CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 15,424 $725K 0.25% -3,100 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,391 $724K 0.02% -3,192 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 15,370 $723K <0.01% -2,599 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,348 $721K 0.12% +160 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 15,298 $719K 0.4% +4,690 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,139 $712K 0.02% -1,863 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 15,136 $712K 0.3% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 15,040 $707K 0.16% +3,540 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 15,000 $705K 0.01% +4,250 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,877 $700K 0.01% -681 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13,944 $698K 0.11% +13,929 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,828 $697K <0.01% +602 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 13,840 $692K 0.26% +1,964 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,663 $689K <0.01% +5,870 13F-HR/A Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 14,589 $686K 0.38% +303 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,534 $683K <0.01% +167 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,440 $679K 0.03% -1,025 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 14,388 $677K 0.21% +1 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 14,300 $672K <0.01% +900 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 14,255 $670K <0.01% -18,930 13F-HR Timeline Group Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 14,235 $669K 0.45% +65 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 14,102 $663K 0.19% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 13,833 $650K 0.12% +186 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,818 $650K 0.02% +4,222 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 13,750 $647K 0.12% +500 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 13,363 $644K 0.78% -7,206 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,667 $643K 0.1% +83 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 13,591 $639K 0.36% 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 13,576 $638K 0.14% -48 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 13,572 $638K 0.36% +2,403 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 13,525 $636K 0.66% 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 13,458 $633K 0.05% +5,083 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 13,193 $620K 0.27% -2,449 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 13,121 $617K 0.21% -1,468 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 13,080 $615K 0.13% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 13,079 $615K 0.06% -277 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 13,063 $614K 0.04% -7 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 12,882 $606K 0.5% 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 12,860 $605K 0.15% -1,396 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 12,759 $600K 0.37% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,495 $588K 0.01% 0 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 12,451 $585K 0.35% new 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 12,242 $576K 0.02% +664 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 12,153 $571K 0.47% +58 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,156 $570K <0.01% -12,912 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,007 $565K <0.01% -318 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,000 $564K <0.01% -1,000 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 11,971 $563K 0.01% -2,296 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11,880 $559K 0.06% -206 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,851 $557K 0.01% +14 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,835 $556K 0.15% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,764 $553K 0.08% -17,645 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,635 $547K 0.03% -1,783 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11,494 $540K 0.04% -73 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,273 $530K 0.28% -443 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,241 $529K 0.02% +3,469 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,177 $526K 0.19% +248 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,150 $524K 0.06% -41 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,093 $522K 0.01% -952 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 11,088 $521K 0.12% -2,065 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,974 $516K 0.18% +982 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,970 $516K 0.23% -7 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,941 $514K <0.01% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,847 $510K 0.02% -4,301 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,800 $508K 0.11% 0 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 10,790 $507K <0.01% +5,612 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,780 $507K 0.01% +347 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,750 $505K 0.04% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,715 $504K 0.01% +4,151 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,080 $494K 0.28% +1 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,444 $491K 0.03% -7,300 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,375 $488K 0.03% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,321 $485K 0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,314 $485K 0.02% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,200 $480K 0.11% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 10,192 $479K 0.19% -1,127 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,191 $479K 0.01% +3,561 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,200 $479K 0.07% +50 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,027 $471K 0.01% +1,474 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,000 $470K 0.02% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 10,000 $470K 0.03% -7,500 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,752 $459K 0.04% -172 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,640 $453K <0.01% -10,714 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 9,550 $449K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,425 $443K 0.05% +2,641 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 9,403 $442K 0.37% -1,463 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,368 $440K 0.17% +625 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,361 $440K 0.03% +788 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 9,328 $439K 0.11% -1,282 13F-HR Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 9,290 $437K 0.08% -2,422 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 9,265 $436K 0.12% +500 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,234 $434K 0.01% +4,772 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,221 $434K 0.06% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 9,187 $432K 0.13% +392 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,080 $427K 0.03% 0 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 9,079 $427K 0.26% 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,021 $424K -2,201 Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,000 $423K 0.13% -200 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 