Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 5,278 $630K 0.62% 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,248 $626K 0.21% -147 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 5,221 $623K 0.32% +3,135 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,160 $619K 0.03% +4,016 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,159 $616K <0.01% +3,177 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,950 $591K 0.1% -16 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,900 $585K 0.2% +1,000 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,884 $583K 0.33% -311 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,872 $581K 0.01% -2,473 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,848 $578K 0.06% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,843 $578K <0.01% +1,546 13F-HR/A Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,812 $574K 0.17% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,789 $571K 0.09% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 4,714 $562K 0.38% -3,929 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,631 $553K 0.54% +1,920 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,627 $552K 0.13% +725 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,621 $551K 0.02% +1,104 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,556 $544K 0.1% +176 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,518 $539K 0.29% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 4,508 $538K 0.08% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,329 $517K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,328 $516K 0.01% +199 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,311 $514K 0.34% -146 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,276 $510K 0.06% -86 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,263 $509K 0.14% -243 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 4,241 $506K 0.26% +1,544 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,219 $503K 0.11% +1,107 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,215 $503K 0.19% +1,636 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,194 $500K 0.04% -495 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,158 $496K 0.04% -37,358 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,118 $491K 0.07% -85 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,091 $488K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,072 $486K 0.03% +271 13F-HR/A Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,944 $483K 0.22% +1,437 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,039 $482K <0.01% +155 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,010 $479K 0.02% +1,770 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,999 $477K 0.02% -5,133 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,969 $474K 0.16% +2,341 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,967 $473K <0.01% +739 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,918 $467K 0.02% -716 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,910 $466K 0.31% 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,903 $466K 0.05% -15,802 13F-HR Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 3,900 $465K 0.25% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,854 $460K 0.1% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,839 $458K 0.01% -5,036 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,824 $456K 0.03% +2,046 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,815 $455K 0.01% +951 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,767 $449K 0.02% -1,861 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,755 $448K 0.24% +1,121 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,718 $444K 0.06% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,607 $430K 0.03% -33,347 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,537 $422K 0.12% +1,752 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,530 $421K 0.09% -150 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,520 $420K 0.02% +938 13F-HR Timeline Group Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,495 $417K 0.14% +100 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,473 $414K 0.21% +1,215 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,439 $414K 0.28% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,383 $404K 0.08% +445 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,382 $404K 0.02% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,340 $397K 0.02% -3,022 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,296 $393K <0.01% +125 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 3,257 $389K 0.19% +592 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,202 $384K 0.06% +708 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 3,197 $381K 0.28% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,182 $380K 0.11% -8 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,171 $378K 0.05% -648 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,146 $375K 0.36% -1,093 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,138 $374K 0.04% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 3,114 $372K 0.13% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,085 $368K 0.2% +700 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,071 $366K 0.69% 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 3,025 $361K 0.15% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,017 $360K 0.02% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,009 $359K 0.08% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,005 $359K 0.03% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,988 $357K 0.03% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,981 $356K 0.1% -54 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,951 $352K 0.01% +839 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) 2,949 $352K 0.01% new 13F-HR Timeline Group Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,943 $351K 0.3% 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,939 $351K 0.4% -117 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,933 $350K 0.12% -2,288 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,889 $345K 0.25% +392 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,877 $343K 0.05% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,933 $343K 0.2% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,843 $339K <0.01% new 13F-HR/A Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,808 $335K 0.09% -1,886 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,795 $333K 0.12% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,759 $329K <0.01% -131 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,753 $328K 0.14% -2,053 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,738 $327K 0.26% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,733 $326K 0.07% +2,041 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,716 $324K 0.11% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,715 $324K 0.05% new 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,713 $324K 0.04% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,702 $322K 0.02% +1,047 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,688 $321K 0.03% +743 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,686 $320K 0.14% +732 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,660 $317K 0.03% +6 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,657 $317K 0.13% -3,352 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,634 $317K 0.04% +927 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,629 $314K 0.32% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,567 $306K 0.01% +827 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,549 $304K 0.13% +406 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,542 $303K <0.01% -1,954 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,540 $303K 0.18% -89 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,537 $303K 0.03% -5,522 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,511 $300K 0.22% +624 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,495 $298K 0.22% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,474 $298K 0.04% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,475 $295K 0.1% +1,381 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,473 $295K 0.09% -164 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 2,470 $295K 0.06% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,434 $290K <0.01% 0 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,378 $284K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,365 $282K 0.01% -992 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,340 $279K 0.04% +6 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,234 $267K 0.07% -1,750 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,194 $263K 0.04% +823 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,101 $251K 0.05% -313 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,100 $251K 0.07% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,076 $248K 0.06% -97 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,059 $246K 0.02% +341 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,028 $242K <0.01% +70 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,000 $239K 0.15% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,999 $238K 0.03% +221 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,940 $235K 0.09% +195 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,954 $233K 0.12% +324 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,935 $231K 0.01% -22,692 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,913 $228K 0.02% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,912 $228K <0.01% +873 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,885 $225K <0.01% new 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,885 $225K 0.12% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,881 $224K 0.01% 0 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 1,873 $223K <0.01% new 13F-HR Timeline Group JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 1,869 $223K 0.22% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,867 $223K 0.01% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,863 $222K 0.04% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,852 $221K 0.01% -38 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,848 $221K 0.09% -139 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,832 $219K <0.01% new 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,829 $218K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,825 $218K <0.01% -529 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,800 $215K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,748 $212K 0.06% new 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 1,778 $212K 0.15% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,764 $210K 0.03% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,761 $210K 0.08% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,757 $209K <0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,748 $209K 0.02% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,732 $207K 0.01% +4 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,726 $206K <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,725 $206K 0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,646 $196K 0.06% -12 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,475 $176K 0.76% -2,011 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,434 $171K 0.01% +10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,395 $166K 0.04% +1,121 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,216 $145K 0.09% 0 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 1,199 $143K <0.01% +784 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,126 $134K 0.05% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,101 $131K 0.01% +1,001 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,082 $129K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,016 $121K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 967 $115K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 919 $110K <0.01% +356 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 870 $104K 0.03% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 858 $102K 0.63% -488 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 797 $95.1K <0.01% +135 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 790 $94.3K <0.01% +19 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 757 $90.3K <0.01% +20 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 702 $83.7K 0.05% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 671 $80.1K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 649 $77.4K 0.01% +228 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 600 $71.6K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 600 $71.6K 0.03% +100 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 596 $71.1K 0.01% -5,008 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 538 $64.2K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 507 $60.5K <0.01% 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 492 $59.2K 0.01% +187 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 478 $57K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 430 $51.4K 0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 401 $47.8K <0.01% +76 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 380 $45.3K 0.03% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 378 $45K 0.01% -208 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 370 $44.2K 0.02% new 13F-HR Timeline Bernard Wealth Management Corp. 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More: the full row for Blue Trust, Inc. 260 $31K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 304 $28.9K 0.17% +37 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 224 $26.7K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 213 $25K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 205 $24.5K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 193 $23.1K 0.01% +128 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 186 $22.2K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 175 $20.9K <0.01% 0 13F-HR Timeline