Atria Investments, Inc More: the full row for Atria Investments, Inc 33,372 $6.15M 0.07% -7,992 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33,345 $6.14M 0.21% +4,266 13F-HR Timeline Group Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 33,199 $6.12M 3.44% -64 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 32,963 $6.07M 1.97% +3,465 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 32,737 $6.03M 2.31% +610 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 32,478 $5.99M 0.01% -3,213 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 32,405 $5.97M 0.37% -840 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 32,337 $5.96M 2.07% +935 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 32,023 $5.9M 0.11% +2,791 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 31,959 $5.89M 0.47% -3,326 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 30,375 $5.87M 4.87% +1,513 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 31,455 $5.8M 0.11% -349 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 31,279 $5.76M 1.81% -151 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31,128 $5.74M 0.08% -3,430 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 31,057 $5.72M 3.26% -839 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 31,025 $5.72M 0.62% -5,826 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,510 $5.63M 0.05% +527 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,384 $5.6M 0.16% -527 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,364 $5.6M 0.04% +13,837 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 30,101 $5.55M 1.96% +74 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 29,809 $5.49M 0.69% -580 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 29,665 $5.47M 0.95% -308 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 29,454 $5.43M 0.09% -8,505 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,431 $5.42M 0.02% -72,123 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 29,233 $5.39M 0.78% -662 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 28,848 $5.32M 2.27% +115 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 28,726 $5.29M 0.37% +71 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 28,630 $5.28M 1.68% -18 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 28,549 $5.26M 0.08% +537 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 28,512 $5.25M <0.01% +164 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,449 $5.24M 0.11% +1,534 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 28,262 $5.21M <0.01% +1,211 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 27,880 $5.14M 0.19% -2,888 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 27,867 $5.14M 1.16% +1,049 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 27,772 $5.12M 0.85% +5,429 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 27,654 $5.1M 3.33% -607 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 27,494 $5.07M 0.19% +11,704 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,220 $5.02M 0.1% -566 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. 26,393 $4.86M 0.09% +1,284 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 26,385 $4.86M 3.27% +224 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,185 $4.83M 0.06% +2,039 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 26,051 $4.8M 1.6% -3,882 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 25,561 $4.71M 3.71% +9,372 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 25,525 $4.7M 0.07% -2,283 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 25,410 $4.68M 3.14% -2,189 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 25,127 $4.63M 0.73% -2,029 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 24,899 $4.59M 1.8% -927 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,837 $4.58M 0.06% +850 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 24,508 $4.52M 2.71% +329 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 24,434 $4.5M 1.14% -532 13F-HR Timeline CX Institutional More: the full row for CX Institutional 24,403 $4.5M 0.14% -23,464 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 24,295 $4.48M 1.9% -5,346 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24,078 $4.44M 0.1% new 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,882 $4.4M 0.12% +5,069 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 23,837 $4.39M 0.47% -30 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,637 $4.36M 0.01% -183 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 23,490 $4.33M 1.09% -179 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 23,440 $4.32M <0.01% -55 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 23,362 $4.31M 1.18% +397 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 23,318 $4.3M 0.42% +26 13F-HR/A Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 23,154 $4.27M 0.13% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 23,149 $4.27M 0.08% +14 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 23,002 $4.24M 0.35% -1,630 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,825 $4.21M 0.08% -272 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 22,793 $4.2M 2.49% -1,058 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 22,545 $4.15M 0.47% +975 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 22,527 $4.15M 2.51% +9 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 22,310 $4.11M 0.28% +5,111 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,199 $4.09M 0.02% -691 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,183 $4.09M 0.42% +560 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 22,094 $4.07M 1.54% +335 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 22,045 $4.06M 3.01% -573 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 21,993 $4.05M 0.86% +1,612 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 21,945 $4.04M 2.48% +10,121 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21,901 $4.04M 0.01% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 21,791 $4.02M 1.19% +1,047 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,615 $3.98M 0.14% -552 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,454 $3.95M 0.17% +903 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 21,282 $3.92M 0.28% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 21,256 $3.92M 0.04% +10,915 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 21,233 $3.91M 0.59% -925 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 21,194 $3.91M 0.57% -17,494 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 21,162 $3.9M 2.91% +318 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 20,909 $3.85M 0.93% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 20,721 $3.82M 1.01% -541 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 20,690 $3.81M 1.49% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 20,400 $3.76M 2.49% -32 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 20,182 $3.72M 0.48% +1,766 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 19,980 $3.68M -1,740 Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 19,918 $3.67M 0.98% -20 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,896 $3.67M 0.14% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 19,469 $3.59M 1.88% -12,050 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,121 $3.52M 0.03% +740 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 18,961 $3.49M 2.14% +59 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 18,868 $3.48M 3.08% +461 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,848 $3.47M 0.02% +1,898 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 18,818 $3.47M 0.48% +293 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,796 $3.46M 0.13% +1,062 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,790 $3.46M 0.11% +2,454 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 18,768 $3.46M 0.79% +435 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,616 $3.43M 0.44% +366 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 18,533 $3.42M 0.18% -33,291 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 18,000 $3.32M 0.24% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,563 $3.29M 0.06% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 17,837 $3.29M 1.02% -694 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 17,811 $3.28M 2.63% +14 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 17,744 $3.27M 0.45% +382 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 17,665 $3.26M 1.58% -406 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 17,067 $3.25M 0.18% -403 13F-HR/A Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 17,513 $3.23M 3.12% +70 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,783 $3.18M 0.1% -747 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,157 $3.16M 0.33% -265 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 17,147 $3.16M 1.7% -3,235 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,116 $3.15M 0.13% -73 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 16,903 $3.11M 2.42% +16,740 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,811 $3.1M 0.43% +551 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,765 $3.09M 0.04% +95 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,770 $3.09M 0.34% -227 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 16,374 $3.02M 0.17% +2,421 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 16,298 $3M 2.11% -901 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 16,200 $2.99M 2.02% -70 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 16,051 $2.96M 0.32% +24 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 16,027 $2.95M 1.28% -584 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 Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,950 $2.94M 0.08% +6,430 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 15,900 $2.93M <0.01% +2,000 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,866 $2.93M 0.02% +796 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,876 $2.93M 0.02% -1,136 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,730 $2.9M 0.04% +2,035 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15,702 $2.89M 0.23% -8 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 15,597 $2.87M 2.12% +72 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,583 $2.87M 0.1% +5,018 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 15,558 $2.87M 0.32% -528 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 15,483 $2.85M 0.15% -601 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15,393 $2.84M 0.14% +2,574 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,357 $2.83M 0.03% -464 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 15,037 $2.77M 1.88% -313 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,771 $2.72M 0.1% +9,808 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,454 $2.66M 0.04% +1,187 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 14,424 $2.66M 2.21% +468 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,159 $2.61M 0.03% +2,406 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 14,075 $2.59M new Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,999 $2.58M 0.29% -146 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,008 $2.58M 0.09% +2,321 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,977 $2.58M 0.12% +784 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13,924 $2.57M 0.17% -777 13F-HR Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 13,883 $2.56M 1.86% -1,056 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,854 $2.55M <0.01% -718 13F-HR Timeline Group GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 13,700 $2.52M 0.17% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,675 $2.52M 0.05% +1,847 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,476 $2.48M 0.11% -497 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 13,260 $2.44M 0.51% +2,797 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 13,235 $2.44M 0.01% +7,781 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 13,183 $2.43M 0.32% 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 13,181 $2.43M 0.11% new 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,039 $2.4M 0.16% -2,624 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 12,816 $2.36M 1.06% +700 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 12,798 $2.36M 1.7% +1,365 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 12,675 $2.34M 0.26% -3,597 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 12,415 $2.29M 0.92% -1,185 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,342 $2.27M <0.01% +1,109 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,316 $2.27M 0.04% +1,577 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 12,315 $2.27M 0.47% +728 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12,300 $2.27M 0.51% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,167 $2.24M 0.22% -1,420 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 12,132 $2.24M 1.61% +128 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,132 $2.24M 0.05% -3,036 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,002 $2.21M 0.46% +61 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,994 $2.21M 0.25% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 11,985 $2.21M 1.31% -475 13F-HR/A Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 11,864 $2.2M 0.27% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 11,924 $2.2M 0.87% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,880 $2.19M 0.15% -497 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 11,812 $2.18M 1.31% -175 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 11,686 $2.15M 0.14% +1,747 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,514 $2.12M 0.06% -1,147 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,434 $2.11M 0.09% +67 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 11,389 $2.1M 1.88% -638 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,211 $2.07M 0.14% -420 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 11,181 $2.06M 0.12% -2,625 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 10,612 $2.06M 1.84% +386 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 11,112 $2.05M <0.01% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,097 $2.04M 0.3% +524 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 10,979 $2.02M 2.57% +1,282 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,950 $2.02M 0.03% +94 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 10,874 $2M 0.45% -11,397 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,801 $1.99M 0.46% +105 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,697 $1.97M 0.04% +1,304 13F-HR/A Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,669 $1.97M 0.01% +1,970 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 10,640 $1.96M 0.07% -1,569 13F-HR Timeline Financial Engines Advisors L.L.C. 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