Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 18,708 $5.65M 1.13% -693 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 18,615 $5.62M 0.19% +41 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 18,515 $5.59M 1.46% +74 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,901 $5.41M 0.32% -484 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 17,853 $5.39M 2.55% +247 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 17,474 $5.28M <0.01% +1,863 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17,419 $5.26M 0.33% +962 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,406 $5.26M 0.4% +1 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 17,288 $5.22M 0.81% -179 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 17,152 $5.18M 0.1% -157 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 17,138 $5.18M 0.42% +49 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,913 $5.11M 0.24% -965 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,589 $5.01M 0.53% +3,722 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 16,525 $4.99M 3.37% -51 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 16,409 $4.96M 1.16% +154 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 16,250 $4.91M 0.16% -4,077 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 16,203 $4.9M 1.56% -58 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 16,177 $4.89M 2.48% +290 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 15,883 $4.8M 0.37% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,774 $4.77M 0.09% -393 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. 15,465 $4.67M 0.09% -291 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 15,451 $4.67M 3.7% -98 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 15,374 $4.64M 0.31% -566 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,275 $4.61M 0.11% -272 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 15,275 $4.61M 1.03% +809 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 15,147 $4.58M 1.86% +169 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 14,967 $4.52M 0.01% -429 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,748 $4.46M 0.17% +12,121 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,476 $4.37M 0.4% +1,434 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,413 $4.35M 0.01% -34 13F-HR/A Timeline Group Seek First Inc. More: the full row for Seek First Inc. 14,373 $4.34M 2.99% +159 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,335 $4.33M 0.06% -1,317 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 14,211 $4.29M 0.87% -35 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 14,196 $4.29M 0.08% -53 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,113 $4.26M 0.07% +482 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,111 $4.26M 0.36% -1,107 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 14,078 $4.25M 2.88% +163 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 14,077 $4.25M 0.52% -96 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,981 $4.22M 0.03% +2,337 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 13,568 $4.1M 0.7% -282 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 13,496 $4.08M 2.95% 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 13,473 $4.07M 0.28% +339 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,465 $4.07M 0.18% +1,106 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,456 $4.07M 0.39% -240 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 13,121 $3.96M 0.63% -193 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,981 $3.96M 0.15% +10,351 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,992 $3.93M 0.09% +52 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,839 $3.88M 1.35% +59 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,798 $3.87M 0.29% +7,394 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 12,714 $3.84M 3.6% 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,540 $3.79M 0.72% -80 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,359 $3.73M 0.17% -344 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,334 $3.73M 0.9% +644 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 12,218 $3.69M 1.37% +130 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 12,193 $3.68M 1.4% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,073 $3.65M 0.1% -1,188 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 12,021 $3.63M 0.99% +1,502 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 12,867 $3.6M 4.35% +9,722 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,795 $3.56M 0.56% 0 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 11,737 $3.55M 2.52% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,614 $3.51M 0.5% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,475 $3.47M <0.01% -3,854 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,326 $3.42M 0.18% -212 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,179 $3.38M 0.55% -603 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,976 $3.32M 0.28% -47 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 10,967 $3.31M 1.65% -115 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,943 $3.31M 0.11% +4,355 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10,858 $3.28M 0.34% -277 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,852 $3.28M 0.6% -46 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,814 $3.27M 0.04% +588 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,760 $3.25M 0.02% +3,775 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 10,700 $3.23M 1.31% +493 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,683 $3.23M 0.14% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,682 $3.23M 0.15% -235 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,600 $3.2M 0.15% -308 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,524 $3.18M 0.18% -402 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,191 $3.17M 1.37% +711 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,373 $3.13M 0.67% -6 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,280 $3.11M 0.02% -1,350 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 10,191 $3.08M 2.11% 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 9,992 $3.02M 2.75% +195 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,963 $3.01M 0.19% -73 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,924 $3M 0.44% +115 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9,906 $2.99M 0.59% -26 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 9,803 $2.96M 1.46% -1,148 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 9,752 $2.95M 1.26% +9,752 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 9,748 $2.95M -96 Timeline Matisse Capital More: the full row for Matisse Capital 9,554 $2.89M 1.29% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,529 $2.88M 0.31% +91 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 9,520 $2.88M 2.13% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,451 $2.86M 0.48% +91 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 9,370 $2.83M <0.01% +136 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,176 $2.82M 0.07% -27 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,313 $2.81M 0.22% +1,556 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,205 $2.78M 1.07% -347 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,196 $2.78M 0.03% -82 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 9,189 $2.78M 1.39% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,116 $2.75M 0.18% -85 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,076 $2.74M 0.37% -38 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 