Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 33,405 $1.84M 2.08% -8,203 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 33,344 $1.84M 0.02% +4,234 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 33,050 $1.82M 0.24% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 33,029 $1.82M 1.89% -19,574 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 33,000 $1.82M 0.58% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 32,948 $1.82M 0.34% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 32,344 $1.78M 0.26% -45,934 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 32,171 $1.77M 0.49% -2,705 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 31,917 $1.76M 0.35% -10,239 13F-HR Timeline EQ LLC More: the full row for EQ LLC 31,870 $1.76M 0.82% +5,181 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 31,774 $1.75M 0.45% -13,424 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 31,735 $1.75M 0.09% -3,375 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 31,324 $1.73M 0.67% -9,249 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 31,089 $1.71M 0.17% -7,850 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,068 $1.71M 0.01% -7,131 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,853 $1.7M 0.05% -11,309 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,704 $1.69M 0.13% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 30,613 $1.69M 0.09% +3,542 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 31,139 $1.68M 0.24% +31,099 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 29,962 $1.65M 1.03% -9,323 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 29,452 $1.62M 0.15% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 29,372 $1.62M 0.01% +333 13F-HR/A Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 29,158 $1.61M 0.41% -5,756 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 28,924 $1.59M 0.38% new 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 28,606 $1.58M 0.51% -9,314 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 27,895 $1.54M 0.3% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 27,786 $1.53M 1.11% +2,749 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 27,611 $1.52M <0.01% +4,449 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 27,482 $1.51M 0.08% -2,935 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 27,451 $1.51M 0.72% -3,036 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 27,319 $1.51M 0.01% +5,787 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 27,304 $1.5M 0.31% +2,137 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 26,968 $1.49M 0.01% -1,296 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 26,531 $1.46M 0.94% -3,699 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 26,367 $1.45M 0.44% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 26,335 $1.45M 0.05% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 26,306 $1.45M 0.45% -47,459 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 26,173 $1.44M 0.68% +14,006 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 26,057 $1.44M 0.86% -8,457 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 26,035 $1.43M 0.61% -9,167 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 25,325 $1.4M 0.16% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 25,323 $1.4M 0.15% +1,298 13F-HR/A Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 25,285 $1.39M 0.31% -3,601 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 24,770 $1.36M 0.14% -57,874 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24,390 $1.34M 0.11% -659 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 24,047 $1.32M 0.02% -4,219 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 23,651 $1.3M 0.5% -10,288 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 23,601 $1.3M 0.84% +14 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 23,577 $1.3M 0.52% +11,070 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,642 $1.25M 0.1% +5,646 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 21,982 $1.24M 0.08% -5,917 13F-HR Timeline Group BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 22,323 $1.23M 0.93% -879 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 22,077 $1.22M 0.05% -23,051 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 22,035 $1.21M 0.47% +35 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 21,734 $1.2M 0.16% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 21,696 $1.2M 0.96% -5,997 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 21,529 $1.19M 0.32% +2,169 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 21,525 $1.19M 0.11% -3,300 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 21,890 $1.17M 0.04% +13,022 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 21,056 $1.16M 0.01% +13,527 13F-HR/A Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 20,950 $1.15M 0.6% +3,266 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,531 $1.13M 0.1% -3,841 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 20,503 $1.13M 0.64% -7,380 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,339 $1.12M 0.14% +53 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 20,186 $1.11M 0.03% +425 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,150 $1.11M 0.05% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 20,089 $1.11M 0.68% -13,914 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 20,013 $1.1M 0.03% +783 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 19,906 $1.1M 0.03% +307 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 19,858 $1.09M 0.1% new 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 19,800 $1.09M 0.49% -69 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 19,788 $1.09M 2.26% +401 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 19,563 $1.08M 0.16% -10,336 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 19,353 $1.07M 0.02% -2,668 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 19,119 $1.05M 0.81% +595 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,052 $1.05M <0.01% +818 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,030 $1.05M 0.7% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 19,025 $1.05M 0.02% -1,424,842 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 18,759 $1.03M 0.36% -2,450 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 18,734 $1.03M -5,590 Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 18,634 $1.03M 0.08% -488 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 18,598 $1.02M 0.54% -5,485 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 18,596 $1.02M 0.22% -120,475 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 18,460 $1.02M 0.09% -17,732 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18,375 $1.01M 0.01% +725 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 18,368 $1.01M 0.17% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 18,338 $1.01M 0.28% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 18,165 $1M 0.16% +77 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 18,110 $998K 0.53% -2,053 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,871 $985K 0.01% +277 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 18,365 $984K 0.53% -93 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 17,632 $971K 0.05% -4,725 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 17,434 $960K 0.04% -852 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 17,405 $959K 0.6% -1,117 