Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 31,804 $5.64M 0.09% +3,436 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 31,519 $5.59M 1.56% +327 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 31,430 $5.57M 1.73% +1,096 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 31,402 $5.57M 2.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,322 $5.56M 0.11% +951 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,911 $5.48M 0.15% -1,219 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30,768 $5.46M 0.2% +252 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 30,389 $5.39M 0.65% -1,341 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 30,320 $5.38M 2.34% +958 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 30,027 $5.33M 1.98% +678 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,983 $5.32M 0.06% +1,304 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 29,973 $5.32M 0.93% +1,002 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 29,933 $5.31M 1.73% -4,655 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 29,933 $5.31M 0.15% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 29,895 $5.3M 0.75% 0 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 29,641 $5.26M 2.39% -1,301 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 29,585 $5.25M 0.01% +2,749 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 29,498 $5.23M 1.67% +1,537 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,232 $5.18M 0.09% +738 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 29,163 $5.17M 0.46% -1,700 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 29,079 $5.16M 0.17% +108 13F-HR Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 28,862 $5.12M 4.4% +13,278 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 28,733 $5.1M 2.25% +672 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 28,655 $5.08M 0.35% +1,815 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 28,648 $5.08M 1.59% +2,886 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,348 $5.03M <0.01% +924 13F-HR/A Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 28,261 $5.01M 3.39% +1,322 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 28,012 $4.97M 0.07% +1,719 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 27,808 $4.93M 0.07% -3,649 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,786 $4.93M 0.1% +1,909 13F-HR Timeline Group CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 27,599 $4.9M 3.4% -2,409 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 27,439 $4.87M 1.08% +10,392 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 27,156 $4.82M 0.75% +15,424 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 27,051 $4.8M <0.01% +2,538 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 27,003 $4.79M 0.75% +797 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,985 $4.79M <0.01% +9,642 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,933 $4.78M 0.01% +5,837 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,915 $4.77M 0.1% -130 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 26,818 $4.76M 1.09% +396 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 26,161 $4.64M 3.16% +503 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 25,944 $4.6M 1.08% +10,662 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 25,826 $4.58M 1.87% +371 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. 25,109 $4.45M 0.09% +181 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 24,966 $4.43M 1.12% +2,973 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 24,632 $4.37M 0.38% -408 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,146 $4.32M 0.06% -186 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 24,179 $4.29M 2.7% +348 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 23,987 $4.25M 0.06% -197 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 23,889 $4.24M 0.06% +162 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 23,867 $4.23M 0.45% -184 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 23,851 $4.23M 2.45% -125 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,820 $4.22M 0.03% +30 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 23,669 $4.2M 1.08% -2,910 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 23,669 $4.2M 1.11% -149 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 23,495 $4.17M <0.01% -180 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 23,404 $4.15M 0.15% -1,853 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 23,292 $4.13M 0.37% -358 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 23,135 $4.1M 0.08% -280 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,097 $4.1M 0.08% +1,003 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 22,965 $4.07M 1.18% +302 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,890 $4.06M 0.02% -60 13F-HR Timeline Group ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 22,618 $4.01M 2.9% 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 22,392 $4M 0.09% -1,218 13F-HR/A Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 22,518 $3.99M 2.33% -100 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 22,343 $3.96M 0.62% +15,336 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 22,271 $3.95M 0.9% -3,299 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 22,167 $3.93M 0.13% -123 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 22,158 $3.93M 0.62% +925 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 21,759 $3.86M 1.3% +301 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 21,720 $3.85M -860 Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 21,623 $3.84M 0.35% -980 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 21,570 $3.83M 0.41% +3,214 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 21,262 $3.77M 0.97% -281 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 20,690 $3.75M 1.42% +10,308 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 20,844 $3.7M 2.69% +2,333 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 20,744 $3.68M 1.11% +189 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 20,551 $3.65M 0.16% +702 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 20,432 $3.62M 2.44% -106 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 20,382 $3.62M 1.91% -773 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 20,381 $3.61M 0.77% 0 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 19,938 $3.54M 0.94% -8,875 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 19,196 $3.4M 1.46% -310 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 18,407 $3.4M 2.97% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,132 $3.39M 0.06% +7,986 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 18,902 $3.35M 2.04% -16,132 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,813 $3.34M 0.09% +562 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,563 $3.29M 0.06% +13,259 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 18,531 $3.29M 0.94% +2,479 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,525 $3.29M 0.46% -59 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 18,416 $3.27M 0.45% +1,810 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,381 $3.26M 0.03% +1,655 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 18,333 $3.25M 0.73% +403 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,250 $3.24M 0.45% -638 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,168 $3.22M <0.01% +15,676 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 18,033 $3.21M +3,503 Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 18,071 $3.21M 1.6% +238 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 18,000 $3.19M 0.23% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,530 $3.16M 0.11% +26 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 17,797 $3.16M 2.7% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,734 $3.15M 0.12% +3,364 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 17,470 $3.1M 0.18% +5,213 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 17,443 $3.09M 3.05% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,422 $3.09M 0.31% -437 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 17,362 $3.08M 0.43% +586 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 17,199 $3.05M 0.2% +4,868 13F-HR/A Timeline Avant Capital LLC More: the full row for Avant Capital LLC 17,199 $3.05M 2.09% -917 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,189 $3.05M 0.11% -1,319 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,012 $3.02M 0.03% +806 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,997 $3.02M 0.33% -1,115 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,950 $3.01M 0.02% +388 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 16,844 $2.99M 1.06% -800 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,670 $2.96M 0.04% -165 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 16,611 $2.95M 1.26% +16,611 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,527 $2.93M 0.03% -13,395 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 16,420 $2.91M 0.06% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,336 $2.9M 0.09% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,272 $2.89M 0.32% +3,759 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 16,270 $2.89M 1.98% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,260 $2.88M 0.78% -12 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 16,189 $2.87M 2.49% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 16,086 $2.85M 0.32% -612 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 16,084 $2.85M 0.14% +1,707 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16,027 $2.84M 0.11% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 16,027 $2.84M 0.29% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,821 $2.81M 0.03% +4,401 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15,710 $2.79M 0.21% +243 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,663 $2.78M 0.19% -115 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 15,525 $2.75M 2.07% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 15,525 $2.75M 2.07% +2,084 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,470 $2.74M 0.01% -12,851 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 15,350 $2.72M 1.85% +278 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,168 $2.69M 0.05% -216 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,070 $2.68M 0.02% 13F-HR/A Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 14,939 $2.65M 1.94% -473 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 14,701 $2.61M 0.17% -738 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,572 $2.58M <0.01% +847 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 14,516 $2.57M <0.01% +369 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,145 $2.51M 0.29% -142 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,973 $2.48M 0.11% -1,111 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 13,956 $2.48M 1.25% -304 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 13,953 $2.47M 0.13% +1,314 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,900 $2.47M <0.01% +9,200 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 13,806 $2.45M 0.15% -950 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 13,700 $2.43M 0.15% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,695 $2.43M 0.04% +781 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 13,600 $2.41M 0.99% -202 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,587 $2.41M 0.24% -284 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12,819 $2.38M 0.11% +12,547 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,267 $2.35M 0.05% +7,649 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,193 $2.34M 0.11% +3,237 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,661 $2.25M 0.05% -1,301 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,214 $2.23M 0.02% +2,193 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 12,460 $2.21M 1.18% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,377 $2.2M 0.15% -646 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 11,387 $2.18M 1.73% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12,300 $2.18M 0.51% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 11,864 $2.17M 0.27% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,641 $2.17M 0.05% -717 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,209 $2.17M 0.08% +588 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 12,116 $2.15M 0.98% +3,355 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 12,027 $2.13M 1.83% 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 12,004 $2.13M 1.56% +289 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 11,987 $2.13M 1.22% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 11,941 $2.12M 0.42% +9,235 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 11,828 $2.1M 0.05% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 11,824 $2.1M 1.4% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,753 $2.08M 0.02% +1,794 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,687 $2.07M 0.07% +185 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,631 $2.06M 0.14% -155 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,587 $2.06M 0.42% +8,431 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,512 $2.04M 0.03% +1,203 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 11,433 $2.03M 1.46% -687 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,573 $2.02M 0.29% +504 13F-HR Timeline Index Fund Advisors, Inc. 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