Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 13,071 $1.37M 0.42% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,070 $1.37M 0.09% +2,070 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 13,066 $1.37M 0.19% +1,958 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,983 $1.36M 0.37% -1,362 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,591 $1.32M 0.12% -74 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 12,536 $1.31M 0.28% +240 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 12,460 $1.3M 1.14% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,313 $1.29M 0.04% +1 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 12,221 $1.28M 0.6% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 12,213 $1.28M 0.57% -229 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 13,387 $1.28M 1.03% +210 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 12,209 $1.28M 0.32% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,198 $1.27M 0.27% -412 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 12,145 $1.27M 0.05% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 12,122 $1.27M 0.32% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12,118 $1.27M 0.06% 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 90,815 $1.26M 0.48% +6,700 13F-HR/A Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,035 $1.26M 0.35% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 12,013 $1.26M 0.71% +118 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,974 $1.25M 0.02% -63 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 11,829 $1.24M 0.41% -694 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,799 $1.23M 0.32% +109 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,777 $1.23M 0.24% -498 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,704 $1.22M 0.8% -24 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 11,652 $1.22M 0.79% -8 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 11,631 $1.22M 0.39% +9,511 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 11,623 $1.21M 0.92% -99 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 11,457 $1.2M 0.46% -10 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,437 $1.2M 0.09% -2,206 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 11,361 $1.19M 0.04% +307 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,290 $1.18M 0.11% -57 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,124 $1.16M 0.03% -181 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,195 $1.16M 0.34% -371 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,953 $1.14M 0.02% +72 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 10,860 $1.13M 0.42% 0 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,850 $1.13M 0.21% -223 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,826 $1.13M 0.14% +198 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 10,787 $1.13M 0.14% -25,659 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,785 $1.13M 0.03% -9,613 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,704 $1.12M 0.07% -12 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,680 $1.12M 0.05% +212 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,670 $1.12M 0.25% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,632 $1.11M <0.01% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,563 $1.1M 0.13% +401 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,489 $1.1M 0.2% -268 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,248 $1.07M 0.04% +912 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,246 $1.07M 0.06% -1,145 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,127 $1.06M 0.59% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 10,006 $1.05M 0.53% +282 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,949 $1.04M 0.03% +784 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,744 $1.04M 0.28% -71 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,854 $1.03M 0.03% -145 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,837 $1.03M 0.01% -7,992 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 9,811 $1.03M 0.5% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 9,793 $1.02M 0.28% -736 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 9,787 $1.02M 0.23% -2,548 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,772 $1.02M 0.3% +24 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 9,771 $1.02M 0.44% -548 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 9,771 $1.02M 0.12% -24 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 9,759 $1.02M 0.16% -407 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,690 $1.01M 0.01% -282 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,663 $1.01M 0.61% +413 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,621 $1.01M 0.06% -74 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,607 $1M 0.03% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,536 $997K 0.01% +2,978 13F-HR Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 9,524 $995K 2.02% +561 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,502 $993K 0.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,516 $987K 0.02% +6,133 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 9,420 $984K 0.25% -138 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,294 $971K <0.01% -14,489 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,270 $969K 0.05% +4,399 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,155 $957K 0.13% +177 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 8,952 $936K <0.01% -174,556 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 8,942 $935K 0.57% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 8,936 $934K 0.67% -31 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,901 $930K 0.17% +6,240 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,865 $927K 0.02% +391 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 8,861 $926K 0.37% -2,100 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,841 $924K <0.01% +1,166 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,840 $924K 0.2% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,789 $919K 0.03% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,742 $914K 0.03% +1,316 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,671 $906K 0.04% +200 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,635 $902K 0.69% -298 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,589 $898K 0.14% -456 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,589 $898K 0.14% 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 8,542 $893K 0.39% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,540 $893K <0.01% +5,958 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,522 $891K 0.08% -115,638 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,428 $881K 0.12% +3 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,378 $876K 0.18% +13 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 8,318 $869K 0.32% +1,801 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8,302 $868K 0.09% +1,370 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 8,294 $867K 0.17% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,285 $866K 0.63% +10 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,962 $852K 0.01% +229 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,071 $844K 0.47% -158 13F-HR/A 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 $843K 0.05% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,978 $834K 0.02% +50 