Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 14,341 $2.04M 1.65% -587 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 14,343 $2.04M <0.01% +9,623 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 14,215 $2.02M 0.15% -2,636 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 14,147 $2.01M 0.04% +1,591 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,085 $2.01M 0.77% +32 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 14,013 $2M 0.19% +1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,968 $1.99M 0.05% +39 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 13,764 $1.96M 1.33% -201 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,649 $1.94M 0.24% +374 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 13,479 $1.92M 0.57% +104 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 13,202 $1.88M 1.02% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 13,184 $1.88M 0.18% -14,682 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 13,044 $1.86M 0.33% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 12,952 $1.84M 0.47% -85 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 12,918 $1.84M 1.05% -4,405 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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More: the full row for Westside Investment Management, Inc. 12,727 $1.81M 0.28% -264 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 12,723 $1.81M 1.24% -181 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 12,697 $1.81M 0.07% -1,658 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 12,618 $1.8M 0.35% -1,031 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 12,615 $1.8M 1.78% -57 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 12,576 $1.79M 0.42% -178 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 12,541 $1.79M 0.1% -683 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,473 $1.78M 0.06% +999 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 12,427 $1.77M 0.22% +43 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 12,317 $1.75M 0.42% +670 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 12,287 $1.75M 0.77% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,225 $1.74M 0.18% +3 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 12,054 $1.72M 1.7% +16 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 12,047 $1.72M 0.04% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 12,007 $1.71M 0.19% -1,059 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,878 $1.69M 0.14% +1,475 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 11,750 $1.67M 0.41% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 11,556 $1.66M 1.3% +3,527 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,633 $1.66M 0.37% +93 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 11,608 $1.65M 0.55% +3,611 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11,488 $1.64M 0.34% +10 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 11,386 $1.62M 0.21% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 11,345 $1.62M 0.76% 0 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 11,340 $1.62M 0.29% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,277 $1.61M 0.03% +1,996 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 11,219 $1.6M 0.78% +398 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,160 $1.59M 0.32% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 11,157 $1.59M 0.14% +7,645 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 11,150 $1.59M 0.3% +4,331 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,098 $1.58M 0.05% +156 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,099 $1.58M 0.33% +459 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 10,983 $1.56M 1.61% -82 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,967 $1.56M 0.12% +478 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,935 $1.56M 0.38% +21 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 10,875 $1.55M 0.47% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,867 $1.55M 0.18% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 10,828 $1.54M 0.78% +25 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,827 $1.54M 0.02% -7,157 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 10,720 $1.53M 0.05% +3,719 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,705 $1.52M +31 Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,623 $1.51M 0.27% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 10,608 $1.51M 0.55% +210 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 10,599 $1.51M 0.71% -433 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 10,598 $1.51M 1.02% -1 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,587 $1.51M 0.16% -1,018 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,529 $1.5M 0.77% +17 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,506 $1.5M 0.03% +360 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,480 $1.49M 0.07% -30 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,475 $1.49M 0.19% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 10,391 $1.48M 0.45% +1,006 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 10,301 $1.47M 0.11% -297 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,228 $1.46M 0.06% -312 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,212 $1.45M 0.25% +7 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 10,116 $1.44M 0.96% -343 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 10,110 $1.44M 0.06% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,398 $1.44M 0.05% -116 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,082 $1.44M 0.14% +2,239 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,041 $1.43M 0.01% -1,297 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,026 $1.43M 0.05% -397 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 10,000 $1.42M 0.04% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 9,979 $1.42M 0.71% +235 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,960 $1.42M 0.04% -14 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 9,870 $1.41M 0.94% -717 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,819 $1.4M 0.12% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 9,807 $1.4M 0.58% +2,339 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,804 $1.4M 0.15% -78 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,768 $1.39M 0.22% +22 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,746 $1.39M 0.15% -7,311 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,872 $1.39M 0.29% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,739 $1.39M 0.1% +9 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 9,736 $1.39M 0.68% +1,711 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,732 $1.39M 0.01% +4,302 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 9,693 $1.38M 0.41% -11 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 9,672 $1.38M 0.84% +1 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 9,610 $1.37M 0.38% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 9,602 $1.37M 0.24% -558 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9,553 $1.36M 0.75% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,849 $1.36M 0.04% -233 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 9,531 $1.36M 0.19% -30 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 8,639 $1.35M 0.19% +461 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 9,406 $1.34M 0.23% +353 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,270 $1.33M 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 9,302 $1.32M 0.29% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,301 $1.32M 0.17% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 9,284 $1.32M 1.24% -3,505 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 9,200 $1.32M 0.16% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 9,198 $1.31M 0.24% +31 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,192 $1.31M 1.04% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 9,191 $1.31M 0.51% -781 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 9,170 $1.31M 0.09% -194 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 9,151 $1.3M 0.04% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,147 $1.3M 0.14% -116 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,147 $1.3M 0.05% -589 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 9,139 $1.3M 0.8% +82 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,125 $1.3M 0.03% +6,136 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,066 $1.29M 0.07% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,027 $1.29M 0.02% -454 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,014 $1.28M 0.01% +282 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,952 $1.28M 0.13% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,937 $1.27M 0.04% +1,787 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 8,923 $1.27M 0.11% -480 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 8,827 $1.26M 0.23% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,784 $1.25M 0.58% +17 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,762 $1.25M 0.07% -8 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,753 $1.25M 0.11% +4,696 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,734 $1.24M 0.16% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,846 $1.24M 0.16% +1,294 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 8,687 $1.24M 0.69% -67 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 8,639 $1.23M 0.58% -1,787 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 8,612 $1.23M 0.64% +104 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 8,600 $1.22M 0.5% -3,077 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 8,463 $1.21M <0.01% +6,268 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 8,439 $1.2M 0.24% +115 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 8,408 $1.2M 0.17% -26 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,366 $1.19M 0.08% +1,815 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 8,365 $1.19M 0.05% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 8,338 $1.19M 1.13% -21 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 8,333 $1.19M 0.32% -783 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 8,311 $1.18M 0.2% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,276 $1.18M 0.24% -3,271 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8,239 $1.17M 0.48% -1 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 8,235 $1.17M 0.13% -57 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,137 $1.16M 0.07% +10 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 8,100 $1.15M 0.29% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 8,096 $1.15M 0.12% -153 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,090 $1.15M 0.01% -5,627 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,033 $1.14M 0.08% -23,729 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,027 $1.14M 0.02% +962 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,014 $1.14M <0.01% +2,179 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 7,921 $1.13M 0.6% -101 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,896 $1.12M 0.04% -564 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 7,759 $1.12M 0.98% -353 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,856 $1.12M 0.08% -1,462 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,846 $1.12M 0.37% 0 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 7,833 $1.12M 3.48% +580 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 7,820 $1.11M 0.72% +723 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,807 $1.11M 0.08% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,806 $1.11M 0.04% +534 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,793 $1.11M 0.2% -227 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 8,024 $1.11M 0.02% +4,726 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,739 $1.1M 0.03% +1,344 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,706 $1.1M 0.03% -36 13F-HR Timeline NWK Group, Inc. 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