NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,602 $1.14M 0.14% +558 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,514 $1.13M 0.04% -860 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,511 $1.13M 0.03% -45,995 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 9,406 $1.12M 0.18% -1,569 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,387 $1.12M 0.01% -782 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,300 $1.11M 0.01% -866 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,290 $1.11M <0.01% -4,162 13F-HR Timeline Group Rather & Kittrell, Inc. 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More: the full row for TCI Wealth Advisors, Inc. 8,893 $1.06M 0.07% -77 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,669 $1.03M <0.01% +118 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,612 $1.03M 0.09% +132 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 8,341 $1.02M 0.18% -71 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,519 $1.01M 0.01% +17 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,320 $991K 0.17% +93 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 8,276 $986K 0.75% +612 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,233 $981K <0.01% +9 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,040 $958K 0.38% -350 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,921 $944K <0.01% +7,602 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,863 $937K 0.07% +320 13F-HR Timeline Group Fee-Only Financial Planning, L.C. 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COLE ADVISORS, INC. 7,562 $901K 0.02% +7 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,534 $897K 0.06% +527 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,447 $887K 0.05% +710 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,438 $886K 0.07% +1,731 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,364 $877K 0.01% -3,024 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,335 $874K 0.39% -405 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for BlackRock, Inc. 6,926 $825K <0.01% +2,541 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,839 $815K 0.02% -138 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,828 $813K <0.01% -448 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,769 $806K 0.36% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,661 $793K 0.24% -310 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,604 $787K 0.12% +473 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. 6,587 $785K 0.02% +1,279 13F-HR Timeline Group Exchange Capital Management, Inc. 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More: the full row for Vickerman Investment Advisors, Inc. 6,035 $719K 0.15% -2,184 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 6,000 $715K 1.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,998 $714K 0.04% -25 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,982 $713K <0.01% 0 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,949 $709K 0.01% -6,151 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,938 $707K 0.01% -191 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,933 $707K 0.01% +28 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,928 $706K 0.31% -388 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,907 $704K 0.38% -1,727 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,789 $690K 0.02% +16 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,776 $688K 0.2% +2,809 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,757 $686K 0.01% +1,667 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,754 $685K 0.16% -3,856 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,582 $684K 0.01% -775 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,726 $682K <0.01% -485 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,651 $673K 0.15% +44 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 5,600 $667K 0.06% -200 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,494 $654K 0.08% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,492 $654K 0.23% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,465 $651K 0.04% +1 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 5,410 $644K 0.4% -1,345 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,401 $643K 0.01% -71 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,325 $634K 0.15% -462 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 5,323 $634K 0.16% 0 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 5,300 $631K 0.3% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 5,290 $630K 0.1% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,261 $627K 0.11% +64 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,256 $626K <0.01% -1,344 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,240 $624K 0.44% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,116 $609K 0.35% +215 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,088 $606K <0.01% +1,555 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,087 $606K 0.05% -20 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,078 $605K 0.22% +331 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,010 $597K 0.29% -350 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 5,000 $596K 0.03% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,963 $591K <0.01% -998 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,944 $589K 0.02% -22 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,875 $581K <0.01% +2,230 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,868 $580K 0.01% +92 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,804 $572K <0.01% -92 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,773 $569K 0.02% +102 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,745 $565K <0.01% -1,293 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,625 $551K 0.06% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,601 $548K <0.01% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,594 $547K 0.04% -18 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,416 $526K 0.01% +341 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,410 $525K 0.05% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,369 $520K 0.03% -238 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,229 $518K 0.24% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,215 $515K 0.01% -195 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 CALDWELL SUTTER CAPITAL, INC. 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More: the full row for SCOTIA CAPITAL INC. 4,231 $504K <0.01% -227 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,203 $501K 0.06% -13,999 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,127 $492K 0.15% +15 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,095 $488K <0.01% -176 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,995 $476K 0.18% +30 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,959 $472K <0.01% +481 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,947 $470K 0.08% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,923 $467K 0.04% -24 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,784 $467K 0.02% +9 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,900 $465K 0.05% -7 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,866 $461K 0.03% +203 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,856 $459K 0.08% +609 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,812 $454K 0.01% -14 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,808 $454K 0.03% -338 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,783 $451K 0.13% -637 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,761 $448K 0.18% -2,848 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,740 $446K 0.03% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,734 $445K 0.05% -132 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,730 $444K 0.18% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,643 $434K 0.09% -1,953 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,618 $431K <0.01% -199 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 3,615 $431K 0.21% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,571 $425K 0.03% +614 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,539 $422K 0.01% -344 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,538 $421K 0.03% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,507 $418K 0.07% -670 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,370 $416K 0.04% +26 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,472 $414K 0.04% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,459 $412K <0.01% +16 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,450 $411K 0.06% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,448 $411K 0.17% -34 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,399 $405K 0.01% +4 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,328 $396K <0.01% +2,315 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,325 $396K 0.01% +4 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,306 $394K <0.01% +36 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,303 $393K 0.05% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,296 $393K 0.22% -333 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,260 $388K 0.08% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,243 $386K 0.01% -2,350 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,226 $384K <0.01% +1,061 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,205 $382K 0.28% -117 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,200 $381K 0.13% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,180 $379K 0.14% -213 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,146 $375K 0.14% +132 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,139 $374K 0.12% -47 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,073 $366K 0.08% -1,905 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,070 $366K 0.02% new 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,049 $363K 0.12% 0 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 3,042 $362K +7 Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 3,041 $362K 0.14% +474 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 3,026 $360K 0.05% -141 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 3,023 $360K 0.31% +1,080 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,978 $355K 0.02% +235 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,970 $354K 0.02% -139 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,961 $353K 0.13% +345 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,944 $351K 0.07% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,936 $350K 0.05% -7,136 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,931 $349K 0.01% +39 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,900 $345K <0.01% +900 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 2,900 $345K 0.01% -600 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,884 $344K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,877 $343K <0.01% -120 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,854 $343K 0.1% +35 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,875 $342K 0.06% -1,289 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,853 $340K 0.21% +19 13F-HR Timeline SC&H Financial Advisors, Inc. 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