FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 18,745 $6.84M 0.69% +17,031 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 18,618 $6.81M 1.79% +49 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 22,449 $6.79M <0.01% +1,187 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 19,610 $6.76M 2.65% +344 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 18,424 $6.74M 3.37% +2,778 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,423 $6.74M 0.2% -211 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 18,364 $6.72M 1.34% -928 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,310 $6.7M 0.06% -60 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,682 $6.47M 0.01% -2,582 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,670 $6.46M 0.07% +436 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,632 $6.45M 0.31% +81 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 17,623 $6.44M 2.61% +18 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 17,172 $6.28M 0.53% +8,042 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 17,163 $6.28M 0.1% +246 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,006 $6.22M 0.13% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16,880 $6.17M 0.11% -224 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,811 $6.15M 0.25% +399 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 16,763 $6.13M <0.01% -1,011 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,724 $6.12M 0.29% -1,662 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 16,722 $6.12M 3.69% +87 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,592 $6.07M 0.41% -100 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 16,589 $6.07M 1.22% -1,683 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,526 $6.04M 0.02% +1,288 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 16,214 $5.93M 0.02% +3,040 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,183 $5.92M 0.04% +1,347 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 16,131 $5.9M 0.01% +1,834 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,085 $5.88M 0.09% +1,376 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 16,084 $5.88M 3.71% +111 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,564 $5.69M 0.11% +457 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 15,563 $5.69M 0.4% +907 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 15,534 $5.68M 1.61% -273 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,418 $5.64M 0.09% -27 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,303 $5.6M 4.08% -120 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 15,139 $5.54M 1.25% +365 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,012 $5.49M 0.92% +178 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,847 $5.43M 0.08% +550 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,761 $5.4M 0.08% +646 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 14,675 $5.37M 0.63% +3,020 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,562 $5.33M 1.83% -314 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,693 $5.31M 0.17% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,668 $5.3M 0.29% +114 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 14,461 $5.29M 4.16% +420 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,096 $5.15M 0.11% -22 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 14,039 $5.13M 3.15% -77 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 14,005 $5.12M 0.12% 0 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 13,799 $5.05M 3.28% +182 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 13,747 $5.03M 0.3% +186 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 13,624 $4.98M 0.54% -244 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,616 $4.98M 0.01% -847 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 13,525 $4.95M 0.74% +12,850 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,517 $4.94M 0.19% +121 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 13,480 $4.93M 0.15% -262 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,478 $4.93M <0.01% +744 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 13,156 $4.81M 1.41% +152 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,052 $4.77M 0.1% +83 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,956 $4.74M 1.01% +226 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,828 $4.69M 0.19% +359 13F-HR/A Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 12,427 $4.54M 0.71% -767 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 12,345 $4.51M 1.61% +34 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,240 $4.48M 0.24% -53 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 12,110 $4.43M 1.41% -146 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,080 $4.42M 0.75% -50 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,042 $4.4M 0.27% +8,489 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,040 $4.4M 0.63% -488 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 12,001 $4.39M 1.68% +1,103 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,879 $4.34M 0.11% -5,783 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,659 $4.26M 0.11% -779 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,614 $4.25M 0.54% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,557 $4.23M 0.18% +267 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,360 $4.15M 0.07% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 11,271 $4.12M 0.15% +2,683 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 11,229 $4.11M 0.53% -393 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,191 $4.09M 0.09% +7,987 13F-HR Timeline Group DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 10,982 $4.02M 2.33% -322 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,922 $3.99M 1.49% +140 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,921 $3.99M 0.65% -175 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,890 $3.98M 0.05% -239 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 11,078 $3.98M 2.15% 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 10,639 $3.89M +5,650 Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 10,593 $3.87M 2.67% +741 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 10,591 $3.87M 1.75% -17 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 10,585 $3.87M 0.51% -112 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 10,499 $3.84M 3.1% +367 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,452 $3.82M 0.2% -36 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,447 $3.82M 0.32% -2,082 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,437 $3.82M 0.24% -175 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,434 $3.82M 0.14% -175 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,432 $3.81M 0.02% +2,103 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,385 $3.8M 0.07% +724 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 10,286 $3.76M 0.48% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,246 $3.75M 0.65% -277 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,556 $3.74M 0.05% -321 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,156 $3.71M 0.03% +1,885 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10,099 $3.69M 0.35% -417 