First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,835 $4.94M 0.44% +80 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 17,766 $4.92M 0.11% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 17,459 $4.84M 2.99% +409 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,411 $4.82M 0.03% -310 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 17,111 $4.74M 0.01% +518 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,085 $4.73M 0.01% new 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 16,953 $4.69M 0.73% -713 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 16,863 $4.67M 1.74% -107 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 16,636 $4.61M 3.29% +158 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,518 $4.57M 0.46% -290 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 16,465 $4.56M 0.31% +932 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 15,929 $4.41M 0.07% -2,324 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 15,883 $4.4M 0.39% 0 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 15,846 $4.39M 2.39% -2,226 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,558 $4.31M 3.72% -195 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. 15,529 $4.3M 0.1% -1,851 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,524 $4.3M 0.12% +519 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 15,299 $4.24M <0.01% -3,371 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,271 $4.23M 0.1% -16,106 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,261 $4.23M 0.01% +3,808 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,128 $4.19M 0.1% -811 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,085 $4.18M 0.39% +1,678 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 14,822 $4.1M 0.88% -170 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,747 $4.08M 0.11% +3,123 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,681 $4.07M 2.02% -51 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,662 $4.06M 0.01% +7,444 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 14,265 $3.95M 2.91% -1 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 14,223 $3.94M 0.73% +736 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 14,117 $3.91M 0.5% +2,339 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 14,016 $3.88M 3.14% +788 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,863 $3.84M 0.1% -91 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,756 $3.81M 0.41% -338 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,749 $3.81M 0.09% -142 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,440 $3.72M 0.03% +899 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 13,332 $3.69M 0.65% +179 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,180 $3.65M 0.07% -111 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 13,027 $3.61M 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,994 $3.6M 0.26% -8,198 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,933 $3.58M 0.09% +6,763 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,905 $3.57M 0.1% +428 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 12,810 $3.55M 1.84% -1,736 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 12,747 $3.53M 0.08% +1,828 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,670 $3.51M 0.72% -56 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,590 $3.49M 0.19% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,519 $3.47M 1.43% -159 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 12,319 $3.41M 0.67% -2,181 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 12,024 $3.35M 1.38% -143 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 11,903 $3.3M 0.65% -13,207 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 11,901 $3.3M 0.26% +454 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,771 $3.26M 0.05% +400 13F-HR Timeline Group Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 11,781 $3.26M 1.14% -11,239 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,735 $3.25M 0.37% -1,185 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,645 $3.22M 0.61% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,614 $3.22M 0.49% 0 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,481 $3.18M 0.22% -100 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,432 $3.17M 0.01% new 13F-HR/A Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,380 $3.15M 0.32% -1,244 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,339 $3.14M 0.19% -93 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,311 $3.13M 1.62% +958 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,242 $3.11M 0.18% +607 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,224 $3.11M 0.81% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 11,215 $3.11M 0.66% +104 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 11,214 $3.11M 1.1% -2,755 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,987 $3.04M 0.17% -170 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,901 $3.02M 0.58% +1,929 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,878 $3.01M 0.18% -178 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 10,815 $3M 0.37% +493 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,808 $2.99M 0.04% 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,773 $2.98M 0.14% +281 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 10,530 $2.92M 1.23% -61 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,494 $2.91M 0.02% +1,731 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,379 $2.87M 0.83% -195 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10,229 $2.83M 0.53% -2,111 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 10,188 $2.82M -250 Timeline rebel Financial LLC More: the full row for rebel Financial LLC 10,152 $2.82M 1.28% 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,158 $2.81M 1.29% +1,627 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,148 $2.81M 0.31% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,973 $2.77M 0.05% -419 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,887 $2.74M 0.45% -371 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,788 $2.71M <0.01% -1,991 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,752 $2.7M 2.73% +235 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,618 $2.66M 0.42% -17,748 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,554 $2.65M 1.25% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,500 $2.63M 0.03% -3,777 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,382 $2.6M 0.32% -140 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 9,338 $2.59M 0.81% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 