PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 14,284 $1.36M 0.7% +297 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 14,215 $1.35M 0.01% +675 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 14,201 $1.35M 0.04% +1,704 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,180 $1.35M 0.17% -1 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 13,992 $1.33M 0.61% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 13,722 $1.31M 0.48% +25 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 13,714 $1.31M 0.9% -609 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 13,643 $1.3M 0.11% +852 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,137 $1.25M 0.54% +357 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 13,071 $1.25M 0.42% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,665 $1.21M 0.12% +700 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,610 $1.2M 0.26% +1,012 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 12,523 $1.19M 0.45% -927 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 12,460 $1.19M 1.14% -880 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 12,442 $1.19M 0.55% -2,345 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 12,335 $1.18M 0.29% -883 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,312 $1.17M 0.04% +12,278 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 12,296 $1.17M 0.28% +9,325 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 12,279 $1.17M 0.51% -7,577 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,275 $1.17M 0.26% -524 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 12,225 $1.17M 0.58% -2,407 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 84,115 $1.16M 0.48% +10,933 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 12,209 $1.16M 0.31% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 11,722 $1.16M 0.39% +6,048 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 12,145 $1.16M 0.05% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 12,122 $1.16M 0.33% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,091 $1.15M 0.18% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,037 $1.15M 0.02% -573 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 11,895 $1.13M 0.85% +209 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,728 $1.12M 0.85% -589 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 11,722 $1.12M 0.92% +876 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,690 $1.11M 0.32% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 11,660 $1.11M 0.83% -275 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,566 $1.1M 0.29% +379 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 11,467 $1.09M 0.62% -26,528 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,391 $1.09M 0.07% +1,144 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,388 $1.09M 0.04% -2,635 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,347 $1.08M 0.11% -335 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,305 $1.08M 0.03% +1,927 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 13,177 $1.06M 0.77% -16 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 11,108 $1.06M 0.27% +2,631 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,540 $1.06M 0.19% +870 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,073 $1.06M 0.22% -126 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,054 $1.05M 0.04% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,005 $1.05M <0.01% -1,130 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 10,961 $1.04M 0.44% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,881 $1.04M 0.02% -2,287 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 10,860 $1.04M 0.41% 0 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,757 $1.03M 0.21% +48 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,716 $1.02M 0.07% +1,276 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 10,670 $1.02M 0.25% -76 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,628 $1.01M 0.14% -821 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 10,529 $1M 0.29% -15 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,468 $998K 0.05% +58 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 10,319 $984K 0.59% -108 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 10,166 $969K 0.18% -2,998 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,162 $969K 0.12% -1,687 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11,000 $967K 0.09% -1,200 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,999 $953K 0.04% +3,320 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 9,975 $951K 0.34% -3,682 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,972 $951K 0.01% -1,237 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,874 $941K 0.06% -3,473 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,815 $936K 0.32% -12,179 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,811 $935K 0.46% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 9,795 $934K 0.12% -3,601 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,748 $929K 0.29% +10 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 9,724 $927K 0.54% -1,533 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,695 $924K 0.06% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,607 $916K 0.04% -587 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 9,558 $911K 0.27% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 9,506 $906K 0.29% -450 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,336 $890K 0.03% -3,170 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,250 $882K 0.66% -11 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,165 $874K 0.03% +913 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 9,045 $862K 0.25% -603 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 8,963 $861K 2.02% -5,018 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8,978 $856K 0.13% +233 13F-HR/A Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 8,967 $855K 0.67% -48 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,933 $851K 0.72% -278 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,840 $843K 0.21% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,789 $838K 0.03% +650 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 8,733 $832K 0.21% +2,198 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,592 $819K 0.01% +1,752 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 8,542 $814K 0.38% 0 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,474 $808K 0.02% -344 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,471 $807K 0.04% -345 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,425 $803K 0.12% -5,425 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,371 $798K 0.28% +749 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,365 $797K 0.18% -485 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 8,289 $790K 0.18% -1,500 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,275 $789K 0.63% +10 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,229 $784K 0.52% -28 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,079 $770K 0.07% -702 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 8,067 $769K 0.05% 0 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,045 $767K <0.01% +876 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,733 $763K 0.01% +1,315 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 7,969 $760K 0.22% -116 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,928 $756K 0.02% -289 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,769 $741K 0.23% -7,745 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,724 $736K 0.77% +67 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,678 $732K 0.03% -49 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 7,675 $732K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,627 $727K 0.01% -47 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,587 $723K 0.01% +7,314 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,580 $723K 0.1% -750 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,558 $720K 0.09% +3,309 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 7,533 $718K 0.1% -153 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 7,484 $713K 0.3% +69 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,228 $712K 0.01% -65,284 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,467 $712K 0.26% +15 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,464 $711K 0.12% +66 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 7,461 $711K 0.49% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,426 $708K 0.03% +578 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7,353 $701K <0.01% +2,400 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,348 $700K 0.2% -298 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,346 $700K 0.06% -774 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,331 $699K <0.01% -7,812 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,319 $698K 0.02% -1,694 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,306 $696K 0.01% +258 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,277 $694K 0.04% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,155 $687K 0.11% +1,740 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,138 $680K 0.11% -584 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,109 $678K 0.15% +863 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,096 $676K 0.01% +1,263 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 7,090 $676K 0.24% +7,005 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,838 $675K 0.13% -3,129 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,033 $670K 0.05% -1,549 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,975 $665K 0.2% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,951 $663K 0.45% -40 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,948 $662K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,932 $661K 0.07% +1,347 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 6,925 $660K 0.16% +995 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 6,861 $654K 0.33% +1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,802 $648K 0.05% -1,017 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 6,775 $646K 0.42% +1,736 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,742 $643K 0.14% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,659 $635K 0.21% +195 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,637 $633K 0.14% +5,534 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 6,626 $632K 1.05% -58 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,558 $625K 0.01% +609 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,525 $622K 0.7% -1,829 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,519 $621K 0.29% +1,092 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 6,517 $621K 0.29% +1,632 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,239 $618K 0.06% +1,377 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 6,430 $613K 0.38% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,370 $607K 0.05% -169 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,293 $600K 0.08% -19 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 6,277 $598K 0.51% -30 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,150 $586K 0.07% -1,351 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,143 $586K 0.03% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,119 $583K 0.19% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,075 $579K 0.04% +355 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,072 $579K 0.04% +2 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,003 $572K <0.01% -668 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 5,979 $570K 0.47% -5,284 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,976 $570K 0.11% -20 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,924 $569K 0.25% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,773 $569K 0.47% +32 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,946 $567K 0.35% -64 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,907 $563K 0.18% +1,225 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,860 $563K 0.02% +1,262 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 5,880 $560K 0.66% -25,822 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,868 $559K 0.04% +310 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,778 $551K 0.18% -656 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,720 $545K 0.28% -75 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,705 $544K 0.1% -23,292 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,685 $542K 0.2% +797 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,673 $541K 0.03% +3 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,642 $538K 0.02% +267 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,638 $537K 0.21% +1,453 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 5,637 $537K 0.49% -94 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,611 $534K 0.06% -5,773 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,593 $533K <0.01% +79 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,552 $529K 0.07% +3,299 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 5,507 $525K 0.11% -1,488 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,464 $521K 0.04% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 5,365 $511K 0.29% -3 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 5,354 $510K 0.38% -526 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 5,348 $510K 0.2% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,332 $508K 0.08% +173 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,285 $508K 0.09% +9 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,287 $504K <0.01% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 5,242 $500K 0.39% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,231 $499K 0.17% +4 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,209 $497K 0.12% +63 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,140 $490K 0.1% +1,048 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,118 $488K 0.02% -165 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 5,084 $485K 0.42% +7 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 5,082 $484K 0.05% -353 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,920 $469K 0.02% -122 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,915 $468K 0.01% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 4,910 $468K 0.32% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,871 $464K 0.03% +1,123 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,842 $462K 0.05% 0 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,835 $461K 0.06% -77 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,821 $460K 0.02% -288 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,820 $459K 0.03% -1,168 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,808 $458K 0.15% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,800 $458K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,788 $456K 0.03% 0 13F-HR Timeline