Envision Financial LLC More: the full row for Envision Financial LLC 73,332 $4.95M 2.84% -317 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 72,791 $4.91M 0.76% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 70,904 $4.79M 2% +2,051 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 70,734 $4.78M 0.27% +10,810 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 70,103 $4.73M 2.49% -356 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 68,841 $4.65M 0.01% +1,843 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 68,376 $4.62M 3.75% +67,875 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 67,731 $4.57M 0.12% +737 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 67,289 $4.54M 1.23% +2,156 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 67,109 $4.53M 0.63% +6,004 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 66,843 $4.51M 1.76% +2,544 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 66,664 $4.5M 0.7% +3,980 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 66,607 $4.5M 0.09% +9,497 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 66,458 $4.49M 0.24% -25,855 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 66,079 $4.46M +14,088 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 64,903 $4.38M 0.02% +4,122 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 64,329 $4.34M 0.13% -13,271 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 63,693 $4.3M 1.81% +4 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 61,995 $4.19M 3.14% +76 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 61,589 $4.16M <0.01% +496 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 61,084 $4.12M 1.63% +4,259 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 60,906 $4.11M 0.2% +2,216 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 60,625 $4.09M 0.79% -4,949 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 60,149 $4.06M 0.42% -1,686 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 59,848 $4.04M 0.14% +7,578 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,022 $4.03M <0.01% +8,664 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 59,595 $4.02M 1.71% +425 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 58,706 $3.96M 0.25% -313 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 58,473 $3.95M 0.14% -13,247 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 58,133 $3.92M 1.89% 0 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 57,450 $3.88M 2.28% +1,157 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 57,353 $3.87M 0.18% +4,008 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 56,446 $3.81M 2.72% -16,032 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 56,130 $3.79M 0.32% +1 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 55,158 $3.72M 1.1% +1,298 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 55,057 $3.72M 1.73% -1,821 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 54,537 $3.68M <0.01% 0 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 54,372 $3.67M 1.24% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 54,063 $3.65M 0.35% +6,600 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 53,824 $3.63M 0.5% -2,880 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 53,800 $3.63M <0.01% +27,100 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 53,193 $3.59M <0.01% -21 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 51,776 $3.54M 0.54% -90,406 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 52,178 $3.52M 2.62% +1,302 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 52,054 $3.51M 0.14% -1,547 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 51,945 $3.51M 0.57% -93 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 51,293 $3.46M 1.16% -453 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 51,213 $3.46M 0.12% -563 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 51,197 $3.46M 0.84% -25 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 54,637 $3.45M 1.08% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 49,889 $3.41M 1.39% -878 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 49,969 $3.37M 0.16% -1,221 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 49,667 $3.35M 0.47% +8,955 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 49,569 $3.35M 0.01% +3,571 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 49,169 $3.32M 0.98% -9,574 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 48,791 $3.29M 0.63% +299 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 48,621 $3.28M 0.07% +1,347 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 48,098 $3.25M 0.07% +6,370 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 47,470 $3.2M 0.86% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 46,933 $3.17M 0.04% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 46,884 $3.17M 0.3% +1,375 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 46,933 $3.16M 3.16% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 44,753 $3.08M 0.04% +1,745 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 44,510 $3M 1.08% +263 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 44,502 $3M 0.11% -4,362 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 44,010 $2.97M 1.99% +2,187 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 43,626 $2.95M 1.08% -19,699 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 43,530 $2.94M 0.09% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 43,327 $2.92M 0.01% -3,082 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 42,571 $2.87M 0.22% +2,068 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 42,153 $2.85M 0.05% +2,092 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 41,996 $2.84M 0.02% +575 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 41,966 $2.83M 0.34% +316 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 41,817 $2.82M 0.39% -704 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 41,693 $2.81M 0.33% +7,449 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 41,387 $2.79M 2.1% +278 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 41,306 $2.79M 1.44% +1,752 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 41,209 $2.78M 0.1% +180 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 41,000 $2.77M 0.02% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 40,890 $2.76M 0.85% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 40,824 $2.76M 0.38% +344 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 40,743 $2.75M 0.02% +21,822 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 40,191 $2.71M 0.44% new 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 39,997 $2.7M 1.79% +4,553 13F-HR/A Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 39,927 $2.7M 1.69% +90 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,663 $2.68M 0.01% +18,063 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 38,290 $2.58M 0.02% 0 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 38,245 $2.58M 0.33% +9,342 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 38,236 $2.58M 1.01% +38,184 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 38,128 $2.57M 0.15% -13,386 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 37,656 $2.54M <0.01% +129 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 37,453 $2.53M 1.02% +5,524 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 36,917 $2.49M 0.02% +1,194 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 36,315 $2.45M 0.22% -18,235 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 36,188 $2.44M 0.36% +2,197 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 36,023 $2.43M 0.1% +2,843 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 35,800 $2.42M 0.68% -12 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 34,760 $2.35M 0.01% +2,496 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 34,716 $2.34M 0.5% -254 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,018 $2.34M <0.01% -8,086 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 34,623 $2.34M 0.67% -6,334 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 34,143 $2.3M 0.56% new 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 33,995 $2.3M 0.39% -6,466 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 33,884 $2.29M 0.25% -1,048 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 33,033 $2.23M 0.24% -17 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 33,031 $2.23M 0.28% -10,304 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 33,000 $2.23M 0.73% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 32,754 $2.21M 0.26% -107 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 32,609 $2.2M 0.29% -729 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 32,404 $2.19M 1.15% +2,373 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 32,176 $2.17M 0.26% -1,527 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 32,096 $2.17M 1.02% +11,373 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 32,085 $2.17M 1.28% +2,108 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 31,938 $2.16M 0.23% -1,651 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 31,726 $2.14M 0.09% +1,242 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 31,120 $2.1M 0.77% -45,084 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30,995 $2.09M <0.01% +4,045 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 30,915 $2.09M 1.4% +21,240 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 30,841 $2.08M 0.04% -11,686 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 30,040 $2.03M 0.1% -20,309 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 29,607 $2M 0.15% +155 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 29,489 $1.99M 1.19% -1,618 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 29,312 $1.98M 0.68% -1,526 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,221 $1.97M 0.05% -14,349 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 28,857 $1.95M 0.06% -3,375 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,819 $1.95M 0.01% -589 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27,935 $1.89M 0.07% -2,915 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 27,895 $1.88M 0.32% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 27,871 $1.88M 0.64% +1,053 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,394 $1.88M 0.04% -3,753 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 27,615 $1.86M 0.41% -2,054 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 27,368 $1.85M 0.59% -10,590 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,542 $1.84M 0.16% +2,440 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 27,211 $1.84M 0.03% -4,248 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 27,190 $1.84M 0.46% -1,604 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 27,071 $1.83M 0.3% +13,171 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 26,753 $1.81M 0.5% +386 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 26,672 $1.8M 0.07% -631 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 26,205 $1.77M 0.01% -3,918 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 25,858 $1.75M 0.12% +2,908 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,590 $1.73M 0.01% +2,072 13F-HR/A Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,198 $1.7M 0.22% -127 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 26,226 $1.66M 0.56% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 24,325 $1.64M 0.04% -12 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 24,318 $1.64M 0.25% -11,769 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,837 $1.61M 0.01% +6,776 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,441 $1.58M 0.02% -41,488 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 21,591 $1.52M 0.03% -535 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 21,970 $1.48M 0.37% -5,633 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 21,948 $1.48M 0.76% -1,905 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 21,913 $1.48M 0.49% +44 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 21,881 $1.48M 0.45% +2,495 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 21,752 $1.47M 0.6% -520 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 21,739 $1.47M 0.51% -1,136 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 21,525 $1.45M 0.12% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,516 $1.45M 0.1% -3,751 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 21,437 $1.45M 0.01% -488 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 20,966 $1.42M 0.48% +2,187 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,900 $1.41M 0.04% +750 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 20,820 $1.41M 2.48% +1,032 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,725 $1.4M 0.12% -17,344 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 19,904 $1.34M 0.03% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 19,563 $1.32M 0.16% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,555 $1.32M 0.09% -51,027 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 18,357 $1.31M 0.1% -2,859 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,240 $1.3M 0.02% +909 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 19,267 $1.3M 0.73% -37,334 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 19,111 $1.29M 0.11% -2,717 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 19,019 $1.28M 0.91% -256 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 18,886 $1.28M 1.3% -7,272 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 18,801 $1.27M 0.03% -661 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 18,799 $1.27M 0.19% +3,821 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 18,613 $1.26M 0.1% +1,888 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 19,718 $1.25M 0.03% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 18,196 $1.23M 0.06% +1,564 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,033 $1.22M 0.02% +321 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,016 $1.22M 0.09% -380 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 18,015 $1.22M 0.24% +2 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 17,856 $1.2M 0.36% -174 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,805 $1.2M 0.01% -66,982 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 17,726 $1.2M 0.44% -16,510 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,479 $1.18M 0.03% +68 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,292 $1.17M 0.05% +5,196 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17,102 $1.15M 0.38% +398 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 16,950 $1.14M <0.01% +1,647 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,856 $1.14M <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,750 $1.13M 0.34% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 16,744 $1.13M 0.67% -6,053 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,691 $1.13M <0.01% -69 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 16,545 $1.12M 0.38% -465 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 16,283 $1.1M 0.51% -14,267 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 16,164 $1.09M 0.23% +3,332 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,004 $1.08M 0.01% +3,657 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,622 $1.05M 0.01% +5,490 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 15,458 $1.05M 0.11% -431,195 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,558 $1.05M <0.01% +1,460 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,467 $1.04M 0.09% -338 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 15,364 $1.04M 0.44% -361 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 15,041 $1.03M 0.43% 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 15,000 $1.02M 0.15% 0 13F-HR Timeline