R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 64,329 $5.72M 2.43% -56 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 64,235 $5.72M 3.27% -1,828 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 64,228 $5.72M 0.06% -450 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 63,678 $5.67M 0.01% +8,200 13F-HR Timeline Group Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 62,365 $5.55M 2.85% +1,227 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 61,938 $5.51M 0.01% +17,668 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 61,904 $5.51M 0.09% +18,751 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 60,580 $5.39M 0.34% +1,703 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 60,328 $5.37M 0.17% +900 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 59,987 $5.34M 3.47% +1,418 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. 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More: the full row for Probity Advisors, Inc. 48,002 $4.27M 0.61% -817 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 45,361 $4.04M 0.15% +1,650 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 45,306 $4.03M 1.15% -350 13F-HR/A Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 45,171 $4.02M 1.05% +3,256 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 44,094 $3.92M 0.44% +282 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 43,786 $3.9M 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 41,222 $3.67M 0.01% +1,183 13F-HR Timeline Cordant, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 39,522 $3.52M 0.05% +3,356 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 39,228 $3.49M 1.28% +1,858 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 39,194 $3.49M 1.8% -130 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 38,877 $3.46M 1.4% +13,800 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 38,730 $3.45M 0.16% +2,391 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 38,717 $3.45M 0.27% +2,400 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 38,688 $3.44M 0.02% -351 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 37,387 $3.33M 1.38% +553 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 37,015 $3.29M 1.06% new 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 36,603 $3.26M 0.78% +541 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,283 $3.23M 0.02% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36,077 $3.21M 0.06% +878 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 35,557 $3.16M 2.75% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 34,998 $3.12M 0.03% +384 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 34,857 $3.1M 0.01% -6,090 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 34,593 $3.08M <0.01% -3,588 13F-HR/A Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 34,487 $3.07M 0.12% +2,453 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,481 $3.07M 0.02% -655 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 34,297 $3.05M 2.57% +69 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 34,046 $3.04M 2.26% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 33,810 $3.01M 0.05% -602 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 33,803 $3.01M 0.01% +1,871 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 33,745 $3M 0.18% -54,608 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 33,401 $2.97M 0.54% +1,807 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 33,336 $2.97M 0.31% +5,642 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,958 $2.93M 0.07% 0 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 32,916 $2.93M 2.66% +6,094 13F-HR Timeline BEAM WEALTH ADVISORS, INC. 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More: the full row for FWG Investments, LLC. 26,154 $2.33M 1.23% -1,917 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 25,744 $2.29M 0.06% +2,389 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 25,717 $2.29M 0.19% +3,588 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 25,581 $2.28M 0.01% +13,528 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 25,475 $2.27M 0.33% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 25,349 $2.26M 1.16% -720 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 25,182 $2.24M 0.92% +10,502 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 24,800 $2.21M 0.05% +1,264 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,179 $2.15M 0.14% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,851 $2.12M <0.01% +2,760 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 23,779 $2.12M 0.9% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 23,574 $2.1M 0.2% +256 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 23,377 $2.08M 1.06% +301 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 22,853 $2.03M 0.45% +9,848 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 22,789 $2.03M 0.15% +292 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 22,310 $2.02M 1.42% +588 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 22,516 $2M 0.3% -58,379 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 22,314 $1.99M 0.43% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,929 $1.95M 0.05% -1,170 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 21,802 $1.94M 0.05% -3,873 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 21,341 $1.9M 0.09% -18 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,309 $1.9M 0.05% -337 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 21,274 $1.89M 0.37% +297 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 21,107 $1.88M 1.57% +6,264 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,686 $1.84M 0.11% 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 20,545 $1.83M 0.05% +850 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,455 $1.82M 0.02% new 13F-HR Timeline Group Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 20,235 $1.8M 1.01% -433 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 20,100 $1.79M 0.97% -318 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 19,774 $1.76M 0.38% +37 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 19,364 $1.72M 0.57% +2,370 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 19,161 $1.71M 0.14% +136 13F-HR Timeline Strategic Financial Planning, Inc. 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More: the full row for TD Waterhouse Canada Inc. 18,516 $1.64M <0.01% +547 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 17,996 $1.6M 0.08% -879 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 17,920 $1.59M 0.29% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 17,800 $1.58M 0.33% +639 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,685 $1.57M <0.01% 0 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 17,490 $1.56M 0.09% -735 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,380 $1.55M 0.01% +1,094 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,263 $1.54M 0.02% -85 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 17,124 $1.52M 0.52% -1,370 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,948 $1.51M 0.01% +7,144 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,925 $1.51M 0.05% -698 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,767 $1.49M 0.16% -4,039 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,830 $1.41M 0.01% +1,869 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,833 $1.41M <0.01% -562 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,940 $1.4M <0.01% +4,754 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 15,533 $1.38M 0.21% -339 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 15,477 $1.38M 0.12% -61 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 15,370 $1.37M 0.26% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 15,350 $1.37M 0.35% -1,348 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,114 $1.35M 0.34% +2,602 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 15,000 $1.34M 0.07% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,031 $1.33M 0.03% -256 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,922 $1.33M 0.02% -263 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 14,899 $1.33M 0.53% +3,019 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,885 $1.32M <0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,677 $1.31M <0.01% +2,848 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 14,663 $1.31M 0.49% -2,390 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 14,021 $1.25M 0.49% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,989 $1.25M 0.83% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,983 $1.24M 0.06% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,854 $1.23M 0.03% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,804 $1.23M 0.12% +176 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,745 $1.22M 0.01% +14 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,633 $1.21M 0.05% +1,333 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13,630 $1.21M 0.2% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,521 $1.2M <0.01% +7,285 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 13,344 $1.19M 0.41% +158 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 13,182 $1.17M 3.6% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 13,127 $1.17M 0.53% -193 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,095 $1.17M 0.03% -2,234 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,993 $1.16M 0.02% +125 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,865 $1.14M 0.06% +2,558 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 12,694 $1.13M 0.21% -6,345 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 12,461 $1.11M 0.44% +739 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,367 $1.1M 0.01% +4,324 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 12,312 $1.1M 0.42% -4,386 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 12,284 $1.09M 0.02% +11,950 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,238 $1.09M 0.36% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 12,125 $1.08M 0.24% -2,237 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 11,812 $1.05M 0.26% +218 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,762 $1.05M <0.01% +231 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,574 $1.04M 0.1% -1,312 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,627 $1.03M <0.01% +2,999 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,615 $1.03M 0.29% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,550 $1.03M <0.01% +277 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 11,523 $1.03M 0.61% +486 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,395 $1.01M 0.06% +1,360 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,364 $1.01M 0.02% -96,395 13F-HR Timeline Group Cogent Private Wealth, Inc. 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