JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,077,867 $1.25B 0.08% +1,012,145 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,260,150 $162M 0.01% +474,757 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,159,970 $157M 8.9% +656,947 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,847,457 $142M 0.03% +300,671 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,011,548 $100M 0.03% +842,842 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,945,049 $96.9M 1.1% -71,161 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,618,722 $80.7M 0.09% +292,884 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,418,534 $70.7M 2.69% +50,610 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,310,153 $65.3M 13.7% +135,885 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,105,568 $55.1M 2.85% +916,533 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,001,837 $50.1M 12.77% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 695,302 $34.7M 0.01% +134,476 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 653,738 $32.6M 9.69% +16,465 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 578,483 $28.8M 2.2% +571,471 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 527,334 $26.3M 0.04% +136,371 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 516,915 $25.8M 6.79% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 508,287 $25.3M 10.76% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 482,882 $24.1M 4.92% +35,231 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 480,692 $24M 0.06% +56,421 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 480,524 $23.9M 3.97% +33,076 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 454,953 $22.7M 3.49% -31,817 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 452,395 $22.5M 7.52% +23,928 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 444,386 $22.1M <0.01% +125,822 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 413,417 $20.6M 1.18% +105,275 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 409,130 $20.4M 0.17% -9,796 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 408,718 $20.4M 1% +70,569 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 407,709 $20.3M 7.39% +36,736 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 392,286 $19.6M 6.95% -116,483 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 379,070 $18.9M 10.17% -110,311 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 369,250 $18.4M 5.32% +20,000 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 361,964 $18M 3.86% +16,059 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 357,023 $17.8M 1.44% +199,803 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 344,647 $17.2M 4.94% -39,560 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 342,921 $17.1M 9.41% +873 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 342,542 $17.1M 0.23% +78,720 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 330,867 $16.5M 16.19% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 302,648 $15.1M 0.01% +5,666 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 296,102 $14.8M 2.1% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 286,989 $14.3M 0.02% +62,323 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 285,481 $14.2M 0.02% +56,016 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 283,610 $14.1M 0.14% +147,572 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 282,561 $14.1M 0.69% +16,645 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 281,959 $14.1M +30,968 Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 281,095 $14M 13.92% 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 278,733 $13.9M 0.03% -29,648 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 79,809 $13.7M 8.2% -96,104 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 267,512 $13.3M 0.02% -40,334 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 249,692 $12.4M 3.11% +18,061 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 245,918 $12.3M 2.76% +24,181 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 238,265 $11.9M 4.99% +6,112 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 220,459 $11M 10.03% +9,849 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 216,893 $10.8M 0.01% +49,036 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 210,456 $10.5M 1.64% +22,566 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 203,716 $10.2M 7.08% -5,173 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 189,411 $9.44M <0.01% +7,820 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 188,217 $9.38M 0.9% +183,325 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 185,722 $9.26M 0.05% -6,322 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 177,475 $8.85M 5.67% +7,816 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 174,646 $8.7M 0.02% -750 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 169,873 $8.47M 0.02% +9,575 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 168,282 $8.39M 2.1% +12,790 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 166,321 $8.29M 0.01% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 159,273 $7.94M 0.16% -21,598 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 157,359 $7.84M 1.71% +914 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 156,338 $7.79M 2.19% +65,274 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 147,214 $7.34M 4.1% +44,533 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 143,856 $7.17M 2.92% -5,284 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 142,574 $7.11M 0.04% +6,596 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 141,615 $7.06M 3.74% +40,790 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 139,400 $6.95M 0.08% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 136,826 $6.82M 0.14% -133,999 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 134,958 $6.73M <0.01% -2,509 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 133,301 $6.64M 0.95% +14,778 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 133,000 $6.63M 0.01% +28,171 13F-HR Timeline Group DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 129,779 $6.47M 4.59% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 127,529 $6.37M 0.16% +31,782 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 126,986 $6.33M 0.18% -16,511 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 124,398 $6.2M 0.15% +54,360 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 123,182 $6.14M 1.89% +19,145 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 122,755 $6.12M 0.44% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 115,748 $5.77M 1.09% +72,803 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 115,339 $5.75M 0.01% -6,969 13F-HR/A Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 111,777 $5.57M 1.71% +7,722 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 108,485 $5.41M 0.32% -17,450 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 107,413 $5.35M 0.59% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 102,239 $5.1M 0.14% +7,333 13F-HR Timeline Fischer Financial Services, Inc. 