Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,680 $4.68M 1.8% -2,072 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,670 $4.68M 0.06% +603 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,641 $4.66M 2.46% +466 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,635 $4.66M 1.91% +67 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10,622 $4.66M 2.39% -155 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,592 $4.64M 0.89% +3,010 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,571 $4.63M 0.12% +152 13F-HR/A Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 10,548 $4.63M 0.25% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,533 $4.62M 0.23% -339,045 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 10,530 $4.62M 0.9% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10,502 $4.6M 4.48% +107 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,491 $4.6M 1.53% +240 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,450 $4.58M 0.07% -352 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,028 $4.57M 0.17% -1,857 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,406 $4.56M 0.06% +53 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 10,286 $4.51M 2.5% +329 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,262 $4.5M 0.22% +84 13F-HR Timeline City State Bank More: the full row for City State Bank 10,271 $4.5M 1.41% +104 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10,253 $4.5M 0.32% +472 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,201 $4.47M 0.26% -1,956 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,171 $4.46M 0.38% -7 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 10,164 $4.46M 2.81% -225 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,116 $4.43M 0.13% +378 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,088 $4.42M 0.87% -70 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,029 $4.4M 0.32% +4,128 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,021 $4.39M 0.96% +923 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,971 $4.37M 0.1% -4,350 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 9,907 $4.34M 3.28% +788 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 9,900 $4.34M 2.04% -150 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,877 $4.33M 2% +307 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,810 $4.3M 0.33% -348 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,803 $4.3M 0.15% +3,522 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,785 $4.29M 2.58% +21 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,783 $4.29M 0.46% -175 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,777 $4.29M 0.3% -3,421 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 9,766 $4.28M 0.11% +278 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,734 $4.27M 2.42% +181 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,725 $4.26M 0.37% +338 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,708 $4.26M <0.01% +3,006 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 9,641 $4.23M 1.99% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,625 $4.22M 0.16% -229 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,615 $4.21M 1.35% +1,145 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,596 $4.21M 1.24% +507 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,576 $4.2M 0.34% -1,559 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 9,575 $4.2M 1.24% +621 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,530 $4.18M 2.57% +1,477 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,503 $4.17M 1.09% +515 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,501 $4.17M 1.95% -642 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,487 $4.16M 0.35% +3,486 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,494 $4.16M 0.3% -4,016 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 9,468 $4.15M 0.57% -1,926 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 9,446 $4.14M 3.04% +414 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,438 $4.14M 0.31% +8,116 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,408 $4.12M 0.71% +3,022 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,396 $4.12M 0.49% +393 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,380 $4.11M 1.54% +1 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 9,300 $4.08M 0.32% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,289 $4.07M 0.3% -162 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 9,078 $4.06M 1.68% +16 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 9,236 $4.05M 0.72% -1,509 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,211 $4.04M 0.31% -25 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,210 $4.04M 0.71% -91 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,193 $4.03M 0.45% -670 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 9,188 $4.03M 0.48% -1,288 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 9,191 $4.03M 2.25% -3,871 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 9,131 $4M 0.17% +11 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,085 $3.98M 0.65% -200 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 9,078 $3.98M 2.72% -736 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 9,035 $3.96M 0.64% -43 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,002 $3.95M 0.86% +514 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,959 $3.93M 0.24% -1,073 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 8,941 $3.92M 2.06% -40 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,914 $3.91M 0.19% -36 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 8,910 $3.91M 2.83% +3,244 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,888 $3.9M 0.4% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,850 $3.88M 0.44% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,846 $3.88M 0.13% +610 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,832 $3.88M 0.47% -140 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 8,825 $3.87M 2.01% -63 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,737 $3.83M 0.22% +1,777 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,701 $3.81M 1.09% +136 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,577 $3.76M 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,562 $3.75M 1.88% +43 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 8,534 $3.74M 0.53% +67 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 8,500 $3.73M 0.37% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,489 $3.72M 0.29% +417 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,126 $3.7M 0.73% -92 