Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 48,560 $11.8M 0.29% +2,775 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 47,757 $11.6M 0.04% +4,065 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 47,274 $11.5M 3.53% -210 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 47,019 $11.4M 6.32% +2,683 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 46,917 $11.4M 4.66% +99 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 46,486 $11.3M 0.17% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 46,355 $11.3M 0.22% +481 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 46,304 $11.3M 0.62% -453 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 46,253 $11.2M 0.94% +9,305 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45,689 $11.1M 0.17% -33 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 45,356 $11M 1.97% +2,634 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45,305 $11M 0.09% +3,308 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 45,136 $11M 0.9% -9,117 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 44,971 $10.9M 7.52% -69 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 44,940 $10.9M 1.64% -1,481 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 44,818 $10.9M 3.68% -3 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 44,685 $10.9M 0.58% -1,809 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 44,539 $10.8M 0.07% -1,608 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 44,334 $10.8M 0.31% +17,986 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 44,293 $10.8M 0.05% -3,032 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 44,016 $10.7M 3.63% +13,763 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 43,533 $10.6M 0.61% -1,433 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 42,630 $10.4M 0.16% +163 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 42,341 $10.3M 0.02% +530 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 42,250 $10.3M 8.98% -623 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 42,150 $10.2M 1.02% +3,233 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 42,081 $10.2M 0.79% -5,994 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 46,086 $10M <0.01% +2,964 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 41,187 $10M 1.89% +3,202 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 41,134 $10M 2.29% -832 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 40,611 $9.87M 0.09% -29,626 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 40,400 $9.82M 0.33% -13,019 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 39,970 $9.71M 1.35% +2,538 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 39,837 $9.68M 5.82% +477 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 39,800 $9.67M 0.43% -17,425 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 39,710 $9.65M 0.18% +317 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 39,653 $9.64M 1.08% +125 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 38,893 $9.45M 2.31% -270 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 38,480 $9.35M 0.47% +99 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 38,430 $9.34M 0.18% +18,760 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 38,318 $9.31M 0.2% +202 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 38,289 $9.3M 1.95% -486 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 38,134 $9.27M 0.57% +998 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 37,525 $9.12M 6.24% +272 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 37,338 $9.07M 2.21% +30,919 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 37,294 $9.06M 1.94% -274 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 37,125 $9.02M 0.46% -736 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 36,960 $8.98M 1.05% +7,156 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 36,794 $8.94M 3.11% -344 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 36,641 $8.9M 1.11% -329 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 36,141 $8.88M 3.24% +1,472 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 36,336 $8.85M 0.09% +178 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 36,145 $8.78M 5.37% -77 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 36,003 $8.75M 0.95% -1,186 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 35,936 $8.73M 4.7% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 35,853 $8.71M 0.59% +419 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 35,813 $8.7M 0.42% -310 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 35,671 $8.67M 0.37% +25 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 35,395 $8.6M 1.76% -770 13F-HR Timeline Kinetic Wealth Investment Advisors LLC More: the full row for Kinetic Wealth Investment Advisors LLC 35,241 $8.56M 4.04% 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 35,143 $8.54M 2.73% -3,135 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 35,000 $8.5M 4.44% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,971 $8.5M 0.09% +3,202 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 34,819 $8.46M 5.19% -158 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 34,752 $8.44M 3.33% -1,918 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 34,741 $8.44M 0.2% +852 13F-HR Timeline Group Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 34,691 $8.43M 5.77% +1,980 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 34,671 $8.42M 4.4% +474 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 34,568 $8.4M 4.56% +132 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,539 $8.39M 0.27% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 34,527 $8.39M 0.95% +589 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 34,092 $8.38M +17,087 Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 34,384 $8.35M 6.04% +2,282 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 34,212 $8.31M 2.03% +1,393 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 33,879 $8.23M +377 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 33,871 $8.23M 0.12% +340 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 33,857 $8.23M 0.02% +654 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 33,658 $8.18M 0.83% +70 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,225 $8.07M 0.25% -31 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 32,475 $8.04M 3.43% +644 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 32,852 $7.98M 0.17% -181 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 32,582 $7.92M 2.4% +2,088 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 32,386 $7.87M 2.24% +74 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 32,314 $7.85M 6.17% +1,593 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 31,793 $7.73M 1.92% -1,641 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 31,778 $7.72M 0.67% -478 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 31,402 $7.6M 0.15% -25 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 31,057 $7.55M 0.57% +404 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 30,870 $7.54M 2.95% +888 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 30,954 $7.52M 1.52% -2,958 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 30,374 $7.38M 1.56% -420 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 30,277 $7.36M 0.04% -80 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 30,196 $7.34M 0.21% +597 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 30,101 $7.31M 1.19% -1,379 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 30,097 $7.31M 1.92% -1,094 