BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 91,350 $27.7M 0.04% -2,104 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 91,129 $27.6M 0.03% +18,846 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 90,467 $27.4M 0.68% +2,105 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 90,379 $27.4M 4.9% +8,200 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 89,618 $27.2M 1.83% +357 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 87,872 $26.6M 0.72% +58,442 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 87,670 $26.6M 1.07% +1,566 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 87,486 $26.5M 0.33% -1,768 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 87,170 $26.4M 0.37% -1,447 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 86,672 $26.3M 5.47% -854 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 86,239 $26.1M 5.68% +6,677 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 85,747 $26M 0.06% +16,493 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 85,699 $26M 1.1% -2,679 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 85,513 $25.9M 1.88% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 84,191 $25.5M 0.21% +12,359 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 84,171 $25.5M 0.05% -3,307 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 83,316 $25.3M 10.97% -1,941 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 81,665 $24.8M 0.09% +14,158 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 81,125 $24.6M 1.18% +2,861 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 80,458 $24.4M 11.76% -1,492 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 80,223 $24.3M 6.92% +1,455 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 78,810 $23.9M 1.45% +3,289 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 78,096 $23.7M 0.58% +723 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 77,964 $23.6M 4.56% -4,754 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 77,776 $23.5M 4.73% -172 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 77,283 $23.4M 1.99% -1,464 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 76,439 $23.2M 3.78% -1,703 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 75,758 $23M 0.2% +12,635 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 74,861 $22.7M 0.56% +30 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 74,700 $22.6M 3.24% +2,953 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 74,685 $22.6M 0.23% +11,148 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 74,596 $22.6M 6.17% +1,024 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 74,582 $22.6M 4.45% -867 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 74,541 $22.6M 0.11% +947 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 74,319 $22.5M 1.91% -2,666 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 74,060 $22.4M 0.16% +13,942 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 73,321 $22.2M 0.06% +9,749 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 72,359 $21.9M 2.26% +628 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 71,790 $21.8M 0.34% +2,224 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 71,522 $21.7M 1.04% -1,185 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 70,763 $21.4M 0.36% -5,572 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 70,589 $21.4M 1.17% -3,458 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 69,547 $21.1M 1.42% -54 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 68,897 $20.9M 10.13% -561 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 68,766 $20.8M 0.61% -4,247 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 67,606 $20.5M 0.29% +4,784 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 67,280 $20.4M 4.05% -99 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 66,781 $20.2M 6.29% +1,269 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 66,637 $20.2M 3.97% +1,113 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. 66,281 $20.1M 0.28% +5,937 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 66,050 $20M 4.17% +26,488 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 65,839 $20M 3.28% -5,120 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 65,708 $19.9M 3.15% -7,191 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 65,265 $19.8M 4.04% +1,642 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 64,981 $19.7M 0.78% -2,204 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 73,740 $19.3M 0.01% +3,444 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 64,565 $19.2M 2.76% +796 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 63,557 $19M 0.35% -198 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 62,311 $18.9M 0.47% +8,852 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 62,242 $18.9M 2.76% +2,667 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 61,981 $18.8M 0.07% -3,925 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 61,952 $18.8M 2.06% -734 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 61,812 $18.7M 3.93% +1,530 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 61,751 $18.7M 1.79% -894 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 61,748 $18.7M 0.72% +45 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 61,660 $18.7M 0.08% -6,925 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 61,430 $18.6M 6.69% +29,142 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 61,078 $18.5M 0.01% +38,004 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 69,190 $18.5M 0.31% -5,587 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 59,868 $18.1M 1.6% +1,795 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 60,827 $18.1M 7.08% -1,318 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 60,211 $18M 0.49% +160 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 58,944 $17.9M 1.41% -1,650 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 58,679 $17.8M 3.14% +3,576 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 58,458 $17.7M 0.33% +2,094 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 58,318 $17.7M 0.6% -51,706 13F-HR Timeline Group ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 58,007 $17.6M 9.19% +594 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 57,507 $17.4M 5.57% -2,179 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 57,414 $17.4M 7.03% +744 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,356 $17.4M 0.02% +50,607 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 57,241 $17.4M 0.37% +935 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 56,738 $17.2M 