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More: the full row for CWC Advisors, LLC. 99,661 $4.97M 2.4% +1,858 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 98,816 $4.92M 0.33% new 13F-HR/A Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 97,867 $4.88M 1.5% +32,186 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 92,906 $4.63M 0.47% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 88,711 $4.42M 0.13% +1,798 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 88,696 $4.42M 0.03% -1,787 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 87,549 $4.36M 0.62% -55,123 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 86,830 $4.33M 1.68% -33,782 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 85,925 $4.28M 1.24% +2,380 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 85,299 $4.25M 0.29% -5,629 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 84,618 $4.22M 0.6% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 83,917 $4.18M 0.15% +1,001 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 83,008 $4.14M 0.06% +64,264 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 82,128 $4.09M 3.24% new 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 81,122 $4.04M 1.47% +11,302 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 80,378 $4.01M 1.05% -59,005 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 79,596 $3.97M 0.21% +60,654 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 79,475 $3.96M 0.37% -275 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 76,464 $3.81M +11,309 Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 75,503 $3.76M 2.13% +4,828 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 74,529 $3.71M 0.07% +316 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 74,400 $3.71M 0.29% -271 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 73,411 $3.66M 0.46% +28,036 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 71,843 $3.58M 0.51% -446,202 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 70,966 $3.54M 2.13% -5,636 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70,421 $3.51M <0.01% +14,036 13F-HR/A Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 67,705 $3.37M 0.48% +23,050 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 67,338 $3.36M 0.13% +4,706 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 66,795 $3.33M 0.02% -15,038 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 65,233 $3.25M <0.01% -12,097 13F-HR Timeline Group Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 64,936 $3.24M 0.26% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 64,315 $3.21M 0.2% +55,242 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 63,914 $3.19M 0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 63,631 $3.17M 0.01% +21,326 13F-HR/A Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 63,090 $3.14M 0.07% +3,090 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 61,818 $3.08M 0.08% -948 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 60,403 $3.01M 0.07% +1,407 13F-HR Timeline Group Payne Capital LLC More: the full row for Payne Capital LLC 59,335 $2.96M 3.01% +435 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 58,079 $2.89M 0.03% -10,255 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 57,702 $2.88M 0.04% +2,961 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 57,314 $2.86M 0.01% -6,463 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 57,194 $2.85M 0.44% +1,227 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 56,410 $2.81M 0.03% +37,408 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 56,256 $2.8M 0.05% +7,628 13F-HR/A Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 55,292 $2.76M 0.42% -2,456 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 55,151 $2.75M 0.1% +11,229 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 55,151 $2.75M 0.1% +11,229 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 54,917 $2.74M 0.97% +15,018 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,312 $2.66M 0.14% +29,100 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 53,109 $2.65M 1.56% +16,279 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 52,692 $2.63M 1.65% +21,927 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 52,001 $2.59M 2.99% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 51,465 $2.57M 0.45% +37,309 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 51,199 $2.55M 0.03% -48,526 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,745 $2.53M 0.01% +9,630 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 50,637 $2.52M 0.04% +896 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 48,476 $2.42M 0.09% -7,177 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 47,495 $2.37M <0.01% +22,789 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 47,457 $2.37M 0.91% +15,152 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 46,932 $2.34M 0.64% +2,982 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 46,600 $2.32M 0.05% +385 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 46,516 $2.32M 1.17% +5,934 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 45,276 $2.26M 0.25% +2,118 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 44,529 $2.22M 1.67% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 44,312 $2.21M 0.2% -11,045 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 44,257 $2.21M 0.01% +28,405 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 44,164 $2.2M 1.28% +3,690 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 44,130 $2.2M 0.18% +4,382 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 41,889 $2.09M 1.8% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 41,852 $2.09M 0.5% +2,303 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 41,845 $2.09M 0.34% -4,040 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 41,413 $2.06M 0.08% +23,433 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 41,183 $2.05M 0.11% +8,538 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 41,102 $2.05M 1.14% +3,907 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 40,930 $2.04M 1.81% 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 39,825 $1.98M 1.74% +8,264 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 39,565 $1.97M 0.87% -2,246 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 38,696 $1.93M 0.04% +30,165 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 38,194 $1.9M 1.45% +2,099 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,098 $1.85M 0.03% +4,531 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 35,721 $1.78M 0.06% +8,281 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 35,695 $1.78M 0.68% -1,675 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35,225 $1.76M 0.08% -825 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,320 $1.71M 0.05% -400 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 33,745 $1.68M 0.11% -8,749 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 33,331 $1.66M 1.11% -1,613 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32,848 $1.64M 0.05% +1,927 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 32,500 $1.62M 1.56% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 31,981 $1.59M 0.04% +8,443 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31,460 $1.57M 0.01% +4,000 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 29,527 $1.47M 0.05% +10,407 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 28,200 $1.41M 0.04% +2,010 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 28,038 $1.4M 1.19% 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 27,907 $1.39M 0.39% 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 27,840 $1.39M 0.22% +8,253 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 27,772 $1.38M 0.47% -7,543 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 27,535 $1.37M 0.18% +1,593 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 27,514 $1.37M 0.01% +656 13F-HR Timeline Verus Financial Partners, Inc. 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