WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 21,422 $3.13M 2.06% +13,599 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 44,745 $3.13M 1.53% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 21,680 $3.12M 2.6% +10,834 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 21,648 $3.12M 0.09% +11,753 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,539 $3.1M 0.01% +10,830 13F-HR Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 21,493 $3.09M 1.31% new 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 21,453 $3.09M 0.98% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 21,363 $3.08M 0.01% +16,703 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 21,360 $3.08M 1.41% +10,230 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 21,295 $3.07M 0.19% +10,608 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 21,288 $3.06M 1.64% +10,395 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,284 $3.06M 0.16% +10,693 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 21,272 $3.06M 1.22% +10,802 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 21,234 $3.06M 0.22% +10,633 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 21,180 $3.05M 1.56% +10,610 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 21,022 $3.03M 0.06% +10,511 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 21,022 $3.03M 0.07% +13,716 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 20,956 $3.02M 0.11% +10,467 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,935 $3.01M 0.13% +2,385 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 20,878 $3.01M 0.88% +6,748 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 20,664 $2.97M 2.13% +10,349 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,648 $2.97M 0.22% +13,908 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 20,500 $2.95M 0.17% +9,500 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 20,492 $2.95M 0.92% +10,550 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 20,448 $2.94M 2.62% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 20,374 $2.93M 0.05% +11,837 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 20,345 $2.93M 0.59% +10,307 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 20,336 $2.93M 0.22% +12,286 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 20,308 $2.92M 2.01% +12,743 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 20,301 $2.92M 2% +10,745 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 20,228 $2.91M 0.55% +10,114 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 20,203 $2.91M 0.48% +9,909 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 20,143 $2.9M 0.54% +10,889 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 20,135 $2.9M 0.05% +10,068 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 20,101 $2.89M +16,318 Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 20,100 $2.89M 0.89% 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 20,035 $2.88M 0.54% +11,977 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 20,016 $2.88M 0.21% +5,059 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 20,009 $2.88M 0.39% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 19,952 $2.87M 1.02% +9,882 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 19,905 $2.87M 0.31% +15,907 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 19,891 $2.86M 0.65% +9,927 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 19,804 $2.85M 1.62% +9,872 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 19,678 $2.83M 0.54% +9,558 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 19,621 $2.82M 0.17% +8,798 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,568 $2.82M 0.27% +9,185 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 19,475 $2.8M 0.23% +8,873 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 19,441 $2.8M 0.16% +8,971 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,412 $2.79M 0.09% +9,843 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 19,324 $2.78M 0.54% +9,662 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,264 $2.77M 0.19% +11,087 13F-HR/A Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 19,256 $2.77M 0.61% +7,938 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 19,251 $2.77M 1.66% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,194 $2.76M 0.12% +9,829 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 19,221 $2.76M 1.34% +9,751 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 19,122 $2.75M 0.91% +9,615 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 19,120 $2.75M 0.18% +9,868 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 19,112 $2.75M 0.1% +9,064 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 19,090 $2.75M 0.57% +11,009 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 19,024 $2.74M 0.78% +9,512 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 19,023 $2.74M 2.64% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18,964 $2.73M 0.08% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 18,918 $2.72M 0.49% 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 18,877 $2.72M 2.11% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,851 $2.71M 0.08% +9,363 13F-HR/A Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,677 $2.69M 0.26% +9,190 13F-HR/A Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 18,670 $2.69M <0.01% +14,055 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 18,566 $2.67M 0.38% +11,274 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 18,537 $2.67M 0.31% -5,641 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 18,534 $2.67M 0.85% +9,075 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 18,530 $2.67M 0.69% +9,265 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,410 $2.65M 0.02% -65,698 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 19,573 $2.65M 0.3% +9,492 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 18,386 $2.65M 0.86% +9,197 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 18,377 $2.65M 0.25% +9,081 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 18,501 $2.64M 1.44% +11,967 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 18,241 $2.63M 0.53% +8,911 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 18,230 $2.62M 2.39% 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 18,167 $2.62M 1.53% +9,047 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 18,039 $2.6M 1.12% +9,865 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 17,943 $2.58M 0.35% +9,445 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,812 $2.56M 0.33% +9,830 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 17,768 $2.56M 0.16% +9,023 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17,760 $2.56M 0.05% +8,845 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 17,612 $2.54M 0.3% +8,806 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 17,458 $2.51M 1.83% +8,705 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 17,413 $2.51M 0.6% +10,651 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 17,403 $2.51M 0.03% +9,952 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 17,322 $2.49M +7,788 Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 17,274 $2.49M 0.02% +10,253 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 17,270 $2.49M 1.52% +8,806 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 17,217 $2.48M 0.88% +8,240 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 16,908 $2.47M 2.21% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 17,398 $2.47M 1.66% +8,216 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 17,123 $2.46M 0.01% -92,971 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,090 $2.46M 0.2% +8,613 