NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,780 $1.86M 0.03% -361 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,702 $1.84M 0.21% -65 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,662 $1.83M 0.33% -43 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,630 $1.83M 0.54% -167 13F-HR/A Timeline InvesTrust More: the full row for InvesTrust 8,583 $1.82M 0.7% +134 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 8,547 $1.81M 0.4% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,483 $1.8M 0.06% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,462 $1.79M 0.08% +14 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 8,453 $1.79M 0.83% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,448 $1.79M 0.25% +125 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,447 $1.79M 0.13% +1,860 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,444 $1.79M 0.42% +33 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 8,412 $1.78M 0.62% -489 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 8,408 $1.78M <0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,318 $1.78M 0.02% +3,750 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 8,346 $1.77M 1.8% -89 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,335 $1.77M 0.35% -36 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 8,305 $1.76M 1.69% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,293 $1.76M 0.1% +1,396 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 7,827 $1.76M 1.17% +663 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,271 $1.75M 0.63% -230 13F-HR Timeline City State Bank More: the full row for City State Bank 8,183 $1.73M 0.47% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,178 $1.73M 0.1% +1,530 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. 8,157 $1.73M 0.03% +377 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 8,106 $1.72M 2.38% -5,017 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,030 $1.7M 0.08% +4,144 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,975 $1.69M 1.5% 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 7,949 $1.68M 0.26% +624 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,939 $1.68M 0.15% +1,661 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 7,839 $1.66M 0.1% +1,221 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,821 $1.66M 0.22% -113 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 7,805 $1.65M 0.9% -422 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,773 $1.65M 0.03% -824 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 7,767 $1.64M 0.82% +68 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,706 $1.63M 0.53% +264 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,649 $1.62M 0.06% -388 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,589 $1.61M 0.52% +442 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,534 $1.6M 0.07% -414 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 7,502 $1.59M 1.45% +175 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,499 $1.59M 0.12% +3,132 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,466 $1.58M 0.38% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,462 $1.58M 0.25% -194 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,436 $1.57M 0.11% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 7,382 $1.56M 0.19% +236 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,378 $1.56M 1.15% +260 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,371 $1.56M 0.08% -126 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,368 $1.56M 0.1% +2,595 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,299 $1.55M 0.07% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,273 $1.54M 0.08% +21 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,271 $1.54M 0.07% +234 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 7,245 $1.53M 0.13% -5 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,237 $1.53M 0.15% +3,671 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,210 $1.53M 0.33% -796 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,178 $1.52M 0.02% -348 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,142 $1.51M 0.02% -64 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 7,095 $1.5M 0.08% -385 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 7,080 $1.5M 1.1% -297 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,065 $1.5M 0.48% -901 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,016 $1.49M 0.16% +1,991 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,984 $1.48M 0.1% +117 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,909 $1.46M 0.01% +428 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 6,900 $1.46M 0.75% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,895 $1.46M 0.05% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,882 $1.46M 0.28% -500 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 6,881 $1.46M 1.33% 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,881 $1.46M 0.19% +2,610 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,860 $1.45M 0.17% -1,262 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 6,830 $1.45M 0.73% -293 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,814 $1.44M 0.68% +3 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 6,779 $1.44M 0.27% -178 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,764 $1.43M 0.17% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 6,746 $1.43M 0.04% +281 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,735 $1.43M 0.81% -4,283 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,695 $1.42M 0.82% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,675 $1.41M 0.4% -1,515 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 6,591 $1.41M 0.41% -98 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,667 $1.41M 0.02% +279 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 6,665 $1.41M 0.59% +125 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,621 $1.4M 0.06% +2,663 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 6,619 $1.4M 0.81% +192 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,614 $1.4M 0.21% +29 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,612 $1.4M 0.29% -52 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,570 $1.39M 0.7% -12 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,548 $1.39M 0.1% -299 13F-HR Timeline Trust Co More: the full row for Trust Co 6,543 $1.39M 0.13% +1,153 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,526 $1.38M 0.49% +2,433 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 6,403 $1.37M 0.53% +188 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,473 $1.37M <0.01% +547 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,447 $1.37M 0.06% +1,701 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,446 $1.37M 0.04% -341 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,434 $1.36M 1.16% +206 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,426 $1.36M 0.31% +106 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 6,393 $1.35M 0.18% -56 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 6,379 $1.35M 1.28% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,378 $1.35M 0.04% +204 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,317 $1.34M 0.49% +910 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,301 $1.33M 0.17% -264 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,272 $1.33M 0.13% -415 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 6,250 $1.32M 0.11% -92 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,226 $1.32M 