SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 26,265 $5.65M 2.55% +716 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 26,264 $5.65M 3.69% -673 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 25,945 $5.58M 1.89% +959 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 25,919 $5.57M 0.16% -1,452 13F-HR/A Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 25,880 $5.57M 1.25% +760 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 25,643 $5.51M 0.32% -3,716 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,568 $5.5M 0.25% +373 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 25,527 $5.49M 1.79% +3,742 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 25,478 $5.48M 1.3% -1,213 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 25,468 $5.48M 1.98% -2,752 13F-HR/A Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 25,423 $5.47M 0.32% +661 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 25,414 $5.47M 0.08% +2,549 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 25,326 $5.45M 5.21% +865 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 25,265 $5.43M 0.23% +1,484 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 25,199 $5.42M 0.34% -1,846 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 25,182 $5.42M 4.08% -33 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 25,107 $5.4M 2.77% -275 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 24,994 $5.38M 0.2% -3,179 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,847 $5.34M 0.25% -640 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 24,792 $5.33M 1.2% -239 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 24,747 $5.32M 2.19% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 24,702 $5.31M 0.13% +516 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 24,668 $5.31M 0.13% +372 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 24,504 $5.27M 2.02% +5,911 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 24,437 $5.26M 0.38% -1,580 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 24,346 $5.24M 0.06% +275 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 24,339 $5.23M 4.81% -55 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 24,222 $5.21M 2.91% +8,594 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 22,912 $5.2M 7.81% +6,566 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 24,143 $5.19M 0.23% -297 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 24,116 $5.19M 1.53% +1,284 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 24,055 $5.17M 0.39% +4 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 23,959 $5.15M 5.01% +881 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 23,920 $5.14M 0.36% +2,141 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 23,728 $5.1M 1.7% -1,114 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 23,619 $5.08M 1.89% -547 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 23,580 $5.07M 0.91% +100 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 23,470 $5.05M 0.57% +112 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 23,436 $5.04M 0.21% +1,431 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 23,427 $5.04M 2.64% 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 23,388 $5.03M 2.52% -2,102 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23,309 $5.01M 1.64% +751 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 23,205 $4.99M 1.15% -698 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 23,190 $4.99M 0.75% -360 13F-HR/A Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 23,102 $4.97M 1.18% -486 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 23,099 $4.97M 2.7% -53 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,096 $4.97M 0.23% +1,680 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 23,014 $4.96M 4.93% -343 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 23,056 $4.96M 0.74% -146 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 23,048 $4.96M 0.6% +2,257 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 22,926 $4.93M 1.39% +1,675 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 22,890 $4.92M 0.02% +2,217 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 22,821 $4.91M 0.4% -831 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 22,773 $4.9M 0.27% +108 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 22,763 $4.9M 1.76% -837 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 22,731 $4.89M 2.2% -1,555 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,620 $4.86M 0.4% +442 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 22,617 $4.86M 0.33% +1,098 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 22,572 $4.85M 2.02% +281 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 22,428 $4.82M 2.95% +406 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 22,428 $4.82M 0.68% -160 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 22,386 $4.81M 1.04% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 22,357 $4.81M 1.56% +53 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 22,336 $4.8M 1.75% +766 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22,301 $4.8M 0.74% -42 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 22,165 $4.77M 0.81% +68 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 22,143 $4.76M 2.85% +4,834 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 22,062 $4.74M 1.01% +94 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 21,010 $4.72M 0.15% -1,601 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,889 $4.71M 0.13% +2,074 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 21,878 $4.71M 0.33% -400 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 21,857 $4.7M 0.15% -1,214 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,665 $4.66M 0.51% +116 13F-HR Timeline S&CO INC More: the full row for S&CO INC 21,632 $4.65M 0.29% -55 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 21,569 $4.64M 1.97% +42 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 21,531 $4.63M 0.35% -236 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 21,466 $4.62M 1.04% -193 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 21,449 $4.61M 0.37% -11,318 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 21,421 $4.61M 0.32% -111 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,397 $4.6M 0.06% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 20,933 $4.6M 1.94% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 21,343 $4.59M 0.71% +3 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 21,335 $4.59M 3.48% +667 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,173 $4.57M 1.09% -51 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 21,139 $4.55M 1.1% -375 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 20,858 $4.49M 2.74% -1,537 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 20,762 $4.47M 0.76% -273 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 20,647 $4.44M 2.55% +3,320 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 20,186 $4.44M 0.68% +179 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 20,610 $4.43M 0.1% -24 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,533 $4.42M 0.14% -209 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,488 $4.41M 0.01% -714 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 20,472 $4.4M 0.59% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 20,456 $4.4M 1.34% +88 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 20,441 $4.4M 0.05% +3,184 