Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 16,436 $1.38M 0.09% -241 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,374 $1.38M 0.06% +785 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 16,359 $1.38M 0.27% -85 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,342 $1.37M 0.07% +1,204 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,273 $1.37M 0.1% -2,389 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 16,233 $1.37M 0.44% +5,917 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 14,535 $1.36M 0.47% -11,431 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 16,200 $1.36M 0.63% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,101 $1.36M 0.12% -757 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,012 $1.35M 0.02% +281 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 15,964 $1.34M 0.58% +522 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,868 $1.33M 0.02% +698 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 15,792 $1.33M 0.26% +1,669 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 15,727 $1.32M 0.06% -1,620 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 15,690 $1.32M 0.44% -12,297 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,543 $1.31M 0.04% +297 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,399 $1.3M 0.03% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15,325 $1.29M 0.08% +511 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 15,220 $1.28M 0.34% +461 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 15,144 $1.27M 0.27% new 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 15,080 $1.27M <0.01% +2,540 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 15,054 $1.27M 0.45% +1,126 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 14,876 $1.25M 0.14% new 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 14,898 $1.25M 0.21% +1,561 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 14,735 $1.24M 0.31% +1,530 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,504 $1.22M 0.08% -860 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 14,380 $1.21M 0.66% +1,313 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,364 $1.21M 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,340 $1.21M 0.02% +1,849 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,231 $1.2M <0.01% new 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 14,068 $1.18M 0.24% +961 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 14,001 $1.18M 0.87% +204 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,801 $1.16M 0.11% +148 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,766 $1.16M 0.1% +635 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,703 $1.15M 0.25% -2,185 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 13,653 $1.15M 1.03% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,641 $1.15M 0.05% -8,158 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,607 $1.14M 0.28% +522 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 13,534 $1.14M 0.36% new 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,500 $1.14M 0.36% +1,104 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,469 $1.13M 0.04% +2,005 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 13,416 $1.13M 0.1% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 13,397 $1.13M 0.59% -916 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,328 $1.12M 0.06% -3,629 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,110 $1.1M 0.38% +581 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 13,046 $1.1M 0.96% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,032 $1.1M <0.01% +1,936 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 13,023 $1.1M 0.61% -25 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 13,002 $1.09M 0.44% +6,370 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 12,938 $1.09M 0.7% -467 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,747 $1.07M 0.03% +3,412 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 12,661 $1.06M -10,491 Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,506 $1.05M 0.09% +488 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 12,440 $1.05M 0.71% -705 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,276 $1.04M 0.06% +426 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,325 $1.04M 0.01% -182 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 12,260 $1.03M 0.38% +1,700 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,241 $1.03M 0.11% -250 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 12,207 $1.03M 0.29% -1,145 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 12,153 $1.02M 0.08% +369 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,136 $1.02M <0.01% -1,139 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 12,127 $1.02M 0.04% +5,588 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 12,063 $1.01M 0.3% -780 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,905 $1M 0.04% +107 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 11,905 $1M 0.56% -96 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,869 $998K 0.03% +242 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,725 $986K 0.05% -199 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 11,678 $982K 0.3% +686 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 11,507 $967K 0.44% -1,678 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 11,346 $954K 0.5% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,339 $954K 0.02% +9 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 11,317 $952K 0.92% 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 11,366 $951K 0.29% 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 11,301 $951K 0.15% -156 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 11,290 $950K 0.13% -744 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,193 $941K 0.05% +1,220 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,922 $919K 0.03% +39 13F-HR Timeline Group Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,917 $918K 0.21% 0 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 10,854 $913K 0.53% +42 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,849 $913K 0.03% +885 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,745 $904K 0.26% +599 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 10,739 $903K 0.8% -54 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,700 $900K 0.11% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,819 $894K 0.07% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,575 $889K 0.24% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,517 $885K 0.09% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,517 $884K 0.04% +3,000 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,492 $882K 0.19% -1,493 13F-HR/A Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 10,398 $875K 0.16% +955 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,389 $874K 0.07% -137 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,366 $872K 0.04% -912 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 10,339 $870K 0.65% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 10,312 $867K 0.29% +1,157 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,245 $862K 0.14% +8 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,241 $861K 0.03% -444 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 10,113 $851K 0.64% -2,824 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 10,054 $846K 0.01% +3,404 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 10,000 $841K 0.4% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,912 $834K 