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,084 $3.69M 1.45% -367 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,068 $3.68M 0.15% +318 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,992 $3.65M 0.12% -380 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 9,962 $3.64M 1.6% -11 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 9,946 $3.64M 0.15% +7,382 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 9,863 $3.61M 0.77% +7,389 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,838 $3.6M 0.46% -45 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 9,773 $3.57M 1.94% -568 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 9,632 $3.52M 0.29% +728 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,631 $3.52M 0.04% +1,590 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,554 $3.49M 1.4% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 9,473 $3.46M +43 Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 9,457 $3.46M 1.72% +454 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,234 $3.38M 0.2% +400 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,116 $3.33M 1.08% -200 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9,098 $3.33M 0.62% -346 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,042 $3.31M 0.2% +1,620 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,023 $3.3M 0.17% -193 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,016 $3.3M 0.02% -591 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 8,909 $3.26M 1.69% +602 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,890 $3.25M 0.03% +271 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 8,878 $3.25M 0.58% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,844 $3.23M 0.04% -23,761 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 8,807 $3.22M 1.68% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,793 $3.22M <0.01% +3,553 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,793 $3.21M 0.18% +2,199 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,716 $3.19M 1.61% +114 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,321 $3.18M 0.24% +724 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,480 $3.1M 0.84% -19 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,469 $3.1M 0.1% +47 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 8,362 $3.06M -160 Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,351 $3.05M 0.19% +417 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,287 $3.03M <0.01% +973 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,199 $3M 0.03% -617 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,167 $2.99M 0.06% +451 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,157 $2.98M 0.35% -651 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,093 $2.96M 0.04% 0 13F-HR/A Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 8,093 $2.96M 2.21% -237 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,087 $2.96M 0.01% -862 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 8,042 $2.94M 1.09% +101 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,033 $2.94M 0.11% +1,206 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,446 $2.9M +5,196 Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 7,905 $2.89M 0.28% -1,763 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 7,879 $2.88M 1.14% -540 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,865 $2.88M 0.24% -657 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 7,778 $2.84M 2.58% +20 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,656 $2.8M 0.17% -784 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,524 $2.75M 0.24% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,482 $2.74M 0.29% -188 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,448 $2.72M 0.3% -1,260 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,402 $2.71M 0.04% +68 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,394 $2.7M 0.68% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,312 $2.67M 0.34% -24 13F-HR/A Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,312 $2.67M 0.34% +4,604 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,255 $2.65M 0.47% -96 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,225 $2.64M 1.66% +75 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,165 $2.62M 0.51% -453 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,124 $2.61M 0.03% +5 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,091 $2.59M 0.13% -24 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 7,033 $2.57M 0.93% -2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,968 $2.55M 0.04% -385 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 6,916 $2.53M 0.49% -145 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,885 $2.52M 0.31% +180 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,883 $2.52M 0.65% -87 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,821 $2.49M 0.02% +289 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,818 $2.49M 0.42% -2,223 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,768 $2.48M 0.03% +254 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,760 $2.47M <0.01% +5,080 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,738 $2.46M 0.13% -2,589 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,731 $2.46M 0.57% -24 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,714 $2.46M 0.69% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 6,689 $2.45M 0.21% +237 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,672 $2.44M 0.69% -13 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,601 $2.41M 0.04% +2,305 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 6,572 $2.4M 1.92% +2,691 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 6,569 $2.4M 0.21% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 6,546 $2.39M 0.54% -37 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 6,514 $2.38M 0.14% -266 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,567 $2.37M 0.02% +3 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,477 $2.37M 0.01% +851 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,616 $2.34M 0.43% -70 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,228 $2.28M 0.22% +72 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,204 $2.27M 1.29% +45 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,153 $2.25M 0.55% +196 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,124 $2.24M 1.68% +5 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,110 $2.23M 0.15% +15 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,074 $2.22M 0.71% -366 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 6,061 $2.22M <0.01% +2,015 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,963 $2.18M 0.22% -130 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,932 $2.17M 0.75% -14 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,861 $2.14M 0.02% +380 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,836 $2.13M 0.52% -151 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 5,834 $2.13M 0.48% +326 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,811 $2.12M 0.05% +939 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,790 $2.12M 0.01% +145 13F-HR Timeline Ausdal Financial Partners, Inc. 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