Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,703 $1.13M 0.02% -37 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,646 $1.12M 0.08% +2,539 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,650 $1.12M 0.18% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,589 $1.11M <0.01% -298 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 5,584 $1.11M 0.05% +374 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,456 $1.08M 0.03% -367 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,570 $1.08M 0.41% +21 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,431 $1.08M 0.53% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,412 $1.07M 0.04% +902 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,361 $1.06M 0.01% -760 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 5,287 $1.05M 0.03% -560 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,218 $1.03M 0.66% -24 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,194 $1.03M 0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,127 $1.02M 0.06% +275 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,105 $1.01M 0.35% -1,970 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 5,105 $1.01M 0.17% 0 13F-HR Timeline American Trust More: the full row for American Trust 5,091 $1.01M 0.09% +1,317 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,086 $1.01M 0.05% +1 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,073 $1.01M 0.76% -90 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,031 $997K 0.02% -3,357 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,028 $996K 0.11% +697 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,000 $991K 0.51% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,898 $980K 0.15% +441 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,912 $973K 0.03% -74 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,905 $972K 0.5% +197 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,852 $961K 0.03% -206 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,832 $957K 0.17% +25 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 4,831 $957K 0.25% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,801 $951K 0.01% +245 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,719 $935K 0.11% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,667 $934K 0.27% +3 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,705 $932K 0.07% +710 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,700 $931K 0.43% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 4,572 $906K 0.59% +307 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,567 $905K 0.02% +120 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,541 $900K <0.01% -397 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,539 $899K 0.01% +243 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,432 $897K 0.02% -10 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,510 $894K 0.01% +407 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,489 $889K 0.18% +193 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,424 $877K 0.04% +316 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,411 $874K 0.03% -724 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,382 $868K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,314 $855K 0.01% -62 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,310 $854K 0.11% -148 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,269 $846K 0.01% -4 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,269 $846K 0.02% +71 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,260 $844K 0.04% +435 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,254 $843K 0.01% +395 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,223 $837K 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,220 $836K <0.01% -815 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,197 $832K 0.02% -1,027 13F-HR Timeline Group Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 4,174 $827K 0.35% +341 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,108 $814K 0.26% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,093 $811K 0.03% -60 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,064 $805K <0.01% -153 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,007 $803K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,052 $803K <0.01% +204 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,032 $799K 0.31% -524 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,998 $792K 0.27% -181 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,982 $789K 0.04% -4 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,970 $787K 0.14% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,916 $776K 0.01% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,909 $774K 0.02% +58 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,884 $770K 0.01% +1,098 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,856 $764K 0.02% -1,525 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,817 $756K 0.34% -107 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,815 $756K 0.34% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,780 $749K 0.22% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,779 $749K 0.31% +2 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,675 $728K 0.04% 0 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,668 $727K 0.19% -238 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,658 $725K 0.05% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,633 $720K 0.2% +14 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,607 $715K 0.01% -170 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,042 $713K 0.31% +757 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,589 $711K <0.01% -41 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,558 $705K 0.12% -449 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,575 $695K 0.08% +246 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,421 $678K 0.01% +412 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,382 $670K <0.01% +156 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,292 $652K 0.03% +2 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,269 $648K 0.02% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,253 $645K <0.01% -3,752 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 3,250 $644K <0.01% new 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,238 $641K 0.2% -300 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,231 $640K 0.01% -302 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,211 $636K 0.24% -50 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,201 $634K 0.1% -127 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 3,175 $634K 0.01% -440 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,188 $632K 0.02% -234 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,185 $631K 0.05% -197 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,175 $629K 0.11% +10 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,106 $615K 1.19% +2 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,023 $607K 0.25% -57 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,028 $600K <0.01% -96 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,982 $591K 0.03% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,973 $589K 0.07% +19 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,963 $587K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,928 $581K 0.01% -1,754 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,931 $581K 0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,927 $580K 0.34% +1,017 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,913 $577K 0.33% +138 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,899 $575K 0.01% -52 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,878 $570K <0.01% -1,342 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,870 $569K 0.08% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,869 $567K 0.13% -1,456 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,806 $561K 0.21% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,825 $560K <0.01% +50 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,750 $545K <0.01% +31 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,742 $543K 0.1% +322 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,739 $543K 0.01% +164 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,738 $543K 0.05% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,724 $540K 0.06% +18 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,663 $538K 0.15% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,705 $536K 0.01% +16 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,701 $535K 0.02% +651 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 2,700 $535K 0.5% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,679 $531K 0.32% +10 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,677 $530K 0.19% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,662 $527K 0.01% 0 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,655 $526K 0.28% -30 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,646 $524K 0.17% +10 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,641 $523K 0.27% -425 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,640 $523K <0.01% -6,658 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,613 $518K 0.02% -478 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,608 $517K 0.2% +25 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,604 $516K 0.18% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,600 $515K 0.06% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,599 $515K 0.01% -1 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,584 $512K 0.04% +303 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,555 $506K 0.19% +477 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,549 $505K 0.02% +349 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,504 $496K 0.01% +285 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,504 $496K <0.01% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,498 $495K 0.02% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,485 $492K 0.16% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,479 $491K 0.38% +16 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,455 $486K 0.1% -35 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,443 $484K 0.1% +28 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,422 $482K 0.03% -377 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,421 $480K 0.05% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,412 $478K 0.05% +575 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,405 $477K 0.01% +1,072 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,387 $473K 0.4% +16 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,375 $471K 0.23% +100 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 2,344 $470K 0.09% -862 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,368 $469K 0.02% +108 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,353 $466K 0.19% -9 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,344 $464K <0.01% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,338 $463K 0.48% 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 2,327 $461K 0.01% +1 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,325 $461K 0.04% +75 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,300 $456K 0.24% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,281 $452K 0.28% -64 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,279 $452K 0.26% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,268 $449K <0.01% +974 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,246 $445K 0.05% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,202 $436K 0.23% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,189 $434K 0.06% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,141 $424K 0.27% -257 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,131 $422K 0.16% +3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,112 $419K 0.04% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,102 $417K 0.22% +457 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,080 $412K 0.03% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,079 $412K 0.25% +3 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,078 $412K 0.01% +110 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,050 $406K 0.09% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,047 $406K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,038 $404K 0.01% +139 13F-HR Timeline Group MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,019 $400K 0.14% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,017 $400K 0.27% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,004 $397K 0.01% +55 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,981 $392K 0.03% -16 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,948 $386K 0.11% +7 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,947 $386K <0.01% 0 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 1,940 $384K 0.3% -172 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,940 $384K 0.42% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,925 $381K 0.04% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,911 $378K 0.01% +53 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,898 $376K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,886 $374K <0.01% +2 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,838 $364K 0.05% +10 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,818 $360K 0.19% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,810 $359K 0.01% +129 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,785 $354K 0.05% +76 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,784 $354K 0.03% +75 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,770 $351K 0.1% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 1,766 $350K 0.15% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,750 $347K 0.15% 0 13F-HR/A Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,738 $344K 0.23% -428 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,728 $342K 0.11% +60 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,725 $342K 0.05% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,702 $337K 0.51% -158 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,700 $337K 0.02% -1,000 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,700 $337K 0.15% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,691 $335K 0.2% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,689 $335K 0.17% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,684 $334K 0.02% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,682 $333K 0.18% 0 13F-HR Timeline