $352K 0.3% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,873 $343K <0.01% +82 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,730 $336K 0.22% -10 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,692 $334K 0.06% +283 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 6,684 $332K 0.06% -2,531 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,574 $328K 0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,518 $324K 0.17% -20,602 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,471 $323K <0.01% +111 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,437 $321K 0.01% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,400 $319K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,394 $319K 0.03% +2,295 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,158 $307K 0.25% +300 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,100 $304K <0.01% 0 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,033 $301K 0.18% -453 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,799 $289K 0.07% +1,277 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 5,700 $284K 0.11% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,664 $282K 0.01% -168 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,654 $282K 0.02% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 5,635 $281K 0.12% +780 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,605 $279K <0.01% +276 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,592 $279K 0.02% -10 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,565 $278K 0.03% +14 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,469 $273K 0.12% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,330 $266K 0.16% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,186 $259K 0.01% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,182 $258K 0.01% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,169 $258K 0.06% -122 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,166 $258K 0.03% +62 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,159 $257K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,135 $256K <0.01% 0 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,070 $253K 0.1% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,006 $250K 0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,000 $249K 0.19% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4,938 $246K 0.11% +4,935 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,930 $246K 0.01% -18,794 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,920 $245K 0.02% +19 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,918 $245K 0.06% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,859 $242K <0.01% -2,782 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,742 $236K <0.01% -4,434 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,726 $236K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,683 $234K 0.03% +612 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,555 $227K 0.06% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,538 $226K 0.04% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,527 $226K 0.02% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,523 $226K 0.01% new 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,312 $215K 0.09% +52 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,245 $212K 0.05% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,200 $209K 0.16% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,182 $209K 0.01% -11,333 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,164 $208K 0.01% -500 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,101 $204K 0.02% -603 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,089 $204K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,073 $203K 0.08% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,042 $202K 0.06% +3,025 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,296 $164K <0.01% -224 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 3,060 $153K 0.04% -400 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,819 $141K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,792 $139K 0.05% -1,942 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,729 $136K 0.09% +1,205 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,542 $127K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,374 $118K <0.01% -34 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,309 $115K 0.01% +28 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 2,170 $108K 0.02% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,034 $101K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,000 $99.7K 0.25% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,972 $98.3K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,807 $90.1K 0.01% -422 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,713 $85.4K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,601 $79.8K 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,574 $78.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,508 $75.2K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,460 $72.8K 0.01% +862 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,437 $71.7K <0.01% 0 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,425 $71.1K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,383 $69K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,018 $50.8K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $49.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 863 $43K <0.01% +10 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 857 $42.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 750 $37.4K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 744 $37.1K 0.02% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 704 $35.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 700 $34.9K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 600 $29.9K 0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 525 $26.2K 0.01% +97 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 509 $25.4K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 426 $21.2K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 410 $20.5K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 324 $16.2K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 306 $15.3K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 288 $14.4K <0.01% -444 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 260 $13K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 200 $9.97K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 170 $8K <0.01% -240 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 154 $7.68K <0.01% 0 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 113 $5.65K <0.01% -4,374 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 77 $3.84K <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 56 $2.78K <0.01% +5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33 $1.65K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20 $997 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $50 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.