Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 85,589 $4.55M 0.02% -105,443 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 83,954 $4.46M 0.29% +11,450 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 83,675 $4.45M 0.08% -2,756 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 83,212 $4.42M 0.01% +39,515 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 83,172 $4.42M 0.53% +5,142 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 81,823 $4.35M 0.32% +66,086 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 81,697 $4.34M 0.01% +1,082 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 81,404 $4.33M 0.14% -1,391 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 80,224 $4.27M 0.29% +6,253 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 78,217 $4.16M 1.25% -5,487 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $4.13M 2.69% -76,190 13F-HR Timeline Amount filed as zero, left out of ratios. CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 75,788 $4.03M 0.97% +319 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 75,306 $4M 0.22% +8,634 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 74,538 $3.96M 1.76% +1,243 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 73,864 $3.93M 0.4% +27 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 73,726 $3.92M 0.15% +3,470 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 73,436 $3.9M 0.01% -84,561 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 72,763 $3.87M 0.45% +39,911 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 72,615 $3.86M 3.41% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 71,954 $3.83M 0.04% -10,562 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 70,867 $3.77M 0.27% -5,668 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 70,807 $3.76M 2.87% +15,762 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 70,315 $3.74M 1.53% +723 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 70,224 $3.73M 2.49% +3,380 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 70,012 $3.72M 1.85% -253 13F-HR Timeline SWS Partners More: the full row for SWS Partners 69,976 $3.72M 0.8% +2,791 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 68,383 $3.65M 0.12% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 68,461 $3.64M 0.01% -540 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 67,106 $3.57M 6.61% +6,555 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 66,386 $3.53M 2.89% +2,762 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 63,843 $3.39M 0.58% +3,379 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 63,399 $3.37M 2.31% -1,535 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 63,000 $3.35M 0.14% -149,002 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 62,663 $3.33M 0.14% -4,742 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 62,431 $3.14M 0.01% +4,062 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 58,905 $3.13M <0.01% -5,707 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 58,039 $3.09M 0.15% new 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 57,761 $3.07M 0.31% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 57,516 $3.06M 0.12% -1,381 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 57,211 $3.04M 0.61% -1,200 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 56,117 $2.98M 0.03% -2,813 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,807 $2.91M 0.02% +2,717 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 53,740 $2.86M 0.03% +5,766 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 53,409 $2.84M 0.9% +5,569 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 52,815 $2.81M 0.69% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 52,650 $2.8M 1.51% +4,978 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 51,744 $2.75M -22,651 Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 51,690 $2.75M 0.73% +336 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 51,336 $2.73M 0.12% -629 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 50,810 $2.7M 0.63% -461 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 49,385 $2.63M <0.01% -204 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 49,275 $2.62M 1.03% +6,277 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 49,232 $2.62M 2.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 48,924 $2.6M 0.03% +348 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 48,509 $2.58M 0.2% +2,205 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 48,484 $2.58M 0.28% +4,076 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 48,258 $2.57M 0.05% -9,562 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 47,042 $2.5M 0.03% -1,634 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 47,002 $2.5M 0.9% +3,327 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 46,385 $2.47M 0.53% +1,048 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 46,163 $2.45M 0.2% -3,732 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 45,848 $2.44M 0.07% +1,437 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 45,075 $2.4M 0.17% +18,173 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 44,575 $2.37M 0.84% +1,173 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 44,461 $2.36M 0.73% +561 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 44,289 $2.35M 0.14% -5,762 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 44,168 $2.35M 0.04% -1,689 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 43,788 $2.33M 0.29% +1,236 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 43,464 $2.31M 0.05% -2,291 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 43,863 $2.29M 0.12% +4,701 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 42,325 $2.25M 1.69% +13,773 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 41,175 $2.19M 0.07% +250 13F-HR Timeline Busey Bank More: the full row for Busey Bank 40,842 $2.17M 0.05% -539 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 39,980 $2.13M 0.32% +2,401 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 39,710 $2.11M 0.13% -1,560 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 39,657 $2.11M 0.51% +483 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 39,499 $2.1M 0.22% +19,624 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 39,136 $2.08M 0.03% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,850 $2.03M +18,948 Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 38,127 $2.03M 0.51% -7,514 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 37,843 $2.01M 1.26% +32,338 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 37,673 $2M 0.13% +2,720 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 37,361 $1.99M 0.04% +12,507 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 37,070 $1.97M 0.01% +4,135 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 36,971 $1.97M 0.11% +3,429 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 36,120 $1.92M 0.04% +4,290 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 36,050 $1.92M 0.03% -4,780 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 35,704 $1.9M 0.16% +2,526 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 35,269 $1.88M 1.09% +310 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 34,597 $1.84M 0.9% +2,897 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 34,310 $1.83M 0.16% +10,305 13F-HR Timeline