Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 67,696 $5.37M 0.01% -5,794 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 67,588 $5.36M 2.92% +2,323 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 66,838 $5.3M 5.59% +6,897 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 66,828 $5.3M 0.06% +12,357 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 66,640 $5.28M 0.06% +39,912 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 66,362 $5.26M 5.44% +4,029 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 66,475 $5.25M 0.84% +2,610 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 65,784 $5.21M 0.07% +1,077 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 65,400 $5.18M 0.16% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 64,847 $5.14M 2.02% +7,150 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 64,555 $5.11M 3.35% -21,765 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 64,266 $5.09M 0.07% +1,242 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 64,082 $5.08M 0.36% +6,025 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 63,978 $5.07M 1.41% +1,155 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 63,733 $5.05M 2.34% +25,591 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 63,259 $5.01M 0.4% -2,003 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 63,051 $5M 2.17% -1,350 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 62,630 $4.96M 0.01% +13,100 13F-HR Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 62,320 $4.94M 0.83% +33,244 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 62,108 $4.92M 0.69% -5,499 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 61,938 $4.91M 2.49% +17,034 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 61,496 $4.87M 0.37% +7,388 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 61,400 $4.87M 3.77% +23,800 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 61,333 $4.86M 2.17% +12,172 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 61,104 $4.84M 3.37% +1,854 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 61,065 $4.84M 2.3% +1,780 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 60,759 $4.82M 0.04% new 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 60,560 $4.8M 0.46% +429 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 60,420 $4.79M 0.48% -12,695 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 60,258 $4.78M 0.22% +17,626 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 59,726 $4.73M <0.01% -1,759 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 59,652 $4.73M 0.04% -3,111 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 59,644 $4.73M 0.13% +2,616 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 59,439 $4.71M 1.99% +5,018 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 58,807 $4.66M 0.21% +19,124 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 58,155 $4.61M 2.71% +2,916 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 57,987 $4.6M 0.36% +572 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 57,336 $4.55M 0.15% -13,389 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 57,210 $4.54M 1.99% +1,118 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 57,070 $4.52M 0.05% -4,235 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 57,425 $4.52M 2.3% +7,405 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 56,992 $4.52M 4.72% +3,941 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 56,960 $4.52M 0.1% -982 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 56,428 $4.47M 0.2% +4,866 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 56,172 $4.45M 0.1% +9,567 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 55,918 $4.43M 0.8% +52,547 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 55,858 $4.43M 0.03% -854 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 55,821 $4.42M 0.5% -3,650 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 55,607 $4.41M 0.64% -7,398 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 55,601 $4.41M 1.31% +9,073 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 55,373 $4.39M 2.4% +9,335 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 55,321 $4.39M 0.18% +5,844 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 54,423 $4.31M 2.76% -18,173 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 54,212 $4.3M 3.77% +6,001 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 54,113 $4.29M 0.34% -22,858 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 54,084 $4.29M 1.17% +3,211 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 54,000 $4.28M 0.74% -2,722 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 53,985 $4.28M 1.22% +780 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 53,835 $4.27M 0.2% +3,725 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 53,368 $4.23M 0.18% -3,961 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 53,295 $4.22M 0.1% +3,036 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 52,978 $4.2M 0.46% +1,983 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 52,907 $4.19M 2.7% -97 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 52,859 $4.19M 2.12% -11,154 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 52,735 $4.18M 0.63% +365 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 52,716 $4.18M 1.4% +1,017 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 52,530 $4.16M 0.19% +4,139 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 52,321 $4.15M 1.26% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 52,038 $4.13M 0.02% +7,239 13F-HR/A Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 51,707 $4.1M 2.03% -1,110 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 51,242 $4.06M 0.09% -6,224 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 51,241 $4.06M 0.76% +45,010 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 50,761 $4.02M 3.02% +2,161 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 50,548 $4.01M 1.11% -1,603 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 50,361 $3.99M 0.47% +1,702 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 50,244 $3.98M 0.3% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 49,119 $3.89M 0.01% -146 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 49,030 $3.89M 0.32% -1,224 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 48,460 $3.84M 0.32% -2,200 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 48,434 $3.84M 2.29% +888 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 48,134 $3.82M 0.05% +8,951 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 48,228 $3.81M 0.25% -9,567 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 48,033 $3.81M 1.77% +38,226 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 47,848 $3.79M 0.59% -1,582 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 47,492 $3.76M 0.4% -7,684 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 47,199 $3.73M 0.01% +21,660 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 47,010 $3.73M 0.01% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 46,875 $3.72M 0.18% +4,512 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 46,738 $3.7M 2.67% +21,212 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 46,720 $3.7M 0.01% 0 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 46,435 $3.68M 0.45% +6,624 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 46,371 $3.68M 0.31% -933 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 46,339 $3.67M 1% +1,096 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 46,176 $3.66M 1.27% +7,365 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 46,131 $3.66M 0.09% -575 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 45,978 $3.63M 1.34% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 45,787 $3.63M 0.93% +30,893 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 45,675 $3.62M 1.25% -223 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 44,528 $3.53M 0.46% +8,239 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 44,238 $3.51M 0.03% +9,868 