Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,489 $1.24M 0.02% +1,172 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,572 $1.24M 0.23% -3,237 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 14,564 $1.24M 0.07% +61 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,457 $1.23M 0.1% -499 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,399 $1.23M 0.57% +60 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,366 $1.22M 0.01% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 13,999 $1.19M 0.09% 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 13,561 $1.16M 0.01% +132 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,552 $1.15M 0.09% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,527 $1.15M 0.05% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,388 $1.14M 0.07% +10,243 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 13,365 $1.14M <0.01% -7,160 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,229 $1.13M 0.31% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,225 $1.13M 0.01% 0 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 13,205 $1.13M 0.92% -5,487 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,009 $1.11M 0.03% -1,347 13F-HR/A Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,690 $1.08M 0.13% +289 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 12,379 $1.05M 0.36% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 11,884 $1.01M 0.04% -9,099 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,684 $996K 0.09% +2,129 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 11,407 $972K 0.11% -741 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 10,820 $922K 0.14% +7,464 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,670 $909K 0.01% -4,035 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,663 $909K <0.01% -53 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,596 $903K 0.3% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,579 $901K <0.01% +510 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,565 $900K 0.03% +50 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,045 $856K 0.01% -20,388 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,985 $851K <0.01% -4,043 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,899 $843K 0.02% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,893 $843K 0.03% -2,599 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,745 $830K 0.04% +2,250 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,709 $827K 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,518 $807K 0.01% -79 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,118 $777K 0.01% -4,668 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,110 $776K 0.41% +43 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,904 $759K 0.09% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,582 $731K 0.5% -2,092 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,470 $722K 0.02% +453 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,420 $717K 0.29% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,357 $712K 0.01% +5,776 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,170 $696K 0.01% -531 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 8,107 $691K 0.47% +3 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 7,952 $678K 0.03% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,886 $672K 0.06% +242 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 7,825 $667K 0.25% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 7,805 $665K 0.3% -50 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,785 $663K 0.01% +5 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,775 $663K <0.01% -46 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,744 $660K 0.01% +274 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,733 $659K 0.43% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,713 $657K 0.02% -1,177 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,646 $652K <0.01% 0 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,575 $651K 0.11% +40 13F-HR/A Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,570 $645K 0.14% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,450 $635K 0.06% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,417 $632K 0.21% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,391 $630K 0.03% -3,609 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 7,372 $628K 0.31% new 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 7,335 $625K <0.01% -36 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,306 $623K 0.03% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,152 $609K 0.03% -2,105 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,120 $607K 0.01% -181 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 7,112 $606K 0.22% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,083 $604K 0.04% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,000 $596K <0.01% new 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,000 $596K 0.01% +876 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,958 $593K 0.01% +3,010 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,824 $581K 0.05% -528 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 6,623 $576K 0.11% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,632 $565K 0.11% +478 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 6,334 $540K 0.2% +25 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,327 $539K <0.01% +57 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 6,327 $539K 0.79% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,180 $527K 0.01% -95 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 6,161 $525K 0.42% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,124 $522K +3,500 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,047 $515K 0.03% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 6,044 $515K 0.36% 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 6,033 $514K 0.28% +22 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,003 $512K 0.02% -1,391 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,931 $505K 0.01% -76 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,924 $505K 0.34% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,793 $494K 0.04% -169 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,763 $491K 0.03% +658 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 5,710 $487K 0.14% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,617 $479K 0.03% -266 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,560 $474K 0.01% +4,120 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 5,429 $463K 0.05% -850 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,380 $458K <0.01% -9,076 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,355 $456K 0.11% +13 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,274 $449K 0.04% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,271 $449K 0.02% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,213 $444K 0.06% +1,043 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,200 $443K 0.07% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 5,182 $442K 0.07% -2,671 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,171 $441K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,171 $441K 0.04% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,919 $419K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,891 $417K 0.17% +1,862 13F-HR/A Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,846 $413K 0.16% +10 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,813 $410K 0.13% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,798 $409K 0.14% -76 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,793 $408K <0.01% new 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,770 $406K 0.31% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,715 $402K 0.01% +1,111 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,594 $391K 0.02% +503 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 4,565 $388K 0.04% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,542 $387K 0.17% -370 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,448 $387K 0.03% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,431 $378K 0.03% +719 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,395 $374K <0.01% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,383 $374K 0.03% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,337 $370K 0.08% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,323 $368K 0.03% -588 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 4,297 $366K 0.3% -792 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 4,284 $365K 0.18% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,255 $363K 0.09% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,111 $360K 0.65% -831 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,172 $355K 0.07% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,275 $354K 0.02% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,113 $350K 0.1% -245 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,102 $350K 0.02% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,975 $339K 0.06% -80 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,950 $337K 0.01% -297 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,916 $334K 0.22% +12 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,914 $334K 0.01% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,911 $333K 0.03% -2,067 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,895 $332K 0.05% new 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 3,883 $331K 0.01% +805 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,883 $331K 0.05% +19 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,870 $330K 0.31% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,845 $328K 0.01% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,833 $327K 0.06% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,781 $322K 0.09% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,756 $320K 0.07% +799 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,750 $320K <0.01% +782 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,749 $319K <0.01% +3,566 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,703 $316K 0.01% -48 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,702 $315K 0.01% -3,317 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,662 $312K <0.01% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,630 $309K 0.22% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,526 $300K 0.02% -1,118 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,460 $295K <0.01% +103 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,434 $293K 0.1% +353 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,432 $292K 0.02% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,395 $289K 0.06% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,331 $284K <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,196 $272K 0.02% -26 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,104 $264K 0.11% +524 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,094 $264K 0.01% +552 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,052 $260K 0.01% new 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 3,018 $257K 0.07% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,018 $257K 0.04% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,000 $256K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,991 $255K 0.24% +14 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,912 $248K 0.13% +2 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,909 $248K 0.02% +394 13F-HR/A Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,895 $247K 0.16% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,875 $245K 0.01% +31 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,845 $242K 0.02% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,836 $242K 0.01% +336 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,833 $241K 0.06% 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,807 $239K <0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,804 $239K 0.02% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,791 $238K 0.04% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,750 $234K 0.08% +26 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,735 $233K <0.01% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,728 $232K 0.06% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,723 $232K 0.16% 0 13F-HR/A Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,683 $229K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,658 $226K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,606 $222K 0.04% +30 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,570 $219K 0.08% -82 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,561 $218K <0.01% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,518 $215K 0.15% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 2,511 $214K 0.01% -143 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,500 $213K <0.01% -400 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,444 $208K <0.01% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 2,408 $207K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,416 $206K <0.01% -82 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,413 $206K 0.02% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,411 $205K 0.14% -182 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,404 $205K 0.16% -518 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,386 $203K 0.01% -97 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,307 $197K 0.09% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,210 $188K 0.01% +112 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,133 $182K 0.09% +23 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,040 $174K 0.01% +7 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,914 $163K 0.01% -24 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,800 $153K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,362 $116K <0.01% -103 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,263 $108K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,260 $107K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,243 $106K 0.03% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,219 $104K <0.01% -250 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,154 $98.3K 0.04% +118 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,134 $96.6K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,064 $90.7K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,049 $89.4K <0.01% new 13F-HR Timeline Group