SOL Capital Management CO More: the full row for SOL Capital Management CO 223,180 $11.2M 1.25% +14,946 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 220,455 $11.1M 1.59% 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 220,083 $11.1M 1.97% -6,416 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 219,965 $11.1M 3.28% -35,705 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 216,650 $10.9M 1.41% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 216,243 $10.9M 4.4% +17,922 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 214,699 $10.8M 0.16% +114,808 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 213,138 $10.7M 1.87% -16,393 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 212,925 $10.7M 4.55% +29,388 13F-HR/A Timeline Invst, LLC More: the full row for Invst, LLC 212,900 $10.7M 1.3% +3,869 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 212,672 $10.7M 1.31% +62,409 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 209,840 $10.6M 0.77% +7,065 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 209,199 $10.5M 5.12% +17,235 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 208,790 $10.5M 5.37% +8,836 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 207,202 $10.4M 0.42% +8,758 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 206,520 $10.4M 1.03% +4,609 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 203,559 $10.3M -21,782 Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 203,374 $10.2M 1.04% -14,073 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 201,973 $10.2M 0.01% +167,529 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 200,785 $10.1M 1.44% 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 199,663 $10.1M 1.92% +25,319 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 199,344 $10M 4.28% +50 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 199,295 $10M 1.23% +22,424 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 198,929 $10M 1.65% -2,700 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 198,373 $9.99M 4.26% -5,625 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 194,665 $9.81M 0.71% -11,169 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 193,172 $9.73M 6.72% +5,443 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 187,920 $9.47M 0.38% +29,789 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 187,191 $9.43M -21,707 Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 187,151 $9.43M 5.59% +4,401 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 186,961 $9.42M 1.87% -53,676 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 186,193 $9.38M 4.95% -95,613 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 185,298 $9.33M +8,152 Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 185,253 $9.33M 3.79% +7,991 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 184,859 $9.31M 0.96% +47,928 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 184,067 $9.27M 2.98% +19,124 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 180,781 $9.13M 2.23% +11,959 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 180,955 $9.11M 1.07% +1,593 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 179,469 $9.04M 0.05% +50,779 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 176,914 $8.91M 0.36% -1,450 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 176,666 $8.9M 4.79% +140,475 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 176,500 $8.89M 0.1% +12,107 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 175,178 $8.82M 1.92% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 173,785 $8.75M 0.07% -22,483 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 172,366 $8.68M 0.47% +12,419 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 170,810 $8.6M 8.04% +23,875 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 169,774 $8.57M 1.35% -2,848 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 167,936 $8.46M 2.82% -313 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 167,672 $8.45M 0.66% +36,780 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 162,455 $8.18M 0.46% +30,548 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 162,375 $8.18M 0.52% -10,388 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 161,919 $8.16M 5.16% -2,036 13F-HR Timeline Financial Connections Group, Inc. 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More: the full row for NavPoint Financial, Inc. 160,408 $8.08M 6.39% -13,966 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 159,700 $8.04M 1.26% +23,571 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 159,102 $8.01M 2.34% +1,982 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 157,932 $7.96M 4.14% +10,705 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 154,696 $7.79M 2.16% -27,099 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 150,235 $7.6M 0.3% +17,051 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 150,306 $7.57M 0.15% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 150,256 $7.57M 0.27% +45,649 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 148,847 $7.53M 0.36% +15,507 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 145,480 $7.36M 0.05% +29,754 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 145,085 $7.32M 2.32% +94,710 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 144,441 $7.28M 1% -27,451 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 144,390 $7.27M 0.17% +105,596 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 164,906 $7.26M 0.01% +25,998 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 142,955 $7.2M 1.85% +10,442 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 142,702 $7.19M 3.23% +9,260 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 139,849 $7.04M 0.14% -12,147 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 138,324 $6.97M 1.05% -820 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 137,820 $6.96M 0.17% +17,396 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 136,402 $6.92M 2.29% +11,418 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 136,483 $6.87M 0.74% +7,663 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 136,105 $6.86M 1.42% +48,661 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 136,030 $6.85M 0.48% +5,927 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 133,554 $6.73M 2.17% +1,600 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 131,513 $6.62M 3.32% +2,881 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 129,891 $6.54M 0.11% +5,154 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 129,555 $6.53M 0.28% +1,312 13F-HR/A Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 129,180 $6.51M 2.96% +4,825 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 128,975 $6.5M 0.56% +18,841 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 128,834 $6.5M 0.22% +24,354 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 128,569 $6.48M 0.47% +28,061 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 128,181 $6.46M 0.06% +8,251 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 127,664 $6.43M 0.18% -16,866 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 127,412 $6.42M 5.1% -16,631 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 