Americana Partners, LLC More: the full row for Americana Partners, LLC 52,018 $6.65M 0.15% +1,315 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 51,448 $6.58M 0.05% +1,394 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 51,089 $6.53M 0.42% +162 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 49,221 $6.29M 2.67% +1,594 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 47,759 $6.1M 3.88% +241 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 47,922 $6.06M 0.6% +608 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 46,922 $6M 0.13% +10,634 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 46,575 $5.95M 0.93% +1,529 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 46,511 $5.94M 0.67% -2,069 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 45,647 $5.83M 2.77% +6 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 44,929 $5.74M 0.46% -239 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 44,647 $5.71M 0.07% +3,908 13F-HR/A Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 44,100 $5.64M 4.58% 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 44,089 $5.64M 1.58% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 43,669 $5.58M 0.04% +19,499 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 43,588 $5.57M <0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 43,401 $5.55M 0.09% -2,851 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 43,164 $5.52M 0.4% +6,930 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 42,835 $5.47M 0.23% -71,905 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 42,790 $5.47M 0.01% -2,387 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 45,354 $5.47M +23,353 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,711 $5.46M 0.1% -18,186 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 42,603 $5.45M 1.04% -5,855 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41,861 $5.35M 0.03% +5,341 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 41,121 $5.26M 1.51% +381 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 40,478 $5.17M 0.24% +8,719 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 40,407 $5.16M 0.26% +438 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 39,960 $5.11M 0.07% -723 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,613 $5.06M -128,187 Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 39,514 $5.05M 1.61% +1,013 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,569 $5.04M 0.04% -8,698 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 39,025 $4.99M 1.63% -811 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 38,461 $4.92M 0.03% +7,650 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 38,441 $4.91M 0.55% +15,053 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 38,189 $4.88M 0.37% +1,991 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 38,129 $4.87M 0.39% -4,063 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 38,034 $4.86M 0.09% -747 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 37,902 $4.84M 0.59% -1,177 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 37,726 $4.82M 4.5% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 37,672 $4.81M 3.78% +37,575 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 37,501 $4.79M 0.29% -602 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 37,224 $4.76M 0.26% +4,295 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 37,000 $4.73M 0.01% -42,700 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 36,900 $4.72M 3.32% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 36,795 $4.7M 0.27% -5 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 36,531 $4.67M 0.09% -904 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 36,291 $4.64M 0.06% +69 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 35,581 $4.55M 2.92% +1,522 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 35,570 $4.55M 0.24% +43 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 35,203 $4.5M 0.31% -971 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 35,044 $4.48M 0.49% +288 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 34,681 $4.43M 0.08% -715 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 34,606 $4.42M 0.19% -173 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 34,305 $4.38M 0.15% -1,398 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 33,835 $4.32M 0.05% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 33,798 $4.32M 0.31% -15 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 33,135 $4.29M 3.51% +1,253 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 41,761 $4.28M 0.86% +1,111 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 32,910 $4.21M 0.41% -4,157 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,509 $4.16M 0.13% +1,058 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 32,465 $4.15M 0.02% 0 13F-HR Timeline Group Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 32,137 $4.11M 1.68% +1,629 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 32,134 $4.11M 1.47% +4,472 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 31,036 $3.97M 0.08% -1,898 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,006 $3.96M <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 30,937 $3.95M 0.07% +555 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 30,152 $3.85M 0.42% -4,788 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 30,137 $3.85M 0.86% +27,642 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 30,010 $3.84M 0.15% -2,118 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 29,028 $3.71M 0.05% -1,054 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 28,486 $3.64M +8,251 Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 28,078 $3.59M 0.17% -179 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,068 $3.59M 0.12% -10,074 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 28,171 $3.56M 0.01% -13,297 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 27,465 $3.51M 1.09% -3,551 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,044 $3.46M 0.03% +13,158 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 26,959 $3.45M +5,279 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,794 $3.42M 0.14% +185 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 26,545 $3.39M 0.11% +280 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 26,010 $3.32M 0.64% -147 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 25,980 $3.32M 0.2% -37 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 25,935 $3.31M 0.32% +7,705 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 25,738 $3.29M 0.47% +1,053 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 25,631 $3.28M 0.93% +670 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 25,597 $3.27M 0.21% +4,555 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 25,558 $3.27M <0.01% +21,079 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 25,140 $3.21M 1.67% +86 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 25,092 $3.21M 0.22% -1,113 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 25,058 $3.2M 0.3% -1,058 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 24,262 $3.1M 0.03% +16,914 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 25,235 $3.08M 0.06% -865 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,858 $3.05M 0.03% +1,787 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 23,500 $3M 0.76% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 23,096 $2.95M 0.07% +2,441 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 24,555 $2.88M 0.19% -501 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 22,483 $2.87M 0.02% +1,740 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 22,164 $2.83M 0.03% +1,657 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 22,127 $2.83M 0.72% -705 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 21,796 $2.79M 2.07% +1 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,687 $2.77M 0.06% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 21,327 $2.73M 0.85% -55 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 21,212 $2.71M 0.27% -2,064 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 21,197 $2.71M 1.53% +747 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 21,170 $2.71M <0.01% +4,078 13F-HR Timeline Group CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 21,126 $2.7M 1.35% +948 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 21,081 $2.69M 1.71% +3 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,533 $2.62M <0.01% -922 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 20,254 $2.59M 0.1% +1,369 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,214 $2.58M 0.13% +16,501 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 19,949 $2.55M 0.07% -806 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,956 $2.55M 0.07% -475 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 19,910 $2.54M 0.04% -39 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 19,475 $2.49M 0.1% +6,648 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 18,739 $2.4M 0.92% +3,259 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18,658 $2.38M 0.09% +2,080 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 18,516 $2.37M 1.14% +52 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 18,409 $2.35M 0.25% +654 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,345 $2.34M 0.03% +868 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,333 $2.34M 0.03% +1,375 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 18,293 $2.34M 0.24% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 18,199 $2.33M 0.04% -7,346 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,151 $2.32M 0.05% 0 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 17,982 $2.3M <0.01% -67,114 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 17,916 $2.29M 0.57% +424 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 17,900 $2.29M 0.02% -578 13F-HR Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 17,549 $2.24M 1.81% +47 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,521 $2.24M 0.24% +322 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,426 $2.23M 0.15% +3 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 17,421 $2.23M 0.07% +826 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 17,405 $2.22M 1.6% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,661 $2.13M 0.1% +628 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16,218 $2.07M 0.18% +893 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,176 $2.07M 0.09% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 15,742 $2.01M 0.39% -650 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15,723 $2.01M 0.17% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,710 $2.01M 0.03% +58 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 15,675 $2M 0.48% -123 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 15,613 $2M 0.98% +4 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 15,390 $1.97M 2.54% +2,357 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,371 $1.96M 0.16% +1,539 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 15,347 $1.96M 0.31% +601 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 15,206 $1.94M 0.2% -84 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,141 $1.94M 0.05% +2,194 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 14,858 $1.9M 0.1% 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 14,353 $1.83M 1.09% +312 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,322 $1.83M 0.41% -188 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 14,268 $1.82M 0.07% +2,666 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,991 $1.79M 0.05% +119 13F-HR Timeline Group Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 13,965 $1.78M 0.41% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 13,904 $1.78M 0.14% +355 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 13,893 $1.78M 2.91% -17,240 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 14,124 $1.77M 0.9% +80 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 13,743 $1.76M 0.58% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,717 $1.75M 0.03% +4,476 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,666 $1.75M 0.11% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 13,610 $1.74M 0.26% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 13,553 $1.73M 0.59% +1,375 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 13,509 $1.73M 0.3% -1,914 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,460 $1.72M 0.32% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,446 $1.72M 0.01% +7,803 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,317 $1.7M 0.15% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,310 $1.7M 0.03% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 13,226 $1.69M 1.05% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 13,033 $1.67M 0.54% -124 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,005 $1.66M 0.06% +13 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,971 $1.66M 0.02% +8,690 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,915 $1.65M <0.01% +11,000 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 12,901 $1.65M 0.02% +4,101 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,786 $1.63M <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,720 $1.63M 0.07% +369 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,706 $1.62M 0.08% -235 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,624 $1.61M 0.02% +982 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,575 $1.61M 0.03% +4,385 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,476 $1.59M 0.25% +2,743 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,371 $1.58M 0.17% +346 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 12,325 $1.58M 0.18% -679 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,282 $1.57M 0.03% -10,206 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 12,225 $1.56M 0.77% -2,662 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 12,224 $1.56M 0.04% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,077 $1.54M 0.02% +44 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,063 $1.54M 0.27% +9,438 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,972 $1.53M 0.05% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 11,689 $1.49M 0.12% +5,589 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,527 $1.47M 0.16% -19,834 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 12,148 $1.46M 0.11% +2,215 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11,287 $1.44M 0.02% +2,879 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 11,249 $1.44M 0.39% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,079 $1.42M 0.12% -30 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 10,946 $1.4M 0.42% -243 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,750 $1.37M 0.31% +494 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 10,688 $1.37M 0.33% -120 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,628 $1.36M 0.02% -3,923 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,621 $1.36M 0.23% -295 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 10,437 $1.33M 0.03% +8,437 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,423 $1.33M 0.05% +1,112 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 10,301 $1.32M 0.51% -18 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,812 $1.25M <0.01% -2,563 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,849 $1.25M 0.13% +94 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 9,786 $1.25M 0.31% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,783 $1.25M 0.01% -780 13F-HR Timeline