AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 13,500 $793K 0.56% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,463 $791K 0.01% +163 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,401 $787K 0.03% +1,308 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 13,360 $785K 0.5% -532 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 13,312 $782K 0.08% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 13,241 $778K 0.09% -212 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,074 $768K -1,356 Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 13,072 $768K 0.47% +163 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 13,041 $766K 0.3% -31,109 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,833 $754K <0.01% -94 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 12,836 $754K 0.36% -239 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 12,734 $748K 0.01% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 12,726 $747K 0.39% +140 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 12,669 $744K 0.48% +1,671 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,653 $743K 0.01% -80 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12,547 $737K 0.46% +88 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,420 $729K 0.07% +1,242 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 12,325 $724K 0.07% -2 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,245 $719K 0.05% +1,371 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 12,177 $715K 0.28% -8 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 12,074 $709K 0.37% +4,702 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,047 $708K 0.08% +1,956 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,047 $708K 0.01% -5,364 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 12,032 $707K 0.03% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,971 $703K <0.01% -5 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,765 $691K 0.07% +4,006 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 11,711 $688K 0.34% +702 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,703 $687K 0.04% +34 13F-HR Timeline Group Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 11,691 $687K 0.13% +149 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 11,665 $685K 0.29% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 11,661 $685K 0.19% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,609 $682K 0.23% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 11,594 $681K 0.49% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,561 $679K 0.02% +5,244 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 11,496 $675K 0.18% -560 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,463 $673K 0.01% -1,573 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,392 $669K 0.34% +101 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 11,377 $668K 0.62% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,315 $665K 0.05% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,258 $661K 0.04% +1,917 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,256 $661K 0.05% +440 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,237 $660K 0.14% +400 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,189 $657K <0.01% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 11,151 $655K 0.07% -1,260 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 11,103 $652K 0.37% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 11,100 $652K 0.06% +3,370 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for CFG Wealth Management Services, Inc. 10,746 $631K 0.58% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,724 $630K 0.01% -8,607 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,716 $629K 0.01% +3,430 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 10,575 $621K 0.43% -1,553 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10,513 $617K 0.22% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,507 $617K 0.01% +279 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,383 $611K 0.07% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,401 $611K 0.18% +5 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,337 $607K 0.01% +2,038 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 10,287 $604K 0.01% +4,072 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,230 $601K 0.02% +2,146 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 10,205 $599K 0.13% -21,525 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,186 $598K 0.01% +276 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 10,163 $597K 0.26% +993 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 10,170 $597K 0.56% 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 10,169 $597K 0.53% -6,886 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 10,068 $591K 0.77% 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 10,040 $590K 0.31% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 10,024 $589K 0.04% -18 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,991 $587K 0.05% +4,494 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,986 $586K 0.08% +366 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9,950 $584K 0.24% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,900 $581K 0.05% -11,235 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 9,780 $574K <0.01% +355 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 9,740 $572K 1.09% -8,942 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 9,643 $566K 0.31% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 9,613 $565K 0.37% +1,005 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,611 $564K +3,883 Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 9,606 $564K 0.36% -708 13F-HR/A Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 9,592 $563K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9,571 $562K 0.06% +7,198 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 9,549 $561K 0.83% +612 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,493 $558K 0.04% -451 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,473 $556K 0.08% +3,724 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,440 $554K 0.16% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,438 $554K 0.08% -11 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 9,369 $550K 0.27% -150 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 9,319 $547K 0.29% 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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Root & Company, LLC More: the full row for D.B. Root & Company, LLC 8,949 $526K 0.13% +1,305 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 8,869 $521K 1.23% +966 13F-HR/A Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 8,832 $519K 0.32% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,790 $517K 0.08% +712 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,776 $515K 0.02% -1,601 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,760 $514K 0.02% +393 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,664 $509K 0.02% -2,621 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,640 $507K 0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 8,600 $505K 0.26% 0 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 8,583 $504K 0.19% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 8,551 $502K 0.15% -3,129 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,529 $501K 0.12% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,517 $500K 0.29% +87 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8,500 $499K 0.07% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 8,473 $498K 0.22% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,459 $497K 0.01% -1 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,426 $495K <0.01% new 13F-HR/A Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 8,344 $490K 0.07% +162 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,284 $487K 0.15% -3,034 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,215 $482K 0.06% -3,849 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 8,082 $475K 0.07% -750 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 8,038 $472K 0.03% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 8,038 $472K 0.2% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,951 $467K 0.01% +952 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 7,890 $463K 0.1% +848 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 7,890 $463K 0.16% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,868 $462K 0.02% +2,317 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 7,845 $461K 0.16% -255 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 7,806 $458K 0.02% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 7,805 $458K <0.01% new 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 7,721 $453K 0.14% +45 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,700 $452K 0.05% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,696 $452K <0.01% -63 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,662 $450K 0.07% 0 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,610 $447K <0.01% +93 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 7,525 $442K 0.13% +96 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,525 $442K 0.14% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,495 $440K 0.14% +334 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 7,487 $440K 0.29% 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,382 $434K 0.1% -137 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,377 $433K 0.01% -1,116 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,280 $428K 0.02% -575 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 7,250 $426K 0.25% -294 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 7,246 $426K 0.4% 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 5,720 $424K 0.24% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,201 $423K 0.02% -328 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,120 $418K 0.29% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,108 $417K 0.01% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,072 $415K 0.02% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,069 $415K 0.03% +90 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,076 $415K 0.09% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 7,023 $412K 0.3% 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 7,000 $411K 0.52% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,953 $408K <0.01% +599 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,909 $406K 0.03% +4,626 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,857 $403K 0.11% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,850 $402K 0.08% +290 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,834 $401K 0.01% -1,525 13F-HR Timeline Group LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 6,795 $399K 0.16% -3,394 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 6,803 $399K 0.09% +18 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,802 $399K 0.01% +876 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 6,790 $399K 0.06% +725 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 6,772 $398K 0.29% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,744 $396K 0.11% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,697 $394K 0.01% -483 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,660 $391K <0.01% +362 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 117 $391K 0.23% -8,367 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,612 $388K 0.11% -1,341 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,595 $387K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,595 $387K 0.02% +1,449 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,551 $385K 0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 6,512 $382K 0.21% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 6,500 $382K 0.84% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 6,477 $380K 0.23% +3,032 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 6,476 $380K 0.37% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,475 $380K 0.04% -12 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,432 $378K 0.02% -2,000 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 6,356 $373K 0.55% -802 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,342 $372K 0.02% -673 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 6,334 $372K 0.11% -12,003 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,254 $367K -5,171 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,069 $356K 0.02% -10 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 6,042 $355K 0.29% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6,018 $353K 0.05% +335 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 6,015 $353K 0.18% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,987 $352K 0.02% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 5,589 $328K 0.13% -215 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,572 $327K 0.14% +365 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 5,541 $325K 0.29% -416 13F-HR Timeline