AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 9,941 $1.29M 0.37% +5,983 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,932 $1.29M 0.11% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,855 $1.28M 0.02% -400 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,735 $1.26M 0.23% +65 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,717 $1.26M 0.04% +161 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9,699 $1.26M 0.39% +106 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,581 $1.24M 0.1% +7,581 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,401 $1.22M 0.02% +7,483 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,337 $1.21M 0.04% +270 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 9,255 $1.2M 0.26% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,174 $1.19M 0.02% -16 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,044 $1.17M 0.16% +209 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,033 $1.17M 0.01% +8,463 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,018 $1.17M 0.12% +286 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9,610 $1.17M 0.3% 0 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for J.W. COLE ADVISORS, INC. 7,555 $980K 0.03% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,543 $978K 0.07% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,449 $966K 0.02% +24 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for Mason Investment Advisory Services, Inc. 6,296 $817K 0.05% +69 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,289 $816K 0.03% +3,644 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 7,236 $814K 0.14% -568 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,274 $814K 0.1% -365 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 6,273 $814K 0.27% -304 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,236 $809K 0.03% +50 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,211 $806K <0.01% -262 13F-HR Timeline Group Focus Financial Network, Inc. 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More: the full row for CIBC Private Wealth Group LLC 7,165 $759K <0.01% +56 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 5,800 $752K 0.08% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,787 $751K 0.19% +239 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,773 $749K 0.02% -3,378 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,707 $740K 0.07% +3,430 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,607 $727K 0.18% +40 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,596 $726K 0.17% +2 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,593 $726K 0.02% +400 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,494 $713K 0.09% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,492 $712K 0.28% -38 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,472 $710K 0.01% -559 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,464 $709K 0.05% -267 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,360 $695K 0.37% +750 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 5,323 $690K 0.22% -938 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. 5,308 $688K 0.01% +748 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 5,300 $687K 0.33% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,244 $680K <0.01% -100 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,240 $680K 0.54% -22 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 5,237 $679K 0.11% +2,115 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,197 $674K 0.14% +247 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,107 $662K 0.05% +80 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,011 $650K 0.01% +1,785 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,000 $649K 0.04% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,978 $646K 0.14% -600 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,966 $644K 0.02% +108 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,901 $636K 0.4% -100 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,896 $635K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,776 $619K 0.02% +2,128 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,747 $616K 0.24% -186 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,671 $606K 0.02% -98 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,625 $600K 0.07% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,620 $599K 0.29% -380 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,612 $598K 0.04% -1,389 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,607 $598K 0.05% +91 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,601 $597K <0.01% -56 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,130 $588K 0.02% -413 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,469 $580K 0.01% +993 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,458 $578K <0.01% +613 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,420 $573K 0.18% -65 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,410 $572K 0.02% +283 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,385 $569K <0.01% +791 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,371 $567K 0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 4,298 $557K 0.05% -27 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,271 $554K <0.01% -1,101 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,229 $549K 0.27% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 4,177 $542K 0.09% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,164 $540K 0.1% +166 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,146 $538K 0.04% +7 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,090 $533K 0.01% +2,483 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,091 $531K 0.17% +372 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,090 $531K 0.08% -170 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,075 $529K 0.01% +165 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,965 $514K 0.21% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,196 $514K 0.05% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,947 $512K 0.1% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 3,916 $508K 0.13% new 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,907 $507K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,947 $507K 0.05% +1,584 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,883 $504K 0.01% -1,174 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,866 $501K 0.06% -157 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,781 $500K <0.01% -18,571 13F-HR/A Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,826 $496K 0.01% -1,143 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,817 $495K <0.01% -20 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,112 $495K 0.18% +2,223 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,740 $485K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,730 $484K 0.21% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,704 $481K 0.65% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,663 $475K 0.03% -257 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,629 $471K 0.29% +366 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,615 $469K 0.28% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,611 $468K 0.01% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,594 $466K 0.44% -7,440 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,538 $459K 0.07% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,500 $454K 0.01% +100 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 3,533 $454K <0.01% -123 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,482 $452K 0.21% +24 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,478 $451K <0.01% -589 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,472 $450K 0.05% -50 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,450 $448K 0.07% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,443 $447K <0.01% +1 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,395 $440K 0.01% +6 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 3,393 $440K 0.18% -14 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,322 $431K 0.34% -194 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,321 $431K 0.02% -331 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,307 $429K 0.01% -23,043 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,303 $428K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,291 $427K <0.01% -221 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,270 $424K 0.01% +10 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,268 $424K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 3,235 $420K 0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,200 $415K 0.15% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,775 $413K 0.02% -5 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,186 $413K 0.14% -177 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,180 $412K 0.06% +410 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,151 $409K 0.06% +13 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 3,167 $407K 0.06% -496 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Independent Wealth Network Inc. 3,014 $391K 0.16% +193 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,997 $389K <0.01% +203 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 2,995 $389K 0.01% -358 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,962 $384K 0.02% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,957 $384K 0.03% +97 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,945 $382K 0.04% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,944 $382K 0.08% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,922 $379K 0.02% -16 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,918 $378K 0.03% +340 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,892 $375K 0.01% +1,001 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,885 $374K <0.01% -470 13F-HR/A Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,884 $374K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,862 $371K <0.01% -190 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,842 $369K 0.07% 0 13F-HR Timeline