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,429 $4.39M 0.04% +1,086 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 20,405 $4.39M 1.1% -7 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 20,400 $4.39M 0.11% -700 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 20,352 $4.38M 0.17% +119 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 19,295 $4.35M -3,623 Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20,171 $4.34M 0.12% -49 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 20,154 $4.33M 0.31% +663 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 20,139 $4.33M 0.82% +617 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 19,967 $4.29M 0.3% +1,688 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 19,955 $4.29M 0.64% -592 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 19,914 $4.28M 0.26% +55 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 19,893 $4.28M 0.15% -79 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 19,839 $4.27M 2.36% -171,940 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 19,738 $4.24M 2.18% +266 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 19,715 $4.24M 1.42% -268 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 19,665 $4.23M 1.26% +1,117 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 19,661 $4.23M 2.86% +1,430 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 19,647 $4.23M 0.12% +1,121 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 19,635 $4.22M 2.2% -2,068 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 19,475 $4.19M 1.4% +32 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 19,386 $4.17M 3.73% -1,745 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 19,352 $4.16M 1.64% +7,261 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 19,291 $4.15M 2.92% -642 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 19,278 $4.15M 1.23% +4,037 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 19,233 $4.14M 0.75% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,183 $4.13M 0.73% -232 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 19,148 $4.12M 0.88% +52 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 19,128 $4.11M 0.05% +1,043 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 19,114 $4.11M 1.18% +18,974 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 19,114 $4.11M 1.18% +2,754 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 19,096 $4.11M 0.37% -125 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19,046 $4.1M 0.64% -119 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,953 $4.08M 0.14% -316 13F-HR Timeline Friday Financial More: the full row for Friday Financial 18,913 $4.07M 1.4% +581 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 18,909 $4.07M 2.19% +22 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 18,896 $4.06M 1.06% -74 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 18,883 $4.06M 0.52% -248,680 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 18,850 $4.05M 3.82% -1,925 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 18,788 $4.04M 1.26% -1,025 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 18,777 $4.04M 1.87% +1,572 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 18,514 $3.98M 0.4% -498 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 18,469 $3.97M 1.78% -334 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 18,458 $3.97M 0.71% -868 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 18,425 $3.96M 0.68% +499 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,407 $3.96M 0.09% +158 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 18,245 $3.93M 0.38% +536 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,171 $3.91M 0.18% -150 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,514 $3.9M 0.14% +172 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 18,122 $3.9M 0.09% +528 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 18,122 $3.9M 0.74% -376 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 18,096 $3.89M 0.33% +12,406 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,409 $3.88M 0.59% -1,049 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 17,928 $3.86M 2.04% -161 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 17,860 $3.84M 0.45% -142 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 17,724 $3.81M 0.3% +139 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 17,668 $3.8M 0.41% +630 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 17,659 $3.8M 0.17% +2,382 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 17,631 $3.79M 1.82% -610 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,600 $3.79M 0.07% -1,239 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 17,497 $3.76M 0.08% -930 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 17,485 $3.76M 2.5% +68 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 17,421 $3.75M 1.04% +1,147 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 17,409 $3.74M 0.52% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 17,340 $3.73M 0.71% +73 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 17,321 $3.73M 0.21% +1,811 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 17,283 $3.72M 0.17% -129 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 17,268 $3.71M 0.26% -112 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17,187 $3.7M 1.92% -908 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 17,087 $3.69M 2.98% -15 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 17,088 $3.68M 0.25% -631 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 17,087 $3.67M 0.51% +33 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17,037 $3.66M 0.78% -1,877 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 17,035 $3.66M 0.37% -4,135 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,986 $3.65M 0.04% -480 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,948 $3.64M 0.05% -4,065 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 16,917 $3.64M 0.53% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 17,122 $3.62M 1.36% +392 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 15,900 $3.61M 0.95% +1,018 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 16,794 $3.61M 1% -1,254 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,753 $3.6M 0.01% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 16,745 $3.6M 0.42% +87 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 16,737 $3.6M 0.72% +1,167 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 16,721 $3.6M 0.14% +809 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 16,561 $3.56M 1.93% +2,133 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 16,661 $3.56M 0.23% +151 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,497 $3.55M 1.01% +75 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 16,466 $3.54M 0.08% 0 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 16,464 $3.54M 0.74% -411 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,434 $3.53M 0.12% +163 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 16,381 $3.52M 1.42% -47 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 15,386 $3.52M 1.26% +2,544 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 16,293 $3.5M 0.35% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,269 $3.5M 0.3% -859 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,164 $3.48M 0.7% +301 13F-HR Timeline Buttonwood Financial Advisors Inc. 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