NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 150,924 $5.56M <0.01% +32,215 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 150,533 $5.55M 0.89% -1,460 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 147,255 $5.42M 0.01% -19,317 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 147,107 $5.42M 0.02% +10,672 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 147,029 $5.42M 1.25% +3,131 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 146,922 $5.41M 3.91% +3,067 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 145,877 $5.37M 0.05% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 141,098 $5.2M 4.37% -2,243 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 140,726 $5.18M 0.05% -38,856 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 140,000 $5.16M 0.22% 0 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 138,162 $5.09M 1.72% +22,888 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 137,972 $5.08M 0.33% -208 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 137,892 $5.08M 1.86% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 137,541 $5.07M 0.4% +3,444 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 137,045 $5.05M 3.83% -556 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 135,598 $5M 0.17% +296 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 132,737 $4.89M 0.23% +4,431 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 132,388 $4.88M 0.06% 0 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 129,968 $4.79M 6.24% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 129,078 $4.76M 0.07% +15,070 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 122,118 $4.47M 3.35% -5,280 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 122,053 $4.46M 3.35% -68 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 120,482 $4.44M 0.56% +6,281 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 120,182 $4.43M 0.9% -10,466 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 119,200 $4.39M 0.75% +6,219 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 117,944 $4.35M 0.39% +832 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 117,940 $4.34M 2.51% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 117,665 $4.33M <0.01% +2,684 13F-HR Timeline Group TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 117,500 $4.33M 3.67% -67,374 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 116,946 $4.31M 0.45% +57,960 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 115,878 $4.27M 0.05% -1,801 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 115,599 $4.26M 0.5% +1,088 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 114,714 $4.23M 0.01% +11,696 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 113,602 $4.19M 0.62% +1,771 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 113,466 $4.18M 0.63% -259 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 112,302 $4.14M 0.07% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 111,936 $4.12M 0.71% +14,297 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 110,663 $4.08M 1.57% -5,585 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 109,695 $4.04M 0.76% -165 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 109,286 $4.03M 0.46% -1,067 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 109,109 $4.02M 0.84% 0 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 108,197 $3.99M 3.02% -1,140 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 108,084 $3.98M 0.64% -2,305 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 107,628 $3.97M 1.82% -202 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 102,565 $3.78M 0.02% +83,899 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 102,228 $3.77M +1,317 Timeline MAI Capital Management More: the full row for MAI Capital Management 101,701 $3.75M 0.01% +32,328 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 101,538 $3.74M 0.24% -565 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 101,497 $3.74M 0.33% -1,711 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 100,761 $3.71M 0.52% +9,766 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 100,297 $3.69M <0.01% +12,005 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 99,308 $3.66M 0.06% +8,891 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 99,054 $3.65M 0.15% -6,524 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 98,904 $3.64M 0.39% +3,424 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 98,259 $3.62M 0.06% 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 96,971 $3.57M 0.57% -2,165 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 95,945 $3.53M 2.61% +151 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 94,607 $3.49M 0.33% +25,248 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 93,980 $3.46M 0.11% -732 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 92,914 $3.42M 0.16% -1,212 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 92,212 $3.4M 1.39% +777 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 90,537 $3.34M 0.05% +40,068 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 89,930 $3.31M 2.34% -1,804 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 89,299 $3.29M 1.68% -152 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 89,067 $3.28M 0.74% -2,092 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 86,460 $3.24M 0.44% -382,546 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 87,356 $3.22M 1.5% +49,073 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 87,220 $3.21M +4,990 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 86,122 $3.17M 0.29% +35,041 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 84,831 $3.13M 0.07% +3,602 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 84,467 $3.11M 0.41% -828 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 83,802 $3.09M 0.39% +744 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 82,815 $3.05M 0.08% +67,041 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81,841 $3.02M 0.02% -1,034 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 79,964 $2.95M 1.58% +32,489 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 79,254 $2.92M 2.04% +10,790 13F-HR/A Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 78,921 $2.91M 1.59% +3 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 77,218 $2.84M 0.68% -396 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 75,738 $2.79M <0.01% -2,193 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 74,069 $2.73M 0.88% -509 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 73,584 $2.71M 0.32% -754 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 72,393 $2.67M 0.52% -774 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 72,355 $2.67M 0.14% +4,782 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 72,231 $2.66M 0.51% +258 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 70,944 $2.61M 2.26% -827 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 70,340 $2.59M 0.93% +1,132 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 70,020 $2.58M 2.46% -1,833 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 69,293 $2.55M 0.99% -3,785 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 67,602 $2.49M 1.61% +53,967 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 66,839 $2.46M 0.01% 0 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 64,998 $2.39M 0.51% +673 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 64,524 $2.38M 0.03% -99 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 63,131 $2.33M 1.16% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 63,126 $2.33M 0.01% -465 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 62,843 $2.32M 0.65% -99 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 62,593 $2.31M 1.25% +7,808 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 62,279 $2.29M 0.27% +1,505 13F-HR Timeline Group Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 61,439 $2.26M 0.77% -2,414 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 61,237 $2.26M <0.01% +5,201 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 61,068 $2.25M 0.01% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 60,685 $2.24M 1.21% -2,879 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 60,457 $2.23M 0.38% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 60,318 $2.22M 0.66% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 59,550 $2.19M 0.91% -79 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 58,894 $2.17M 1.21% -1,731 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 58,722 $2.16M 0.01% +26,667 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 46,397 $2.15M 1.6% -13,097 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 57,820 $2.13M 0.01% +2,387 13F-HR/A Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 57,772 $2.13M 1.34% +10,566 13F-HR Timeline New Dimensions Wealth Management, LLC More: the full row for New Dimensions Wealth Management, LLC 57,551 $2.12M 1.6% 0 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 56,918 $2.1M 1.71% -319 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 55,958 $2.06M 0.06% -203 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 55,321 $2.04M 0.21% +23,732 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 54,337 $2M <0.01% 0 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 53,365 $1.97M 0.38% +87 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 53,045 $1.95M 1.19% -2,453 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 50,967 $1.88M 1.06% -636 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 50,861 $1.87M 0.04% -2,688 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 50,499 $1.86M +42,765 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 50,106 $1.84M <0.01% +15,030 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 50,180 $1.84M 0.11% +2,852 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 49,294 $1.82M 0.71% +4,791 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 49,201 $1.81M 1.04% +84 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 48,904 $1.8M 0.25% -235 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 48,888 $1.8M 0.74% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,622 $1.79M 0.36% +24 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 48,386 $1.78M 0.06% -15,785 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 47,614 $1.75M 0.26% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 47,594 $1.75M 0.2% +1,416 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 47,056 $1.73M 1.01% -373 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 46,796 $1.72M 0.24% -157 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 46,003 $1.69M 0.05% +1,810 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 45,515 $1.68M 3.57% -39,209 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 45,200 $1.67M 0.54% -4,449 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 44,564 $1.64M 0.03% +131 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 43,936 $1.62M 0.68% -2,001 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 43,719 $1.61M 0.97% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 43,703 $1.61M 0.26% +87 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 42,736 $1.57M 1.17% -3,571 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 42,216 $1.56M 1.05% -115 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,062 $1.55M 0.01% +2 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 42,000 $1.55M 0.47% +411 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 41,932 $1.54M 0.13% -639 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 41,299 $1.52M 0.76% -71 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 40,975 $1.51M 0.33% +597 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 40,252 $1.48M 0.34% +377 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 39,772 $1.47M 1.05% -184 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 39,307 $1.45M 0.24% +123 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 38,965 $1.44M <0.01% +22,166 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 38,924 $1.43M 0.3% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 38,494 $1.42M 0.1% -256 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 38,486 $1.42M 0.54% -2,348 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 38,077 $1.4M 0.02% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 38,006 $1.4M <0.01% +29,177 13F-HR Timeline Group PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 37,942 $1.4M 1.09% +178 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 42,556 $1.39M 0.48% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 37,777 $1.39M 0.2% -695 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 37,754 $1.39M 0.13% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 37,587 $1.38M 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 37,565 $1.38M 0.02% -156 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 37,368 $1.38M 0.22% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 37,163 $1.37M 0.01% 0 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 36,006 $1.33M 0.02% +663 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 35,808 $1.32M 0.3% +6 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 35,705 $1.32M 0.63% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 35,664 $1.31M -169 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 35,535 $1.31M 0.07% -1,597 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 35,495 $1.31M 0.01% +20,247 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 35,487 $1.31M 1.03% +14,038 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 35,355 $1.3M 0.29% -750 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 35,243 $1.3M 0.1% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 34,624 $1.28M 0.04% +17,905 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 34,565 $1.27M 0.38% +68 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 34,536 $1.27M 0.26% -76 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 35,022 $1.27M +16,521 Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 34,466 $1.27M 0.39% +145 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 33,779 $1.24M 0.24% +66 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 33,362 $1.23M 0.07% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 32,832 $1.21M 0.26% -412 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 32,821 $1.21M 0.03% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 32,724 $1.21M 0.03% +4,566 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 32,577 $1.2M 0.9% +59 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 32,354 $1.19M 0.56% +335 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 32,339 $1.19M 0.82% +1,680 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 32,045 $1.18M 0.14% -401 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 31,374 $1.16M 0.51% -1,552 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 31,138 $1.15M 0.09% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 30,993 $1.14M 0.57% -292 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 30,838 $1.14M 0.89% -340 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 30,200 $1.11M 0.36% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 29,950 $1.1M <0.01% 0 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 29,898 $1.1M 0.36% -2,745 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 29,532 $1.09M 0.28% +5,237 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,414 $1.08M 0.02% -25,586 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 29,332 $1.08M 0.05% +1,307 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 28,756 $1.06M 0.2% -986 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 28,461 $1.05M <0.01% +9,956 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,269 $1.04M 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 28,242 $1.04M 0.03% +22,183 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 28,063 $1.03M 0.03% +9,279 13F-HR Timeline