Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 33,667 $6.65M 0.11% +1,644 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 33,656 $6.65M 2.22% +919 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 33,172 $6.55M 2.01% +835 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 32,922 $6.51M 0.98% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 32,354 $6.39M 1.84% -609 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 32,336 $6.39M 0.11% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 32,328 $6.39M 1.8% +1,049 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 32,305 $6.38M 0.01% -173 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 31,750 $6.27M 0.11% +295 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 31,427 $6.21M 0.32% -978 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 31,413 $6.21M 0.55% +388 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 30,872 $6.11M 0.19% +3,378 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,796 $6.09M <0.01% +2,284 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 30,727 $6.07M 4.18% +5,166 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 30,441 $6.02M 4.85% +66 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 30,349 $6M 2.96% -708 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,258 $5.98M 0.02% +827 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 30,111 $5.95M 2.09% +1,263 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 30,100 $5.95M 0.08% +1,551 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 30,081 $5.94M 0.08% -1,047 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 29,911 $5.91M 0.37% +1,185 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 29,870 $5.9M 0.03% -14,160 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 29,722 $5.87M 0.43% -2,237 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 29,709 $5.87M 0.14% -675 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 29,520 $5.83M 0.08% +66 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 29,324 $5.79M 0.04% -1,040 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 29,233 $5.78M 0.74% 0 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 29,209 $5.77M 0.63% -600 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 29,208 $5.77M 1.83% -893 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,900 $5.71M 0.11% +451 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 28,672 $5.67M 1.16% +805 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 28,600 $5.65M 1.61% -30 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,379 $5.61M <0.01% +25,355 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 27,941 $5.52M 0.1% +3,863 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 27,934 $5.52M 0.87% -1,731 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 27,880 $5.51M 0.18% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 27,790 $5.49M 0.08% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 27,540 $5.44M 0.06% +8,977 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 26,941 $5.32M <0.01% -1,321 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 26,509 $5.24M 0.08% +116 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 26,055 $5.15M 0.05% +10,698 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 25,798 $5.1M 2.65% +1,290 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 25,330 $5.01M 0.64% +203 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 25,222 $4.98M 0.06% -303 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 25,217 $4.98M 0.05% -968 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 25,084 $4.96M 3.16% -2,570 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24,877 $4.93M 0.01% +1,240 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 24,895 $4.92M 0.58% +11,712 13F-HR Timeline CX Institutional More: the full row for CX Institutional 24,848 $4.91M 0.14% +445 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 24,692 $4.88M 1.68% -207 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,526 $4.85M 0.06% -311 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 24,518 $4.85M 2.84% -892 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 24,226 $4.79M 1.06% -208 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 24,219 $4.79M 0.12% +337 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,128 $4.77M 0.09% -3,092 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 23,963 $4.74M 1.16% +601 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 23,837 $4.71M 0.42% 0 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 23,711 $4.69M 0.48% +1,166 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 23,460 $4.64M <0.01% +20 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 23,226 $4.59M 1.38% -2,825 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 23,206 $4.59M 1.79% -1,089 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 23,066 $4.56M 0.08% -83 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 22,988 $4.54M 2.47% +195 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 22,905 $4.53M 2.72% -3,480 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 22,818 $4.51M 0.38% -500 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 22,542 $4.45M 2.39% +15 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 22,428 $4.43M 0.34% -574 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 22,426 $4.43M 2.88% +381 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 22,379 $4.42M 0.51% +2,197 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,710 $4.29M 0.17% +256 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 21,628 $4.27M 0.74% -365 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 21,586 $4.27M 1.16% -205 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 21,439 $4.24M 2.12% -506 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 21,249 $4.2M 0.57% +16 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 21,160 $4.18M 0.19% +2,627 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,151 $4.18M 0.12% -464 13F-HR Timeline Group Veridan Wealth LLC More: the full row for Veridan Wealth LLC 20,646 $4.08M 1.42% -1,448 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 20,638 $4.08M 0.13% +1,842 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 20,601 $4.07M 3.95% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 20,563 $4.06M 0.99% -158 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 20,478 $4.05M 0.08% +15,693 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 20,331 $4.02M 1.43% -359 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 20,323 $4.02M 2.32% -77 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,131 $3.98M +151 Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,094 $3.97M 0.07% +7,962 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 20,067 $3.97M 1.75% +598 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,700 $3.89M 0.02% +852 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,360 $3.83M 0.23% -536 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 19,242 $3.8M 3.11% +374 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 19,127 $3.78M 0.17% +3,734 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,085 $3.77M 0.03% -36 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 19,039 $3.76M 0.76% +8,165 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 19,039 $3.76M 0.47% +221 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 18,914 $3.74M 0.75% +146 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 18,826 $3.72M 0.9% -1,092 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 18,788 $3.71M 2.57% +1,885 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,771 $3.71M 0.47% -2,423 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 64,629 $3.7M 0.44% +46,885 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,716 $3.7M 0.41% +100 