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 17,355 $956K 0.92% -5,660 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 17,292 $953K 0.19% +8,985 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 17,256 $951K 0.13% -549 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,133 $944K <0.01% +7,538 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 16,873 $930K 0.38% -2,478 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,750 $923K 0.33% -40 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 16,562 $912K 0.62% -63,244 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 16,361 $901K 0.52% -1,175 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 16,325 $899K <0.01% +144 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,235 $894K 0.03% +4,449 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 16,234 $894K 0.12% -1,891 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,230 $894K 0.01% -10,018 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 16,196 $892K <0.01% +5,841 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 15,942 $883K 0.86% +33 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 16,003 $882K 0.67% -5,573 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 15,975 $880K 0.43% -17,759 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 15,514 $871K 0.36% -2,082 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 15,710 $865K 0.97% -5,702 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,254 $841K <0.01% +2,613 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 15,244 $840K 0.09% -1,445 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 15,145 $834K 0.06% -9,136 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,951 $824K 0.08% -3,446 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 14,885 $820K 0.09% +297 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,849 $818K 0.02% 0 13F-HR/A Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 14,733 $812K 0.12% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 14,608 $805K 0.44% -5,677 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 14,487 $798K 0.19% +680 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,320 $789K 0.11% -3,148 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 14,218 $783K 0.08% -1,810 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 14,007 $772K 0.01% -55 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,004 $771K 0.02% -69 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13,991 $771K 0.06% -990 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,963 $769K <0.01% +2,539 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 13,895 $765K 0.3% -547 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,892 $765K 0.14% -46 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 13,723 $756K 0.51% -2,693 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 13,662 $753K 0.55% +4,889 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 13,554 $747K 0.32% -12,769 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 13,537 $746K 0.56% -1,525 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,279 $732K 0.07% -1,433 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,278 $731K 0.04% -551 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 13,116 $723K 0.21% -258,372 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 13,101 $722K 0.05% -73 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,058 $719K 0.14% +608 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 13,004 $716K 0.01% +5,979 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 12,959 $714K 0.25% +193 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,796 $705K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,066 $704K 0.04% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 12,538 $691K 0.08% -160 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 12,478 $687K 0.14% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,471 $687K 0.09% +2,402 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,394 $683K 0.02% -12,290 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,354 $681K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,327 $679K 0.01% -14,658 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 12,146 $669K 0.06% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 12,056 $664K 0.13% +93 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 11,957 $659K 0.44% +1,563 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,949 $658K 0.02% -2,201 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,917 $657K 0.02% +26 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,861 $653K 0.15% -3,341 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,839 $652K 0.03% -195 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,640 $641K 0.02% +3,118 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,602 $639K 0.02% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,510 $634K 0.05% -2 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,498 $634K 0.01% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 11,494 $633K 0.54% -3,117 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 11,302 $623K 0.12% +953 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 11,223 $618K 0.31% -1,269 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 11,190 $616K 0.37% -751 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,174 $616K 0.04% -439 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,134 $613K 0.04% -6,329 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 11,065 $610K 0.35% -1,457 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 11,000 $606K 0.15% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 10,975 $605K 0.09% +2,336 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,962 $604K 0.06% -2,619 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,931 $602K <0.01% +1,109 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 10,838 $597K 0.04% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,778 $594K 0.13% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,752 $592K 0.27% -3,540 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,670 $588K 0.25% -964 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 10,665 $588K 0.2% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,639 $586K 0.07% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 10,570 $582K <0.01% -19,776 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,406 $573K 0.01% +130 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,380 $572K 0.04% +1,278 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,338 $570K 0.02% +553 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,254 $565K 0.24% -175 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 10,196 $562K 0.14% +792 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,184 $561K 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,128 $558K 0.01% -57 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 10,107 $557K 0.31% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,005 $551K 0.03% +661 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,936 $547K 0.32% +1,402 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,762 $538K 0.01% -64 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,761 $538K 0.08% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,722 $536K 0.02% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 9,719 $535K 0.22% 13F-HR Timeline Foster Group, Inc. 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