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 17,060 $2.46M 0.09% +9,069 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 17,043 $2.45M 0.8% +10,845 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,979 $2.44M 0.19% +8,582 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,966 $2.44M 0.08% +8,409 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 16,928 $2.44M 0.84% +8,003 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 16,893 $2.43M 0.4% +8,736 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 16,856 $2.43M 0.24% +8,418 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16,848 $2.43M 0.27% +7,762 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,760 $2.41M 0.56% +8,930 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 16,746 $2.41M 0.21% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 16,664 $2.4M 0.5% +7,799 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,650 $2.4M 0.04% +8,065 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 16,603 $2.39M 0.67% +9,231 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 16,571 $2.39M 1.84% +7,153 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 16,546 $2.38M 0.34% +11,701 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 16,522 $2.38M 0.87% +6,993 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,520 $2.38M 0.14% -511 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,466 $2.37M 0.14% +8,971 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,444 $2.37M 0.14% +7,876 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 16,369 $2.36M 0.1% +10,641 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 16,354 $2.35M 0.07% +7,147 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 16,288 $2.35M 0.61% +10,464 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 16,216 $2.33M 2.09% 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 16,169 $2.33M 0.17% +8,454 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 16,002 $2.3M 0.71% +7,301 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 15,982 $2.3M 0.26% +9,010 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,941 $2.29M 0.11% +7,928 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,795 $2.27M 0.07% +7,516 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 15,777 $2.27M 0.78% +8,143 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,735 $2.27M 0.28% +7,895 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 15,714 $2.26M 0.49% +8,250 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 15,704 $2.26M 0.56% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 15,602 $2.25M 0.83% +7,789 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 15,580 $2.24M 0.28% +7,790 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 15,555 $2.24M 2.49% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 15,527 $2.24M 0.06% +7,866 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 15,512 $2.23M 0.05% +7,658 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,449 $2.22M 0.14% +6,889 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 15,409 $2.22M 0.71% +7,550 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 15,406 $2.22M 1.36% +7,704 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 15,262 $2.2M 0.28% +6,560 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 15,251 $2.2M 0.15% +11,744 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 15,247 $2.2M 1.04% +7,921 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 15,205 $2.19M 0.81% +6,964 13F-HR Timeline Busey Bank More: the full row for Busey Bank 15,204 $2.19M 0.06% +7,602 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 15,174 $2.18M 0.23% +7,587 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 15,111 $2.18M 0.19% +7,603 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,087 $2.17M 0.08% +8,059 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 14,944 $2.15M 1.42% +7,191 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,898 $2.14M 0.23% +7,232 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,862 $2.14M 0.43% +9,775 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 14,858 $2.14M 0.15% +7,678 13F-HR/A Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 14,854 $2.14M 0.23% +7,347 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 14,846 $2.14M 0.15% +7,496 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 14,811 $2.13M 0.61% +7,786 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,786 $2.13M 0.06% +7,275 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 14,657 $2.11M <0.01% +7,807 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14,610 $2.1M 0.09% +7,986 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,572 $2.1M 0.41% +7,286 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 14,571 $2.1M 0.19% +7,292 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,561 $2.1M 0.07% +7,027 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 14,516 $2.09M 0.35% +7,269 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,507 $2.09M 0.51% +6,951 13F-HR Timeline Powers Capital, LLC More: the full row for Powers Capital, LLC 14,390 $2.07M 0.93% +7,195 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 14,359 $2.07M 0.15% +7,379 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,353 $2.07M 0.08% +6,950 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 14,342 $2.06M 1.22% 13F-HR/A Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 14,320 $2.06M 1% +6,733 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,318 $2.06M 0.32% +7,056 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,246 $2.05M 0.12% +6,869 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 14,204 $2.04M 0.09% +7,102 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,036 $2.04M 0.08% +7,850 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,159 $2.04M 0.02% +6,543 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 14,157 $2.04M 2.07% +7,080 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 14,124 $2.03M 0.98% +6,989 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,097 $2.03M 0.04% +6,971 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 14,086 $2.03M 1.33% +6,863 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 13,983 $2.01M 0.16% +6,297 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 13,976 $2.01M 0.26% +7,187 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 13,962 $2.01M 1.63% 13F-HR Timeline Endowment Wealth Management, Inc. 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More: the full row for Arcadia Wealth Management, Inc. 13,855 $1.99M 1.14% +6,174 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,823 $1.99M 0.74% +6,917 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 13,613 $1.99M 2.22% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 13,797 $1.99M 0.18% +6,595 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 13,794 $1.99M 1.22% +8,886 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 13,690 $1.97M 0.87% +6,474 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 13,594 $1.96M 0.03% +6,874 13F-HR Timeline Independent Wealth Network Inc. 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More: the full row for LVZ, Inc. 13,263 $1.91M 0.21% new 13F-HR/A Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 13,260 $1.91M 0.2% new 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 13,244 $1.91M 0.27% +11,321 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,216 $1.9M 0.64% +6,752 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 13,130 $1.89M 0.62% +6,540 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,058 $1.88M 0.04% +10,563 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 13,032 $1.88M 0.37% +6,518 13F-HR Timeline