Arkos Global Advisors More: the full row for Arkos Global Advisors 29,914 $1.09M 0.14% -90 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 29,442 $1.08M 0.02% +3,559 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 29,221 $1.07M 0.05% +17,283 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 28,616 $1.05M 0.09% -170 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 27,472 $1.04M 0.64% -450 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 28,549 $1.04M 0.59% +6,908 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 28,469 $1.04M 0.14% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 27,902 $1.02M 0.47% +67 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 27,740 $1.01M 0.34% +11,140 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 27,618 $1.01M 0.3% -311 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 27,592 $1.01M 0.02% +3,102 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 27,399 $1M 0.04% -192,437 13F-HR Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 27,000 $987K 0.1% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,750 $978K 0.01% +2,410 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 26,653 $974K 0.45% -3,131 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 26,402 $965K <0.01% +10,687 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,383 $964K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 25,786 $942K 0.04% -422 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,715 $940K 0.01% +426 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25,514 $933K 0.01% +2,539 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 25,184 $920K 0.3% +193 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 24,889 $910K 0.23% +8,276 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 24,861 $909K 0.01% +4,154 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 24,710 $903K 0.68% +769 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 24,176 $884K 0.18% +8,562 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24,144 $883K 0.28% -5,762 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 24,038 $879K 0.04% +430 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 23,858 $872K 0.1% +8 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 23,814 $870K 0.47% -410 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 23,609 $863K 0.23% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 23,341 $853K 0.37% +11,932 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 22,979 $840K 0.01% -1,556 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 22,965 $839K 0.15% -655 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 22,811 $834K 0.15% -3,452 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 22,736 $831K 0.34% -490 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 22,674 $829K 0.09% +6,499 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 30,289 $828K 1.21% 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 22,510 $823K 0.16% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 22,396 $819K 0.36% +55 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 22,210 $812K 0.01% +13 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 21,239 $776K 0.05% +1,874 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 21,190 $775K 0.25% +128 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,759 $759K 0.02% +12 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 20,735 $758K 0.26% +489 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 20,660 $755K 0.21% +6,540 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,512 $750K 0.04% +253 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 20,169 $746K 0.58% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 20,019 $732K 0.09% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 19,936 $729K 0.05% +9,815 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,781 $723K 0.04% -623 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 19,726 $721K 0.07% -30 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 19,247 $703K <0.01% -160 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 19,033 $696K 0.01% +3,421 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 18,991 $691K 0.18% +2,023 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 18,016 $674K 0.02% -6,669 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17,880 $654K 0.05% -1,946 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 17,648 $645K 0.07% +501 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 17,647 $645K 0.04% -1,661 13F-HR/A Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 17,584 $643K 0.28% -113 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 17,498 $640K 0.05% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,278 $632K 0.08% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 17,111 $625K <0.01% +10,815 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 17,044 $623K 0.13% -330 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 17,028 $622K 0.12% -2,330 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 16,945 $619K 0.14% -1,811 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 16,799 $614K 0.01% -1,096 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 16,697 $610K 0.04% +7 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,503 $603K <0.01% +489 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 16,297 $596K 0.08% -1,768 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,276 $595K 0.01% +4,141 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,269 $595K 0.01% -3,452 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 16,233 $593K 0.14% -153 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 16,202 $592K 0.01% +5,653 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,195 $592K 0.01% +3,106 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 15,775 $577K 0.04% -1,585 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 15,667 $573K 0.03% +2,150 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,366 $562K 0.02% +320 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,321 $560K 0.07% -75 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 15,088 $551K <0.01% +14 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,028 $549K 0.05% +7 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,990 $548K 0.03% +1,261 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,784 $540K 0.04% +10,250 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,778 $540K 0.04% +292 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 14,728 $538K 0.16% -382 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 14,491 $530K 0.41% -310 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,285 $522K 0.07% -2,205 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 14,248 $521K 0.11% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 13,869 $507K 0.08% -33 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,740 $502K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13,697 $501K 0.08% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,655 $499K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,473 $492K 0.13% +10 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,135 $480K 0.01% -5,409 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 13,006 $475K 0.12% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,729 $465K 0.27% +77 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,701 $464K 0.02% +416 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,677 $463K 0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12,659 $463K 0.1% -142 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,647 $462K 0.21% +964 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,410 $452K 0.05% +1,711 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,362 $452K 0.01% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 12,350 $451K 0.03% -111,803 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,342 $451K 0.02% +417 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,081 $442K 0.04% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 11,922 $436K 0.36% -72 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,469 $419K <0.01% +1,138 13F-HR/A Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 11,378 $416K 0.23% +1,168 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 11,261 $412K 0.54% -1,004 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,250 $411K 0.06% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,224 $410K 0.03% -290 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,070 $405K 0.01% +108 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,047 $404K 0.03% -19 13F-HR/A Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,027 $403K 0.11% new 13F-HR Timeline SWS Partners More: the full row for SWS Partners 10,873 $397K 0.1% +30 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 11,053 $397K 0.13% +1,431 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 10,585 $387K 0.1% +103 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,498 $384K 0.02% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 10,434 $381K 0.15% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,378 $379K 0.03% -530 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,150 $371K 0.06% +101 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,053 $367K <0.01% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,002 $366K 0.19% -174 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 9,897 $362K 0.07% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 9,903 $362K 0.12% +407 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,860 $360K 0.05% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,820 $359K 0.05% -453 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,766 $357K 0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,544 $349K <0.01% +846 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,543 $349K 0.02% -864 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 9,536 $349K 0.01% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,387 $343K 0.01% -700 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,336 $341K 0.04% +4 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,243 $338K 0.01% -3,732 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,083 $332K 0.09% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,805 $322K <0.01% +211 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,747 $320K 0.03% -78 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,607 $315K 0.05% +47 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,598 $314K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,300 $312K 0.01% +2,163 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,535 $312K <0.01% new 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,985 $310K 0.11% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,421 $308K 0.02% +28 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,337 $305K 0.16% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,000 $292K 0.07% -8,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,960 $291K 0.03% +2,778 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 7,870 $288K 0.2% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,759 $284K 0.1% +81 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,650 $280K <0.01% 0 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,645 $279K 0.03% +557 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,636 $279K <0.01% -1,337 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,630 $279K 0.03% -401 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,537 $275K <0.01% -23 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,532 $275K 0.03% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 7,522 $275K 0.19% +31 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,459 $273K 0.03% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,452 $272K 0.01% -1,205 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,435 $272K 0.02% new 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,365 $269K 0.01% +1,075 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,200 $263K 0.09% 0 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,180 $262K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,086 $259K 0.01% -106 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 7,039 $257K 0.14% -135 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,018 $257K 0.05% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,015 $256K 0.06% -137 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 7,000 $256K 0.14% -500 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,866 $251K <0.01% +4,694 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 6,845 $250K 0.11% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,832 $250K 0.11% +504 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,796 $248K <0.01% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,557 $240K <0.01% +5,673 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,420 $235K <0.01% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 6,400 $234K 0.05% -3,825 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,393 $234K 0.01% +17 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,388 $233K <0.01% 0 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,376 $233K 0.01% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 6,290 $232K 0.02% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,330 $231K 0.1% +66 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,322 $231K 0.07% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,313 $231K 0.02% +54 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 6,300 $230K 0.05% -5,600 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,297 $230K <0.01% -17,591 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,254 $229K 0.09% +24 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,243 $228K 0.02% +103 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,223 $227K 0.13% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,222 $227K 0.02% +2 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 6,204 $227K 0.1% +38 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,200 $227K 0.11% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,200 $227K 0.02% -91 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,142 $224K <0.01% -4,916 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,106 $223K 0.03% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 6,070 $222K 0.14% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,036 $221K 0.03% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,969 $218K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,872 $215K 0.01% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,776 $211K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,754 $210K 0.01% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,719 $209K 0.05% new 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,683 $208K 0.06% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,680 $208K 0.03% -164 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,597 $205K <0.01% -16,132 13F-HR Timeline