AE Wealth Management LLC More: the full row for AE Wealth Management LLC 211,245 $12.4M 0.07% -713,310 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 205,558 $12M 0.88% -4,042 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 204,309 $12M 0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 202,018 $11.8M 0.2% +577 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 193,266 $11.3M 0.02% +7,096 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 191,466 $11.2M 0.78% +37,391 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 191,120 $11.2M 0.03% +10,000 13F-HR/A Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 189,901 $11.1M 4.72% +52,745 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 189,693 $11.1M 1.28% new 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 190,042 $11.1M 11.01% +13,998 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 187,955 $11M 5.22% +22,080 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 186,747 $10.9M 0.14% +820 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 186,607 $10.9M 4.9% +16,105 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 186,244 $10.9M 0.68% +5,674 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 184,229 $10.8M 1.23% +6,025 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 181,415 $10.6M 4.69% -2,526 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 180,338 $10.6M +167,264 Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 176,228 $10.3M 0.15% +5,947 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 173,730 $10.2M 3.65% +13,581 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 172,587 $10.1M 0.02% +2,799 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 172,480 $10.1M 2.74% +1,704 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 169,527 $9.92M 0.23% +3,374 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 168,711 $9.87M 0.06% +12,153 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 166,561 $9.75M 0.92% +56,419 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 166,721 $9.73M 0.36% +152,276 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 166,037 $9.72M 1.07% -4,720 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 164,293 $9.62M 5.01% +2,880 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 163,652 $9.58M 1.6% +41,992 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 163,315 $9.56M 6.21% +7,546 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 162,479 $9.51M 0.29% +8,256 13F-HR/A Timeline Group Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 162,448 $9.51M 2.31% -8,182 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/ 161,889 $9.48M 0.01% -29,246 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 160,879 $9.42M 0.58% +64,120 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 161,013 $9.39M 2.09% +7,158 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 157,323 $9.21M 0.64% +38,005 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 155,582 $9.1M 0.33% +142,181 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 155,187 $9.08M +145,576 Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 151,684 $8.88M 2.69% +19,250 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 149,217 $8.74M 1.44% +62,262 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 148,484 $8.69M 0.46% +4,507 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 146,246 $8.56M 0.65% +17,370 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 145,860 $8.54M 0.61% -168,502 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 145,157 $8.5M 0.58% +7,507 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 144,490 $8.46M 0.07% +42,105 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 144,118 $8.44M 0.03% -59,821 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 144,610 $8.44M 0.03% +22,206 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 143,994 $8.43M 0.01% +6,934 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 143,987 $8.43M 0.57% +2,692 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 142,722 $8.35M 4.2% +1,880 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 142,622 $8.35M 2.97% +5,602 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 139,992 $8.2M 0.08% -6,386 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 138,845 $8.13M 0.5% +3,985 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 138,179 $8.09M 4.59% +2,048 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 137,732 $8.06M +10,459 Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 136,645 $8M 2.74% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 133,429 $7.81M 2.41% +83,299 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 132,917 $7.78M 3.85% -4,620 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 132,417 $7.75M -371,127 Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 132,134 $7.74M +64,320 Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 130,677 $7.65M 0.69% +1,182 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 130,033 $7.61M 0.69% -109,155 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 129,283 $7.57M 0.52% +27,616 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 128,713 $7.53M 3.16% +10,667 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 128,309 $7.5M 0.01% -5,628 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 126,720 $7.42M 0.06% +7,418 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 125,276 $7.33M 0.18% -3,970 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 123,600 $7.24M 2.2% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 122,532 $7.17M 6.07% +8,364 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 122,407 $7.17M <0.01% +65,454 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 120,694 $7.07M 0.07% -46,862 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 119,020 $6.97M 2.5% new 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 119,000 $6.97M 1.93% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 118,934 $6.96M 0.24% +33,585 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 117,107 $6.86M 5.04% -261 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 115,763 $6.78M 0.73% -205 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 114,733 $6.72M 0.01% +30,958 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 113,115 $6.62M 0.58% -201,849 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 112,535 $6.58M 5.27% +4,574 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 110,103 $6.45M 0.1% +19,546 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 109,376 $6.38M 1.17% +11,672 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 108,286 $6.34M 1.22% +6,322 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 107,331 $6.28M 4.54% -135 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 106,186 $6.19M 0.08% +5,985 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 103,512 $6.06M 3.41% +3,302 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 103,119 $6.04M 0.05% -16,810 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 102,680 $6.01M 2.76% +1,420 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 100,200 $5.87M 0.04% 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 101,024 $5.85M 1.41% +4,385 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 99,678 $5.84M 3.72% -8,350 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 99,262 $5.81M 0.85% +1,490 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 98,791 $5.78M 0.74% +19,504 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 98,748 $5.78M 0.06% -11,338 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 