9,073 $2.74M 1.65% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,028 $2.73M 0.1% +129 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 8,988 $2.72M 0.57% -125 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,879 $2.68M 0.03% -798 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,848 $2.67M 0.37% +293 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,158 $2.65M 0.22% -768 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,746 $2.64M 1.15% -222 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,508 $2.57M 1.45% +1,495 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,442 $2.55M 0.19% +989 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,359 $2.53M 0.03% +577 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,288 $2.5M 0.11% +1,962 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 8,259 $2.5M 0.75% +95 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 8,214 $2.48M 1.61% +539 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,147 $2.46M 0.05% -216 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,125 $2.45M 0.05% +1,086 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,990 $2.44M 0.03% +6,525 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 8,062 $2.44M 2.05% 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 8,052 $2.43M 0.6% 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 8,011 $2.42M 1.52% +605 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,884 $2.38M 0.94% +67 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,860 $2.37M 0.27% -72 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,355 $2.36M 0.76% -389 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,783 $2.35M 0.27% -308 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 7,781 $2.35M 0.22% -296 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,771 $2.35M 0.17% -200 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 7,764 $2.35M 2.42% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,760 $2.34M <0.01% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,756 $2.34M 0.49% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,603 $2.3M 0.64% -30 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,595 $2.29M 0.06% +229 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,517 $2.28M 0.04% -434 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,529 $2.27M 1.27% -24 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,518 $2.27M 0.03% +243 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 7,494 $2.26M 0.16% +168 13F-HR Timeline Group Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 7,175 $2.26M 0.75% -172 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,424 $2.24M <0.01% -2,364 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 7,420 $2.24M 1.49% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,381 $2.23M 0.01% +124 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,013 $2.23M 0.02% +3 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,370 $2.23M 0.34% -10 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,359 $2.22M 0.02% +1,915 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 7,310 $2.21M 0.93% +15 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,169 $2.17M 0.13% +73 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 7,143 $2.16M 1.57% +16 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,116 $2.15M 0.03% +341 13F-HR Timeline Group Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 7,069 $2.14M 0.43% -12 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,062 $2.13M <0.01% +1,174 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 7,053 $2.13M 0.3% -106 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,028 $2.12M 0.28% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,976 $2.11M 0.69% -1,187 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,952 $2.1M 0.17% -87 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,901 $2.08M 0.04% -180 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,900 $2.08M 0.05% -46 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,866 $2.07M 0.72% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,828 $2.06M 0.53% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,686 $2.05M 0.42% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,788 $2.05M 0.04% -298 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,712 $2.03M 0.14% -223 13F-HR Timeline Group KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,683 $2.02M 0.7% -81 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 6,543 $1.98M 0.52% -2,561 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,506 $1.97M 0.53% +234 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,480 $1.96M 0.08% +132 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,464 $1.95M 0.02% -51 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,427 $1.95M 0.08% -1,725 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,332 $1.91M 0.67% -211 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,326 $1.91M 0.51% +6 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,216 $1.88M 0.03% -467 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,202 $1.87M 0.07% +218 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,156 $1.86M 0.21% -27 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6,112 $1.85M 1.58% -410 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,096 $1.84M 0.14% -24 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,954 $1.8M 0.18% +2,977 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,948 $1.8M 0.42% -101 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 5,927 $1.79M 1.23% -1,322 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,878 $1.78M 0.66% -41 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,868 $1.77M 0.05% +881 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,844 $1.77M 0.08% -8 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 5,809 $1.75M +64 Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,718 $1.73M 0.09% +168 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 5,718 $1.73M 0.59% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,706 $1.72M 0.11% -280 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,702 $1.72M 0.5% +123 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,681 $1.72M 0.01% -56 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,668 $1.71M 0.1% -24 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,648 $1.71M 0.01% -331 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,622 $1.7M 0.61% -154 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,611 $1.69M 0.08% -521 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,589 $1.69M 0.18% -101 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 5,576 $1.68M 1.15% -123 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,545 $1.68M 0.01% -166 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,538 $1.67M 0.05% +818 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,521 $1.67M 0.03% +37 13F-HR/A Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 5,515 $1.67M 0.03% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,505 $1.66M 0.26% +10 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,492 $1.66M 0.9% -200 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,478 $1.65M 0.16% -484 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,436 $1.64M 0.07% -114 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,393 $1.63M 0.09% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,378 $1.62M 0.36% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,375 $1.62M 0.15% +268 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,367 $1.62M 0.04% +3,245 13F-HR/A Timeline Group