Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 45,634 $5.56M 2.95% +5 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45,585 $5.55M 0.06% +4,494 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 45,470 $5.54M 0.04% +1,893 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 44,753 $5.45M 0.55% +3,184 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 44,597 $5.43M 0.59% +743 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 44,501 $5.42M 0.09% -620 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 44,474 $5.41M 0.54% +49 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 44,437 $5.41M 0.03% +177 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 43,989 $5.36M 3.24% -156 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 43,929 $5.35M 0.18% +3,297 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 43,345 $5.28M 0.48% +652 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 43,280 $5.27M 4.66% 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 42,028 $5.12M 1.52% +5,320 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 41,812 $5.09M 0.7% -1,771 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 41,225 $5.02M 0.24% -56 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 40,739 $5M 0.07% -829 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 40,944 $4.98M 0.08% -81 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 40,686 $4.95M 0.08% 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 39,782 $4.84M 1.67% -14 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 39,664 $4.83M 1.54% -3,595 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 38,323 $4.7M 0.32% +3,169 13F-HR Timeline Linscomb Wealth, Inc. 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More: the full row for Portfolio Strategies, Inc. 37,859 $4.61M 0.53% +3,429 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 37,580 $4.58M <0.01% new 13F-HR/A Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 37,446 $4.56M 0.1% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 37,041 $4.51M 0.2% -3,333 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 36,485 $4.44M 0.12% +2,377 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36,450 $4.44M 0.16% +2,091 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 36,408 $4.43M 0.36% +8,751 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 36,211 $4.41M 1.47% +1,399 13F-HR Timeline Group ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 35,915 $4.37M 0.24% +38 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 35,789 $4.36M 0.66% +7,957 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 35,398 $4.31M 0.19% +3,916 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 35,136 $4.28M 0.35% -2,085 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 41,624 $4.26M 1.02% +5,472 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 34,384 $4.19M 0.02% +1,299 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 33,833 $4.12M 0.34% -202 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 33,483 $4.08M 2.98% +190 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 33,175 $4.04M 0.3% -183 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,059 $4.02M 0.01% -5,224 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,081 $3.91M 0.14% +1,656 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 31,939 $3.89M 2.86% +2,250 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,831 $3.88M 0.06% -375 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 31,707 $3.86M 0.05% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 31,617 $3.85M 0.5% +833 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 31,482 $3.83M 0.09% +1,307 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 31,366 $3.82M 0.41% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 30,535 $3.72M <0.01% +30,465 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 30,225 $3.68M -169,915 Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 29,783 $3.63M 0.9% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 28,971 $3.53M 0.02% +458 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,650 $3.49M 0.04% +6,138 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 28,553 $3.48M 1.74% +945 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 28,536 $3.47M 0.19% +5,473 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 27,628 $3.36M 1.11% +8,581 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 27,621 $3.36M 0.01% +14,217 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 27,010 $3.29M 0.16% +15,814 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 26,532 $3.23M 0.06% -712 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 26,313 $3.2M 0.07% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 26,287 $3.2M 0.29% +4,496 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 26,187 $3.19M 0.74% -586 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 26,161 $3.19M 0.15% +960 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 26,116 $3.18M 0.36% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 26,044 $3.17M 0.21% +1,239 13F-HR/A Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 26,028 $3.17M 0.92% +5,595 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 26,274 $3.17M 0.08% -37 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 25,816 $3.14M 3.13% -15 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 25,726 $3.13M <0.01% -986 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 25,149 $3.06M 0.06% +4,113 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,107 $3.06M 0.04% +5,474 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 25,054 $3.05M 1.86% -683 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 24,309 $2.98M 0.1% -1,091 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 24,449 $2.98M 0.99% +2,833 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 23,737 $2.89M 0.17% +2,702 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 23,500 $2.86M 0.71% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 23,239 $2.83M 2% -423 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 22,869 $2.78M 0.39% +1,026 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 22,676 $2.76M 0.03% +5,604 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 22,615 $2.75M 0.79% -1,032 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 22,565 $2.75M 0.56% +20 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,884 $2.66M 0.03% +19 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 21,672 $2.64M 0.73% -712 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,665 $2.64M <0.01% +1,919 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,623 $2.63M 0.2% -7,646 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 21,372 $2.6M 0.03% +10,723 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 20,847 $2.54M -1,824 Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 20,900 $2.53M 0.08% +524 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 20,738 $2.52M 1.54% -693 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20,713 $2.52M 0.08% -1,381 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,700 $2.52M 0.91% -1,707 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 