TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 58,481 $5.65M 0.01% -432 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 58,417 $5.64M 3.62% +1,395 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 58,357 $5.64M 0.13% +2,145 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 58,312 $5.63M 1.87% +1,289 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 58,233 $5.62M 1.63% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 57,902 $5.59M 0.06% +1,656 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 56,333 $5.44M 3.38% +5,985 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 56,020 $5.41M 0.47% -7,015 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 56,013 $5.41M 4.21% +279 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,012 $5.41M 0.18% -6,504 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 55,823 $5.39M 0.99% +8,522 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 55,676 $5.38M 0.32% -28,209 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 55,582 $5.37M 0.88% +3,244 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 55,133 $5.32M 3.2% +391 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 55,126 $5.32M 1.72% +519 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 54,982 $5.31M 0.46% +5,825 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 54,839 $5.3M 0.65% +1,762 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 54,421 $5.26M 0.01% -26,540 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 54,370 $5.25M 0.17% -9,047 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 54,317 $5.25M 1.04% +1,551 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 54,279 $5.24M 0.45% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 54,170 $5.23M 0.82% +17,584 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 54,113 $5.23M 1.95% -4,509 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 54,040 $5.22M 0.48% +2,026 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 54,020 $5.22M 1.93% -3,911 13F-HR/A Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 53,905 $5.21M 2.56% -9,075 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 53,738 $5.19M 1.26% -437 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 53,773 $5.18M 0.28% -8,169 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 53,611 $5.18M 2.5% +2,134 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53,550 $5.17M 1.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 53,215 $5.14M 0.43% +649 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 53,214 $5.14M 1.09% +169 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 52,909 $5.11M 1.93% +2,795 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 52,529 $5.07M 0.46% +368 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 52,412 $5.06M 0.27% -2,937 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 52,320 $5.05M 0.24% -11,938 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 52,194 $5.04M 0.26% +795 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 55,442 $5.03M 0.63% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 51,992 $5.02M 2.62% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 51,877 $5.01M 3.11% +1,292 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 51,604 $4.98M 1.84% -776 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 51,558 $4.98M 0.13% +895 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 51,540 $4.98M 3.99% +1,612 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 51,519 $4.98M 0.77% -45,483 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 51,262 $4.95M 0.88% +297 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 51,225 $4.95M 0.64% -2,237 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 51,023 $4.93M 0.57% +47,001 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 50,878 $4.91M 0.09% +587 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 50,876 $4.91M 0.95% +19,272 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 50,648 $4.89M 0.86% -8,340 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 50,641 $4.89M 0.42% +1,175 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 50,521 $4.88M 0.74% +2,840 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 50,484 $4.88M 0.07% -711 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 50,428 $4.87M 0.59% -1,513 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 50,387 $4.87M 1.15% +4 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 50,196 $4.85M 1.82% +545 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 50,108 $4.84M 0.69% +3,033 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 50,073 $4.84M 0.04% +2,343 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 49,608 $4.79M 0.29% +2,131 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 49,485 $4.78M 0.74% -1,928 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 49,407 $4.77M <0.01% +17,714 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 49,358 $4.77M 1.07% +2,492 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 49,303 $4.76M 0.21% +29,781 13F-HR Timeline NBH Bank More: the full row for NBH Bank 48,985 $4.73M 1.99% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 48,860 $4.72M 0.27% +6,254 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 48,754 $4.71M 0.07% +960 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 48,437 $4.68M 0.33% +1,547 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 48,398 $4.67M 2.51% +49 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 48,375 $4.67M 0.65% -940 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 48,089 $4.65M 0.47% 0 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 48,031 $4.64M 0.29% -2,230 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 48,000 $4.64M 3.35% +13,515 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 47,946 $4.63M 0.22% +100 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 47,863 $4.62M 0.49% -3,334 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 47,820 $4.62M 0.12% -1,901 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 47,693 $4.61M 0.87% +354 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 47,556 $4.59M 0.5% +4,483 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 47,388 $4.58M 1.71% +5,283 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 47,057 $4.54M 0.25% +1,364 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 47,030 $4.54M 0.41% -3,579 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 46,971 $4.54M 3.77% +2,642 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 46,917 $4.53M 1.2% -562 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 46,809 $4.52M 0.9% +5,066 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 46,677 $4.51M 3.11% -345 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 46,402 $4.48M 0.16% +226 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 45,852 $4.43M 1.59% -1,898 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 45,346 $4.38M 0.97% -1,124 13F-HR/A Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 45,281 $4.37M 3.31% +1,266 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 45,268 $4.37M 1.24% -335 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 44,806 $4.33M 0.13% new 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 44,870 $4.32M 1.67% +1,358 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 44,057 $4.26M <0.01% -15,926 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 43,743 $4.22M 1.75% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 43,707 $4.22M 0.12% -43,207 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 43,595 $4.21M 0.24% +1,234 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 43,288 $4.18M 0.08% +982 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 43,193 $4.17M 0.21% +2,196 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 45,907 $4.16M 0.17% +19,120 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 42,989 $4.15M 0.57% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 42,550 $4.14M 0.57% +1,797 