Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 16,322 $12.2M 2.35% +169 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 16,278 $12.2M 3.9% -895 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,215 $12.1M 0.05% +4,979 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,192 $12.1M 0.29% +1,723 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,175 $12.1M 0.14% +4,504 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 16,170 $12.1M 5.11% +295 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,162 $12.1M 1.06% +1,901 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,005 $11.9M 0.54% +79 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 15,758 $11.8M 0.11% -22 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 15,611 $11.7M 0.01% -4,610 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,570 $11.6M 0.61% +648 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,456 $11.5M 0.49% -728 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 15,411 $11.5M 0.22% 0 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 15,362 $11.5M 0.88% -227 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,311 $11.4M 0.01% +13 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 15,229 $11.4M 1.23% -183 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,201 $11.3M 0.07% +3,551 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 15,123 $11.3M 0.05% -7,623 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 15,052 $11.2M 5.6% +2 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 15,006 $11.2M 1.23% +653 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 14,817 $11.1M 1.34% -703 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 14,633 $10.9M 4.11% -105 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,552 $10.9M 1.31% -573 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,253 $10.7M 0.18% +718 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 14,275 $10.7M 0.03% -658 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,089 $10.5M 0.82% -30 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,073 $10.5M 0.64% +5,213 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14,030 $10.5M 3.41% -1,381 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 13,974 $10.4M 4.49% -11,862 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,934 $10.4M 0.16% +2,014 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13,933 $10.4M 2.81% -1,095 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,875 $10.4M 0.12% +251 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,861 $10.4M 0.86% -289 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,855 $10.3M 0.07% +728 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,731 $10.3M 0.23% -750 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,603 $10.2M 0.04% +969 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,491 $10.1M 0.12% -665 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 13,453 $10M 0.02% +425 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,431 $10M 0.08% +394 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,175 $9.95M 0.24% +32 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,148 $9.82M 0.3% +257 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 13,007 $9.71M 4.62% +1,496 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,004 $9.71M 0.02% -1,936 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,714 $9.49M 3.31% +381 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 12,644 $9.44M <0.01% +320 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,577 $9.39M 0.45% +309 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 12,493 $9.33M 1.63% -1,392 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 12,336 $9.21M 2.14% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,226 $9.13M 0.17% -60 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 12,137 $9.06M 2.96% +867 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,106 $9.04M 0.03% -168 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 12,100 $9.03M 0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,974 $8.94M 0.6% +692 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,970 $8.94M +4,397 Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,967 $8.93M 3.59% +147 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,859 $8.85M 0.24% +94 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 11,863 $8.85M 4.45% +1,594 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 11,843 $8.84M 1.25% -11 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 11,821 $8.83M 5.9% +684 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 11,750 $8.77M <0.01% new 13F-HR Timeline Group Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 11,443 $8.54M 4.06% -2,119 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,337 $8.46M 0.15% -511 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 11,322 $8.45M 3.82% -1,279 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 11,290 $8.43M 5.06% -398 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 11,218 $8.38M 5.8% +2,905 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,180 $8.35M 0.28% +9,449 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 11,171 $8.34M 2.1% +334 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,111 $8.3M 0.12% -1,643 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,078 $8.27M 0.4% -441 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 11,051 $8.25M 0.6% -1,232 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,051 $8.25M 0.11% +703 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,035 $8.24M 0.13% +865 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 11,010 $8.22M 1.33% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,986 $8.2M 0.03% +132 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,970 $8.19M 0.31% -366 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,929 $8.16M 0.17% +191 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 10,849 $8.1M 0.23% +2,423 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,810 $8.07M 0.31% -100 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,628 $7.94M 0.14% +5,456 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 10,475 $7.82M 4.94% -376 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,407 $7.77M 0.09% -100 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,372 $7.74M <0.01% +3,707 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 10,091 $7.47M 4.79% +21 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,969 $7.44M 0.05% +7,126 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,844 $7.35M 0.26% +3,445 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,783 $7.3M 0.05% +87 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,781 $7.3M 0.15% +169 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,709 $7.25M 0.26% +7 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,617 $7.18M 0.08% -33 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,215 $7.17M 0.1% +265 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,546 $7.13M 0.56% +1,836 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,536 $7.12M 1.59% -11 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 9,448 $7.05M 3.75% +130 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,444 $7.05M 0.38% -324 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,427 $7.04M 2.79% -343 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 9,319 $6.96M 2.03% +158 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,265 $6.92M 0.02% -1,560 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,228 $6.9M 1.6% -9,352 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,248 $6.9M 0.46% +432 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,174 $6.85M 0.04% +1,069 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,124 $6.81M 1.06% -189 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,545 $6.8M -95 Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 9,029 $6.74M 5.31% -12 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 8,471 $6.72M 1.55% -53 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,982 $6.71M 0.25% -121 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,968 $6.7M 1.54% -29 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,674 $6.66M 0.7% +410 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,893 $6.64M 0.08% -27 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,850 $6.61M 0.58% -35 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,843 $6.6M 0.9% -705 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 8,824 $6.59M 5.67% -36 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,817 $6.58M 0.35% +1,271 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,562 $6.57M 1.29% -574 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,765 $6.54M 0.16% +455 13F-HR Timeline Group MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 8,745 $6.53M 5.73% +55 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,626 $6.44M 1.15% -7,634 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 8,605 $6.42M 1.02% +220 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,561 $6.4M 1.69% +2,128 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 8,562 $6.39M 3.07% -114 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 8,518 $6.36M 3.45% -28 13F-HR/A Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 8,509 $6.35M 0.74% +493 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,475 $6.33M 0.13% +1,205 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 8,458 $6.32M 1.7% -1,224 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,450 $6.31M 0.4% +10 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,447 $6.31M 0.16% -717 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 9,421 $6.25M 0.74% +97 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,348 $6.23M 0.03% -108 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,344 $6.23M <0.01% -501 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,320 $6.21M 0.01% -316 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,308 $6.2M 0.27% +527 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,280 $6.18M 0.09% -139 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,170 $6.1M 0.02% -86 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,163 $6.09M 0.22% -69 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,161 $6.09M 0.14% +431 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,127 $6.07M 1.32% +6,952 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,124 $6.07M 0.06% +73 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,117 $6.06M 0.08% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,969 $5.95M 0.03% -167 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 7,963 $5.95M 2.14% -234 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,925 $5.92M 1.98% +469 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,409 $5.9M 0.15% -5 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 7,665 $5.72M 1.36% -73 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,663 $5.72M 0.12% -296 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,616 $5.69M 0.21% -399 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,541 $5.63M 0.11% +1,099 13F-HR/A Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 7,530 $5.62M 4.62% -279 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 7,530 $5.62M 4.37% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 7,529 $5.62M 3.67% -68 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 7,505 $5.6M 2.96% -2,704 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,447 $5.56M +111 Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,417 $5.54M 0.08% +79 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,401 $5.53M 0.35% +580 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,397 $5.52M 0.17% -89 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,393 $5.52M 0.38% -1,536,729 13F-HR/A Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,320 $5.51M 1.88% -21 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,340 $5.48M 0.6% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,333 $5.48M 0.06% +91 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,249 $5.47M 0.2% +46 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,306 $5.45M 0.89% +3 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,224 $5.39M 2.04% -74 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,218 $5.39M 0.18% -574 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 7,178 $5.36M 1.61% -444 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,926 $5.17M 0.11% -25 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,921 $5.17M 0.21% -103 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,890 $5.14M 0.1% +803 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 6,875 $5.13M 0.25% -98 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,805 $5.12M 0.41% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 6,833 $5.1M 1.74% +2,270 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,812 $5.09M 1.21% -213 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,802 $5.08M 0.35% +1,358 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,752 $5.04M 3.9% +170 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,740 $5.03M 0.28% -185 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,722 $5.02M 0.67% -358 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,713 $5.01M 0.89% 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 6,675 $4.98M 1.31% +1,196 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,661 $4.97M 0.12% +230 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,561 $4.91M 0.03% +46 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,566 $4.9M 0.23% -3,715 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,560 $4.9M 0.08% -848 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 6,545 $4.89M 0.8% -8 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 6,540 $4.88M 3.68% -163 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,515 $4.86M 0.43% -102 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,496 $4.85M 0.24% +24 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,478 $4.84M 0.06% -84 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 6,458 $4.82M 3.23% -30 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,458 $4.82M 0.18% -676 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,446 $4.81M 2.21% +21 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,428 $4.8M 0.25% -35 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 6,419 $4.79M 1.61% -122 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 6,408 $4.78M 0.13% -156 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,338 $4.73M 0.15% +1,743 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,337 $4.73M 0.33% +66 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 6,326 $4.72M 3.68% -229 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,320 $4.72M 0.19% +56 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,306 $4.71M 0.08% +131 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,279 $4.69M 0.2% +76 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,197 $4.68M 0.33% -707 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 6,062 $4.62M 1.63% +1,307 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,175 $4.61M 0.12% +5,846 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,141 $4.59M 0.84% 0 13F-HR Timeline