Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 21,340 $1.06M 0.28% +143 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,019 $1.05M 0.08% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20,922 $1.04M 0.14% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 20,709 $1.03M 0.1% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20,645 $1.03M 0.01% -114 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 20,400 $1.02M 0.85% +7,500 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,100 $1M 0.07% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,960 $995K <0.01% -11,343 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 19,768 $985K 0.26% -6,039 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 19,590 $976K 0.75% +2,607 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,313 $962K 0.01% new 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 19,270 $960K 0.01% -10,540 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 18,937 $944K 0.53% 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 18,484 $921K 0.39% +4,217 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 18,460 $920K 0.81% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 18,162 $905K <0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 16,943 $844K 0.13% +82 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 16,805 $840K 0.08% +9,205 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,650 $830K 0.06% -10,500 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 16,537 $824K 0.22% -1,680 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,481 $821K 0.03% -433 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 16,381 $816K 0.38% +1,433 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,367 $816K 0.04% -6,494 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 16,218 $808K 0.52% +4,852 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,895 $792K 0.01% +129 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 15,676 $781K 0.2% -391 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 15,545 $776K 0.17% -13,553 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,430 $769K 0.02% +3,890 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 15,281 $762K 0.33% -3,919 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 15,256 $760K 0.12% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 15,125 $754K 0.15% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 14,756 $735K 0.67% -8,775 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 14,755 $735K 0.07% -460 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 14,699 $733K 0.1% +292 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 14,656 $730K 0.31% +6,108 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,265 $711K <0.01% +14 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,203 $708K 0.01% -205 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 14,098 $704K 0.43% -2,107 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,000 $698K 0.27% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 13,898 $693K 0.1% +1,515 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,897 $693K <0.01% +537 13F-HR/A Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13,810 $688K 0.03% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,740 $685K <0.01% new 13F-HR/A Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 13,635 $680K 0.3% +898 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,579 $677K <0.01% -1,114 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 13,358 $666K 0.15% +4,560 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,330 $664K 0.1% -7,755 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,119 $654K 0.04% +1,295 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 12,922 $644K 0.25% -3,672 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 12,875 $642K 0.07% +1,065 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 12,744 $635K <0.01% -530 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,736 $635K 0.04% new 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 12,625 $629K 0.27% +379 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,585 $627K 0.01% 0 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 12,543 $625K 0.18% +183 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,476 $622K 0.52% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,260 $611K 0.17% new 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 11,993 $598K 0.19% +1,561 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,843 $590K <0.01% +419 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 11,635 $580K 0.26% -4,781 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 11,591 $578K 0.04% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,252 $561K 0.01% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,875 $542K 0.14% -1,341 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,871 $542K 0.02% -542 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 10,800 $538K 0.13% +6,250 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,630 $530K 0.18% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 10,453 $521K 0.28% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 10,191 $508K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 10,190 $508K <0.01% new 13F-HR Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 10,056 $501K 0.31% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 10,054 $501K 0.1% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,054 $501K 0.01% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,000 $498K 0.1% 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 9,933 $495K 0.29% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,863 $492K 0.02% -10,563 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,841 $490K <0.01% +1,040 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,813 $489K 0.01% +1,003 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,762 $487K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,540 $475K <0.01% +449 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,433 $470K 0.01% +7,059 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,424 $470K <0.01% +374 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,309 $464K <0.01% +3,209 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,250 $461K 0.03% +6,558 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,148 $456K 0.29% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,074 $452K 0.03% -9 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,661 $432K 0.06% +2,053 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 8,648 $431K 0.11% -502 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,568 $427K <0.01% +701 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 8,346 $416K 0.06% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,336 $415K 0.03% -1,949 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 7,892 $393K 0.35% 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,835 $390K 0.26% -8,104 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,542 $376K 0.01% +102 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 7,450 $371K 0.13% 0 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 7,388 $368K 0.2% +1,570 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,340 $366K <0.01% new 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,328 $365K 0.12% new 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 7,302 $364K 0.29% 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,279 $363K 0.18% +130 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,248 $361K 0.01% +2,665 13F-HR Timeline Group J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 7,144 $356K 0.08% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,056 $352K <0.01% +103 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 7,050 $351K 0.05% 0 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 6,933 $346K 0.15% -5,802 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,883 $344K 0.01% +36 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,900 $344K 0.01% -700 13F-HR Timeline 25 LLC More: the full row for 25 LLC 6,872 $343K 0.11% +2,852 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,848 $341K 0.01% -1,441 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,762 $337K 0.17% +73 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 6,674 $333K 0.03% +840 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 6,670 $332K 0.25% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,660 $332K 0.02% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,634 $331K 0.17% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,598 $329K 0.03% +98 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,587 $328K <0.01% new 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 6,574 $328K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,566 $327K 0.01% -1,304 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,497 $324K 0.14% +2,024 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 6,384 $318K 0.05% -344 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 6,380 $318K 0.23% -45 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,266 $312K 0.03% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,241 $311K <0.01% +663 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,192 $308K 0.1% +6,022 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,154 $307K 0.07% +454 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,099 $304K 0.02% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,078 $303K 0.03% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,062 $302K 0.05% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,010 $300K 0.03% -749 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,979 $298K 0.11% -1,502 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,867 $292K <0.01% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,850 $292K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,843 $291K 0.01% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 5,780 $288K 0.11% +145 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 5,757 $286K 0.07% +680 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 5,700 $284K 0.07% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,667 $283K 0.01% +2 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,651 $282K 0.14% -805 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,620 $280K 0.14% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,595 $279K 0.06% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,593 $279K 0.02% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,522 $276K <0.01% -196 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,538 $276K 0.16% +81 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,512 $275K 0.01% -2,212 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,400 $269K <0.01% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 5,393 $269K <0.01% +95 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,375 $268K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,328 $266K 0.01% new 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,303 $264K 0.03% +303 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,269 $263K <0.01% +134 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,244 $261K 0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,205 $259K <0.01% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,186 $258K <0.01% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,069 $253K 0.08% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 5,063 $252K 0.08% -1,092 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,025 $250K 0.13% +825 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,000 $249K 0.18% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,998 $249K 0.1% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4,938 $246K 0.09% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,916 $245K <0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,853 $242K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,742 $236K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,684 $233K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,683 $233K 0.03% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,645 $231K 0.06% -3,177 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,588 $229K 0.04% +50 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,545 $227K <0.01% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,504 $224K <0.01% -201 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,487 $224K 0.01% new 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,442 $221K 0.22% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,365 $218K <0.01% +300 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,370 $218K 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,360 $217K <0.01% 0 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,358 $217K 0.03% +245 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,296 $214K <0.01% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,245 $212K 0.04% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,239 $211K 0.01% new 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,231 $211K 0.02% +64 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,220 $210K 0.03% -3,200 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,200 $209K 0.15% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,089 $204K <0.01% 0 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,076 $203K 0.04% +15 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,073 $203K 0.07% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,042 $201K 0.05% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,866 $193K 0.07% -1,380 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,819 $140K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,542 $127K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,409 $120K 0.07% -320 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,370 $118K 0.01% +34 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,260 $113K <0.01% -490 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,217 $110K 0.01% +245 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,211 $110K 0.01% +1,511 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,120 $106K 0.03% -684 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,805 $90K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,714 $85.4K <0.01% -30 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,713 $85.4K 0.01% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 1,657 $82.6K 0.08% 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,610 $80.2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,546 $77.1K 0.01% -2,067 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,500 $74.8K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,437 $71.6K <0.01% 0 13F-HR Timeline Group