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,584 $3.67M 0.04% +2,854 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 18,513 $3.66M 2.02% -448 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,370 $3.63M 0.04% +15,295 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,241 $3.6M 0.12% -16,640 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 18,019 $3.56M 0.17% +1,645 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 18,000 $3.56M 0.13% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,897 $3.54M 0.43% +1,086 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 17,665 $3.49M 1.58% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,655 $3.49M 0.08% +1,705 13F-HR Timeline Group Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 17,582 $3.47M 2.99% +69 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 17,323 $3.42M 0.4% -4,860 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 17,282 $3.41M 2.54% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 17,107 $3.38M 0.93% -730 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,988 $3.36M 0.17% -79 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,967 $3.35M 0.09% -6,187 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 16,936 $3.35M 0.7% -6,554 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,911 $3.34M <0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 16,537 $3.33M 0.09% -246 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,749 $3.31M 0.29% -408 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,655 $3.29M 0.1% +6,200 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,635 $3.29M 0.04% -130 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 16,484 $3.26M 0.02% +618 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,469 $3.25M -27,958 Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 15,464 $3.25M 0.17% -5,818 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 16,430 $3.25M 1.85% +2,006 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 16,379 $3.24M 2.1% +782 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,372 $3.24M 0.18% -5,938 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 17,797 $3.16M 2.7% -14 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15,936 $3.15M 0.23% +234 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,837 $3.13M 0.1% +254 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 15,718 $3.11M 1.69% -482 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 15,408 $3.04M 0.15% -75 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 15,273 $3.02M 1.89% -1,025 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15,123 $2.99M <0.01% +1,269 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,104 $2.98M 0.09% +333 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 14,984 $2.96M 1.87% -53 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16,027 $2.95M 0.11% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,852 $2.93M 0.02% -1,024 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 14,659 $2.9M 1.33% -2,488 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,551 $2.88M 0.06% +8,588 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,492 $2.86M 0.08% +5,386 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,448 $2.85M 0.05% +3,751 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,439 $2.85M 0.01% +1,204 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,315 $2.83M 0.03% +156 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,152 $2.8M 0.11% +175 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,097 $2.79M 0.04% -357 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 13,830 $2.73M 0.02% +3,161 13F-HR Timeline Group GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 13,700 $2.71M 0.16% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 13,543 $2.68M -532 Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 13,474 $2.66M 0.15% +1,788 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13,473 $2.66M 0.15% -451 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,392 $2.65M 0.27% -607 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,351 $2.64M 0.05% -324 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 13,289 $2.63M 1.65% -594 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,216 $2.61M 0.26% +541 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,127 $2.59M 0.16% +88 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 12,967 $2.56M 1.76% +169 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 12,936 $2.56M 1.03% +120 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,923 $2.55M 0.1% -553 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,634 $2.5M 0.31% +1,537 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,515 $2.47M 0.08% -1,493 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 12,484 $2.47M 1.58% +352 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12,300 $2.43M 0.47% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 12,186 $2.41M 1.8% +797 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,171 $2.4M 0.07% +2,105 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,152 $2.4M 0.05% +2,113 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 11,864 $2.37M 0.28% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,011 $2.37M 0.03% new 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 11,985 $2.37M 1.25% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 11,964 $2.36M 0.45% -38 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 11,963 $2.36M 0.84% +39 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,953 $2.36M <0.01% -389 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,887 $2.35M 0.15% +7 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,827 $2.34M 0.03% -489 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 11,827 $2.34M 1.26% +15 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,684 $2.31M 0.13% -5,432 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,596 $2.29M 0.05% +82 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,340 $2.24M 0.09% -94 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,293 $2.23M 0.1% +8,398 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 11,287 $2.23M 1.54% +675 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 11,227 $2.22M 1.57% 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 11,165 $2.21M 0.83% -1,250 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,881 $2.19M <0.01% +6,050 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 11,061 $2.19M 0.43% +260 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,959 $2.17M 0.03% +9 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,893 $2.15M 0.12% -318 13F-HR Timeline Group MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 10,759 $2.13M 1.64% +134 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,706 $2.12M 0.02% -10,550 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,663 $2.11M 0.06% +23 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,662 $2.11M <0.01% +40 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,608 $2.1M 0.09% -2,573 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,483 $2.07M 0.17% -1,684 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 10,379 $2.05M 0.62% +562 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 10,344 $2.04M 0.91% +253 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 10,322 $2.04M 0.87% -220 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,201 $2.02M 0.02% +40 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,190 $2.01M 0.12% +1,134 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 10,170 $2.01M 0.08% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,674 $2M 0.04% +287 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,027 $1.98M 0.03% 0 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 9,899 $1.96M 0.11% +347 13F-HR Timeline