BSW Wealth Partners More: the full row for BSW Wealth Partners 8,122 $1.7M 0.21% +374 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,037 $1.68M 0.06% +217 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,006 $1.67M 0.57% -664 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,966 $1.66M 0.54% -455 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,948 $1.66M 0.07% -32 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,948 $1.66M 0.21% -499 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,934 $1.66M 0.23% +2 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. 7,780 $1.62M 0.03% +792 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,699 $1.61M 0.87% +35 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,656 $1.6M 0.25% -309 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,632 $1.59M 0.05% -239 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 7,609 $1.59M 0.29% -868 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7,565 $1.58M 0.69% +613 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,526 $1.57M 0.02% +614 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,466 $1.57M 0.38% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,497 $1.56M 0.08% 0 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 7,480 $1.56M 0.09% +815 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,442 $1.55M 0.96% -68 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,436 $1.55M 0.11% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,382 $1.55M 0.3% +92 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 7,377 $1.54M 1.15% -53 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 7,327 $1.53M 1.49% -45 13F-HR Timeline SC&H Financial Advisors, Inc. 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More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 7,164 $1.49M 1.04% -29 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 7,123 $1.49M 0.78% -10 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,118 $1.49M 1.16% +152 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,037 $1.47M 0.09% +3,025 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 6,957 $1.45M 0.27% -32 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 6,900 $1.44M 0.85% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,897 $1.44M 0.1% -80 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,895 $1.44M 0.05% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,867 $1.43M 0.1% -417 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,847 $1.43M 0.11% -392 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,811 $1.42M 0.68% -20 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,787 $1.42M 0.04% -17 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,765 $1.41M 0.08% +371 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,764 $1.41M 0.18% -65 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 6,689 $1.4M 0.45% -818 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,687 $1.4M 0.14% -58 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,674 $1.39M <0.01% -261 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,664 $1.39M 0.3% -55 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,648 $1.39M 0.06% +953 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 6,618 $1.38M 0.09% -765 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,587 $1.37M 0.11% +126 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,585 $1.37M 0.22% +275 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,582 $1.37M 0.72% -518 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,565 $1.37M 0.17% -473 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 6,540 $1.37M 0.6% -644 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Coordinated Financial Services, Inc. 6,427 $1.34M 0.86% +273 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,399 $1.34M 0.02% -2,462 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,388 $1.33M 0.02% -162 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,344 $1.32M 0.21% +4,556 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 6,342 $1.32M 0.11% +77 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,320 $1.32M 0.31% -146 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,314 $1.32M 0.13% -219 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,281 $1.32M 0.04% -252 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,278 $1.31M 0.16% -829 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 6,248 $1.3M 0.03% 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,228 $1.3M 1.13% +149 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 6,197 $1.29M <0.01% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,174 $1.29M 0.04% +507 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,165 $1.29M 0.41% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 6,137 $1.29M 0.8% +48 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,152 $1.28M 0.34% +2,924 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 6,126 $1.28M 0.72% -87 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 6,215 $1.28M 0.52% +156 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,073 $1.27M 0.19% +2,079 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 6,056 $1.26M 0.4% -11 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,056 $1.26M 0.2% +4,937 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 6,046 $1.26M 0.61% -110 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,015 $1.26M 1.1% -631 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,968 $1.25M 0.29% -700 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 5,959 $1.24M 0.49% -30 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,926 $1.24M <0.01% +76 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,919 $1.24M 0.95% -745 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,914 $1.23M 0.47% -1,251 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5,899 $1.23M 0.82% -7,141 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,865 $1.23M 0.59% +62 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,869 $1.23M 0.56% +12 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,815 $1.22M 0.55% -30 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,836 $1.22M 0.19% -5 13F-HR Timeline Clear Point Advisors Inc. 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More: the full row for CHATHAM CAPITAL GROUP, INC. 5,629 $1.17M 0.17% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,622 $1.17M 0.4% -466 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5,564 $1.16M 0.14% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,552 $1.16M 0.05% +83 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5,537 $1.16M 0.94% -15 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 5,505 $1.15M 0.57% 0 13F-HR Timeline McClarren Financial Advisors, Inc. 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More: the full row for MidAtlantic Capital Management, Inc. 5,474 $1.14M 0.78% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,469 $1.14M 0.11% +1,241 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,427 $1.13M 0.27% +214 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,407 $1.13M 0.42% +361 13F-HR Timeline Trust Co More: the full row for Trust Co 5,390 $1.12M 0.12% +134 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,386 $1.12M 0.07% +356 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,382 $1.12M 0.22% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,374 $1.12M 0.8% +95 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,353 $1.12M 1.08% -8 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,346 $1.12M 0.14% -87 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,335 $1.11M 0.03% +2,261 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,325 $1.11M 0.04% +101 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 5,309 $1.11M 0.53% -41 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,292 $1.1M 0.13% -272 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,288 $1.1M 0.5% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,277 $1.1M 0.05% +1,148 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,265 $1.1M 0.14% -9 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,264 $1.1M 0.17% -9 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 5,262 $1.1M 0.54% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,245 $1.09M 0.13% +3 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,220 $1.09M 0.53% -126 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,200 $1.08M 0.11% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 5,196 $1.08M 0.24% 0 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 5,144 $1.07M 0.97% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,124 $1.07M 0.28% -126 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,097 $1.07M 0.02% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 5,111 $1.07M 0.69% -3 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,106 $1.07M 0.08% -221 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,068 $1.06M 0.11% -1 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 5,086 $1.06M 1.01% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,065 $1.06M 0.05% -56 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,025 $1.05M 0.12% -1,078 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,022 $1.05M 0.98% -721 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,004 $1.04M 0.26% -221 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,995 $1.04M 0.1% -598 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,993 $1.04M 0.33% -29 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,986 $1.04M 0.13% +119 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,907 $1.02M 0.18% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,899 $1.02M 0.59% +11 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,887 $1.02M 0.08% +1,399 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,882 $1.02M 0.39% +177 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,880 $1.02M 0.41% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,859 $1.01M 0.03% -665 13F-HR Timeline Pekin Hardy Strauss, Inc. 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More: the full row for Kovack Advisors, Inc. 4,746 $991K 0.09% +180 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,741 $989K 0.11% -206 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,728 $987K 0.27% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,642 $969K 0.66% +1,401 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,633 $967K 0.22% -77 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,622 $965K 0.04% +1,588 13F-HR/A Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,621 $965K 0.2% +2,313 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,610 $962K 0.03% -486 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,588 $957K 0.03% -92 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,568 $954K 0.01% -5 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,551 $954K 0.01% +302 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,568 $953K 0.38% -38 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,545 $953K 0.45% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,515 $942K 0.17% +36 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,489 $937K 0.57% 0 13F-HR Timeline Goelzer Investment Management, Inc. 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