0.67% +47 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 56,616 $17.2M 4.08% -355 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 56,130 $17M 3.6% 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 56,075 $17M 1.7% +2,925 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 56,049 $17M 2.39% +418 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 55,781 $16.9M 0.54% +4,555 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 55,545 $16.8M 8.7% -194 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 55,140 $16.7M 8.72% -310 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 54,570 $16.5M 0.18% +1,723 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 54,504 $16.5M 4.39% -486 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 53,772 $16.3M 0.15% -3,632 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 53,540 $16.2M 12.23% -1,083 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 53,537 $16.2M 0.9% -164 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 53,368 $16.2M 0.24% +37 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 53,027 $16.1M 0.28% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 52,877 $16M 1.97% +1,342 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 52,260 $15.8M 0.01% -137,252 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 52,128 $15.8M 0.91% +123 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 51,773 $15.7M 0.77% +3,856 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 51,701 $15.7M -476 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 51,611 $15.6M 0.19% -1,091 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 51,609 $15.6M 2.3% +6,108 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 51,437 $15.6M 2.28% -348 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 51,231 $15.5M 1.26% +105 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 51,091 $15.5M 3.52% -123 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 50,954 $15.4M 0.32% +1,275 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50,766 $15.4M 0.12% +666 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 50,427 $15.3M 0.21% +8,071 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 50,381 $15.3M 9.34% +5 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 50,301 $15.2M 2.87% +2,249 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 49,597 $15M 0.22% -665 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 49,484 $15M 2.99% +1,270 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 48,967 $14.8M 0.58% -261 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 48,951 $14.8M 0.6% +5,135 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 48,621 $14.7M 0.28% -123 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 48,565 $14.7M 0.78% -448 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 48,519 $14.7M 0.21% -129 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 48,362 $14.7M 0.22% -66 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 48,302 $14.6M 1.69% -1,001 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48,037 $14.6M 2.48% +294 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 47,870 $14.5M 1.57% +1,510 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 48,633 $14.4M 4.18% +512 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 47,551 $14.4M 5.43% -375 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 47,279 $14.3M 1.45% -2,293 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 47,145 $14.3M 0.92% +5,066 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 47,096 $14.3M 0.18% -691 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 47,050 $14.3M 2.84% +138 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 46,823 $14.2M 4.69% -553 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 46,818 $14.2M 3.13% +95 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 46,780 $14.2M 0.32% +32,916 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 46,634 $14.1M 0.44% +133 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 46,612 $14.1M 0.17% +7,059 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 46,525 $14.1M 0.16% +15,092 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 46,461 $14.1M 0.27% +2,362 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 46,232 $14M 1.18% 13F-HR Timeline Group Mason & Associates, LLC More: the full row for Mason & Associates, LLC 46,209 $14M 2.91% +305 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 46,172 $14M 4.03% +728 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 46,237 $13.9M 0.14% -179 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 45,306 $13.7M 1.19% +4,310 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 45,016 $13.7M 0.12% -4,984 13F-HR Timeline Group NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 44,993 $13.6M 5.82% 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 44,952 $13.6M 7.05% +2,925 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 120,569 $13.6M 4.63% +26,155 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 44,361 $13.4M 2.48% +2,145 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 44,329 $13.4M 0.13% +7,011 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 44,238 $13.4M 7.38% -8,729 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 44,152 $13.4M 0.82% +141 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 43,690 $13.2M 1.56% +1,309 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 43,393 $13.2M 0.82% +42,208 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 43,280 $13.1M 1.16% +7,569 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 43,077 $13.1M 0.6% +3,531 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 42,994 $13M +4,160 Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 44,011 $13M 2.45% +390 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 42,847 $13M 2.61% +943 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 42,733 $13M 6.94% -256 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 42,690 $12.9M 3.29% +2,489 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 86,654 $12.9M 1.52% +45,969 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 42,424 $12.9M 2.1% -1,001 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 42,368 $12.8M 8.64% +603 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 42,300 $12.8M 0.06% +7,294 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42,273 $12.8M 0.17% +1,135 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 42,150 $12.8M 4.71% +41,485 13F-HR Timeline Praetorian Wealth Management, Inc. 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