97,917 $5.73M <0.01% +61,015 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 97,445 $5.7M 0.65% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 97,232 $5.69M 0.11% +26,973 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 96,314 $5.64M 0.23% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 96,572 $5.63M 0.9% -934 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 96,221 $5.63M 1.25% -33,844 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 95,644 $5.6M 0.02% -35,937 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 95,342 $5.58M 5.58% +6,614 13F-HR Timeline Group Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 94,900 $5.56M 0.95% -2,500 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 93,920 $5.5M 5.04% +8,288 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 93,067 $5.45M 0.15% +41,717 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 92,770 $5.43M 1.34% -1,545 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 92,175 $5.4M 2.75% +4,519 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 91,246 $5.34M 1.53% -7,631 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 91,209 $5.34M 0.51% -72,365 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 89,870 $5.26M 0.07% +8,717 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 89,762 $5.25M 0.56% +16,783 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 89,436 $5.24M 0.08% -163,288 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 89,380 $5.23M 0.07% +18,500 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 88,340 $5.17M 1.43% +142 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 88,069 $5.16M 0.16% +5,804 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 87,659 $5.13M 0.09% +3,383 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 87,527 $5.12M 2.56% -18,028 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 86,555 $5.07M 0.05% +57,073 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 85,950 $5.03M 0.9% +13,914 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 85,420 $5M 0.14% -9,216 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 85,219 $4.99M 0.07% +8,464 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 84,988 $4.98M 0.89% +234 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 84,813 $4.96M 2.52% +23,812 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 84,219 $4.93M 0.09% -6,063 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 84,193 $4.93M 2.35% +3,391 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 83,234 $4.87M 0.42% -28,619 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 83,316 $4.86M 0.05% +2,478 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 81,164 $4.75M 2.72% +4,670 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 80,957 $4.74M 0.32% +10,125 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 80,906 $4.74M 0.61% -625 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 80,037 $4.69M 0.37% +26,598 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 79,357 $4.65M 0.64% +4,986 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 78,797 $4.61M 0.61% -3,800 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 78,751 $4.61M 0.06% +4,152 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 77,571 $4.54M 0.17% +5,282 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 77,137 $4.52M 0.2% -5,992 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 76,926 $4.5M 0.28% +11,298 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 76,849 $4.5M 0.1% +1,216 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 76,806 $4.5M 2.08% +7,265 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 76,798 $4.5M 0.07% new 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 76,545 $4.48M 2.8% +2,681 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 76,389 $4.47M 3.11% +15,058 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 75,630 $4.43M 0.16% +33,858 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 74,747 $4.38M 0.03% -18,364 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 74,708 $4.37M 0.6% +1,631 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 74,313 $4.35M 0.02% +20,559 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 73,895 $4.33M 0.09% -135,658 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 73,415 $4.3M 0.03% -17,956 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 73,041 $4.28M 1.02% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 72,747 $4.26M 2.79% -14,600 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 72,070 $4.22M 1.06% -683 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 71,749 $4.2M 0.58% +761 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 71,569 $4.19M 3.85% +2,696 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 70,329 $4.12M 1.05% +5,703 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 70,192 $4.11M 0.57% +48,353 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 69,657 $4.08M 0.5% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 69,436 $4.06M 0.05% +55,973 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 69,271 $4.06M 0.48% +2,486 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 69,167 $4.05M 0.07% -2,466 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 68,425 $3.99M 2.56% -207 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 67,258 $3.94M 0.23% +10,708 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66,790 $3.91M 0.04% +12,578 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 66,562 $3.9M 4.6% -21,283 13F-HR/A Timeline Welch Group, LLC More: the full row for Welch Group, LLC 66,335 $3.88M 0.15% +2,910 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 65,766 $3.85M 1.43% -944 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 64,663 $3.79M 0.13% -433 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 64,105 $3.75M 0.07% +1,151 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 63,706 $3.73M 0.42% -1,259 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 63,025 $3.69M 0.21% -27,398 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 62,831 $3.68M 0.12% +22,143 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 62,636 $3.67M 0.1% +27,640 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 62,627 $3.67M 2.7% +20,702 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 62,605 $3.66M 0.19% +44,882 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 62,400 $3.65M 1.4% -8,029 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 61,635 $3.61M 3.18% +4,552 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 60,732 $3.56M 0.01% +142 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 60,074 $3.52M 0.29% +10,318 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 59,538 $3.49M 2.52% -285,527 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 59,507 $3.48M 1.88% -1,306 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 58,802 $3.44M 1.32% -10,254 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 57,798 $3.38M 0.02% +7,115 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 57,273 $3.35M 1.82% +9,920 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 56,416 $3.3M 0.48% -7,928 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 56,356 $3.3M 1.11% +5,900 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 56,335 $3.3M 0.36% -2,896 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 56,281 $3.29M 0.55% -9,566 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 56,030 $3.28M <0.01% +3,185 13F-HR Timeline Group 4WEALTH ADVISORS, INC. 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