Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,457 $4.87M 0.18% -1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,425 $4.84M 0.36% -90 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,416 $4.84M 0.2% +137 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 6,404 $4.83M 3.73% +78 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,398 $4.82M 0.18% +78 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,364 $4.8M 0.24% -64 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,354 $4.79M 0.08% +48 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,325 $4.77M 0.01% -1,995 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,314 $4.76M 0.25% -426 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,290 $4.74M 0.12% +2,743 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 6,289 $4.74M 3.29% -251 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,208 $4.68M 0.21% +109 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,185 $4.66M 0.3% -12 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 6,168 $4.65M 3.09% -290 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,166 $4.65M 0.09% -495 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,141 $4.63M 0.74% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 6,133 $4.62M 0.12% -275 13F-HR Timeline Group Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 6,087 $4.59M 3.34% +88 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,043 $4.56M 0.03% +115 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,040 $4.55M 0.08% +31 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,969 $4.5M 0.28% +847 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,950 $4.49M 0.28% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,950 $4.48M 0.03% -611 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,918 $4.46M 0.06% +793 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 5,901 $4.45M 3.55% -204 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,891 $4.44M 1.02% +266 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,882 $4.43M 1.56% -100 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,882 $4.43M 0.34% +639 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,875 $4.43M 0.11% -300 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,775 $4.35M 1.44% -644 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 5,755 $4.34M 2.17% -82 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,703 $4.3M 0.97% +6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5,691 $4.29M 1.21% +81 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,686 $4.29M 0.03% -284 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,686 $4.29M 0.2% +1,393 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,661 $4.27M 0.29% -91 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 5,636 $4.25M 2.61% +9 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,626 $4.24M 0.28% +2,114 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,621 $4.24M 0.2% +2,508 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 5,619 $4.24M 3.76% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,586 $4.21M 0.19% -980 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,553 $4.19M 0.24% +160 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,538 $4.17M 2.36% +148 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,498 $4.14M 0.04% +140 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,470 $4.12M 0.26% -84 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 5,454 $4.11M +655 Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,452 $4.11M 0.51% 0 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,413 $4.08M 0.32% -924 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 5,410 $4.08M 2.78% +131 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 5,359 $4.04M 0.57% -360 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,344 $4.03M 0.42% +300 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,320 $4.01M 0.16% +1,517 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,313 $4M <0.01% +503 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5,311 $4M 1.07% 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,283 $3.98M 1.35% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,281 $3.98M 0.13% -303 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 5,259 $3.96M 2.3% -204 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,254 $3.96M 0.05% +109 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,477 $3.95M 1.75% +245 13F-HR Timeline Ballast, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 5,175 $3.9M 0.54% +178 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,170 $3.9M 0.14% +450 13F-HR/A Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 5,146 $3.88M 0.02% -72 13F-HR/A Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 5,112 $3.85M 1.55% -339 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,080 $3.85M 0.34% -211 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,102 $3.85M 0.58% -64 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 5,088 $3.84M 0.44% +2,497 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 5,073 $3.82M 1.26% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,072 $3.82M 0.03% -128 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,071 $3.82M 0.17% +768 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,064 $3.82M 0.27% -1,044 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,041 $3.8M 0.29% -72 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 5,026 $3.79M 1.06% +375 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 5,012 $3.78M 1.85% +199 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,008 $3.78M 2.16% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,997 $3.77M 0.11% -992 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,968 $3.73M 1.42% +2,224 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,904 $3.7M 0.15% -949 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 4,901 $3.69M +437 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,901 $3.69M 0.13% +17 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 4,867 $3.67M 2.75% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 4,862 $3.67M 1.51% +63 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,819 $3.63M 0.04% +1,701 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,818 $3.63M 0.17% +1,525 13F-HR/A Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 4,810 $3.63M 3.25% -168 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,783 $3.61M 0.07% +3,535 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,777 $3.6M 0.16% +20 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,742 $3.57M 0.08% +82 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,703 $3.55M 0.13% +1,438 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,695 $3.54M 1.52% +2 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,637 $3.5M 2.89% +497 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,614 $3.48M 0.04% +265 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,611 $3.48M 0.3% -3 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,611 $3.48M 0.12% +5 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,590 $3.46M 0.37% +733 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 4,583 $3.45M 1.87% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,254 $3.45M 0.23% +27 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,550 $3.43M 0.07% +154 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,544 $3.43M 0.34% -110 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,492 $3.39M 1.1% +5 