0.04% -55 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,201 $1.31M 0.15% -1,747 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 6,197 $1.31M <0.01% 0 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,189 $1.31M 0.28% +1,065 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,173 $1.31M 0.04% +896 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,165 $1.31M 0.39% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,151 $1.3M 0.2% +95 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,150 $1.3M 0.34% -2 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 6,142 $1.3M 0.79% +5 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 6,134 $1.3M 0.08% -631 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 6,092 $1.29M 0.24% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,084 $1.29M <0.01% +5,343 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,064 $1.28M 0.5% +105 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 6,041 $1.28M 0.23% -1,568 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,018 $1.27M 1.06% +3 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 6,006 $1.27M 0.69% -120 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 5,996 $1.27M 0.61% -50 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,972 $1.26M 0.46% +58 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,917 $1.25M 0.38% +1,095 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,529 $1.25M 0.34% -93 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,900 $1.25M 0.85% +526 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,862 $1.24M <0.01% -812 13F-HR Timeline Group Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 5,862 $1.24M 2.66% -102,813 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,818 $1.23M 0.19% -18 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,799 $1.23M 0.13% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,789 $1.23M 0.12% -525 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,775 $1.22M 0.53% -94 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,766 $1.22M 0.03% -482 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,754 $1.22M 0.34% -302 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,745 $1.22M 0.11% -2 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 5,736 $1.21M 0.25% 0 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 5,736 $1.21M 0.96% +650 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,670 $1.2M 0.15% +5 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 5,633 $1.19M 0.89% -286 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 5,597 $1.19M 1.03% 13F-HR/A Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,589 $1.18M 0.17% -40 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,567 $1.18M 0.09% +680 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5,564 $1.18M 0.14% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 5,559 $1.18M 0.91% -265 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,552 $1.18M 0.26% +64 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 5,549 $1.18M 1.23% 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 5,539 $1.17M 0.17% +58 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5,537 $1.17M 0.88% 0 13F-HR/A Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 5,514 $1.17M 0.91% +1,047 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,506 $1.17M 0.11% +37 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,506 $1.17M 0.26% -462 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,506 $1.17M 0.05% -46 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 5,505 $1.17M 0.57% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,474 $1.16M 0.74% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 5,418 $1.15M 0.3% -319 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 5,413 $1.15M 0.99% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,382 $1.14M 0.22% 0 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 5,363 $1.14M 0.51% +54 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 5,335 $1.13M 1.05% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,291 $1.12M 0.56% +71 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,286 $1.12M 0.08% -100 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,278 $1.12M 0.11% +78 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 5,277 $1.12M 0.54% +15 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5,266 $1.12M 0.45% +384 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 5,212 $1.1M 1.94% +769 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,204 $1.1M 0.12% -41 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 $1.1M 0.24% 0 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,169 $1.09M 1.05% -184 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 5,164 $1.09M 0.59% 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,149 $1.09M 0.13% -116 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,125 $1.09M 0.25% -302 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 5,111 $1.08M 0.74% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,102 $1.08M 0.03% +243 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,097 $1.08M 0.02% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 5,064 $1.07M 1.1% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,027 $1.06M 0.14% +41 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,020 $1.06M 0.1% +190 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 5,000 $1.06M 0.01% +2,000 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,993 $1.06M 0.32% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,785 $1.05M 0.63% +646 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4,961 $1.05M 0.66% -1,565 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,937 $1.05M 0.18% +4,936 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 4,925 $1.04M 0.65% -974 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,923 $1.04M 0.56% +24 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,905 $1.04M 0.21% +3,651 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,883 $1.03M 0.05% -182 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,880 $1.03M 0.49% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,877 $1.03M 0.03% +50 13F-HR/A Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 4,608 $1.02M 0.25% -120 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,825 $1.02M 0.15% -439 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,820 $1.02M 0.25% -184 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,817 $1.02M 0.07% +39 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,809 $1.02M 0.08% -297 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,797 $1.02M 0.62% +947 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,791 $1.01M 0.02% -1,608 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 4,543 $1.01M 0.65% -1,150 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 4,780 $1.01M 0.87% 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,725 $1M 0.2% -80 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,706 $997K 0.18% +1,067 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,698 $995K 0.17% -209 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,683 $992K 0.67% +41 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,681 $991K 0.02% +578 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,668 $989K 0.03% -657 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,663 $988K 0.09% -405 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,654 $986K 0.11% -87 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,643 $983K 0.21% +22 13F-HR Timeline