Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,007 $1.04M 0.04% -259 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 10,799 $1.02M 0.25% -970 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,751 $1.01M 0.07% +244 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 10,676 $1.01M 0.25% -344 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 10,638 $1M 0.35% -1,262 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,453 $985K 0.01% +9,702 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 10,267 $967K 0.04% +2,709 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,175 $958K 0.01% +2,115 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,018 $944K 0.04% -684 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 9,916 $934K 0.31% -1,601 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,844 $927K 0.01% +240 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,795 $923K 0.04% -933 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,562 $901K 0.03% -137 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9,250 $891K 0.08% +490 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,340 $880K 0.56% -9 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 9,273 $873K 0.21% +1,676 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,223 $869K 0.01% +4,467 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,177 $864K <0.01% +471 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,061 $853K <0.01% +409 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,769 $826K 0.02% -3,568 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,766 $826K 0.01% +713 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,729 $822K 0.24% +103 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 8,603 $810K 0.4% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,544 $805K 0.01% -297 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 8,523 $803K 0.01% 13F-HR/A Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 8,503 $801K 0.52% +143 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,263 $778K 0.23% -649 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,184 $771K 0.02% +64 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,083 $761K 0.01% -546 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,063 $759K <0.01% -30,186 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,980 $752K <0.01% +5,046 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 7,695 $725K <0.01% -6 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 7,655 $721K 0.06% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,500 $706K <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,408 $702K 0.02% +526 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 7,400 $697K 0.14% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,404 $697K 0.16% +245 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,386 $696K 0.07% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,324 $690K 0.05% -310 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,233 $681K 0.01% +407 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,214 $679K 0.01% -255 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,206 $679K 0.24% +336 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,666 $671K 0.04% -379 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,120 $671K 0.06% -247 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,030 $662K 0.02% -1,643 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,920 $652K 0.01% -142 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,817 $642K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,768 $637K <0.01% -643 13F-HR Timeline Group Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 6,637 $625K 0.41% +873 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,631 $625K <0.01% -16 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,548 $617K 0.26% -210 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,514 $614K 0.19% -150 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,455 $608K 0.61% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,433 $606K 0.37% +1,500 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 6,410 $604K 0.16% +47 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,317 $595K 0.07% -1,594 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,254 $589K 0.01% +9 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,139 $578K 0.17% +3 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,101 $575K 0.05% +60 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,952 $561K 0.07% +131 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,878 $546K 0.15% +10 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,695 $536K 0.06% +1,040 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,655 $533K 0.02% -262 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,340 $532K 0.19% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,511 $519K 0.01% +2,067 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5,496 $518K 0.54% +92 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,462 $514K 0.2% +6 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5,365 $513K 0.13% +10 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,428 $511K 0.27% -20 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 5,357 $505K 0.16% +103 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,303 $499K <0.01% -282 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,300 $499K 0.01% +58 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,268 $496K 0.01% +405 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,261 $496K 0.02% +409 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,218 $491K 0.02% -279 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,180 $488K 0.08% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,135 $484K 0.07% +343 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,121 $482K 0.13% -283 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,056 $476K 0.32% +524 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 5,031 $474K 0.16% 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,990 $470K 0.03% +1,025 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,901 $462K <0.01% +415 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,899 $461K 0.18% -239 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,870 $459K 0.01% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 4,855 $457K 0.18% -260 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,745 $447K 0.03% -115 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,735 $446K 0.29% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,733 $446K 0.13% -61 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,728 $445K 0.28% -326 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,696 $442K 0.04% -65 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,681 $441K 0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,641 $437K 0.05% +1 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 4,640 $437K 0.66% +1,854 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,580 $431K 0.02% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4,491 $423K 0.05% -106 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,434 $418K 0.03% -11 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,422 $417K <0.01% +621 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 4,372 $412K 0.39% -15,942 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,325 $407K 0.04% -110 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 4,275 $403K 0.35% -425 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,239 $399K <0.01% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,214 $397K 0.01% -1 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,213 $397K 0.08% +5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,164 $392K 0.02% +198 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 4,137 $390K 0.13% -1 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,106 $387K 0.02% -47 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,093 $385K <0.01% -855 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,076 $384K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,052 $382K 0.01% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,023 $379K 0.03% -6 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,022 $379K <0.01% +610 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $377K 0.21% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,000 $377K <0.01% new 13F-HR Timeline Group ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,959 $373K 0.09% +807 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,945 $372K <0.01% +40 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,940 $371K 0.03% +67 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,919 $369K 0.05% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,857 $363K 0.07% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,848 $362K 0.05% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,819 $360K 0.05% +1,163 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,811 $359K 0.03% new 13F-HR Timeline Group Sensible Money, LLC More: the full row for Sensible Money, LLC 3,796 $358K 0.11% -61 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,755 $354K 0.22% +1 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,735 $352K 0.34% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,491 $352K 0.01% -220 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,686 $347K 0.19% -220 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,634 $342K 0.12% +498 13F-HR/A Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,624 $341K 0.36% -2,779 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 3,606 $340K 0.07% +7 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,604 $339K <0.01% +201 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 3,582 $337K 0.19% +4 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,450 $325K 0.06% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,425 $323K 0.33% +45 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 3,423 $322K 0.14% -388 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,414 $322K 0.06% +975 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,328 $313K 0.01% +1,308 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,324 $313K 0.02% +339 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 3,323 $313K 0.16% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,306 $311K 0.02% +2 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,296 $310K <0.01% new 13F-HR Timeline Group VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,292 $310K 0.09% +3 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,291 $310K 0.07% -694 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,266 $308K <0.01% -95 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,247 $306K <0.01% -100 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 3,153 $297K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,138 $296K <0.01% -472 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,031 $285K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,030 $285K 0.01% -479 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 2,989 $282K 0.11% 0 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,974 $280K 0.24% -138 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,966 $279K 0.01% +6 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,923 $275K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,896 $273K 0.01% -33,910 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,885 $272K 0.09% +4 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,816 $265K <0.01% +16 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,805 $264K 0.11% 0 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 2,750 $259K 0.21% 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,744 $258K <0.01% 0 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,680 $252K 0.04% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,657 $250K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,620 $247K <0.01% -969 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,613 $246K 0.05% -153 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,610 $246K 0.21% 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,608 $246K 0.07% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,511 $237K <0.01% -138 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,504 $236K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 2,494 $235K 0.02% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,444 $230K 0.01% -90 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,282 $230K 0.02% -222 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,441 $230K 0.1% +3 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,421 $228K 0.17% -20 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 2,397 $226K 0.06% 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,354 $222K 0.01% +215 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,347 $221K 0.04% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,319 $218K 0.19% +1 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,313 $218K 0.09% -6 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,311 $218K 0.08% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,252 $212K 0.08% -10 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,222 $209K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,147 $208K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,209 $208K 0.03% -16 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,199 $207K 0.04% -4 13F-HR Timeline Share Andrew L. More: the full row for Share Andrew L. 2,180 $205K 0.1% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,019 $202K 0.03% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,999 $188K 0.05% -661 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) 1,962 $185K <0.01% +1,961 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,835 $173K 0.05% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,822 $172K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,780 $168K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,700 $160K 0.09% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,698 $160K 0.01% -528 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,665 $157K 0.1% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,652 $156K 0.04% +71 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,640 $154K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,628 $153K 0.01% +37 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,597 $150K 0.02% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,553 $146K <0.01% 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 1,291 $122K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,258 $119K 0.01% +626 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,229 $116K 0.01% +437 13F-HR Timeline