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,451 $3.7M 0.04% +420 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,421 $3.69M 0.11% +5,774 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,228 $3.68M 1.74% -811 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,349 $3.66M 0.17% +112 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 8,318 $3.65M 1.41% +141 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,301 $3.64M 2.69% +3,443 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,287 $3.63M 0.93% +66 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,286 $3.63M 2.36% -33 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 8,283 $3.63M <0.01% -12,523 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,281 $3.63M 2.26% -920 13F-HR/A Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,280 $3.63M 0.86% -275 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,818 $3.62M +161 Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,245 $3.61M 0.16% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,240 $3.61M 0.87% +109 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,937 $3.61M 0.66% +1,130 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,238 $3.61M 1.12% +1,795 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,232 $3.61M 0.24% -8 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,213 $3.6M 0.47% -61 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 8,212 $3.6M 1.08% +902 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,173 $3.58M 2.55% -18,294 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,157 $3.58M 0.08% -36 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,149 $3.57M 1.17% +1,658 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,076 $3.54M 1.03% -180 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 8,039 $3.52M 0.26% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 8,019 $3.52M 0.3% -165 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,905 $3.47M 0.21% +500 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,866 $3.45M 0.06% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,860 $3.45M 0.59% -450 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7,868 $3.45M 0.85% -857 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,832 $3.43M 0.52% +2,633 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,825 $3.43M 0.21% +31 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,808 $3.42M 0.22% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,714 $3.41M 0.52% +60 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,765 $3.4M 2.24% +1,060 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,755 $3.4M 0.09% +197 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,741 $3.39M 0.87% -308 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,738 $3.39M 1.38% -170 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,700 $3.38M 2.35% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,658 $3.36M 0.13% +4,850 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 7,643 $3.35M 2.62% -634 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,617 $3.34M 2.23% +1,655 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,590 $3.33M 0.38% -360 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,570 $3.32M 0.13% +46 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,555 $3.31M 0.33% -185 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,549 $3.31M 0.05% +314 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,539 $3.31M 0.36% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,507 $3.29M 0.23% +91 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 7,281 $3.28M 2.21% +3,124 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,470 $3.27M 0.15% -98 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,454 $3.27M 0.4% -5 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,437 $3.26M 1.03% +3,719 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 7,433 $3.26M 2.22% +3,543 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,405 $3.25M 0.48% -36 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,343 $3.22M 0.05% +1,020 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,301 $3.2M 1.07% -4,437 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 7,263 $3.18M -2,819 Timeline McAdam, LLC More: the full row for McAdam, LLC 7,262 $3.18M 0.17% +1,072 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,243 $3.18M 0.07% +238 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 7,220 $3.17M 0.93% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,220 $3.17M 0.38% +289 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,216 $3.16M 0.38% -140 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,214 $3.16M 0.14% +21 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 7,194 $3.15M 2.92% +188 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 7,181 $3.15M 2.35% +684 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 7,127 $3.12M 3.64% 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,098 $3.11M 0.3% +49 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,055 $3.09M 0.64% +379 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,052 $3.09M 0.08% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,040 $3.09M 0.32% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,964 $3.05M 1.27% -201 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 6,952 $3.05M 1.9% -44 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,924 $3.04M 0.04% +605 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,895 $3.02M 0.57% -359 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 6,880 $3.02M 1.5% -874 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,884 $3.02M 0.66% -1,150 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,873 $3.01M 0.93% +4 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,865 $3.01M 0.24% -73 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,836 $3M 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,801 $2.96M 0.63% -144 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,686 $2.93M 0.17% +1,000 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 6,662 $2.92M 0.96% -685 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,656 $2.92M 0.18% -192 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 6,623 $2.9M 0.36% +111 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,615 $2.9M 0.13% -1,203 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 6,581 $2.89M 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,569 $2.88M 0.06% +174 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 6,530 $2.86M 1.05% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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