Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,528 $1.77M 0.03% -160 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 12,037 $1.7M 0.47% +428 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 12,002 $1.69M 0.13% -5,922 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 11,945 $1.69M 0.22% -701 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,824 $1.67M 0.72% +9 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,741 $1.66M 0.1% +106 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 11,649 $1.64M 0.41% +34 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 11,595 $1.64M 0.32% -260 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,547 $1.63M 0.02% +422 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 11,492 $1.62M 0.41% -377 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,251 $1.59M 0.02% -109 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,234 $1.59M 0.08% -253 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,182 $1.58M <0.01% +707 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,169 $1.58M 0.01% -10,729 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,075 $1.56M 0.01% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,908 $1.54M 0.07% +38 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,843 $1.53M <0.01% +210 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 10,727 $1.51M 0.25% +1,103 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,720 $1.51M 0.01% -42 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,666 $1.51M <0.01% +3,052 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 10,664 $1.51M 0.2% -1,264 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,285 $1.5M 0.02% -9 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 10,576 $1.49M 0.64% +31 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,994 $1.46M 0.03% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 10,316 $1.46M 0.32% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,278 $1.45M 0.04% -450 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 10,230 $1.44M 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,184 $1.44M 0.05% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,139 $1.43M 0.03% +1,762 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,973 $1.41M 0.7% -295 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,855 $1.39M <0.01% -358 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 9,767 $1.38M <0.01% -257 13F-HR Timeline Group Keenan, LLC More: the full row for Keenan, LLC 9,733 $1.37M 1.21% 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,564 $1.35M 0.01% +546 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,453 $1.33M 0.03% -29 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,450 $1.33M 0.03% +638 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,446 $1.33M 0.1% +902 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 8,990 $1.27M -304 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,967 $1.27M 0.01% -205 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,955 $1.26M 0.07% -315 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,954 $1.26M 0.91% -43 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,719 $1.23M 0.03% -335 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 8,612 $1.22M 0.48% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,407 $1.19M 0.69% +143 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,311 $1.17M 0.04% +3 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,167 $1.15M 0.33% -149 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 8,127 $1.15M 0.27% -45 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,067 $1.14M <0.01% +1,808 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,927 $1.12M 0.02% +67 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,807 $1.1M 0.01% 0 13F-HR Timeline Group Capital Square, LLC More: the full row for Capital Square, LLC 7,785 $1.1M 0.56% +8 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,785 $1.1M 0.01% -161 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,617 $1.08M 0.24% -186 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,583 $1.07M 0.01% +2,369 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 7,568 $1.07M <0.01% -29 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,533 $1.06M 0.12% +18 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 7,465 $1.05M 0.18% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,370 $1.04M 0.09% -44 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,271 $1.03M 0.37% -350 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,270 $1.03M 0.04% -41 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,202 $1.02M 0.05% -111 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,177 $1.01M 0.01% -31 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,132 $1.01M 0.01% +1,714 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,066 $997K 0.01% +216 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,054 $996K 0.31% -1,642 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,020 $991K 0.01% -447 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,004 $989K 0.57% -143 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,943 $980K 0.55% -24 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,916 $976K 0.18% +35 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 6,895 $973K -144 Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,851 $967K 0.06% -386 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,833 $965K 0.1% +936 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 6,792 $959K 0.02% 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,783 $958K 0.03% +19 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,715 $948K <0.01% -4,561 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 6,667 $941K 0.84% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,581 $929K 0.01% -42 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,580 $929K 0.02% -2,515 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,558 $926K 0.06% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,546 $924K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,497 $917K 0.07% +5,305 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,325 $902K 0.14% +2 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 6,354 $897K 0.38% -34 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 6,350 $896K 0.02% -110 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,339 $895K 0.01% +24 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 6,323 $893K 0.28% -151 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,172 $871K 0.2% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,145 $867K 0.33% -100 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,121 $864K 0.2% +61 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,058 $855K 0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 6,055 $855K 0.39% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,006 $848K 0.02% +46 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,999 $847K 0.47% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,986 $845K 0.5% -194 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,966 $842K 0.05% +1 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,854 $839K 0.82% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,922 $836K 0.15% +1,606 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 5,859 $827K 0.37% +893 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,504 $819K 0.18% -8 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 5,800 $819K 0.15% -5 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,754 $812K 0.19% -107 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,730 $809K 0.01% -287 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,711 $806K -1,242 Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,710 $806K 0.09% +6 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,653 $798K 0.02% +752 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,653 $798K 0.06% -76 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,604 $794K 0.07% +2,644 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,577 $787K 0.23% -20 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,503 $777K 0.01% +6 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,463 $771K 0.12% -15 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,409 $764K 0.04% +226 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,365 $759K 0.01% -736 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,371 $758K 0.01% +48 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,352 $755K 0.16% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,318 $751K 0.05% +734 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,209 $746K 0.01% -72 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,281 $746K 0.28% +12 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 5,249 $741K 0.33% +875 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 5,240 $740K <0.01% new 13F-HR/A Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 5,232 $739K 0.37% -283 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 5,185 $732K 0.38% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 5,129 $724K 0.6% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,110 $721K 0.21% -3,031 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,023 $709K 0.19% -37,529 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,000 $706K 0.01% 0 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,983 $703K 0.12% -3 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,940 $697K 0.36% -98 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,930 $696K <0.01% +2,038 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,913 $694K 0.05% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 4,897 $691K 0.5% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,846 $684K 0.02% +207 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,809 $679K 0.01% -188 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,798 $677K 0.23% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,796 $677K 0.04% -68 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,789 $676K 0.04% -1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,775 $674K 0.14% -1,212 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,770 $673K 0.16% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,505 $673K 0.04% -8 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,718 $666K 0.06% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,336 $663K 0.26% 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,665 $659K 0.16% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,645 $656K 0.23% +837 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,622 $652K 0.02% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,566 $644K -208 Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,564 $644K <0.01% +24 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,487 $633K 0.35% +999 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,464 $630K 0.46% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,463 $630K 0.02% -92 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 4,415 $623K 0.18% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,414 $623K 0.01% +479 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,363 $616K 0.04% +7 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,360 $616K 0.01% -460 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,347 $614K 0.05% +10 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,345 $613K 0.42% -1,159 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,339 $612K 0.02% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,076 $612K 0.02% -273 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,278 $604K 0.09% +2 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,133 $583K <0.01% +1,717 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. 4,134 $583K 0.01% -138 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,929 $581K 0.26% -105 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,094 $578K 0.03% +8 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 4,080 $576K 0.34% -355 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,074 $575K 0.02% -490 13F-HR/A Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,071 $575K 0.04% -2,288 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,048 $571K 0.11% -14 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,026 $568K 0.03% -53 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,025 $568K <0.01% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,996 $564K 0.01% +142 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,974 $561K 0.02% +36 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,952 $558K 0.02% +119 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3,951 $558K 0.48% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,927 $554K 0.01% +28 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,903 $551K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,879 $548K 0.01% +3,600 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,880 $548K 0.28% +12 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,877 $547K 0.3% -251 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,811 $538K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,726 $526K 0.02% -179 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,675 $519K 0.28% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,643 $514K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,626 $512K 0.01% -337 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,613 $510K 0.04% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,530 $498K 0.07% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,500 $494K 0.01% 0 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,500 $494K 0.04% 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,498 $494K 0.01% -6 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,492 $493K 0.03% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,481 $491K <0.01% new 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 3,464 $489K 0.41% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,449 $487K 0.03% -934 13F-HR Timeline Bedel Financial Consulting, Inc. 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