National Philanthropic Trust More: the full row for National Philanthropic Trust 101,722 $19.7M 0.32% +91,690 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 101,707 $19.7M 7.52% +1,744 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 101,656 $19.7M 10.82% +2,311 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 101,481 $19.7M 0.23% -2,952 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 98,875 $19.2M 7.42% -1,358 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 98,318 $19.1M 3.15% -2,797 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 98,083 $19M 0.78% +776 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 96,789 $18.8M 3.38% +3,156 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 95,731 $18.6M 5.15% +2,687 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 95,720 $18.6M 2.4% +2,653 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/ 95,547 $18.5M 0.02% -12,949 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 95,288 $18.5M +4,299 Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 95,270 $18.5M 4.07% +34,186 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 95,120 $18.5M 0.59% +679 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 94,870 $18.4M 0.55% +330 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 94,472 $18.3M 0.57% +41,414 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 93,934 $18.2M 16.44% +4,818 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 93,819 $18.2M 1.23% -549 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 93,802 $18.2M 4.96% -327 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 92,407 $17.9M 2.32% +4,297 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 92,268 $17.9M 0.84% +4,922 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 91,818 $17.8M 7.76% -4,673 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 101,324 $17.8M 0.42% +1,863 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 91,598 $17.8M 1.46% -1,448 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 90,395 $17.5M 5.7% -382 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 90,377 $17.5M 0.68% +2,248 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 90,204 $17.5M 2.38% -2,042 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 89,741 $17.4M 0.73% +9,274 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 97,330 $17.3M 1.4% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 89,288 $17.3M 3.75% +27,893 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 89,266 $17.3M 6.15% -3,323 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 89,177 $17.3M 1.41% -1,600 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 89,002 $17.3M 0.1% -912 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 88,727 $17.2M 4.77% -1,665 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 88,609 $17.2M 0.9% -508 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 88,474 $17.2M 5.01% -114 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 87,632 $17M 1.57% -1,053 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 87,614 $17M 7.37% -2,273 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 86,278 $16.7M 5.35% +361 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 86,153 $16.7M 1.62% +3,128 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 85,246 $16.5M 0.31% +675 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 83,193 $16.1M 8.98% +2,807 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 82,946 $16.1M 2.75% -2,338 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 82,202 $15.9M 1.69% -13,599 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. 82,200 $15.9M 0.34% +16,065 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 82,066 $15.9M 5.14% +3,721 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 82,018 $15.9M 2.28% -332 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81,812 $15.9M 1.06% +1,489 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 81,186 $15.7M 0.73% +1,121 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 80,716 $15.7M 0.31% -2,521 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 79,500 $15.4M 14.25% +705 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 79,306 $15.4M 5.04% +3,128 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 79,248 $15.4M 2.84% +132 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 78,995 $15.3M 3.3% -4,935 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 78,051 $15.1M 7.46% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 77,970 $15.1M 1.31% +16,641 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 77,808 $15.1M 13.76% +1,257 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 77,475 $15M 2.99% -5,764 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 77,295 $15M 0.17% +5,788 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 77,000 $14.9M 0.09% +37,777 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 76,908 $14.9M 8.52% +4,166 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 76,772 $14.9M 3.64% -380 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 76,331 $14.8M 1.21% +5,159 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 76,300 $14.8M 2.85% +5 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 75,902 $14.7M 0.58% +37,113 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 75,828 $14.7M 0.02% +21,165 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 75,814 $14.7M 1.2% +3,777 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 74,984 $14.5M 16.73% +6,434 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 74,873 $14.5M 0.43% -415 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 74,864 $14.5M 7.84% +6,435 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 74,514 $14.5M 4.08% +273 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 74,407 $14.4M 0.35% +3,388 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 73,601 $14.3M 0.86% +1,474 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 73,076 $14.2M 0.03% +1,224 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 72,978 $14.2M 1.41% -350 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 72,529 $14.1M 2.72% -1,137 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 71,881 $13.9M 0.01% +2,160 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 71,725 $13.9M 0.04% +65,612 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 70,955 $13.8M 5.89% -3,736 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 70,700 $13.7M 4.41% -3,237 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 69,858 $13.6M 0.86% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 69,758 $13.5M 0.32% -596 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 69,341 $13.5M 0.35% +2,264 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 69,303 $13.2M 4.67% +10,909 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 67,958 $13.2M 1.77% +968 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 67,667 $13.1M 7.02% -972 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 67,523 $13.1M 13.39% -5,797 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 67,432 $13.1M 0.26% -1,602 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 67,300 $13.1M 0.3% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 67,167 $13M 0.18% -521 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 