McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 63,907 $3.2M 1.35% +432 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 63,790 $3.19M 0.56% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 63,690 $3.19M 1.13% -115 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 63,445 $3.18M 2.72% +3,548 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 62,624 $3.17M 0.08% -1,967 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 62,668 $3.14M 0.46% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 62,636 $3.14M 0.98% -1,726 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 62,468 $3.13M 0.48% -4,228 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 62,187 $3.11M 1.05% -745 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 61,823 $3.1M 0.06% +2,050 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 61,762 $3.09M 0.06% new 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 61,717 $3.09M 0.25% +10,522 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 61,570 $3.08M 0.53% +2,114 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 61,055 $3.06M 0.25% -79,361 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 60,542 $3.03M 0.11% +49,786 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 59,543 $3.01M 0.48% +2,651 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 60,044 $3.01M 0.65% -19,587 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 59,765 $2.99M 0.1% +630 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 59,747 $2.99M 0.53% +4,695 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 58,791 $2.96M 2.35% +4,623 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 58,758 $2.94M 0.11% +154 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 58,198 $2.91M 0.34% -1,091 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 58,168 $2.91M 0.01% -1,146 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 58,115 $2.91M 0.42% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 58,086 $2.91M 1.16% +4,503 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 57,893 $2.9M 0.09% +3,118 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 57,837 $2.9M 1.3% +3,305 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 57,140 $2.86M 0.08% +994 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 55,836 $2.8M 0.31% +799 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 55,663 $2.79M 1.14% +21,572 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 55,371 $2.77M 0.13% +9,845 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 54,808 $2.74M 1.68% -18,690 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 54,757 $2.74M 0.22% +437 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 54,549 $2.73M 1.31% +1,144 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 54,514 $2.73M +134 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 54,026 $2.71M 0.04% -2,244 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 53,484 $2.68M 0.5% -48,607 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 53,121 $2.66M 1.11% -1,904 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 53,018 $2.65M 0.15% -73,187 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 52,988 $2.65M 1.11% -5,312 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 52,981 $2.65M 0.02% +30,468 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 52,599 $2.63M 0.06% +7,062 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 52,542 $2.63M 0.01% +381 13F-HR/A Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 52,206 $2.61M 0.37% -1,495 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,102 $2.61M 0.01% +6,464 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 52,020 $2.6M 0.21% -9,588 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 51,739 $2.59M 0.17% +3,782 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 51,454 $2.58M 0.81% +1,024 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 51,378 $2.57M 1.2% 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 50,735 $2.56M 0.77% +1,835 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 51,048 $2.56M 0.66% -4,772 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 50,860 $2.55M 0.47% +24,014 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 50,710 $2.54M 1.48% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 50,117 $2.51M 0.07% -1,943 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 50,042 $2.51M 0.06% -6,055 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 49,725 $2.49M 0.92% -10,555 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 49,450 $2.48M 0.05% -9,612 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 49,339 $2.47M 0.72% -7,346 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 49,290 $2.47M 1.55% +12,545 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 49,082 $2.46M 0.1% +6,986 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 48,809 $2.44M 0.08% -12,301 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 48,744 $2.44M 1.61% -1,000 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 48,705 $2.44M 0.11% -3,500 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 48,700 $2.44M 0.15% +5,892 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 48,502 $2.43M 0.31% -5,304 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 48,314 $2.42M 0.21% +35,062 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 48,229 $2.41M 0.07% -47,767 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 48,200 $2.41M 0.04% +8,969 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 47,574 $2.4M 0.85% -8,260 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 47,816 $2.39M 0.05% +44,733 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 47,682 $2.39M 0.16% -8,881 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 47,371 $2.37M 0.17% -4,638 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 46,816 $2.34M 0.52% +8,468 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 46,602 $2.33M 0.08% -730 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 46,353 $2.32M 0.63% +890 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 46,223 $2.31M 0.03% -1,000 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 45,994 $2.3M 0.08% +598 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 45,804 $2.29M 0.05% +215 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 45,490 $2.29M 0.44% +1,564 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 44,148 $2.21M 0.07% -31,887 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 43,953 $2.2M 0.06% +3,057 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 43,917 $2.2M 0.84% +910 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 43,804 $2.19M 0.6% -112 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 43,680 $2.19M 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 43,605 $2.18M 0.32% -34 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 43,548 $2.18M 0.66% +31 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 43,494 $2.18M 0.17% -7,151 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 43,165 $2.16M 0.44% +708 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 42,772 $2.14M 1.45% +2,226 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 42,699 $2.14M 0.12% -218 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 42,606 $2.13M 0.61% +10,464 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 42,282 $2.12M 0.51% -3,958 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 42,266 $2.12M 0.62% +2,985 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 42,083 $2.11M 0.16% +3,275 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42,007 $2.1M 0.54% -305 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 41,293 $2.07M 0.05% -39,244 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 41,186 $2.06M 0.5% +1,032 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 40,953 $2.05M 0.29% -17 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 40,596 $2.03M 0.27% +1,736 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 40,514 $2.03M 0.05% -353 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 