CSS LLC/IL More: the full row for CSS LLC/IL 27,990 $15.9M 1.01% -38,580 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 27,975 $15.9M 2.33% +8,625 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 27,914 $15.9M 12.67% -250 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 27,906 $15.9M 0.15% -1,558 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 27,821 $15.8M 1.53% +2,364 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 27,642 $15.7M 6.61% +2,776 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 27,579 $15.7M 10.03% -1,665 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 27,568 $15.7M 2.17% +106 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 27,548 $15.6M 0.27% -959 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 27,539 $15.6M 13.1% -3,973 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 27,497 $15.6M 0.54% +1,220 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27,493 $15.6M 1.68% +4,608 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,415 $15.6M 0.43% +2,431 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 27,411 $15.6M 0.51% +13,714 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 27,333 $15.5M 0.19% -109 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 26,919 $15.3M 3.37% +1,822 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 26,887 $15.3M 0.99% +1,014 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 26,864 $15.3M 1.12% +1,146 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 26,839 $15.2M 5.44% -748 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 26,794 $15.2M 31.16% 0 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 26,762 $15.2M 9.79% -11,784 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 26,751 $15.2M 2% +4,573 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 27,225 $15.1M 9.68% -35 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 26,561 $15.1M 1.46% +2,099 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 26,497 $15.1M 5.73% +3,697 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 26,410 $15M 0.77% +2,638 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 26,373 $15M 1% -28,819 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 26,184 $14.9M 2.74% -2,187 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 26,130 $14.8M 1.88% -1,120 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 25,810 $14.7M 1.05% -88 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 25,576 $14.5M 1.9% +17,903 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 25,563 $14.5M 0.88% -4,430 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 25,503 $14.5M 5.74% -49,468 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 25,369 $14.4M 1.82% +7,550 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 25,320 $14.4M 2.05% +4,156 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 25,257 $14.3M 0.49% -7,244 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 25,227 $14.3M 10.83% -838 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25,233 $14.3M 1.26% +7,610 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 25,147 $14.3M 1.15% +1,091 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 24,974 $14.2M 6.51% +319 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 25,029 $14.2M 0.18% +140 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 25,014 $14.2M 2.87% -7,718 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,981 $14.2M 0.84% +95 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 24,947 $14.2M 23.34% +856 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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More: the full row for DeDora Capital, Inc. 24,814 $14.1M 3.68% -536 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 24,796 $14.1M 1.97% -8,624 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 24,773 $14.1M 12.52% +2,614 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 24,681 $14M 12.52% +4,292 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 24,555 $14M 8.25% +3,011 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 24,616 $14M 1.22% +1,847 13F-HR/A Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 24,605 $14M 1.86% -179 13F-HR Timeline Group SACHEM HILL LLC More: the full row for SACHEM HILL LLC 24,550 $13.9M 2.84% -1,228 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,502 $13.9M 0.18% +8,644 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 24,493 $13.9M 1.32% +283 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 24,486 $13.9M 3.82% -6,544 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 24,444 $13.9M 1.4% +2,089 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,412 $13.9M 0.38% -597 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 24,405 $13.9M 4.98% +4,804 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 24,395 $13.9M 14.71% +754 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 24,388 $13.9M 0.95% -1,162 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 24,335 $13.8M 3.61% 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 24,178 $13.7M 5.09% -1,506 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 24,119 $13.7M 1.6% +2,120 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 23,987 $13.6M 0.08% +15,000 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 23,861 $13.6M 1.21% -1,519 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 23,822 $13.5M 1.31% -651 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 23,797 $13.5M 1.1% +421 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 23,771 $13.5M 0.48% +1,319 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 23,655 $13.4M 0.06% -588,800 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 23,463 $13.3M 9.04% -1,091 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 23,461 $13.3M 8.21% -2,601 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 23,371 $13.3M 1.25% +4,142 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 23,310 $13.2M 4.78% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 23,247 $13.2M 8.59% -7,348 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 23,098 $13.1M 0.38% -1,781 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 23,094 $13.1M 0.67% +4,237 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 23,007 $13.1M 3.85% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 22,923 $13.1M 0.23% -666 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 22,844 $13M 0.83% +1,192 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 22,849 $13M 5.16% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 22,847 $13M 1.49% +1,935 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 22,833 $13M 7.37% +437 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 22,812 $13M 0.62% +2,623 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 22,710 $12.9M 7.16% +2,014 13F-HR/A Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 22,733 $12.9M 10.58% +831 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 22,623 $12.9M 2.06% -118 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 21,766 $12.6M 0.29% +2,070 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 22,250 $12.6M 0.89% 0 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 22,157 $12.6M 0.79% -552 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,004 $12.5M 0.37% -466 