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 4,486 $3.38M 3.06% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,485 $3.38M 0.2% +129 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,482 $3.38M 0.32% -21 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,423 $3.33M 0.35% +6 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,374 $3.3M 0.36% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 4,350 $3.28M 0.81% 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,349 $3.28M 2.31% -71 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,348 $3.28M 0.14% +424 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,329 $3.26M 0.16% +442 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,318 $3.25M 0.06% +56 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,307 $3.25M 0.07% +13 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,306 $3.25M 1.66% -92 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,305 $3.24M 0.04% -348 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,293 $3.24M 0.35% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,288 $3.23M 1.46% +75 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,287 $3.23M 0.05% -156 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,286 $3.23M 0.24% +82 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 4,246 $3.2M 0.78% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,236 $3.19M 0.23% +107 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,209 $3.18M 0.76% -4,352 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,281 $3.16M 0.71% +373 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,159 $3.14M 1.09% -131 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,141 $3.12M 0.01% -66 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,140 $3.12M 0.88% -43 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,120 $3.11M 0.36% -325 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,069 $3.07M 0.32% +160 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,059 $3.06M 0.34% +560 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,035 $3.04M 1.1% -42 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,026 $3.03M 0.07% +484 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,025 $3.03M 0.39% -149 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,013 $3.02M 0.04% -20 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,997 $3.01M 0.01% +721 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 3,983 $3M 1.62% -297 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,957 $2.98M 0.71% -15 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,939 $2.97M 0.2% -132 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,898 $2.94M 0.05% +11 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,898 $2.94M 0.14% -3,023 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,887 $2.93M 0.44% -180 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,886 $2.93M 0.02% -1,177 13F-HR Timeline Group VVR Holdings LLC More: the full row for VVR Holdings LLC 3,866 $2.91M 1.51% 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,828 $2.89M <0.01% -55 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,817 $2.88M 0.19% +240 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,800 $2.86M 1.35% +275 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,800 $2.86M <0.01% +2,100 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,794 $2.86M 1.04% -249 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 3,786 $2.85M 2.56% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,687 $2.83M 0.03% -193 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,724 $2.81M 0.13% +21 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,716 $2.8M 0.14% -41 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,689 $2.78M 0.1% +142 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 3,677 $2.77M 2.41% 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,660 $2.76M 0.7% -142 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,655 $2.76M 0.4% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,621 $2.73M 0.03% -193 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,602 $2.72M 2.32% +7 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,603 $2.72M 1.16% +5 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,567 $2.69M 0.05% +891 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,566 $2.69M <0.01% +133 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,551 $2.68M 0.05% +798 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,519 $2.65M 1.33% +306 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,483 $2.64M 0.22% -280 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,728 $2.63M 0.3% -1,104 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 3,479 $2.62M 1.02% -396 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,475 $2.62M 0.76% -153 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3,460 $2.61M 1.29% -6 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,454 $2.6M 2.4% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,432 $2.59M 0.07% +606 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,426 $2.58M 0.31% -647 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,399 $2.56M 0.22% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,391 $2.56M 0.82% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,414 $2.56M 0.17% +330 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,388 $2.55M 0.56% +1,236 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,388 $2.55M 0.05% +1,407 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,366 $2.54M 1.78% +104 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,363 $2.53M 1.14% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,360 $2.53M 0.39% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,328 $2.51M 0.08% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,324 $2.51M 0.63% +23 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,310 $2.5M 1.23% -1,537 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,297 $2.49M <0.01% -13 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,284 $2.48M 0.08% -110 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,275 $2.47M <0.01% 0 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,264 $2.46M 0.14% +95 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,262 $2.46M 0.32% -1,618 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,245 $2.45M 0.07% -5 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,235 $2.44M 0.2% +4 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,230 $2.43M 0.2% -7 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,226 $2.43M 0.05% +1,315 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,195 $2.41M 0.04% -250 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,175 $2.39M 0.04% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,167 $2.39M 0.83% -59 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. 3,142 $2.37M 0.05% +580 13F-HR Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,139 $2.37M 0.18% +1,094 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,112 $2.36M 0.02% +239 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,131 $2.36M 0.08% +26 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,130 $2.36M 0.92% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,112 $2.35M 0.58% -219 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,105 $2.34M 0.04% -46 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,103 $2.34M 0.39% +1 13F-HR Timeline American Trust More: the full row for American Trust 3,102 $2.34M 0.2% +382 13F-HR Timeline