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,779 $813K 0.22% +10 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,729 $808K 0.27% -2,246 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,663 $801K 0.01% +36 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,651 $800K 0.02% +5,242 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 7,651 $800K 0.52% +190 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,641 $799K 0.03% -37 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,640 $798K 0.1% +60 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,635 $798K 0.02% +316 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,606 $795K 0.01% -986 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,586 $793K 0.17% -703 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,559 $790K 0.01% +463 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,521 $786K 0.73% -203 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 7,506 $784K 0.11% -27 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,491 $783K 0.05% -588 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,428 $776K 0.16% +1,309 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,377 $771K 0.26% -90 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,372 $770K 0.03% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,258 $759K 0.14% +149 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 7,215 $754K 0.17% +290 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,194 $752K 0.16% -1,539 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,176 $750K 0.04% -101 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,165 $749K 0.05% +363 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,156 $748K 0.04% +2,439 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,144 $747K 0.13% +507 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,143 $746K 0.01% -163 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,136 $746K 0.02% +3,427 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,138 $746K 0.11% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 7,129 $745K 1.16% +503 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,063 $738K 0.05% +30 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 7,000 $732K <0.01% -677,400 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,948 $726K <0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,941 $725K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,939 $725K 0.05% +1,071 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,844 $715K 0.13% +6 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,820 $713K 0.23% -1,551 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,805 $711K 0.13% +63 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,149 $709K 0.43% -1,626 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,746 $705K 0.21% +87 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,629 $693K 0.02% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,513 $681K 0.01% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,502 $680K 0.18% -846 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,483 $678K 0.01% -745 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,435 $673K 0.71% -90 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 6,430 $672K 0.41% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,374 $666K 0.05% +4 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 6,373 $666K 0.27% -1,111 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,349 $664K 0.29% -170 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,313 $660K 0.07% +163 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,291 $657K <0.01% +288 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 6,278 $656K 0.51% +299 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,274 $656K 0.08% +1,134 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,239 $652K 0.05% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,236 $652K 0.41% -715 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,220 $650K 0.08% -73 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,210 $649K 0.23% +525 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 6,153 $643K 0.57% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,143 $642K 0.03% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,141 $642K 0.29% new 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,948 $622K <0.01% -2,097 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,903 $617K 0.15% -1,072 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,901 $617K 0.19% +1,093 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,889 $615K 0.35% -57 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,874 $614K 0.49% -403 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,811 $607K 0.18% -96 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,773 $607K 0.43% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,780 $604K 0.1% -196 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 5,730 $599K 0.28% +10 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,720 $598K 0.04% -355 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,712 $597K 0.01% +2,705 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,698 $593K 0.08% -1,457 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,637 $592K 0.25% 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 5,641 $590K 0.39% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,627 $588K 0.03% -46 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,623 $588K 0.28% -1,238 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,600 $585K 0.04% -472 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,596 $585K 0.18% -182 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,594 $585K 0.04% +130 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 5,587 $584K 0.5% -50 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,555 $581K 0.21% -369 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,544 $579K 0.02% +3,469 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,534 $578K 0.03% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,491 $574K 0.19% -147 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,485 $573K 0.02% +1,295 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 5,411 $566K 0.08% +79 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 5,408 $565K 0.36% +1,871 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 5,348 $559K 0.21% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 5,338 $558K 0.28% -27 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,074 $557K 0.09% +4,369 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,285 $554K 0.02% -575 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,287 $553K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,255 $549K 0.08% +1,086 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 5,236 $547K 0.25% -34,137 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,994 $538K 0.05% -617 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,115 $535K 0.02% -527 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,934 $533K 0.16% -297 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 5,091 $532K 0.44% +7 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 5,088 $532K 0.01% +1,202 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,029 $526K 0.18% +468 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,020 $525K 0.11% -189 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 5,003 $523K 0.42% -239 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,997 $522K 0.02% -121 13F-HR Timeline