8,993 $423K 0.42% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,949 $422K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,957 $421K 0.02% +3,972 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,930 $420K 0.07% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,866 $417K 0.21% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,853 $416K 0.21% +28 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,791 $413K <0.01% -30,245 13F-HR Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 8,711 $410K 0.19% +110 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 8,331 $408K 0.27% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 8,650 $407K 0.36% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,625 $406K 0.3% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 8,628 $406K 0.06% -104 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,551 $402K 0.05% +530 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,383 $394K <0.01% +851 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,360 $393K 0.1% -107 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,332 $392K 0.01% -2,341 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,330 $392K 0.28% -1,242 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 8,298 $390K 0.04% -1,936 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 8,289 $390K 0.19% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,270 $389K 0.02% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 7,820 $385K 0.1% -430 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,141 $383K 0.04% 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,100 $381K 0.18% +1,400 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 8,033 $378K 0.43% +850 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,000 $376K 0.01% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,995 $376K 0.07% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 7,988 $376K 0.14% +644 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 7,968 $375K 0.23% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,965 $375K 0.12% -950 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 7,964 $374K 0.01% -2,690 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,954 $374K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,922 $372K 0.01% +116 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,893 $371K 0.38% -391 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,854 $369K 0.23% -1,636 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,837 $369K 0.02% -239 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,727 $363K 0.07% +790 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,672 $361K <0.01% -54 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,672 $361K <0.01% 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 7,659 $360K 0.03% +6 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,582 $357K 0.01% +296 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,556 $355K 0.02% -3,502 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,532 $354K 0.18% -116 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,500 $353K <0.01% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 7,500 $353K 0.05% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,461 $351K 0.01% -3,252 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,414 $349K 0.02% -11,529 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 7,390 $347K 0.17% -40 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,363 $346K 0.01% +1,000 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,309 $344K 0.01% +2,499 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,963 $342K 0.04% +171 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 7,243 $341K 0.08% +2,292 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 7,235 $340K 0.03% +1,669 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 7,234 $340K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,226 $340K 0.12% 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,107 $334K 0.08% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 7,070 $332K 0.21% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,937 $326K 0.05% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,886 $324K 0.06% +143 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,844 $322K 0.1% +17 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,790 $319K 0.01% +5,612 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 6,781 $319K 0.17% +36 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,771 $318K 0.01% +16 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 6,700 $315K 0.05% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 6,570 $309K 0.19% -3,157 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,480 $305K 0.01% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 6,449 $303K 0.05% +52 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,318 $297K <0.01% 0 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,280 $295K 0.1% 0 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,198 $291K 0.04% +105 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 6,197 $291K 0.34% -1,673 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 6,127 $288K 0.03% +931 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,065 $285K 0.05% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,048 $284K 0.09% +277 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,008 $282K 0.01% -26,189 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,879 $279K 0.11% -250 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,878 $276K 0.02% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,695 $276K 0.07% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,809 $273K 0.02% +1,084 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,800 $273K 0.02% -1,460 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,778 $272K <0.01% -2,383 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,749 $270K 0.07% +2 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,747 $270K 0.05% +1,295 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,721 $269K 0.01% +242 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 5,636 $265K 0.05% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,340 $263K 0.01% -4,117 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,600 $263K 0.1% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,568 $262K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 261,798 $262K 0.04% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,562 $262K <0.01% -1 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,544 $261K 0.19% +275 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,507 $259K <0.01% -2,357 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,476 $257K 0.09% -3,809 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,448 $256K 0.09% -571 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 5,450 $256K 0.08% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 5,409 $254K 0.02% +306 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,406 $254K 0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,406 $254K <0.01% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,399 $254K 0.03% -91 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 5,348 $251K 0.18% +218 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 5,347 $251K 0.06% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,324 $250K 0.01% +785 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,302 $249K 0.05% 13F-HR Timeline