Essential Planning, LLC. More: the full row for Essential Planning, LLC. 16,261 $4.84M 1.67% -602 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 16,255 $4.84M 1.36% +8,056 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,167 $4.81M 0.1% +1,039 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,139 $4.8M 0.23% -11,827 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 15,940 $4.74M 0.32% -2,277 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 15,887 $4.73M 2.45% +41 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 15,883 $4.73M 0.38% 0 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. 15,756 $4.69M 0.09% +227 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 15,707 $4.67M 3.42% +8,535 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 15,652 $4.66M 0.07% -277 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 15,611 $4.65M <0.01% +312 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,549 $4.63M 3.7% -9 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,547 $4.63M 0.11% +23 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,396 $4.58M 0.01% +135 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15,329 $4.56M <0.01% -9,300 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 15,231 $4.53M 0.17% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,218 $4.53M 0.38% +133 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 14,978 $4.46M 1.87% +297 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,471 $4.31M 0.12% +1,566 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 14,466 $4.31M 1.11% +5,128 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,447 $4.3M 0.01% -215 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,381 $4.28M 0.1% -366 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 14,249 $4.24M 0.09% +1,502 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 14,246 $4.24M 0.87% -576 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 14,214 $4.23M 3.04% +198 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 14,173 $4.22M 0.51% +56 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 13,915 $4.14M 2.87% -350 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 13,850 $4.12M 0.72% -373 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,696 $4.08M 0.4% -60 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,631 $4.06M 0.07% +451 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 13,314 $3.96M 0.64% -18 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 13,294 $3.96M 0.59% +1,391 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 13,261 $3.95M 0.11% -36,045 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 13,134 $3.91M 0.28% +1,233 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,042 $3.88M 0.48% +48 13F-HR/A Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,940 $3.85M 0.09% +7 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,867 $3.83M 0.4% +2,719 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,780 $3.8M 1.42% +261 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,620 $3.76M 0.72% -50 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,610 $3.75M 0.01% +4,270 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12,359 $3.68M 0.17% 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 12,088 $3.6M 1.43% +64 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,703 $3.52M 0.18% +113 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,795 $3.51M 0.59% +150 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,782 $3.51M 0.59% -537 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,690 $3.48M 0.86% +466 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,644 $3.47M 0.03% +1,150 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,630 $3.46M 0.02% +9,155 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,614 $3.46M 0.49% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,538 $3.43M 0.19% +199 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,135 $3.31M 0.35% -600 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 11,082 $3.3M 1.65% -229 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,023 $3.28M 0.29% -357 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 10,951 $3.26M 1.69% -1,859 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,926 $3.25M 0.17% -61 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,917 $3.25M 0.17% +39 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,908 $3.25M 0.2% +4,788 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,898 $3.24M 0.59% -3 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,683 $3.18M 0.14% -90 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,519 $3.13M 0.91% +2,475 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,379 $3.09M 0.83% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,226 $3.04M 0.04% -582 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,207 $3.04M 1.26% +49 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,203 $3.04M 0.06% +1,583 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,036 $2.99M 0.19% -1,445 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9,932 $2.96M 0.59% -1,283 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 9,879 $2.94M 0.19% +3,433 13F-HR/A Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 9,844 $2.93M -344 Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,809 $2.92M 0.43% -78 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,797 $2.92M 2.83% +45 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,788 $2.91M <0.01% 0 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 0 $2.89M 1.26% -10,152 13F-HR Timeline Amount filed as zero, left out of ratios. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,677 $2.88M 0.03% +5,192 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 9,554 $2.84M 1.28% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,552 $2.84M 1.13% -978 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 9,480 $2.82M 1.26% +245 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,438 $2.81M 0.32% +56 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,360 $2.79M 0.48% -869 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,278 $2.76M 0.03% -222 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 9,234 $2.75M <0.01% +667 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,201 $2.74M 0.19% +49 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,114 $2.71M 0.39% -504 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 9,113 $2.71M 0.6% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 9,104 $2.71M 0.76% +9 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 9,073 $2.7M 1.7% -35 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,926 $2.68M 0.24% +2,305 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,968 $2.67M 1.24% -326 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,899 $2.65M 0.1% -74 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,555 $2.54M 0.39% -415 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,363 $2.49M 0.05% +749 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,164 $2.43M 0.77% -114 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,163 $2.43M 0.81% -3,051 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,152 $2.43M 0.11% -63 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,091 $2.41M 0.29% -13,527 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,077 $2.4M 0.23% -142 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,047 $2.39M 0.02% +194 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,971 $2.37M 0.18% +334 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,951 $2.37M 0.04% -2,022 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,932 $2.36M 0.28% -87 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 7,916 $2.36M 0.02% -29,921 13F-HR/A Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 7,817 $2.33M 1.04% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,817 $2.33M 1.04% +130 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,782 $2.32M 0.04% -552 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 7,633 $2.31M 0.67% -1,463 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,757 $2.31M 0.19% +10 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,756 $2.31M 0.52% +566 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 7,675 $2.28M 1.56% +300 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,553 $2.25M 1.34% +453 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,453 $2.22M 0.17% +3,347 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 7,347 $2.22M 0.81% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 7,406 $2.2M 1.42% +291 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,380 $2.2M 0.34% -73 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,366 $2.19M 0.06% -7,905 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 7,326 $2.18M 0.15% -81 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 7,295 $2.17M 0.96% -284 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,275 $2.17M 0.03% +725 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,257 $2.16M 0.01% +243 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,249 $2.16M 1.39% -49 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,159 $2.13M 0.32% -10 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,157 $2.13M 0.01% -1,602 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,127 $2.12M 1.61% +223 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,010 $2.12M 0.02% +10 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,096 $2.11M 0.14% +80 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,081 $2.11M 0.04% -82 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,081 $2.11M 0.43% +3 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,039 $2.1M 0.17% +125 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,039 $2.09M 0.04% +1,052 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 7,013 $2.09M 1.31% +288 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,985 $2.08M 0.01% -615 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,086 $2.08M 0.05% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,946 $2.07M 0.05% -564 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,935 $2.06M 0.14% -285 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,828 $2.03M 0.53% -103 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,775 $2.02M 0.03% -4,996 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,686 $2.01M 0.41% 0 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,764 $2.01M 0.74% -72 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 6,761 $2.01M 0.26% +534 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,744 $2.01M 1.24% -80 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,683 $1.99M 0.03% -356 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 6,588 $1.96M 0.07% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,543 $1.95M 0.69% -2,151 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,522 $1.94M 1.74% -82 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,515 $1.94M 0.02% -6 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,358 $1.89M 0.01% -159 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,348 $1.89M 0.08% +545 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,326 $1.88M 0.09% +663 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,320 $1.88M 0.52% -314 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,272 $1.87M 0.3% +255 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,188 $1.85M 0.02% +330 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,183 $1.84M 0.22% +4 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,132 $1.83M 0.09% +310 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,133 $1.82M 0.07% -12,277 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,120 $1.82M 0.13% -29 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,049 $1.8M 0.44% +197 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,986 $1.78M 0.12% -274 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,984 $1.78M 0.06% -1,974 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,979 $1.78M 0.01% +54 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,962 $1.77M 0.18% -100 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,919 $1.76M 0.67% +193 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,888 $1.75M <0.01% +4,221 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,852 $1.74M 0.09% -165 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 5,829 $1.73M 0.82% -446 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,776 $1.72M 0.58% +415 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,745 $1.71M 0.15% -583 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,737 $1.71M 0.01% +2 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 5,718 $1.7M 0.66% -512 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,711 $1.7M 0.01% -40 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 5,699 $1.7M 1.16% -238 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,692 $1.69M 0.1% -3 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,692 $1.69M 0.95% -139 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,690 $1.69M 0.19% -17 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,579 $1.66M 0.5% +496 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,556 $1.65M 0.88% +53 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,550 $1.65M 0.09% -88 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,550 $1.65M 0.07% -263 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,520 $1.64M 0.25% +8 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,502 $1.64M 0.02% +16 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,495 $1.64M 0.26% -42 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,493 $1.63M 0.2% +60 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,484 $1.63M 0.03% -52,519 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,444 $1.62M 0.02% +2,220 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,404 $1.61M 0.13% +1,050 13F-HR Timeline TCI Wealth Advisors, Inc. 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