BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 28,786 $993K 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 28,379 $989K 0.02% +16,309 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 27,922 $985K 0.64% -2,721 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 28,412 $981K 0.03% -1,207 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 27,929 $964K 0.3% -170 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 27,835 $961K 0.48% -524 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,383 $910K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 26,208 $904K 0.04% +540 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 24,685 $903K 0.03% new 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 25,989 $897K 0.02% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 25,883 $893K 0.02% +8,883 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,627 $884K 0.02% +15,612 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,289 $873K 0.01% -10,876 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 24,991 $862K 0.31% +340 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,535 $847K 0.01% -62 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,490 $845K 0.02% +13,394 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,340 $840K <0.01% +4,908 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 24,224 $836K 0.43% +10,750 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 24,126 $833K 0.03% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 23,941 $826K 0.65% -1,322 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 23,888 $824K 0.01% +18,447 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 23,850 $823K 0.1% -500 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 23,620 $815K 0.15% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 23,609 $815K 0.24% -6,200 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 23,608 $815K 0.04% +3,364 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 26,263 $815K 0.17% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,590 $814K 0.04% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 23,226 $802K 0.35% -547 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 22,975 $793K 0.01% +1,520 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 22,510 $777K 0.16% -2,100 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 22,341 $771K 0.37% +119 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 22,197 $766K 0.01% -4,561 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,897 $756K 0.02% +7,940 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 21,729 $750K 0.01% -1,310 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 21,641 $747K 0.48% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 21,062 $727K 0.26% +580 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,747 $716K 0.02% +4,454 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 20,707 $715K 0.01% +9,835 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,404 $704K 0.06% -943 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,259 $699K 0.04% -732 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 20,246 $699K 0.27% -432 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 19,756 $682K 0.07% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,721 $681K 0.01% -2,960 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 19,407 $670K <0.01% -4,083 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 19,365 $668K 0.04% +890 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 19,358 $668K 0.14% +4,903 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,308 $666K 0.04% +211 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 18,974 $655K 0.17% +204 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 18,756 $647K 0.15% +1,208 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,544 $640K 0.02% +252 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 18,065 $623K 0.1% -1,977 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 17,895 $618K 0.01% -8,643 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 17,697 $611K 0.29% +176 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,968 $610K 0.17% +9,156 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 17,498 $604K 0.05% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 17,374 $600K 0.14% -1,077 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 17,360 $599K 0.04% +13 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,278 $596K 0.08% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 17,147 $592K 0.07% +2,162 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 16,690 $576K 0.04% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 16,613 $573K 0.16% +910 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 16,600 $573K 0.21% new 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 16,490 $569K 0.08% -2,605 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,438 $567K <0.01% +5,599 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 16,386 $565K 0.15% -598 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 16,175 $558K 0.07% +8,649 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,014 $553K 0.01% +420 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 16,000 $552K 0.07% -6,400 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19,826 $543K 0.05% +2,061 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 15,715 $542K <0.01% -400 13F-HR/A Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 15,614 $539K 0.14% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,612 $539K 0.01% -689 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,396 $531K 0.07% -101 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 15,110 $521K 0.18% -980 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,074 $520K <0.01% -10,922 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,046 $519K 0.02% -286 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,021 $518K 0.05% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 14,801 $511K 0.44% +257 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 14,642 $505K 0.22% +5,681 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,486 $500K 0.04% +2,121 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 14,248 $492K 0.12% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 14,120 $487K 0.16% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 13,902 $480K 0.08% +11,357 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,740 $474K <0.01% -43 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,729 $474K 0.03% +1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13,697 $473K 0.08% +254 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,655 $471K 0.01% -1 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,517 $466K 0.02% +4,293 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,463 $465K 0.12% +24 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,089 $452K 0.01% +2,737 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 13,006 $449K 0.22% +3,687 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,975 $448K 0.01% +2,321 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12,801 $442K 0.1% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,677 $437K 0.01% -2,008 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,652 $437K 0.27% +288 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 12,640 $436K 0.08% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,362 $427K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,285 $424K 0.02% +108 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 12,265 $423K 0.62% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,135 $418K 0.01% new 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,081 $417K 0.04% -2 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 11,994 $414K 0.33% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,938 $412K 0.02% +1,197 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,925 $412K 0.02% +54 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 11,900 $411K 0.11% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 11,683 $403K 0.19% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,514 $397K 0.03% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,409 $394K 0.18% +58 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,250 $388K 0.06% +2,400 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,066 $382K 0.03% +684 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,058 $382K 0.01% +14 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,962 $378K 0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,908 $376K 0.03% +1,835 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,843 $374K 0.1% +63 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,699 $369K 0.04% +447 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,549 $364K 0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,498 $362K 0.02% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 10,482 $362K 0.11% +223 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,407 $359K 0.02% -1,378 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,331 $357K <0.01% +384 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 10,273 $355K 0.03% +848 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,225 $353K 0.07% +1,436 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 10,210 $352K 0.22% +1,464 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,176 $351K 0.2% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,121 $349K 0.03% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,087 $348K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,053 $347K <0.01% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,049 $347K 0.08% +1,574 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 9,897 $341K 0.08% 0 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 9,880 $341K 0.02% +4,940 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,860 $340K 0.05% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,622 $337K 0.12% +917 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 9,536 $329K 0.01% -1,725 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 9,496 $328K 0.11% -652 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,332 $322K 0.05% -8,269 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,083 $313K 0.09% -1,241 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,985 $310K 0.11% -75 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,973 $310K <0.01% +293 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,825 $305K 0.04% -1,290 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,698 $300K <0.01% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,657 $299K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,598 $297K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,594 $297K <0.01% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,560 $295K 0.05% +130 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,393 $290K 0.02% -1,213 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,337 $288K 0.17% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8,031 $277K 0.03% +32 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 7,870 $272K 0.19% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,678 $265K 0.1% +26 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,650 $264K <0.01% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,560 $261K <0.01% +528 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,532 $260K 0.03% +976 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 7,500 $259K 0.17% -750 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 7,491 $259K 0.19% +66 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,459 $257K 0.03% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,275 $251K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,200 $248K 0.09% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,192 $248K 0.01% +50 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 7,174 $248K 0.16% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 7,159 $247K 0.04% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,152 $247K 0.06% +396 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,088 $245K 0.03% new 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,018 $242K 0.05% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 6,848 $236K 0.08% +108 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,796 $235K <0.01% new 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,507 $229K 0.02% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 6,290 $227K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,137 $221K 0.01% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 6,400 $221K 0.13% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,388 $220K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,376 $220K 0.01% +1,182 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 6,353 $219K 0.02% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,328 $218K 0.1% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,322 $218K 0.07% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,300 $217K <0.01% new 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,296 $217K <0.01% 0 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,291 $217K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,290 $217K 0.01% -2,067 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,264 $216K 0.1% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,259 $216K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,230 $215K 0.1% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,223 $215K 0.15% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,220 $215K 0.02% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 6,166 $213K 0.1% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,140 $212K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,106 $211K 0.03% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 6,070 $209K 0.14% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,063 $209K 0.02% -581 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,020 $208K 0.12% -712 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,876 $203K <0.01% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,844 $202K 0.03% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,820 $201K 0.03% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,683 $196K 0.06% -20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,182 $179K 0.02% +292 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,096 $176K <0.01% -231 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,038 $174K 0.02% -402 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,910 $169K <0.01% -8,360 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,861 $168K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,590 $158K <0.01% -4,907 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,573 $158K 0.14% -134 13F-HR Timeline