20,604 $2.51M 0.02% -849 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,502 $2.5M 0.03% -469 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,964 $2.43M 0.06% +9,833 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 19,952 $2.43M 0.03% -222 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 19,223 $2.34M 0.89% +5,178 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,135 $2.33M 0.02% +597 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,398 $2.33M 0.24% -251,940 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,885 $2.3M 0.1% -2,295 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 18,708 $2.28M 0.02% -860 13F-HR Timeline Group Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 18,624 $2.27M 1.08% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,475 $2.25M 0.04% +37 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 18,399 $2.24M 0.47% -2,448 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 18,321 $2.23M 0.27% +16 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 18,302 $2.23M 0.28% +835 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 18,230 $2.22M 1% +545 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 17,774 $2.16M 2% -39 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 17,630 $2.15M 1.19% +3,564 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 17,601 $2.14M 0.08% -3,060 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 17,435 $2.12M 0.02% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,767 $2.04M <0.01% +1,797 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 16,504 $2.01M 0.53% -280 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 16,441 $2M 0.52% -1,454 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,377 $1.99M 0.04% +1,643 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,207 $1.97M 0.03% -4,664 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,176 $1.97M 0.12% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 16,142 $1.97M 0.07% +2,425 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 16,025 $1.95M 0.06% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15,723 $1.91M 0.18% +15,708 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 15,579 $1.9M 1.1% -912 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,527 $1.89M 0.18% +40 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 15,336 $1.87M 0.13% +1,759 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,205 $1.85M 0.03% -85 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 14,971 $1.82M 5.87% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,811 $1.82M 0.02% -149 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 14,800 $1.8M <0.01% +8,800 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 14,590 $1.78M 0.11% +117 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,583 $1.78M 0.09% -40 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 14,570 $1.77M 0.06% 0 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 14,562 $1.77M 0.72% -76,571 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,537 $1.77M 0.02% +5,737 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,510 $1.77M 0.14% +2,566 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,449 $1.76M 0.02% -143 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 14,268 $1.74M 1.11% -368 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 14,230 $1.73M 0.1% +512 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14,112 $1.72M 0.08% +30 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,679 $1.71M 0.43% +121 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 13,965 $1.7M 0.44% -22,976 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 13,788 $1.68M 0.21% +1,928 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 13,739 $1.67M 0.92% +330 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,688 $1.67M 0.03% +1 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 13,610 $1.66M 0.28% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,460 $1.64M 0.37% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,426 $1.63M 0.17% -1,020 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 13,274 $1.62M 0.3% +68 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,230 $1.61M 0.1% +14 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,228 $1.61M 0.03% -1,914 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,149 $1.6M <0.01% -54,466 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 13,105 $1.6M 0.03% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 13,075 $1.59M 0.15% +653 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 13,026 $1.59M 1.02% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 12,934 $1.57M 0.23% +37 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 12,894 $1.57M 0.25% -580 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 12,857 $1.57M 0.57% +601 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,786 $1.56M 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,605 $1.53M <0.01% +81 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,548 $1.53M 0.07% +577 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 12,254 $1.49M 0.34% +81 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,233 $1.49M 0.2% +6 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,194 $1.48M 0.04% +519 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,104 $1.47M 0.02% -1,129 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 12,065 $1.47M 0.54% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,639 $1.42M 0.04% +7,459 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,613 $1.41M 1.08% -49 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,565 $1.41M 0.59% -1,319 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,290 $1.37M 0.03% +1,087 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 11,249 $1.37M 0.41% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,219 $1.37M 0.09% +4,879 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,205 $1.36M 0.04% -150 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11,196 $1.36M 0.48% +10 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,096 $1.35M 0.04% +1,306 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 10,917 $1.33M <0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,849 $1.32M 0.13% -10 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,553 $1.29M 0.16% +544 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,617 $1.29M 0.06% -1,213 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,580 $1.29M 0.01% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,103 $1.23M 0.06% -2 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,071 $1.23M 0.01% 0 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 10,049 $1.22M 0.1% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,042 $1.22M 0.06% +5 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,000 $1.22M 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,924 $1.21M 0.01% +1,148 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 9,907 $1.21M 0.15% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,951 $1.2M 0.16% 13F-HR Timeline Trilogy Capital Inc. 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