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 44,140 $3.5M 1.81% -123 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 43,968 $3.49M 0.45% -1,190 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 43,830 $3.48M 1.51% -7,355 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 43,826 $3.47M 0.19% +3,311 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 43,777 $3.47M 0.5% +15,661 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 43,657 $3.46M <0.01% new 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 43,441 $3.44M 1.5% +7,421 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 43,337 $3.44M 0.25% +1,565 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 43,321 $3.43M 1.39% -5,980 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 42,535 $3.37M 2.2% +1,234 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 42,530 $3.37M 1.19% -5,041 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 42,270 $3.35M 1.16% -1,922 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 41,859 $3.32M 2.16% +2,267 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 41,563 $3.29M 0.08% -3,660 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 41,543 $3.29M 1.78% +1,230 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 41,480 $3.29M 0.12% +32,388 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 41,477 $3.29M 1.31% -111 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 41,328 $3.27M 0.66% +22,289 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 40,994 $3.25M 2.24% +1,646 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 41,030 $3.24M 0.17% +5,039 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 40,570 $3.22M 0.09% -510 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 40,551 $3.21M 0.05% -6,637 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 40,323 $3.2M 1.87% -2,612 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 40,206 $3.19M 0.11% +15,379 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 40,304 $3.19M 0.22% +11,256 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 39,943 $3.17M 2.06% +1,122 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 39,916 $3.16M 0.06% -445 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 39,871 $3.16M 0.34% -7,530 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 39,844 $3.16M 1.05% +28,427 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 39,722 $3.15M 0.3% -633 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 39,547 $3.13M 0.04% +4,237 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 39,409 $3.12M 0.17% -5,192 13F-HR/A Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 39,397 $3.12M 2.2% +1,655 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 39,363 $3.12M 0.51% +14,575 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 39,326 $3.12M 1.71% +8,699 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 39,184 $3.11M 0.93% +8,314 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 39,150 $3.1M 0.7% +1,964 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 39,037 $3.09M 1.61% -1,630 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 38,633 $3.08M 1.89% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 38,742 $3.07M 0.43% -885 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 38,630 $3.06M +3,316 Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 38,470 $3.05M 1.13% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 38,437 $3.05M 0.6% +1,877 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 38,399 $3.04M 0.21% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 38,095 $3.02M 0.04% +3,873 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 38,075 $3.02M 2.38% +7,115 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 38,047 $3.02M 0.48% +26,367 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 37,944 $3.01M 0.25% -1,599 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 37,914 $3.01M 0.22% -3,964 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 37,781 $2.99M 0.21% -63 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 37,722 $2.99M 0.53% -8,892 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 37,341 $2.97M 0.79% +4,933 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 37,343 $2.96M 1.84% +3,891 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 36,842 $2.92M 2.71% +547 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 36,595 $2.9M 0.09% +2,037 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 36,401 $2.89M 2.35% +5,252 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 36,338 $2.88M 2.18% -1,258 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 36,288 $2.88M 0.06% -1,558 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 36,046 $2.86M 0.27% +1,160 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 35,876 $2.85M 0.06% -1,236 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 35,931 $2.85M 0.3% +23,075 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 35,794 $2.84M 0.29% +9,009 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 35,612 $2.82M 0.1% -5,400 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 35,476 $2.81M 0.09% -3,944 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 35,432 $2.81M 0.6% +711 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 35,281 $2.8M 2.2% +2,743 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 35,017 $2.78M 0.09% +1,335 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 34,996 $2.77M 0.01% +27,406 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 34,917 $2.77M 0.76% +810 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 34,798 $2.76M 1.76% new 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 34,673 $2.75M 0.1% 0 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 34,605 $2.74M 1.07% -1,795 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 34,579 $2.74M 0.56% -1,668 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 34,329 $2.72M 1.49% +1,459 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 34,232 $2.71M 1.46% -527 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 33,837 $2.68M 0.3% -552 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,824 $2.68M <0.01% +19,940 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 33,786 $2.68M 0.7% +6,769 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 33,662 $2.67M 0.98% +204 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 33,703 $2.67M <0.01% -2,128 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 33,657 $2.66M 2.27% +2,418 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 33,308 $2.64M 0.1% +2,293 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 33,040 $2.62M 0.1% +21,999 13F-HR/A Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 32,991 $2.62M 0.76% -87 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 32,807 $2.6M 1.42% +508 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 32,616 $2.59M 0.18% -1,651 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32,600 $2.58M 0.07% +425 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 32,521 $2.58M 0.14% +16,471 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 32,103 $2.54M 0.11% -958 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 32,080 $2.54M 0.04% -3,053 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 32,079 $2.54M 0.09% +336 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 31,714 $2.51M 2.32% -145 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 31,655 $2.51M 1.7% +3,440 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 31,241 $2.47M 0.12% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 31,060 $2.46M 1.59% +2,993 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 30,965 $2.45M 0.04% new 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 30,733 $2.44M 0.14% -1,240 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30,658 $2.43M 0.01% +775 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 30,586 $2.42M 1.11% -226 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 30,449 $2.41M 0.97% +10,732 13F-HR Timeline