Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 40,300 $4.4M 0.02% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 40,066 $4.38M <0.01% +2,217 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 40,045 $4.37M 0.2% +2,889 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 39,859 $4.35M 1.95% -359 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 37,842 $4.34M 1.79% +150 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 39,325 $4.29M 0.04% -2,360 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 37,180 $4.06M 0.48% +24,775 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 36,961 $4.04M 1.08% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 36,414 $3.98M 0.29% -4,445 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 36,082 $3.94M 1.29% +1,135 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 36,026 $3.93M 1.18% +245 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 35,836 $3.91M 0.23% +42 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 35,345 $3.86M 0.37% -1,845 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 34,781 $3.8M 0.34% +3,841 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 34,188 $3.73M 0.03% +331 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 33,932 $3.71M 0.48% +12,523 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 33,845 $3.7M 0.49% +58 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 32,457 $3.54M 2.61% 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 32,127 $3.51M 1.3% -2,898 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 31,707 $3.46M 0.05% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 31,671 $3.46M 0.88% -25 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,564 $3.45M 0.17% -1,890 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 30,820 $3.37M 0.12% +6,670 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,399 $3.32M 0.13% +1,681 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,765 $3.25M 0.07% +10,125 13F-HR Timeline Group Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 29,498 $3.22M 1.87% +1,539 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 29,406 $3.21M 0.02% +21,952 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 29,188 $3.19M 1.51% -13,197 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,078 $3.18M 0.13% +24,777 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 28,896 $3.16M 2.69% +903 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 28,510 $3.11M 0.02% +940 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27,717 $3.03M 0.06% +9,392 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,144 $3M 0.13% +276 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 27,000 $2.95M 0.05% +2,629 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,124 $2.93M 0.08% -198 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 26,781 $2.92M 0.82% -3,024 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 26,765 $2.92M 0.21% +5,523 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 26,539 $2.9M 0.25% -20 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 26,313 $2.87M 0.06% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 26,116 $2.85M 0.43% +17,177 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 25,996 $2.84M 0.02% -8,527 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 25,829 $2.82M 3.38% +1 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 25,682 $2.8M 1.94% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 25,130 $2.74M 0.16% +172 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,922 $2.61M 1.01% +179 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 23,802 $2.6M 1.33% -545 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 23,789 $2.6M 0.84% +1,644 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 23,603 $2.58M 1.24% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 23,594 $2.58M 0.68% -4,218 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 23,500 $2.57M 0.71% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 22,824 $2.49M 0.22% +969 13F-HR/A Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 22,606 $2.47M 1.54% -580 13F-HR/A Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 22,595 $2.47M 0.59% +2,940 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 22,372 $2.44M 0.2% +13,624 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 22,231 $2.43M 0.25% +4,599 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22,091 $2.41M 0.08% +51 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 22,016 $2.4M 0.12% -7,376 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 21,863 $2.39M 0.06% +6,908 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 21,706 $2.37M 0.39% +1,126 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,410 $2.34M 0.06% +457 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 21,394 $2.34M 0.05% -52 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 21,392 $2.34M 1.98% -1,576 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,321 $2.33M 0.03% +16,765 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 21,254 $2.32M 0.03% +1,988 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,115 $2.31M 0.03% -1,178 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 21,071 $2.3M 0.15% +4,070 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 20,705 $2.26M 0.42% +5,215 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 20,661 $2.26M 0.09% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,886 $2.26M 0.04% +532 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,476 $2.24M 0.03% -829 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,288 $2.22M <0.01% -8,478 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 19,768 $2.16M 0.02% new 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 19,730 $2.15M +1,889 Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 19,478 $2.13M 1.9% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,244 $2.1M 0.1% -421 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 19,158 $2.09M 0.83% -6,379 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 19,091 $2.08M 2.28% 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 18,471 $2.02M 0.3% +18 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 18,318 $2M 0.55% -837 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 16,976 $1.97M 0.08% +4,123 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 17,994 $1.96M <0.01% -628 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 17,817 $1.95M 0.04% +4,999 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,622 $1.92M 0.27% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,273 $1.89M 0.02% +2,331 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,266 $1.89M 0.03% +52 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 17,166 $1.87M 0.49% +12,247 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,091 $1.87M 0.02% +10,185 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 17,013 $1.86M 0.03% +5,549 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 16,911 $1.85M 0.6% -18 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,811 $1.84M 0.04% +8,223 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 16,543 $1.81M 1.18% -1,491 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,330 $1.78M 0.01% +32 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 16,216 $1.77M 0.87% +1,116 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,176 $1.77M 0.09% -487 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 16,008 $1.75M 0.07% +6,266 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 15,753 $1.72M 1.19% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,487 $1.69M 0.17% +561 