Group Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 34,094 $1.81M 1.58% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 33,800 $1.8M <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 33,228 $1.78M 0.02% -3,991 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 32,983 $1.75M 0.19% +2,370 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 32,763 $1.74M 0.02% +749 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 31,697 $1.69M <0.01% 0 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 31,667 $1.68M 0.55% -2,015 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,477 $1.67M 0.02% +2,317 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 31,084 $1.65M 0.24% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30,253 $1.61M 0.32% -1,639 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 30,153 $1.6M 0.01% -815 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 30,142 $1.6M 1.19% +2,577 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 29,312 $1.56M 0.86% -1,073 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 29,207 $1.55M 0.42% new 13F-HR Timeline Group LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 29,158 $1.55M 1.07% -2,102 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 28,726 $1.53M 0.08% +594 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28,674 $1.52M 0.01% +2,826 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 28,757 $1.52M 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,541 $1.52M 0.03% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 28,370 $1.51M 0.08% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 28,315 $1.51M 0.63% -763 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 28,175 $1.5M 0.06% +6,698 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28,047 $1.49M 0.19% +14,700 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 27,647 $1.48M 0.02% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 26,935 $1.43M 0.12% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 26,882 $1.43M 0.47% +100 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 26,813 $1.43M 0.06% +1,352 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 26,659 $1.42M 0.58% +18,210 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 26,542 $1.41M 0.23% +636 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 26,284 $1.4M 0.57% -243 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 26,014 $1.38M 0.48% +622 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25,792 $1.37M 0.01% -1,159 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 25,038 $1.33M 0.54% +1,602 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 24,974 $1.33M 0.03% +69 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,955 $1.33M 0.02% -7,429 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 24,880 $1.32M 0.01% new 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 24,872 $1.32M 0.58% +9 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 24,231 $1.29M 0.3% +323 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,023 $1.22M 0.01% +4,209 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 23,058 $1.22M 0.75% -1,185 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 22,879 $1.22M 0.68% -949 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 22,321 $1.19M 0.28% -82 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 21,788 $1.16M 0.06% -3,691 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 21,734 $1.16M 0.23% +1,084 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 21,693 $1.15M 0.08% +977 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 21,540 $1.14M 0.12% +1,125 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 21,089 $1.12M 0.01% -1,140 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 20,773 $1.1M 0.12% +722 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,560 $1.09M 0.02% -1,046 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 20,557 $1.09M 0.01% +8,529 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 20,502 $1.09M -10,707 Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 20,097 $1.07M 0.01% +639 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,093 $1.07M 0.15% +3,168 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 20,000 $1.06M <0.01% -150,000 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,581 $1.04M 0.02% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 19,436 $1.03M 0.46% +5,013 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 19,387 $1.03M 0.29% -150 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 19,274 $1.02M 0.49% -527 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,106 $1.02M 0.02% -1,923 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,911 $1.01M 0.02% -5,014 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 18,900 $1M <0.01% 0 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 18,725 $996K 0.24% -20,880 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,440 $980K 0.01% -460 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 18,313 $974K 0.21% +1,403 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 18,277 $972K 0.59% -7,736 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,165 $966K 0.35% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 18,162 $966K 0.07% +408 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 18,070 $961K 0.36% +2,180 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 18,261 $956K 0.71% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 17,923 $953K 0.07% -6,236 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,837 $948K 0.08% +4,715 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 17,792 $946K 0.3% +626 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 945,471 $945K 0.31% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 17,633 $938K 0.06% +334 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,612 $936K 0.06% -41,589 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 17,363 $923K 0.77% -124 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 17,138 $911K 0.01% +2,425 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 17,032 $906K 0.05% -1,070 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,684 $887K 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,525 $879K <0.01% +4,511 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 16,435 $874K 0.41% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 16,335 $868K 0.04% +1,282 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 16,025 $852K 0.51% 0 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 15,942 $848K 0.56% -11,652 13F-HR Timeline Group Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 15,897 $845K 0.47% -457 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 15,745 $837K 0.33% +2,345 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 15,680 $834K 0.62% -532 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 15,583 $829K 0.17% +733 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 15,490 $824K 0.38% -3,480 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,364 $817K 0.02% -7,169 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,334 $815K 0.02% +490 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,136 $805K 0.01% +5,396 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 14,871 $791K 0.33% -1,200 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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