127,235 $6.41M 3.48% +8,758 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 126,576 $6.4M 0.21% +1,112 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 126,975 $6.4M 0.6% +11,022 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 126,818 $6.39M 1.35% -5,457 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 125,900 $6.34M 2.3% -10,946 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 125,564 $6.32M 0.89% -2,207 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 126,630 $6.29M 1.75% +46,868 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 124,582 $6.28M 4.15% +2,995 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 123,967 $6.24M 2.78% -5,171 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 123,664 $6.23M 0.12% +33,126 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 122,119 $6.16M 0.94% +59,861 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 120,837 $6.09M 3.07% +106,737 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 120,648 $6.08M 2.99% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 120,565 $6.07M 2.08% +95,157 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 120,529 $6.07M 0.32% -10,640 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 119,692 $6.03M 1.72% +9,847 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 119,316 $6.01M <0.01% +54,249 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 118,964 $5.99M 1.19% +9,124 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 118,598 $5.97M 1.46% +3,828 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 118,333 $5.96M 1.53% +10,597 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 117,408 $5.91M 2.39% -3,234 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 116,977 $5.89M 1.91% -8,087 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 116,718 $5.88M 0.47% +1,707 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 115,073 $5.82M 0.04% -21,339 13F-HR Timeline Group Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 115,484 $5.82M 1.85% +662 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 113,280 $5.71M 1.69% -13,288 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 112,302 $5.66M 0.46% +4,539 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 111,655 $5.65M 3.36% -8,669 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 111,976 $5.64M 3.81% -91,958 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 111,499 $5.62M 0.21% new 13F-HR/A Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 110,847 $5.58M 0.79% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 110,744 $5.58M 1.92% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 109,548 $5.52M 0.11% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 109,522 $5.51M 0.07% +40,848 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 108,702 $5.48M 1.12% -1,748 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 108,467 $5.46M 0.05% +2,536 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 108,467 $5.46M 0.05% +2,536 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 108,152 $5.45M 6.29% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 107,532 $5.42M 0.08% +12,239 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 106,852 $5.38M 0.01% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 105,413 $5.33M 0.25% -17,665 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 105,228 $5.3M 4.06% +13,774 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 104,991 $5.29M 1.01% +96,497 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 104,648 $5.27M 1.36% +17,019 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 104,427 $5.26M 5.32% -1,529 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 104,131 $5.25M 0.95% new 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 103,202 $5.2M 1.59% +22,083 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 102,775 $5.18M 0.96% +42,747 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 101,778 $5.13M 0.75% -12,597 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 101,199 $5.1M 0.12% +27,139 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 99,991 $5.04M 0.14% -15,057 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 99,498 $5.01M 0.16% -110,454 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 98,135 $4.94M 1.34% +6,274 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 98,043 $4.94M 2.55% -81,969 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 97,916 $4.93M 1% -683 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 97,490 $4.91M 0.59% +24,457 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 95,665 $4.82M 2.84% -3,654 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 95,649 $4.82M 6.11% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 94,991 $4.8M 0.18% +89,020 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95,240 $4.8M 1.27% -13,103 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 94,760 $4.77M 0.09% +49,632 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 94,652 $4.77M 1.33% -13,075 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 94,503 $4.76M 3.36% -284,649 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 93,939 $4.73M 2.04% -5,455 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 93,450 $4.71M 0.38% +3,648 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 92,093 $4.64M 4.33% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 91,990 $4.63M 1.59% -6,325 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 91,600 $4.61M 0.65% +2,258 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 91,456 $4.61M 1.29% -5,478 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 91,400 $4.6M 0.45% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 90,942 $4.58M 0.35% -7,728 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 89,670 $4.52M 0.16% +1,996 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 88,683 $4.47M 1.05% +64,393 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 88,594 $4.46M 1.15% +7,412 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 88,570 $4.46M 0.34% +47,538 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 88,484 $4.46M 0.03% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 88,021 $4.43M <0.01% -117,530 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 87,975 $4.43M 0.09% +10,660 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 87,458 $4.41M 1.43% +10,383 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 87,081 $4.39M 0.15% -983 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 87,064 $4.39M 1.7% +35,902 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 86,660 $4.38M 1.53% -39,371 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 86,697 $4.37M 2.16% +3,694 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 86,457 $4.35M 1.92% +29,195 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 86,440 $4.35M 0.3% -450 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 86,094 $4.34M 1.64% +2,579 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 85,721 $4.32M 0.59% -6,468 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 85,123 $4.31M 0.06% -6,770 13F-HR Timeline Herold Advisors, Inc. 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