Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 44,606 $2.71M 0.41% +177 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,602 $2.71M 0.01% -478 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 44,362 $2.69M 1.61% +15,779 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 44,157 $2.68M 0.02% -8,192 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 43,830 $2.66M 0.14% -721 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 43,733 $2.65M 1.46% +2 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 43,575 $2.64M 0.04% -1,018 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 43,341 $2.63M 1.87% -2,131 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,307 $2.63M 0.02% +1,391 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 42,688 $2.59M 0.63% +7,086 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 42,378 $2.57M 0.79% +2,009 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 42,007 $2.55M 0.12% -534 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 42,003 $2.55M 0.23% +9,827 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 41,819 $2.54M 0.08% -318 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 41,553 $2.52M 0.28% +1,700 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 41,503 $2.52M 0.04% -410 13F-HR Timeline Gibraltar Capital Management, Inc. 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More: the full row for Post Resch Tallon Group Inc. 38,047 $2.3M 2.35% -1,016 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 37,836 $2.3M 0.11% +790 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 37,784 $2.29M 0.32% -703 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 37,477 $2.27M 0.25% +16,519 13F-HR Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 37,462 $2.27M 0.36% -6,240 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 37,276 $2.26M 1.08% +8,410 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 37,145 $2.25M 0.1% +27 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 37,013 $2.25M 0.51% -1,301 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 36,866 $2.24M 0.23% -837 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 36,595 $2.22M 0.5% +1,140 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 39,802 $2.21M 0.05% +6,808 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 36,416 $2.21M 0.06% -250 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 36,333 $2.2M 0.07% +6,520 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 36,240 $2.2M <0.01% +5,134 13F-HR Timeline Group Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 36,107 $2.19M 2.67% +864 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 36,101 $2.19M 0.18% -3,860 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. 35,812 $2.17M 0.05% +755 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 35,770 $2.17M 0.14% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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A. 35,284 $2.14M 0.24% +411 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 35,146 $2.13M 0.14% +16,415 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 35,126 $2.13M 0.31% +880 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 34,804 $2.11M 0.23% -730 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 34,778 $2.11M 0.08% +307 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 34,692 $2.1M 1.07% +156 13F-HR Timeline Truepoint, Inc. 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More: the full row for CORDA Investment Management, LLC. 29,935 $1.82M 0.14% -7,886 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 29,571 $1.79M 0.16% +4,614 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 29,470 $1.79M 0.13% -2,276 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 29,445 $1.79M 0.23% -18,149 13F-HR Timeline Group HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 29,321 $1.78M 0.99% -2,403 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 29,319 $1.78M 0.2% -6,154 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 30,268 $1.76M 0.06% -425 13F-HR Timeline Whitegate Investment Counselors, Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 25,765 $1.56M 0.3% +1,415 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 26,004 $1.56M 0.08% -4,600 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 25,748 $1.56M 0.33% +227 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 25,715 $1.56M 1.15% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,531 $1.55M 0.05% +4,539 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 32,965 $1.54M 0.92% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 25,366 $1.54M 0.27% 0 13F-HR Timeline RS CRUM INC. 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LLC 24,111 $1.46M 0.19% -4,182 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 24,058 $1.46M 0.06% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 24,007 $1.46M <0.01% +2,400 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 23,840 $1.45M 0.03% +677 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,614 $1.43M 0.03% -197 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 23,579 $1.43M 0.05% -1,223 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 23,539 $1.43M 0.28% -1,091 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 23,487 $1.42M 0.07% -58,578 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 23,386 $1.42M 0.15% +4,304 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 23,154 $1.4M 0.01% +11,412 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,098 $1.4M 0.22% +16 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 22,254 $1.4M 0.59% +77 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 23,050 $1.4M 0.02% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,847 $1.39M 0.13% -874 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 22,792 $1.38M 0.1% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 22,700 $1.38M 0.48% -931 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 22,376 $1.36M 0.03% -179 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,216 $1.35M 0.03% +8,789 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 21,213 $1.35M 0.16% +3,979 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 22,235 $1.35M 0.08% -2,063 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 22,209 $1.35M 0.1% +328 13F-HR Timeline Group BOK Financial Private Wealth, Inc. 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