Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 57,211 $243K 0.09% +1,832 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 57,120 $243K 0.02% -119,374 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 55,702 $237K <0.01% -6,272 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 55,453 $236K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 55,342 $235K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Five Oceans Advisors More: the full row for Five Oceans Advisors 54,791 $233K 0.1% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 54,630 $232K 0.01% +10,003 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 54,529 $232K 0.02% -10,860 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 53,922 $229K 0.06% +8,081 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 53,311 $227K 0.02% -11,255 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 53,115 $226K <0.01% -910 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 51,255 $218K 0.01% -650 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 50,568 $215K 0.01% -10,843 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 50,293 $214K <0.01% -8,352 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 50,000 $212K 0.05% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 49,760 $211K 0.01% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 49,660 $211K 0.04% +5,475 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 49,491 $210K <0.01% +3,816 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 48,837 $208K <0.01% +4,594 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 48,075 $204K 0.05% +2,685 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 47,587 $202K 0.04% +792 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 47,347 $197K 0.01% -1,245 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 46,406 $197K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 46,392 $197K <0.01% -409 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 49,435 $189K 0.14% +9,020 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 43,594 $185K 0.04% -24,494 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 43,532 $185K <0.01% +20,483 13F-HR/A Timeline Group Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 43,098 $183K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 43,050 $183K <0.01% +2,973 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 42,122 $179K 0.16% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 42,000 $178K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 41,924 $178K 0.11% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 41,900 $178K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 42,016 $178K <0.01% +22,939 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 37,693 $176K 0.01% +1,625 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 41,065 $175K 0.04% +2,599 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 40,204 $171K <0.01% -255 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 39,687 $169K 0.02% +703 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 38,368 $163K 0.02% -35,322 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 37,932 $161K 0.1% -17,347 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,284 $158K <0.01% +17,710 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 37,039 $157K 0.08% +4,763 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 36,780 $156K <0.01% +1,737 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 36,313 $154K 0.01% +9,284 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 35,457 $151K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 35,444 $151K 0.03% -213 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 35,415 $151K 0.07% -54,132 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 35,402 $150K 0.05% +1,076 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 35,343 $150K 0.07% +3,889 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35,335 $150K 0.04% +127 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 34,809 $148K 0.08% -454 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 34,371 $146K <0.01% +5,805 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,122 $145K <0.01% -755 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 33,431 $142K <0.01% -10,908 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 32,128 $137K <0.01% -942 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 31,519 $134K 0.02% +5,163 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 30,372 $129K 0.03% -5,790 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,277 $126K 0.01% +486 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 28,903 $123K <0.01% -891 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 26,381 $122K 0.06% new 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 28,590 $122K <0.01% -16,800 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 28,371 $121K <0.01% +16,541 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,322 $120K <0.01% +8,862 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 28,313 $120K <0.01% +17,979 13F-HR/A Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 28,000 $119K 0.14% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 27,704 $118K 0.01% +14,443 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 27,687 $118K <0.01% +4,101 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 27,506 $117K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 27,485 $117K 0.01% +17,291 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 27,398 $116K 0.02% +7,039 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) 27,083 $115K <0.01% -6,689 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 26,827 $114K <0.01% new 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 26,741 $114K 0.06% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 26,521 $113K <0.01% +7,923 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 26,502 $113K 0.09% -469 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 26,394 $112K <0.01% +1,000 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 26,243 $112K 0.04% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 26,090 $111K <0.01% +1,075 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 26,022 $111K 0.06% -1,879 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 25,997 $110K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 25,745 $109K 0.08% -118 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 25,680 $109K 0.02% +2,433 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 25,672 $109K 0.05% -1,313 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 25,637 $109K <0.01% -45,175 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 24,762 $105K 0.01% +97 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 24,618 $105K 0.01% -96 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 24,400 $104K 0.07% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,336 $103K 0.01% -43,995 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 24,082 $102K 0.01% +73 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,010 $102K <0.01% -205 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,998 $102K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,801 $101K 0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 23,733 $101K 