MAI Capital Management More: the full row for MAI Capital Management 103,358 $45.3M 0.31% -145 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 103,224 $45.3M 12.36% +3,434 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 102,375 $44.9M 16.52% +2,089 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 100,281 $44M 0.27% -2,156 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 100,169 $43.9M 13.86% +3,316 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 99,497 $43.6M 0.15% -13,559 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 99,487 $43.6M 0.85% +13,257 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 98,865 $43.3M 0.55% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 98,751 $43.3M 2.1% -40,252 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 98,566 $43.2M 6.37% +966 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 98,550 $43.2M 11.17% +5,004 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 98,069 $43M 1.51% +2,417 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 97,426 $42.7M 4.56% -382 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 97,415 $42.7M 0.11% +6,325 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 97,339 $42.7M 2.78% -3,448 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 96,591 $42.3M 0.04% +6,342 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 96,185 $42.2M 4.38% +491 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 95,030 $41.7M 0.66% +20,474 13F-HR Timeline Guardian Partners Inc. 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Hasenberg, Inc 64,605 $28.3M 10.53% +13,829 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 64,541 $28.3M 0.28% +2,874 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 64,375 $28.2M 12.51% +1,090 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,280 $28.1M 11.29% -60,795 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 63,760 $28M 3.13% -17,391 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 63,486 $27.9M 0.63% -182,456 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 62,951 $27.6M 11.39% +351 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 62,794 $27.5M 13.71% +343 13F-HR Timeline Taylor Financial Group, Inc. 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GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 58,031 $25.4M 21.99% -1,194 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 57,868 $25.4M 0.76% -19,231 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 57,674 $25.3M 14.42% +17,722 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 57,017 $25M 0.15% +272 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 56,891 $24.9M 0.71% +120 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 56,548 $24.8M 0.61% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 56,247 $24.7M 5.79% +10,083 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 56,144 $24.6M 3.87% +2,423 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 54,852 $24M 8.27% +1,586 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 54,639 $24M 0.1% +14,507 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 54,539 $23.9M 7.24% +1,303 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 54,537 $23.9M 1.72% +2,301 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 54,149 $23.7M 4.21% +25,612 13F-HR Timeline VeraBank, N.A. 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