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 42,856 $4.14M 0.82% +754 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 42,461 $4.1M 1.53% -75,773 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 42,388 $4.09M 1.59% +419 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 41,658 $4.02M 0.54% +6,258 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 41,416 $4M 0.05% +407 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 41,128 $3.97M 38.43% -726 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 41,107 $3.97M 0.51% +2,155 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 40,952 $3.96M -28,865 Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 40,746 $3.94M 0.04% +654 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 40,367 $3.9M 0.38% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 40,320 $3.89M 0.9% +154 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 40,021 $3.87M 1.17% -12,761 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 39,789 $3.84M 0.36% -1,811 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 39,626 $3.83M 0.08% -3,058 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 39,513 $3.82M 0.07% +17,168 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 39,510 $3.82M 0.48% +3,459 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 39,381 $3.8M 2.02% +548 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 39,348 $3.8M 0.19% 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 39,273 $3.79M 0.46% -417 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 39,266 $3.79M 1.21% -200 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 39,202 $3.79M 0.98% +4,049 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 39,172 $3.78M 0.14% +175 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 39,146 $3.78M 0.36% +4,217 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 39,064 $3.77M 0.25% +5,564 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 38,971 $3.76M 1.36% -396 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 38,889 $3.76M 0.54% +2,806 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 38,433 $3.71M 0.23% +1,306 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 38,411 $3.71M 0.55% +3,112 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 38,324 $3.7M 0.24% +4,017 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 38,264 $3.7M 1.15% -114 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 38,126 $3.68M 0.25% +2,917 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 38,002 $3.67M 1.76% +13,374 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 37,955 $3.67M 1.78% +1,130 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 37,883 $3.66M 0.36% -1,097 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 37,854 $3.66M 1% +4,700 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 37,589 $3.63M 0.21% +341 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 37,548 $3.63M 0.16% +422 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 37,520 $3.62M 2.79% +1,025 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 37,509 $3.62M 0.35% -3,191 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,505 $3.62M 0.07% -90,282 13F-HR Timeline Group LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 37,497 $3.62M 1.32% +659 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 37,383 $3.61M 0.16% +294 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 37,322 $3.6M 0.95% +1,483 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 37,263 $3.6M 2.65% +131 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 37,043 $3.58M 0.16% +1,454 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36,951 $3.57M 0.09% -66,787 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 36,842 $3.56M 1.12% +22,268 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 36,735 $3.55M 0.45% -15 13F-HR/A Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 36,723 $3.55M 1.21% -7,140 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 36,474 $3.52M 0.32% +264 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 36,347 $3.51M 1.5% -651 13F-HR Timeline KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 36,280 $3.5M 1.29% +609 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 36,273 $3.5M 0.14% 0 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 36,204 $3.5M 1.45% +4,097 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 35,909 $3.47M 0.01% +1,764 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 35,613 $3.44M 0.98% -1,084 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 35,603 $3.44M 0.23% +12,034 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 35,580 $3.44M 0.01% +1,574 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 35,548 $3.43M 2.15% +1,337 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 35,527 $3.43M 1.08% -995 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 35,460 $3.42M 1.58% -4,292 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 35,438 $3.42M 0.31% +512 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 35,268 $3.41M 0.24% -2,461 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 35,169 $3.4M 0.08% -724,652 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 35,130 $3.39M 0.37% -51 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 34,919 $3.37M 1.02% +25 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 34,539 $3.34M 1.83% +1,189 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 34,464 $3.33M 0.03% -21,373 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 34,413 $3.32M 0.54% -103,236 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 34,228 $3.31M 1.19% +167 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 34,124 $3.3M 0.16% +3,956 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 33,744 $3.26M 0.37% +1,944 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33,683 $3.25M 0.33% +125 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 33,681 $3.25M 1.13% -966 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 33,659 $3.25M 0.42% +1,715 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 33,615 $3.25M 0.73% -450 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 33,502 $3.24M 0.03% +4,297 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 33,451 $3.23M 0.14% -8,670 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 33,417 $3.23M 2.63% -4,298 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 33,340 $3.22M 0.05% -4,956 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 33,149 $3.2M 1.31% +96 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 33,027 $3.19M 0.04% +335 13F-HR/A Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 32,877 $3.18M 0.77% +1,440 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 32,821 $3.17M 1.29% -146 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 32,773 $3.17M 0.06% -85 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 32,755 $3.16M 0.79% +1,041 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 32,730 $3.16M 0.6% +15,742 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 32,572 $3.15M 0.92% +893 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 32,477 $3.14M 0.72% -121 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 32,419 $3.13M 0.06% -1,964 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 32,415 $3.13M 0.19% +6,518 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 32,403 $3.13M 0.15% +2,995 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 32,382 $3.13M 2.53% +1,837 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 32,363 $3.13M 0.12% +893 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 32,354 $3.12M 0.37% -219 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 32,352 $3.12M 1.14% -3,035 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 32,342 $3.12M 1.47% -12,336 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 32,252 $3.11M 0.51% +3,766 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 32,213 $3.11M 0.23% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 32,030 $3.09M 0.42% -321 13F-HR Timeline