9,294 $2.57M 1.3% +58 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 9,235 $2.56M 1.21% +1,237 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,152 $2.53M 0.19% +99 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 9,113 $2.52M 0.62% +2,716 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 9,108 $2.52M 1.74% -150 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,096 $2.52M 0.66% -523 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 9,095 $2.52M 0.78% -3,979 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,973 $2.49M 0.1% +1,268 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,970 $2.48M 0.41% -1,739 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,759 $2.43M 0.01% +222 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 8,694 $2.41M 0.87% -6,345 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,611 $2.39M 0.6% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,620 $2.39M 0.05% +1,917 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 8,567 $2.37M <0.01% -53 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,340 $2.31M 0.01% -681 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,334 $2.31M 0.04% +1,012 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,278 $2.29M 0.77% +175 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,215 $2.28M 0.11% +872 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,219 $2.28M 0.25% -1,150 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,199 $2.27M 0.92% -379 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,044 $2.23M 0.74% +332 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,019 $2.22M 0.28% -12,713 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,958 $2.2M 0.18% -99 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,853 $2.17M 0.02% +46 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,747 $2.15M 0.2% -5,328 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,687 $2.13M 1.04% -415 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,637 $2.11M 0.17% +8 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,614 $2.11M 0.05% +3,387 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,600 $2.1M 0.01% +591 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 7,579 $2.1M 1% -19 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,510 $2.08M 0.06% -1,088 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,453 $2.06M 0.33% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 7,407 $2.05M 0.17% -141 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 7,375 $2.04M 1.55% -52 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,298 $2.02M 1.4% -197 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,220 $2M 0.14% -565 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,190 $1.99M 0.5% -180 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7,172 $1.99M 2.36% -25,686 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,105 $1.99M 0.04% -335 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,169 $1.99M 0.34% +2,348 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,163 $1.98M 0.04% +499 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,161 $1.98M 0.03% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 7,115 $1.97M 1.42% +827 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,100 $1.97M 1.32% new 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,078 $1.96M 0.42% +5 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,039 $1.95M 0.03% -89 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,016 $1.94M 0.15% +225 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,014 $1.94M 0.01% +2,048 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,000 $1.94M 0.02% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,931 $1.92M 0.54% -123 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,914 $1.91M 0.18% -368 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,904 $1.91M 1.57% -83 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,836 $1.89M 0.76% -50 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,824 $1.89M 1.27% -261 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,686 $1.86M 0.39% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 6,725 $1.86M 1.38% +247 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,621 $1.85M 0.19% -198 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,634 $1.84M 0.53% -331 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,604 $1.83M 1.75% 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,598 $1.83M 0.25% +12 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,588 $1.82M 0.07% -733 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,550 $1.81M 0.03% -1,040 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,521 $1.81M 0.02% +231 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,517 $1.81M 0.01% -106 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,446 $1.79M 0.12% -200 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,328 $1.76M 0.16% -2,131 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,326 $1.75M 0.18% +4,333 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,295 $1.74M <0.01% -10,345 13F-HR Timeline Group Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 6,275 $1.74M 0.54% +69 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,260 $1.73M 0.12% -199 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 6,230 $1.73M 0.71% -133 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 6,227 $1.73M 0.25% -15 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,179 $1.71M 0.22% +9 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 6,174 $1.71M 1.37% -641 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,149 $1.7M 0.13% -58 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,120 $1.69M 0.13% +875 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,062 $1.68M 0.19% +745 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,017 $1.67M 0.31% +240 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,017 $1.67M 0.1% +5,136 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,987 $1.66M 0.04% -7,221 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 5,937 $1.64M 1.23% +1,394 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,925 $1.64M 0.01% +1,679 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,858 $1.63M 0.02% -174 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,852 $1.62M 0.41% +254 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,831 $1.61M 1.04% +20 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,822 $1.61M 0.11% -244 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,813 $1.61M 0.08% -206 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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