66,974 $13M 2.49% -307 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 66,722 $12.9M 0.43% -1,499 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 66,699 $12.9M 0.25% -38,580 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 67,232 $12.9M 0.87% +3,515 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 66,434 $12.9M 5.95% -2,482 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 66,199 $12.8M 10.44% -12,170 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 65,943 $12.8M 1.79% -2,119 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 65,879 $12.8M 0.96% +135 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 65,766 $12.8M 0.4% -46,260 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 65,545 $12.7M 4.06% +3,635 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 65,419 $12.7M 0.19% +9,762 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 65,087 $12.6M 0.49% -29,082 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65,020 $12.6M 0.85% -1,230 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 64,989 $12.6M 0.16% +5,659 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 68,399 $12.6M 4.06% -140 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 64,602 $12.5M 0.32% -1,686 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 64,448 $12.5M -6,226 Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 63,972 $12.4M 0.33% +8,153 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 63,934 $12.4M 0.28% +4,282 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 71,356 $12.4M 0.03% +5,284 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 63,533 $12.4M -30,493 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 63,485 $12.3M 0.08% +20,015 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 63,384 $12.3M 1.73% -2,017 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 63,298 $12.3M 0.3% -15,977 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 63,043 $12.2M 0.88% +1,903 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 62,635 $12.2M 0.14% -2,046 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 62,564 $12.1M 2.02% +2,219 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 62,555 $12.1M 7.34% +1,536 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 62,368 $12.1M 0.17% +5,374 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 62,334 $12.1M 2.27% +1,845 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 62,077 $12M 2.04% -783 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 61,948 $12M 7.18% +7,914 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 61,670 $12M 0.72% -376 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 61,642 $12M 1.84% +3,126 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 61,477 $11.9M 0.59% +324 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 60,906 $11.8M 0.18% +483 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 60,645 $11.8M 0.22% +224 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 60,571 $11.8M 0.67% -6,563 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 59,915 $11.6M 5.33% +322 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 59,823 $11.6M 9.17% +2,625 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 62,191 $11.6M 0.4% +506 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 59,471 $11.5M 0.73% -324 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 59,471 $11.5M 4.61% +382 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 59,123 $11.5M 0.44% -303 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 58,906 $11.4M 6.04% -534 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 58,244 $11.3M 0.11% +475 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 58,178 $11.3M 1.79% -64 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 58,042 $11.3M 0.28% -1,194 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 58,155 $11.2M 0.09% +2,649 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,761 $11.2M 0.25% -241 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 57,165 $11.1M 0.8% -884 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 57,137 $11.1M 0.1% +1,063 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 57,106 $11.1M 0.02% +13,897 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56,783 $11M 0.31% +1,117 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 56,221 $10.9M 0.28% -62 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 55,991 $10.9M 1.33% +1,536 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 55,723 $10.8M +25,887 Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 55,589 $10.8M 7.09% +2,548 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 55,346 $10.7M 0.73% -1,029 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 55,197 $10.7M 0.58% +1,162 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 55,141 $10.7M 1.38% +5,549 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 54,754 $10.6M 6.13% +268 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 54,697 $10.6M 0.21% -359 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 54,178 $10.5M 7.13% -3,333 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 54,753 $10.5M 0.04% +5,873 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 53,824 $10.4M 3.55% +3,722 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 53,231 $10.4M 3.39% +1,298 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 53,459 $10.4M 0.84% -15,001 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 53,295 $10.3M 0.39% +6,024 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 53,289 $10.3M 0.75% +8,968 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 53,038 $10.3M 0.73% -138 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 52,873 $10.2M 1.37% -9,054 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 52,733 $10.2M 0.26% +4,801 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 52,630 $10.2M 4.96% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 52,507 $10.2M 0.29% +5,545 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 52,185 $10.1M 0.74% -528 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 51,932 $10.1M 7.99% +1,156 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 51,704 $10M 3.04% +2,032 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 51,448 $9.98M 0.19% -479 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 51,364 $9.96M 4% -2,429 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 51,177 $9.93M 4.72% -1,077 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 51,016 $9.9M 1.77% -2,577 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 50,892 $9.87M 0.3% +9,021 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 50,682 $9.83M 3.36% +48,160 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 50,481 $9.8M 0.2% +8,685 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 49,947 $9.69M 0.23% -864 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 49,570 $9.62M 0.53% +1,317 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 49,452 $9.59M 0.24% -1,337 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 49,314 $9.57M 3.02% +1,147 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 49,206 $9.55M 0.36% +1,323 13F-HR Timeline Security Financial Services, INC. 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