Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 35,226 $1.84M 0.06% +7,490 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 35,115 $1.83M 0.12% -3,748 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 34,975 $1.83M 1.66% 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 33,916 $1.81M 0.04% -416 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 34,522 $1.8M 0.15% +183 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 34,242 $1.8M 0.09% +3,647 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 34,413 $1.8M 0.36% -2,015 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 33,839 $1.77M 0.19% -2,990 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 33,802 $1.77M 0.18% -695 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 33,739 $1.76M 0.75% -79 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 33,735 $1.76M 0.49% +912 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 33,569 $1.75M 0.12% +28,195 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,527 $1.75M <0.01% +14,879 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33,505 $1.75M 0.58% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 33,498 $1.75M 0.63% +21,165 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 33,477 $1.75M 1.79% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 33,430 $1.75M 0.04% +392 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 33,415 $1.74M 0.41% +3,030 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 32,595 $1.73M 0.81% +5,583 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33,100 $1.73M 0.23% +2,340 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 33,047 $1.73M 0.11% +1,835 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 32,981 $1.72M 0.02% -297 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 32,943 $1.72M 0.84% +3,292 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 32,886 $1.72M 0.94% 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 32,666 $1.71M 0.61% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 32,640 $1.7M 0.22% +804 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 32,623 $1.7M 0.23% +2,065 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 32,473 $1.7M 0.07% +1,780 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 32,420 $1.69M 0.31% -1,324 13F-HR/A Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 32,222 $1.68M 0.11% +19,315 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 32,134 $1.68M 0.93% -21,409 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 32,124 $1.68M 0.96% -13,544 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 32,065 $1.67M 0.51% -1,102 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 31,558 $1.65M 0.16% +1,012 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 31,350 $1.64M 0.12% +962 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 31,315 $1.64M 0.22% +18,290 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 31,297 $1.63M 0.3% +26,607 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 31,247 $1.63M 0.26% -4,753 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 31,119 $1.63M 1.13% -767 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 31,109 $1.62M 0.23% +643 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 30,949 $1.62M +3,105 Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 30,892 $1.61M 0.12% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 27,993 $1.61M <0.01% +1,239 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,838 $1.61M 0.04% +7,422 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 30,825 $1.61M 1.15% -1,210 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 30,590 $1.6M 0.19% +11,691 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 30,558 $1.6M 0.19% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30,537 $1.59M 0.92% +1,769 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 30,390 $1.59M 0.15% -2,639 13F-HR/A Timeline American Trust More: the full row for American Trust 30,260 $1.58M 0.12% +21,205 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 30,188 $1.58M 0.33% -85 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 30,029 $1.57M 0.32% +22 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 29,878 $1.56M 0.04% +18,091 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 30,126 $1.55M 0.49% +2,880 13F-HR Timeline Busey Bank More: the full row for Busey Bank 29,734 $1.55M 0.05% +493 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 29,600 $1.55M 0.07% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 29,401 $1.54M 0.59% -1,744 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 29,189 $1.52M 0.02% +16,322 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 29,070 $1.52M 0.01% +277 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 28,705 $1.5M 0.06% +13,672 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 28,675 $1.5M 0.16% -1,085 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 28,620 $1.49M 0.12% -7,604 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 28,565 $1.49M 0.56% +1,935 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 28,418 $1.48M 0.7% +122 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 28,350 $1.48M 0.5% -171 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 28,341 $1.48M 0.08% +512 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 27,206 $1.47M 0.67% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 28,166 $1.47M 0.37% +25 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 28,162 $1.47M 0.62% +3,414 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 27,936 $1.46M 1.05% +22,788 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 27,919 $1.46M 0.08% -1,777 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 27,748 $1.45M 0.64% -2,175 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 27,747 $1.45M 0.5% +19,100 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 27,640 $1.44M 0.16% +1,207 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27,606 $1.44M 0.07% -7,223 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 27,448 $1.43M 0.07% +3,048 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 27,436 $1.43M 1.08% +830 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 27,339 $1.43M 0.11% +16,604 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 27,295 $1.43M 0.05% +38 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 27,131 $1.42M 0.8% -250 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 26,853 $1.4M 0.14% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 26,828 $1.4M 0.15% +358 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 26,485 $1.38M 0.52% -4,598 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 26,408 $1.38M 0.72% -104 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 26,371 $1.38M 0.02% +757 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 26,335 $1.38M 0.01% +2,168 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 26,257 $1.37M 1.19% +342 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 26,210 $1.37M 0.07% +33 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,098 $1.36M 0.05% -2,643 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 26,019 $1.36M 0.56% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 26,085 $1.35M -92,660 Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 25,812 $1.35M 0.58% -10,690 13F-HR/A Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 25,800 $1.35M 1.54% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 25,697 $1.34M 