Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,959 $1.1M 0.01% -4 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,954 $1.1M 0.57% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,900 $1.09M 0.25% +9 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,887 $1.09M <0.01% -458 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,847 $1.08M 0.03% +1,370 13F-HR Timeline Group Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 5,832 $1.08M 1.09% +1,151 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,823 $1.08M 0.03% -297 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,740 $1.06M 0.02% +61 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,650 $1.05M 0.18% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,549 $1.03M 0.37% -48 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,463 $1.01M 0.02% +537 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,431 $1M 0.53% -200 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,386 $997K 0.05% +1,603 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,381 $996K 0.02% -246 13F-HR/A Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,254 $972K +857 Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,242 $970K 0.65% -25 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,224 $967K 0.02% +3,431 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,211 $964K 0.02% +3,411 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,210 $964K 0.05% -1,619 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,168 $956K 0.01% +1,542 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,163 $955K 0.59% -61 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,135 $950K 0.03% +310 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 5,105 $945K 0.16% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,085 $941K 0.05% +695 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,058 $936K 0.02% +165 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,035 $932K 0.01% +3,268 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,031 $931K 0.01% +1,448 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 5,016 $928K 0.37% +417 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,000 $925K 0.39% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,986 $923K 0.03% -61 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,938 $914K <0.01% -5,653 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,882 $903K <0.01% +44 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,664 $901K 0.27% +3 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,852 $898K 0.05% +244 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,807 $889K 0.17% -20 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,708 $871K 0.45% +394 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,700 $870K 0.43% -100 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,682 $867K 0.01% +1,571 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,638 $858K <0.01% -13,476 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,556 $843K 0.01% +361 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,556 $843K 0.32% -65 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,457 $838K 0.13% +635 13F-HR Timeline Focus Financial Network, Inc. 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More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 4,265 $789K 0.51% -210 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,220 $781K <0.01% +1,546 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,217 $780K <0.01% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,198 $777K 0.02% -115 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,179 $773K 0.29% -99 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,153 $768K 0.03% +60 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,108 $760K 0.03% +531 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,108 $760K 0.24% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,103 $759K 0.01% -91 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,029 $746K 0.02% -2,343 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,007 $741K 0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 4,007 $741K 0.12% -724 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,995 $739K 0.06% -546 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,986 $737K 0.04% -56 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,924 $726K 0.33% -154 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,916 $725K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,906 $723K 0.19% -3,120 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,859 $714K 0.01% +24 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,851 $713K 0.02% -1,586 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,848 $712K <0.01% +338 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,833 $709K 0.3% +11 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,825 $708K 0.03% 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,780 $699K 0.2% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,777 $699K 0.01% +555 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 3,777 $699K 0.3% +3 13F-HR Timeline American Trust More: the full row for American Trust 3,774 $698K 0.06% -58 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,675 $680K 0.04% +12 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,630 $672K <0.01% +41 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,619 $670K 0.19% +16 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,615 $669K 0.01% +343 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,538 $654K 0.14% +90 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,533 $654K 0.01% -622 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,422 $633K 0.02% -495 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,382 $626K 0.05% 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 3,337 $617K 0.26% +769 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,329 $617K 0.08% 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,328 $616K 0.1% -106 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,269 $609K 0.02% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,290 $609K 0.03% -54 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,285 $608K 0.18% -1,036 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,261 $603K 0.21% -123 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,226 $597K <0.01% +889 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,206 $594K 0.11% +1 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,080 $590K 0.26% -102 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,165 $586K 0.11% -128 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,124 $579K <0.01% +1,293 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,107 $575K 0.04% -2,026 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,104 $574K 1.18% -81 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,091 $572K 0.02% +228 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,066 $567K 0.31% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,010 $557K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,009 $557K <0.01% +164 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,982 $552K 0.03% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,963 $548K 0.03% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,954 $547K 0.06% -2,165 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,951 $546K 0.01% -299 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,950 $546K 0.03% -8,325 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,931 $542K 0.01% +26 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,870 $531K 0.07% -50 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,806 $525K 0.21% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,799 $518K 0.02% +856 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,786 $516K 0.01% +2 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,775 $514K <0.01% +307 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,775 $513K 0.3% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,738 $507K 0.04% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,719 $503K <0.01% +1,277 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,706 $501K 0.05% +37 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,700 $500K 0.02% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,700 $500K 0.58% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,689 $498K 0.01% -45 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,685 $497K 0.27% +9 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,663 $495K 0.13% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,676 $495K 0.17% +1 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,669 $494K 0.28% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,662 $493K 0.01% -567 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,636 $488K 0.17% +376 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,604 $482K 0.15% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,600 $481K 0.01% -119 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,600 $481K 0.06% -24 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,583 $478K 0.23% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,575 $476K 0.01% +437 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,504 $463K <0.01% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,498 $462K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,490 $461K 0.1% -2 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,485 $460K 0.18% +75 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,463 $456K 0.39% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,442 $452K 0.01% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,420 $448K 0.08% +1 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,415 $447K 0.14% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,399 $447K 0.04% +184 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,398 $444K 0.3% +267 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,371 $439K 0.38% +539 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,362 $437K 0.17% -53 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,345 $434K 0.26% -16 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,344 $434K <0.01% +1,185 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,338 $433K 0.44% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,326 $430K 0.01% +587 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,300 $426K 0.23% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,290 $424K 0.04% +1,145 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,281 $422K 0.03% +171 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,275 $421K 0.21% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,260 $418K 0.02% +4 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,250 $416K 0.04% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,246 $416K 0.05% +163 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,219 $411K 0.01% +64 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,203 $408K 0.01% -10 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,200 $407K 0.02% -3,825 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,189 $405K 0.05% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,166 $401K 0.28% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,128 $398K 0.15% +575 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,112 $391K 0.04% 0 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 2,112 $390K 0.34% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,094 $387K 0.02% -5,076 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,080 $385K 0.03% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,079 $385K <0.01% +63 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,078 $385K 0.14% +185 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,076 $384K 0.25% +1 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,050 $379K 0.01% +200 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,050 $379K 0.08% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,047 $379K 0.01% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,019 $374K 0.13% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,017 $373K 0.25% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,997 $369K 0.03% +9 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,986 $367K 0.02% -688 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,979 $366K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,968 $364K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,949 $361K 0.01% +720 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,947 $360K <0.01% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,941 $359K 0.11% -12 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,940 $359K 0.39% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,925 $356K 0.04% +5 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,899 $351K 0.01% +317 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,898 $351K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,884 $349K <0.01% +2 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,858 $346K 0.02% -27 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,871 $346K 0.02% -2,033 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,910 $346K 0.21% +466 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,860 $344K 0.51% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,837 $340K 0.04% 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,828 $338K 0.05% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,766 $327K 0.14% -200 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,750 $324K 0.14% +600 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,709 $322K 0.05% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,737 $321K 0.01% -339 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,725 $319K 0.05% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 1,723 $319K 0.29% 13F-HR Timeline