0.09% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,828 $827K 0.09% +2,072 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 9,826 $827K 0.21% +286 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 9,793 $824K 0.04% +8,551 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,757 $821K 0.01% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 9,712 $817K 0.2% +3,235 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,605 $810K 0.24% -871 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 9,540 $802K 0.54% -566 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 9,518 $801K 0.03% -321 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 9,406 $791K 0.46% +2,895 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 9,404 $791K 0.1% -175 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,360 $786K 0.26% +789 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,275 $780K 0.15% +1,000 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,266 $779K 0.14% +6,076 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,236 $777K 0.05% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 9,151 $770K 0.14% -97 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,126 $768K 0.04% +2,591 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,083 $764K 0.02% +1,526 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,042 $761K 0.03% +2,566 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,016 $758K 0.34% -607 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,919 $750K 0.06% +2,448 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,895 $748K 0.03% +70 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,753 $736K 0.02% +2,484 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,650 $728K 0.2% +15 13F-HR/A Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,630 $726K 0.07% +25 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 8,550 $724K 0.37% -27,295 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 8,572 $721K 0.06% +885 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,519 $717K 0.32% +2,566 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,516 $716K 0 Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 8,500 $715K 1.05% new 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 8,498 $715K 0.39% -1,266 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 8,425 $709K 0.01% -6,842 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,378 $705K 0.43% -2,506 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,356 $703K 0.05% +3,397 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,321 $700K 0.12% +2 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,194 $689K 0.49% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,178 $688K 0.03% -1,816 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,146 $685K 0.03% -17 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 8,136 $684K 0.23% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,118 $683K 0.01% -1,927 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,036 $676K 0.04% +4,493 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,035 $676K 0.01% +224 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 8,030 $675K 0.31% -2,077 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,981 $671K 0.18% +113 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,910 $665K 0.03% -35 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,903 $665K 0.06% -22 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,855 $661K 0.09% -143 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,827 $658K 0.02% -1,586 13F-HR/A Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 7,780 $654K 0.18% -364 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,763 $653K 0.12% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,760 $653K 0.31% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,751 $652K 0.44% +254 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,704 $648K 0.04% +13 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,682 $646K 0.05% +16 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,612 $640K 0.03% -660,835 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,584 $638K 0.05% -409 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,556 $636K 0.03% +39 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 7,552 $635K 0.56% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,530 $633K 0.04% +344 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,528 $633K 0.5% +351 13F-HR/A Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,523 $633K 0.14% +1,122 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 7,514 $632K 0.36% -798 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,455 $627K 0.47% +150 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 7,450 $627K 0.31% +20 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,435 $625K 0.03% +4,471 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 7,356 $619K 0.04% +2,551 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,287 $618K 0.1% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,292 $613K <0.01% +1,512 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 7,287 $613K <0.01% +4,021 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,266 $611K 0.1% +1,433 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 7,186 $604K 0.38% -70 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,077 $595K 0.13% -857 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,010 $590K 0.21% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,001 $589K 0.07% +677 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,966 $586K 0.11% +1,919 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,951 $585K 0.34% -54 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,940 $584K 0.08% +2,550 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 6,920 $582K 0.12% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,904 $581K 0.26% +75 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,900 $580K 0.02% -525 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 6,884 $579K 0.35% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,883 $579K 0.13% +663 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,883 $579K -1,437 Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,870 $578K 0.06% -1,043 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,852 $576K 0.08% +48 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,812 $573K 0.46% -42 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,737 $567K 0.07% -4,987 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,724 $566K <0.01% +1,625 13F-HR/A Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,722 $565K 0.02% +2,929 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,715 $565K 0.07% -769 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 6,711 $564K 0.2% -22 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 6,654 $560K 0.24% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 6,611 $556K 0.05% +38 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,603 $555K 0.01% +1,329 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,590 $554K <0.01% -470 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,566 $552K 0.02% +1,325 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,566 $552K 0.19% +341 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,558 $552K 0.1% +235 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,474 $545K 0.02% -12 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 6,448 $542K 0.09% +44 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,407 $539K 0.02% -9,568 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,378 $536K 0.15% 0 13F-HR Timeline