0.13% +276 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 25,642 $1.34M 0.1% -6,322 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 25,508 $1.33M 0.63% +11,909 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 24,349 $1.33M 1.21% +3,407 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 25,187 $1.32M 0.14% +1,400 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 25,161 $1.31M 0.65% -1,829 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 25,125 $1.31M 0.09% -49 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 24,952 $1.3M 0.01% -632 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 24,836 $1.3M 0.13% -133 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 24,758 $1.29M 0.29% -61,493 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 24,663 $1.29M 0.09% +11,128 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 23,393 $1.29M 0.15% +1,675 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,437 $1.28M 0.08% -26,978 13F-HR/A Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 24,424 $1.28M 0.69% 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 24,330 $1.27M 0.03% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 24,297 $1.27M 0.49% -227 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 24,280 $1.27M 0.67% +704 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 24,248 $1.26M 0.55% +1,136 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,197 $1.26M 0.08% +3,223 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 24,061 $1.26M 0.2% -469 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 23,951 $1.25M 0.75% -600 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 23,888 $1.25M 0.1% -2,935 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 23,691 $1.24M 0.76% +636 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 23,684 $1.24M 0.13% +1,082 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 23,678 $1.24M 0.05% +476 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 23,630 $1.23M 0.12% +1,130 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 23,571 $1.23M 0.23% +2,224 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 23,530 $1.23M 0.47% -3,635 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,483 $1.23M 0.32% +2,530 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 23,464 $1.23M 0.13% +254 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 23,340 $1.22M 0.31% -1,804 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 23,322 $1.22M 1.21% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 23,118 $1.21M 0.14% -7,916 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 23,109 $1.21M 0.9% 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 22,997 $1.2M 0.26% 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 22,982 $1.2M 0.24% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 22,982 $1.2M -1,658 Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 22,922 $1.2M 0.06% +1,293 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 22,908 $1.2M 0.1% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 22,896 $1.2M 0.02% +103 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 22,843 $1.19M 0.02% -4,295 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 13,709 $1.19M 0.35% +181 13F-HR/A Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 22,541 $1.18M 0.86% -1,605 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 22,483 $1.17M 0.1% +482 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,449 $1.17M 0.02% 0 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 22,398 $1.17M 0.58% +587 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 22,334 $1.17M 0.24% +2,432 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 22,250 $1.16M 0.44% +18,152 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 22,120 $1.16M 0.12% -8,135 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 22,094 $1.15M 0.51% -21 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 22,037 $1.15M 0.25% -2,055 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 21,867 $1.14M 0.28% +1,472 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 21,651 $1.13M 0.67% -731 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 21,648 $1.13M 0.73% +3,085 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,596 $1.13M 0.04% +1,900 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 21,592 $1.13M 2.47% +3,569 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 21,589 $1.13M 0.68% -36,669 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 21,453 $1.12M <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,448 $1.12M 0.03% -5,792 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 21,419 $1.12M 1.13% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 21,392 $1.12M 0.02% new 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 21,476 $1.12M 0.58% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 21,255 $1.11M 0.17% +1,055 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 21,220 $1.11M 0.36% -456 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 21,167 $1.11M 0.03% -42,186 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 21,147 $1.1M 0.05% +141 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 20,991 $1.1M 0.08% -201 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,897 $1.09M 0.16% +944 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 20,809 $1.09M 0.07% -7,373 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 20,788 $1.09M 0.52% +1,225 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 20,773 $1.08M 0.66% +1,848 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 20,735 $1.08M 0.28% +6,919 13F-HR/A Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,673 $1.08M 0.51% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 20,593 $1.08M 0.15% +7,598 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 20,251 $1.08M 0.07% +68 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 20,587 $1.08M 0.28% -2,925 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 20,464 $1.07M 0.4% -875 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 20,379 $1.06M 0.64% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 20,817 $1.06M 1.05% 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 20,197 $1.05M 0.25% -55 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,135 $1.05M 0.29% +14,567 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 20,128 $1.05M 0.1% -690 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 20,063 $1.05M 0.27% +19,658 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 20,055 $1.05M 0.52% +276 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 20,036 $1.05M 0.07% -18,989 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,004 $1.04M 0.07% +18,182 13F-HR Timeline BAILARD, INC. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 19,722 $1.03M 0.44% +144 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 19,585 $1.02M 0.27% +46 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 19,538 $1.02M 0.25% +338 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 19,419 $1.01M 0.32% +438 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 19,228 $1M 0.58% +57 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 19,152 $1M 0.52% +1 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 19,141 $1000K 0.02% +3,191 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 19,109 $998K 0.43% +19,078 13F-HR Timeline Lifelong Wealth Advisors, Inc. 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