Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 35,345 $875K 0.14% -17 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 35,335 $875K 0.44% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 35,257 $873K 0.01% new 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 34,949 $865K 0.06% +399 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 34,931 $865K 0.1% -6,233 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 34,811 $862K 0.05% +5,572 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 34,588 $856K 0.33% +2,492 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 34,128 $845K 0.06% -2,069 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34,004 $842K 0.3% +2,152 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 33,913 $839K 0.28% +180 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 33,470 $828K 0.57% -470 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 33,395 $827K 0.05% -3,348 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 33,285 $824K 0.28% +694 13F-HR Timeline Crescent Sterling, Ltd. 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More: the full row for Almanack Investment Partners, LLC. 31,685 $784K 0.13% +972 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 31,567 $781K 0.01% +5,966 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 31,504 $780K 0.04% -23,372 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 31,363 $776K 0.81% +780 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 31,104 $770K 0.39% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 31,035 $768K 0.43% 0 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 30,640 $758K 0.19% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 30,586 $757K 0.01% +586 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 30,545 $756K 0.52% -1,500 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 28,272 $751K 0.06% +9,721 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 30,206 $748K 0.38% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 30,192 $747K <0.01% -1,072 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 30,153 $746K 0.09% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 30,142 $746K 0.21% +26 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 30,125 $746K 0.12% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 30,008 $743K 0.02% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 29,880 $740K 0.19% +800 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 29,862 $739K 0.01% +11,466 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,852 $739K 0.03% -89 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 29,846 $739K 0.06% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 29,819 $738K 0.61% -861 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 29,488 $737K 0.09% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 29,541 $731K 0.06% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 29,408 $728K 0.11% +5,444 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 29,407 $728K <0.01% +7,985 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 29,391 $727K 0.32% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 29,310 $725K 0.03% new 13F-HR/A Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 27,569 $722K 0.08% +2,312 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 29,126 $721K 0.02% +8,626 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 29,099 $720K 0.02% -953 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 29,006 $718K 0.02% +5,796 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 28,844 $714K 0.05% +14,908 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 28,775 $712K 0.19% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 28,076 $706K 0.12% new 13F-HR Timeline Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 28,428 $704K 0.75% -1,980 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 28,293 $700K 0.05% +293 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $700K 0.39% 0 13F-HR Timeline Amount filed as zero, left out of ratios. OFS Enterprise LLC More: the full row for OFS Enterprise LLC 28,251 $699K 0.21% 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 28,042 $694K 0.06% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 27,991 $693K 0.01% +210 13F-HR/A Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 27,921 $691K 0.02% -185 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for CAHABA WEALTH MANAGEMENT, INC. 27,796 $688K 0.05% +19,305 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 27,649 $684K 0.02% -277 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 27,471 $680K 0.29% -8,772 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 27,324 $676K 0.12% -564 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 27,304 $676K 0.19% +1,400 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 25,627 $670K 0.02% +836 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 26,972 $668K 0.08% +720 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 26,970 $668K 0.03% +4,303 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 26,770 $663K 0.27% -1,935 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 26,752 $662K 0.27% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 26,742 $662K 0.49% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 26,608 $659K 0.43% -1,258 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 26,503 $656K 0.06% +92 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 26,454 $655K 0.32% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 26,376 $653K 0.27% -2,564 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 26,359 $652K 0.03% +1,358 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 26,329 $652K 0.07% -15,328 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 26,318 $651K 0.04% +2,226 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 26,297 $651K 0.39% +266 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 26,183 $648K 0.09% -2,075 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 26,058 $645K 0.41% -10,143 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 25,709 $636K 0.08% -7,796 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 25,619 $634K 0.05% +1,475 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 25,580 $633K 0.07% -1,215 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 25,479 $631K 0.35% -2,924 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 25,395 $629K 0.05% +4,506 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 25,380 $628K 0.01% 0 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 25,281 $626K 0.03% -16 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 25,279 $626K 0.01% -668 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 25,220 $624K 0.06% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 25,162 $623K 0.02% -890 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 22,791 $622K 0.04% -3,096 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 25,126 $622K 0.97% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 25,025 $619K 0.08% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 24,894 $616K 0.41% +16,355 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 24,825 $614K 0.24% -500 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 24,789 $614K 0.04% +112 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 24,704 $611K 0.35% -6,440 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 24,646 $610K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 24,643 $610K 0.09% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 24,608 $609K 0.06% +9,812 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 24,468 $606K 0.06% -2,609 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 24,400 $604K 0.1% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 24,385 $604K 0.11% +2,253 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 24,284 $601K 0.21% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 24,118 $597K 0.16% -446 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 24,111 $597K 0.25% +1,576 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 24,086 $596K 0.03% -200 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 24,070 $596K 0.04% +689 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 23,966 $593K 0.03% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,954 $593K 0.2% +1,753 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,745 $588K 0.07% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 23,579 $584K 0.08% +1,695 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 23,406 $579K 0.33% -1,035 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 23,346 $578K 0.04% +862 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 23,280 $576K 0.16% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 23,135 $573K 0.39% -1,642 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 23,116 $572K 0.11% -122 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 22,948 $568K 0.46% +12,114 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 22,815 $565K 0.25% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 22,801 $564K 0.17% +927 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 22,715 $562K 0.05% +935 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 22,679 $561K 0.02% -4,678 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 22,659 $561K 0.24% -2,280 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 22,617 $560K 0.44% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 21,033 $553K 0.26% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 22,304 $552K 0.02% +80 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 22,170 $549K 0.11% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 22,149 $548K 0.08% +9,741 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 22,106 $547K 0.41% +355 13F-HR/A Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 22,045 $546K 0.38% +909 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 22,002 $545K 0.38% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 21,658 $544K <0.01% +21,534 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 21,987 $544K 0.04% +3,484 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 21,930 $543K 0.1% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 21,907 $542K 0.03% -348 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 21,749 $538K 0.07% -919 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 21,661 $536K 0.19% -2,453 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 21,560 $534K 0.25% +92 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 21,525 $533K 0.03% -6,678 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,488 $532K 0.03% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 21,372 $529K 0.26% +12,714 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 21,228 $525K 0.04% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 21,201 $525K 0.09% +115 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 21,057 $521K 0.25% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 21,043 $521K 0.46% +150 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20,712 $521K 0.01% -32 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 20,988 $519K 0.01% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 20,888 $517K 0.17% +6,218 13F-HR/A Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 20,859 $516K 0.25% +1,525 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,824 $515K 0.02% +1,079 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 20,824 $515K 0.06% -8,928 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 20,769 $514K 0.03% +936 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 20,768 $514K 0.15% -2,662 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20,761 $514K 0.21% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 20,680 $512K 0.32% +600 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 20,612 $510K 0.04% +1,638 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 20,550 $509K 0.13% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 20,509 $508K 0.08% +1,375 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 20,412 $505K 0.26% 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 20,389 $505K 0.05% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 20,306 $503K 0.01% -2,868 13F-HR Timeline Cordant, Inc. 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