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 30,045 $7.3M 1.05% -653 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 29,901 $7.27M 0.01% +26,514 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 29,868 $7.26M 0.13% +1,501 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 29,652 $7.21M 4.45% +2,455 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 29,538 $7.18M 0.28% +375 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 29,291 $7.12M 2.58% +66 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 29,286 $7.12M 0.69% +307 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,103 $7.07M 0.02% -691 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 28,982 $7.04M 2.24% +27,331 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 28,945 $7.03M 0.58% -300 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,769 $6.99M 0.18% +2,262 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 312,605 $6.97M 1.17% -42,933 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,578 $6.94M 0.15% +7,216 13F-HR Timeline Group Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 28,553 $6.94M 3.77% +1,175 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 28,483 $6.92M 0.14% -5,385 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 28,306 $6.88M 1.05% +268 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,200 $6.85M 0.04% +1,077 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 28,058 $6.82M 0.66% -519 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 28,057 $6.82M 0.34% -161 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 28,035 $6.81M 0.41% -3,111 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 27,930 $6.79M 2.32% -4,408 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 27,715 $6.73M 0.83% -81 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 27,691 $6.73M 0.15% +457 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 27,470 $6.68M +1,768 Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 27,447 $6.67M 0.88% +80 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,325 $6.64M <0.01% +265 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 27,170 $6.6M 2.67% -469 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 27,095 $6.58M 0.03% -2,975 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 26,804 $6.51M 0.2% +1,115 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 26,781 $6.51M -437 Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 26,660 $6.48M 1.26% +65 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 30,576 $6.47M 5.54% +87 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,728 $6.46M 0.99% -1,225 13F-HR/A Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 26,485 $6.44M 1.03% +158 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 26,469 $6.43M 0.32% +1,113 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,279 $6.39M 0.17% -1,680 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 26,176 $6.36M 0.38% -7 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 26,032 $6.33M 1.32% +446 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 25,925 $6.3M 2.17% -346 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 25,542 $6.21M 1.92% +230 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 25,512 $6.2M 0.1% -16,863 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 25,438 $6.18M 0.11% -4,344 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 25,317 $6.15M 0.17% +848 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 25,262 $6.14M 0.03% +159 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 25,255 $6.14M 0.07% +189 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 25,216 $6.13M 0.32% +210 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 25,193 $6.12M 3.27% +309 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 25,168 $6.12M 0.05% +157 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 25,194 $6.11M 1.18% -32 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 25,121 $6.1M 0.51% -884 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 25,051 $6.09M 0.28% -315 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 24,882 $6.05M 0.15% -1,445 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,814 $6.03M <0.01% +5,014 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 24,791 $6.02M 3.63% +261 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 24,732 $6.01M 0.7% +1,280 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,686 $6M 0.07% +3,236 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 24,620 $5.98M 3.78% +540 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 24,520 $5.96M 2.96% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 24,048 $5.84M 2% -195 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 24,000 $5.83M 2.08% +1,100 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 23,984 $5.83M 0.35% -49 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 23,942 $5.82M 1.83% +1,514 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 23,880 $5.8M 0.68% +3,792 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,632 $5.74M 0.09% +850 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,524 $5.72M 0.04% -1,293 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 23,212 $5.64M 0.5% -534 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 23,151 $5.63M 0.05% -1,893 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,913 $5.57M <0.01% +13,386 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 22,435 $5.45M 0.43% -3,476 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 22,415 $5.45M 0.01% -7,253 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 22,266 $5.41M 1.03% +2,264 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 22,237 $5.4M 0.1% +1,085 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 22,191 $5.39M 0.05% +4,012 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 22,182 $5.39M 1.06% -466 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 29,214 $5.39M 0.11% -221 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 22,173 $5.39M 0.47% +1,836 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 21,991 $5.34M 1.67% -372 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 21,736 $5.28M 0.39% -135 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 21,603 $5.25M 0.2% -662 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 21,490 $5.22M 0.92% -25 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 21,471 $5.22M 0.07% +9,295 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 21,432 $5.21M 3.05% +31 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 21,211 $5.15M 3.49% -280 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 21,023 $5.11M 0.11% -1,748 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 21,014 $5.11M 1.28% +169 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 20,781 $5.05M 0.51% +217 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 20,761 $5.04M 0.07% +1,060 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 20,695 $5.03M 1.07% +130 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 20,587 $5M 0.39% +1,917 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. 20,452 $4.97M 0.08% -142 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 20,315 $4.94M 2.47% -314 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,206 $4.89M 0.13% -916 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 20,126 $4.89M 1.05% +119 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 20,112 $4.89M 0.02% -7,719 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 20,019 $4.86M 1.23% -287 13F-HR Timeline SCOTIA CAPITAL INC. 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