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 15,266 $1.67M 0.16% +5,089 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,222 $1.66M 0.04% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 15,158 $1.66M 0.11% -1,683 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,161 $1.66M 0.12% -3,329 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,046 $1.64M 0.02% +154 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,000 $1.64M <0.01% +3,500 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,964 $1.63M 0.23% +260 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,820 $1.62M 0.01% -7,436 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 14,751 $1.61M 0.23% +4,161 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 14,708 $1.61M 0.19% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,613 $1.6M 0.1% +9,533 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 14,570 $1.59M 0.06% 0 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 14,550 $1.59M 0.91% -14,550 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 14,489 $1.58M 0.18% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,068 $1.54M 0.48% +510 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,775 $1.5M 0.27% -81 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 13,610 $1.49M 0.27% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,629 $1.49M 0.05% +4,356 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,460 $1.47M 0.35% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 13,388 $1.46M 0.26% -50 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,201 $1.44M 0.14% +34 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,180 $1.44M 0.01% -203 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,105 $1.43M 0.03% new 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 13,108 $1.43M 0.83% +736 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 13,026 $1.42M 1.01% +292 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 12,980 $1.42M 0.54% +7,950 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,870 $1.41M 0.65% +13 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,786 $1.4M 0.01% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 12,694 $1.39M 0.44% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,601 $1.38M 0.22% +2,050 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,577 $1.37M <0.01% -3,527 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 12,287 $1.34M 0.15% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 12,173 $1.33M 0.36% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,944 $1.3M 0.1% +2,044 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,697 $1.28M 0.08% new 13F-HR Timeline Group SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,448 $1.25M 1.08% -2,787 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,440 $1.25M 0.06% +386 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,369 $1.24M 0.04% +183 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 11,310 $1.24M 0.81% +2,699 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 11,249 $1.23M 0.42% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11,180 $1.22M 0.48% -1,185 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,846 $1.18M 0.02% -1,400 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,627 $1.16M 0.13% +684 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,474 $1.14M 0.03% -1,354 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 10,181 $1.11M 0.05% -295 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 10,133 $1.11M 0.74% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,122 $1.11M 0.05% -18,866 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 10,113 $1.1M 0.74% -1,260 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 10,074 $1.1M 0.06% -61 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,071 $1.1M 0.01% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 10,056 $1.1M 0.44% +1,801 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 10,012 $1.09M 0.08% +1,276 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,000 $1.09M 0.03% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,828 $1.08M 0.17% -4,424 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,876 $1.08M 0.19% -957 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 9,773 $1.07M 0.25% -13 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,764 $1.07M 0.08% +1,089 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,254 $1.05M 0.29% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,624 $1.05M 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,594 $1.05M 0.03% -100,730 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,492 $1.04M 0.01% +627 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 9,391 $1.03M 0.41% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 9,376 $1.02M 0.16% +1,566 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,322 $1.02M 0.06% -366 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,312 $1.02M 0.1% +166 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,244 $1.01M <0.01% -3,124 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,215 $1.01M 0.07% +607 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,168 $1M 0.34% +3 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,161 $1M 0.02% +4,177 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,987 $981K 0.02% -2,947 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,887 $970K 0.1% -312 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,776 $966K 0.08% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,800 $961K 0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,613 $940K 0.09% -52 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,545 $933K 0.29% +468 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,488 $927K 0.07% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,370 $914K 0.05% -202 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,153 $890K 0.36% +78 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,122 $887K <0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,107 $885K 0.01% -213 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,055 $880K 0.02% +1,566 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,046 $878K 0.36% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,980 $871K 0.21% -835 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,871 $860K 0.02% +40 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. 7,855 $858K <0.01% -6,667 13F-HR Timeline Group Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 7,844 $857K 0.31% +234 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,811 $844K <0.01% -6,322 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,687 $840K 0.06% +3 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,672 $838K 0.35% -449 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,625 $833K 0.45% +7 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,606 $831K <0.01% +450 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,550 $824K 0.41% +1 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,524 $822K 0.07% +203 13F-HR Timeline Waterloo Capital, L.P. 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More: the full row for WORLD EQUITY GROUP, INC. 7,411 $809K 0.22% +1,624 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,383 $806K 0.18% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,375 $805K <0.01% +2,084 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 7,287 $796K 0.13% +3,190 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,269 $794K 0.02% +4,299 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,070 $772K 0.01% new 13F-HR Timeline