40,496 $2.03M 0.24% +1,246 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 40,288 $2.02M 1.91% +18,577 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 40,281 $2.02M 0.54% +4,155 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 40,232 $2.01M 0.1% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 39,826 $1.99M 0.28% -657 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 39,773 $1.99M 0.37% -83,796 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 39,725 $1.99M 0.1% -4,275 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 39,699 $1.99M 0.77% -159 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 39,600 $1.98M 1.36% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 39,492 $1.98M 0.15% -9,980 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 39,225 $1.96M 1.55% -6,262 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 39,160 $1.96M 0.01% -238 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 38,792 $1.94M 0.38% +889 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 33,746 $1.94M 0.21% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 38,637 $1.93M 0.85% +351 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 38,620 $1.93M 1.67% -14,561 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 38,430 $1.92M 1.65% +1,521 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 38,422 $1.92M 0.06% new 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 38,386 $1.92M 1.67% +1,306 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 37,500 $1.88M 0.04% +37,500 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 37,400 $1.87M 0.27% +900 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 37,243 $1.86M 1.09% -430 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 37,192 $1.86M 0.8% 0 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 37,087 $1.86M 0.8% -936 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 36,597 $1.83M 0.39% -147,738 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 36,546 $1.83M 1.33% +325 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 36,531 $1.83M 0.11% -6,660 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 36,329 $1.82M 0.16% +18,069 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 36,302 $1.82M 0.12% -3,947 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 36,233 $1.81M 0.19% +3,286 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 36,069 $1.81M 1.12% -60,209 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 36,059 $1.81M 0.81% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 36,059 $1.81M 0.81% -4,514 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 36,029 $1.8M 0.21% +1,369 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 35,277 $1.77M 0.82% +507 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 35,263 $1.77M 0.11% -1,254 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 34,924 $1.75M 0.39% +7,126 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 35,022 $1.75M 0.46% +180 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 34,388 $1.72M 0.55% +1,292 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 34,231 $1.71M 0.51% +2,388 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 34,164 $1.71M 0.3% +25,764 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 34,088 $1.71M 0.6% +5,000 13F-HR Timeline Busey Bank More: the full row for Busey Bank 34,041 $1.7M 0.05% -955 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 33,904 $1.7M 0.99% +3,557 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 33,902 $1.7M 0.12% +22,344 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 33,665 $1.69M 0.41% +1,708 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 33,484 $1.68M 0.05% +1,184 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 33,110 $1.66M 0.38% +92 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 32,817 $1.64M 0.22% -38,374 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 32,595 $1.63M 0.01% -1,507 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 32,234 $1.61M 0.58% +3,267 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 32,159 $1.61M 0.16% -1,515 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 31,996 $1.6M 0.55% -376 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 31,954 $1.6M 0.27% -16,250 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 31,941 $1.6M 0.03% +26,512 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 31,627 $1.6M 0.04% +9,316 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 31,913 $1.6M 0.59% +2,281 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 31,891 $1.6M 0.38% +15,308 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,813 $1.59M 0.07% +3,286 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 31,709 $1.59M 0.53% +13,806 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 31,579 $1.58M 1.15% +1,022 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 31,461 $1.58M 0.42% +2,369 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 31,427 $1.57M 0.05% -4,031 13F-HR Timeline Group Financial Architects, LLC More: the full row for Financial Architects, LLC 31,365 $1.57M 0.89% -7,560 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 31,100 $1.56M 0.17% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 30,867 $1.55M +8,485 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 30,850 $1.54M <0.01% -4,913 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 30,611 $1.54M 0.02% +13,174 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 30,744 $1.54M 0.05% +5,134 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 30,461 $1.53M 0.17% +4,440 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,266 $1.52M 0.01% +8,131 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 30,192 $1.51M 0.75% -23,669 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 30,117 $1.51M 0.02% -8,733 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 29,639 $1.49M +2,757 Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 29,671 $1.49M 0.54% +3,804 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29,671 $1.49M 0.03% -1,368 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 29,448 $1.47M 0.69% -4,623 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 29,222 $1.46M 0.17% -280 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 29,088 $1.46M 0.33% +4,061 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 29,033 $1.45M 0.16% +200 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 28,960 $1.45M 0.07% +17,725 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 28,882 $1.45M 0.25% -2,871 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 28,705 $1.44M 0.28% +2,004 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 28,691 $1.44M 0.07% -579 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 28,584 $1.43M 0.11% +300 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28,513 $1.43M 0.28% +4,395 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 28,444 $1.42M 0.08% -664 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 28,257 $1.41M 0.44% +1,474 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 28,186 $1.41M 0.16% -1,094 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 28,169 $1.41M 0.42% -7,423 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 28,137 $1.41M 0.09% +1,515 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 28,036 $1.4M 0.48% +3,035 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 28,007 $1.4M 0.1% +1,062 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 27,910 $1.4M 0.14% +678 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 27,807 $1.39M 0.57% -1,189 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 27,721 $1.39M 0.23% -7,152 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 27,599 $1.38M 0.37% -11,339 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 27,565 $1.38M 0.39% +3,162 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 27,311 $1.37M 0.2% -6,426 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,291 $1.37M 0.02% +26,651 13F-HR Timeline