0.02% -3,724 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 23,683 $101K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 23,679 $101K 0.01% -100,267 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 23,658 $101K 0.01% -15,361 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,651 $101K 0.01% +271 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 23,647 $100K 0.01% +13,595 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 24,227 $100K 0.01% +9,059 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 23,163 $98.4K <0.01% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 23,095 $98.2K <0.01% +3,464 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,809 $96.9K 0.01% +1,464 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 22,588 $96K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 22,195 $94.3K <0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 22,191 $94.3K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 21,666 $92.1K 0.02% -14,029 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 21,654 $92K 0.01% +690 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,195 $90.1K 0.03% +1,165 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 21,190 $90.1K 0.01% +257 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 21,006 $89.3K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 20,914 $88.9K <0.01% +14 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20,660 $87.8K <0.01% -6,238 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,334 $86.4K <0.01% new 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 20,148 $86K 0.02% -793,424 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $85K 0.07% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,632 $83.4K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,168 $81.5K <0.01% +2,816 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,778 $79.8K <0.01% +2,613 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 18,419 $78.3K 0.03% -5,573 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 18,079 $76.8K 0.01% new 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 17,906 $76.1K 0.05% -715 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 17,627 $74.9K 0.01% -2,775 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,293 $73.5K <0.01% +33 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 17,051 $72.5K 0.03% +1,135 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,926 $71.9K <0.01% +1,557 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,906 $71.9K <0.01% -3,070 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 16,647 $70.7K <0.01% -41,752 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 16,587 $70.5K <0.01% +1,582 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 16,647 $70.4K <0.01% +17 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 16,464 $70K 0.02% +388 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 16,415 $69.8K 0.02% +2,127 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 15,988 $67.9K 0.06% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 15,859 $67.4K 0.04% -17,234 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 15,690 $66.7K <0.01% +255 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 15,485 $65.8K <0.01% -578 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,438 $65.6K <0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,437 $65.6K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 15,019 $63.8K <0.01% -569 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,005 $63.8K <0.01% +166 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 14,840 $63.1K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,822 $63K 0.01% +1,352 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,699 $62.5K <0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,694 $62.5K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,660 $62.3K 0.01% -105 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 14,405 $61.2K 0.01% +3,161 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 14,214 $60.4K 0.02% -471 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 14,082 $59.8K 0.03% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,039 $59.7K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,956 $59.3K 0.01% -15,736 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,885 $59K <0.01% -6,343 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,872 $59K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,714 $58.3K <0.01% +1,753 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 13,700 $58.2K 0.03% +1,642 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,662 $58.1K <0.01% -15,514 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 13,581 $57.7K 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,555 $57.6K 0.01% +3,139 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,188 $56K 0.02% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 13,040 $55.4K 0.03% -256 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,012 $55.3K 0.01% +1,177 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,966 $55.1K <0.01% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,000 $55K 0.01% 0 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,894 $54.8K 0.01% -90,422 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,845 $54.6K 0.01% -6,042 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,540 $54.2K <0.01% -376 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,730 $53.8K 0.01% -67 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,608 $53.6K <0.01% +1,772 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 12,000 $51K 0.01% 0 13F-HR Timeline Group FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 11,812 $50.2K 0.02% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 11,785 $50.1K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,766 $50K <0.01% +3,646 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,695 $49.7K <0.01% +236 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 11,421 $48.5K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,511 $48.3K <0.01% +177 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,278 $47.9K <0.01% -6,677 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,211 $47.6K <0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,994 $46.7K <0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,958 $46.6K 0.01% +951 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 10,874 $46.2K 0.02% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,824 $46K <0.01% -2,473 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 10,694 $45.5K 0.02% -1,410 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,657 $45.3K 0.02% -30,462 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,349 $44K <0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,343 $44K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,317 $43.8K <0.01% -1,297 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 10,298 $43.8K <0.01% -684 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,069 $42.8K <0.01% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 10,067 $42.8K 0.04% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 10,050 $42.7K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. 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