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 21,989 $12.5M 1.25% +2,570 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,044 $12.5M 0.51% +1,325 13F-HR Timeline Busey Bank More: the full row for Busey Bank 21,953 $12.5M 0.38% -42,365 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 21,944 $12.5M 0.28% +1,511 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 21,921 $12.5M 3.93% -362 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 21,861 $12.4M 4.74% -2,230 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 21,855 $12.4M 1.1% +12,608 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 21,854 $12.4M 0.38% -4,549 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,784 $12.4M 0.8% +574 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,780 $12.4M 0.82% +1,255 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 21,773 $12.4M 0.95% -7,500 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 21,604 $12.3M 2.09% +5,023 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 21,635 $12.3M 10.82% +1,756 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 146,393 $12.3M 6.29% +19,724 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 21,589 $12.3M 2.88% +4,050 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 21,546 $12.2M 3.28% -137 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,523 $12.2M 1.05% +1,740 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 21,262 $12.1M 6.89% +118 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 21,228 $12.1M 2.94% +8,357 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 21,103 $12M 6.93% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 21,060 $12M 0.35% +2,410 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21,044 $12M 3.96% +16,817 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 21,032 $11.9M 1.97% +4,232 13F-HR/A Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 20,988 $11.9M 3.96% +4,913 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 20,979 $11.9M 1.82% +239 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 20,876 $11.9M 5.8% +667 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 20,872 $11.9M 3.39% +5,570 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20,792 $11.8M 2.85% +6,602 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,748 $11.8M 0.95% +2,572 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 20,733 $11.8M 4.01% +8,825 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 20,702 $11.8M 1.76% +888 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 20,646 $11.7M 7.8% +1,335 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,641 $11.7M 3.99% -53 13F-HR/A Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 20,640 $11.7M 6.19% +3,397 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 20,596 $11.7M 1.04% +984 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 20,547 $11.7M 0.68% +1,117 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 20,537 $11.7M 0.64% -6,512 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 20,405 $11.6M 3.56% -214 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 20,451 $11.6M 1.73% +1,129 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 20,412 $11.6M -581 Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 20,157 $11.6M 0.92% -19 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 20,323 $11.5M 1.86% +846 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 20,306 $11.5M 2.2% +263 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 20,306 $11.5M 2.12% +263 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 20,225 $11.5M 8.73% +2,485 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 20,227 $11.5M 0.51% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 20,208 $11.5M 7.82% -277 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 20,188 $11.5M 1.68% -718 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 20,137 $11.4M 7.55% -505 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 19,805 $11.2M 0.02% -7,590 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 19,585 $11.1M 5.46% +175 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 19,578 $11.1M +191 Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 19,570 $11.1M 0.91% +48 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 19,564 $11.1M 0.32% +314 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 19,556 $11.1M 3.87% +1,773 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 19,533 $11.1M 5.21% +91 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 19,516 $11.1M 0.17% +3,131 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 19,477 $11.1M 11.13% +93 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 19,450 $11M 1.38% -6,166 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 19,430 $11M 0.78% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 19,408 $11M 4.38% -310 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 19,297 $11M 2.62% +2,036 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 19,288 $11M 9.25% -4,343 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 19,255 $10.9M 5.48% +134 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 19,200 $10.9M 0.91% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 19,085 $10.8M 3.43% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,992 $10.8M 1.12% +1,378 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,982 $10.8M 0.47% -2,913 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 18,517 $10.8M 4.99% +4,069 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,965 $10.8M 0.53% +361 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 18,953 $10.8M 2.34% +16,349 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,379 $10.7M 0.82% +100 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 18,885 $10.7M 0.22% -1,160 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 18,898 $10.7M 4.96% -225 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 18,859 $10.7M 0.52% -5,998 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 18,683 $10.6M 0.69% -1,774 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 18,663 $10.6M 6.39% -270 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 18,625 $10.6M 8.75% -187 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 18,099 $10.6M 1.54% +17 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 18,451 $10.5M 5.8% -570 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 18,406 $10.5M 4.89% -435 13F-HR Timeline Ategra Capital Management, LLC in group Ategra Capital Management, LLC More: the full row for Ategra Capital Management, LLC 18,224 $10.4M 8.23% -3,750 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 18,167 $10.3M 0.27% -376 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 18,161 $10.3M 3.07% +624 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 18,138 $10.3M 3.28% +490 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,013 $10.2M 0.56% -3,113 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 17,997 $10.2M 0.9% -5,032 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 17,978 $10.2M 3.91% +1,823 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 17,920 $10.2M 1.23% +4,668 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 17,898 $10.2M 0.6% +888 13F-HR Timeline SMITH, MOORE & CO. 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