Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,626 $1.81M 0.18% -358 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,591 $1.8M 0.1% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 15,359 $1.78M 0.6% +1,245 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,617 $1.69M 0.07% -4,463 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 14,523 $1.68M 0.08% -2,192 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,468 $1.67M 0.01% +79 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,370 $1.66M 0.13% +3,201 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,229 $1.64M 0.16% -189 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 14,182 $1.64M 0.14% -310 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 14,119 $1.63M 1.72% +419 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,105 $1.63M <0.01% +1,029 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,933 $1.61M 0.47% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,759 $1.59M 0.02% -62 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 13,755 $1.59M 0.08% +351 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,714 $1.59M 0.02% -1,147 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,561 $1.57M 0.03% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 13,533 $1.56M 0.01% -933 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 13,503 $1.56M 1.11% +163 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 13,468 $1.56M 0.32% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,348 $1.54M 0.02% -2,691 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 13,053 $1.51M 0.57% -191 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 12,926 $1.49M 0.66% -362 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,894 $1.49M 0.07% +1,592 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,795 $1.48M 0.2% +4,507 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 12,711 $1.47M 1.32% +517 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 12,365 $1.43M 0.31% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,351 $1.43M 0.02% -625 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,324 $1.42M <0.01% -337 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 12,425 $1.42M 0.46% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 12,260 $1.42M 0.34% -168 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 11,658 $1.35M 0.8% -660 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 11,613 $1.34M 0.63% -1,461 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,577 $1.34M 0.03% +649 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 11,564 $1.34M 0.27% +900 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 11,359 $1.31M 0.49% -313 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 11,137 $1.29M 1.17% -185 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,118 $1.29M 0.02% +453 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10,921 $1.26M 0.16% +885 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,817 $1.25M 0.01% -934 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,506 $1.21M 0.07% +46 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 10,468 $1.21M 0.13% -2,625 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,334 $1.19M 0.02% -150 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 10,188 $1.18M 0.41% 0 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 10,094 $1.17M 1.13% -742 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 9,968 $1.15M 0.72% +1,778 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 10,848 $1.13M 0.37% -4,602 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,724 $1.12M 0.11% +1,466 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,657 $1.12M 0.02% -1,617 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,652 $1.12M 0.02% +185 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9,630 $1.11M 0.21% -188 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 9,605 $1.11M <0.01% +3,667 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 9,525 $1.1M 0.03% +2,788 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,484 $1.1M 0.94% -766 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,558 $1.09M 0.27% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,321 $1.08M 0.05% -43 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 9,275 $1.07M 1.07% -365 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,127 $1.06M 0.09% -18,439 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,033 $1.04M 0.05% -66 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,930 $1.04M 0.1% +900 13F-HR/A Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 8,869 $1.03M 0.44% +97 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 8,689 $1M 0.24% -120 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,670 $1M <0.01% -50 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,670 $1M 0.1% +300 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 8,674 $1M 0.67% -2,414 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,557 $989K 0.01% -127 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,555 $989K 0.16% -63 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,463 $978K 0.13% +5,366 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,446 $976K 0.33% -1,252 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,368 $967K 0.02% +62 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 8,114 $938K 0.03% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 8,041 $930K 0.8% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,937 $919K <0.01% -2,219 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,889 $912K 0.01% +767 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 7,810 $903K 0.09% -28 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,746 $895K 0.05% -845 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 7,732 $894K 0.07% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,660 $885K 0.01% +1,034 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,660 $885K 0.01% +1,034 13F-HR/A Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 7,529 $870K 0.17% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,453 $862K 0.04% +1,209 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,391 $854K 0.07% +503 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,243 $837K 0.01% -149 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,168 $829K <0.01% -162 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,082 $819K 0.05% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,872 $800K 0.01% +1,045 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,838 $790K 0.01% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,800 $786K 0.01% -39,718 13F-HR/A Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,671 $771K 0.01% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 6,631 $767K 0.31% +203 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,587 $761K <0.01% +1,356 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,250 $756K <0.01% +474 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,434 $746K 0.1% +1,410 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 6,322 $731K 0.28% -13 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,307 $729K 0.07% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,223 $719K 0.08% +289 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,205 $717K 0.06% -8 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,161 $712K 0.02% +493 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 6,020 $696K 0.14% +287 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,980 $691K 0.09% -170 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,972 $690K 0.01% -181 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,886 $680K 0.02% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,832 $674K 0.3% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,789 $669K 0.12% +21 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,716 $661K 0.56% -1,461 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,670 $655K 0.1% +102 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,538 $640K 0.08% -31 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,428 $627K 0.11% +26 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,411 $625K 0.14% -4,021 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,284 $611K 0.14% +238 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,212 $603K 0.89% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,140 $594K 0.43% +65 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 5,135 $594K 0.25% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,132 $593K 0.53% +568 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,094 $589K 0.01% +74 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,072 $586K <0.01% -743 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,069 $586K 0.06% +176 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,059 $585K <0.01% +2,025 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,048 $584K 0.1% +768 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,985 $576K 0.1% -633 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,968 $574K 0.17% -221 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,921 $569K 0.06% -831 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,856 $561K 0.11% -20 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,843 $560K 0.05% +72 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 4,829 $558K 0.02% 0 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,816 $557K 0.15% +168 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,815 $557K 0.33% -4,987 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 4,791 $554K 0.36% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,749 $549K 0.03% +16 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,745 $549K 0.01% -303 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,734 $547K 0.02% 0 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 4,714 $545K 0.3% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,679 $541K 0.02% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,640 $536K 0.01% -598 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,633 $536K 0.01% -473 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,622 $534K 0.41% -8 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,600 $532K 0.2% +1,350 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,527 $523K 0.07% -5,064 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,478 $518K 0.03% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,430 $512K 0.04% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,422 $511K 0.27% -22 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 8,343 $506K 1.95% +26 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,357 $504K 0.38% -427 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 4,289 $496K <0.01% -535 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 4,270 $494K 0.1% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,222 $488K 0.05% -436 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,139 $478K 0.19% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,137 $478K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,033 $466K 0.23% +4,022 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,031 $466K 0.2% -1,885 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,005 $463K <0.01% -565 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 3,976 $461K 0.03% -2,605 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,970 $459K 0.01% -245 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,956 $457K 0.09% +21 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,931 $454K <0.01% +213 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,929 $454K 0.41% new 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 3,860 $446K 0.38% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,823 $442K 0.2% +1,101 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,818 $441K 0.03% -92 13F-HR Timeline Group Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 3,787 $438K 0.22% +67 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,547 $434K 0.22% +558 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,748 $433K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,737 $432K 0.02% -144 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,731 $431K 0.21% -3 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,650 $422K 0.21% -205 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,448 $421K 0.01% -168 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,641 $421K 0.13% -2 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,639 $421K 0.01% -1,912 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,611 $417K 0.01% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,600 $416K <0.01% +108 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,592 $415K 0.03% +142 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 3,536 $409K 0.21% -128 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,535 $409K <0.01% -381 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,495 $404K 0.33% -150 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,471 $401K 0.34% -2,999 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,403 $393K 0.15% -211 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,397 $393K 0.09% -35,096 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,383 $391K 0.01% -154 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,378 $391K <0.01% -2,262 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,379 $391K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,248 $388K <0.01% -5 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 3,316 $383K 0.73% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,313 $383K 0.01% -381 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,300 $381K <0.01% +355 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,247 $375K 0.08% -680 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,157 $365K 0.11% +788 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,113 $360K 0.07% -227 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,091 $357K 0.05% +105 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,078 $356K 0.05% -72,987 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,075 $355K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,977 $345K <0.01% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,982 $345K 0.19% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,967 $343K 0.04% +145 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,964 $343K 0.01% -127 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,959 $342K 0.08% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,888 $334K 0.26% +71 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,883 $333K 0.05% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,873 $332K 0.07% -6 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,838 $329K 0.1% +139 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,824 $326K <0.01% -138,731 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,802 $324K <0.01% +56 13F-HR Timeline