NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,935 $4.17M 0.08% -165 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 19,299 $4.04M 0.5% -25 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19,222 $4.02M 0.1% +1,330 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 19,015 $3.98M 0.08% -5,836 13F-HR/A Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 18,637 $3.9M 1.21% +15 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,612 $3.9M 0.18% -5 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 18,409 $3.85M 0.27% +1 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 18,242 $3.82M 0.35% +13,064 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 18,202 $3.81M 2.02% -15 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 18,187 $3.81M 0.02% +978 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 17,757 $3.72M 0.84% -9,525 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,614 $3.69M 0.06% -195 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17,375 $3.64M 2.39% +16 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,348 $3.63M 0.24% -806 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,974 $3.55M +95 Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 16,712 $3.5M 2.84% -257 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 16,636 $3.48M 1.55% -2 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 16,592 $3.47M 0.41% -737 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,097 $3.37M 0.11% -196 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,082 $3.37M 0.05% +245 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 16,029 $3.36M 0.58% -138 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,014 $3.35M 0.19% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 15,625 $3.27M 0.37% -514 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 15,450 $3.23M 0.01% +8,763 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 15,375 $3.22M 0.12% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,318 $3.21M 0.89% -2,147 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,163 $3.17M 0.11% +144 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 14,959 $3.13M 1.44% +72 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 14,862 $3.11M 0.01% +986 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,825 $3.1M 0.03% -2,330 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 14,801 $3.1M 0.31% -391 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,536 $3.04M 0.19% -11 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,472 $3.03M 0.01% +3,414 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,450 $3.03M 0.31% -599 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 14,434 $3.02M 0.29% -632 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 14,367 $3.01M 1.12% -373 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,327 $3M 0.01% +301 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 14,292 $2.99M 0.67% +1,161 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,099 $2.95M 0.38% -78 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,963 $2.92M 0.59% -1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,847 $2.91M 0.11% +993 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 13,755 $2.89M 2.29% -14,242 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13,370 $2.8M 0.05% +12,835 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 13,066 $2.74M 0.06% +5,968 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 12,955 $2.71M 1.08% +457 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,944 $2.71M 0.11% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,826 $2.68M 0.22% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 12,783 $2.68M 0.01% -53 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,651 $2.65M 0.28% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 12,548 $2.63M 0.47% +55 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 12,500 $2.62M 0.67% +1,145 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 12,380 $2.59M 2.55% +5,097 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 12,262 $2.57M 1.03% -86 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,209 $2.56M 0.09% +14 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,146 $2.54M 0.09% -294 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,098 $2.53M 0.15% -220 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 12,090 $2.53M 1.71% -318 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,882 $2.49M 0.15% +166 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,870 $2.48M 0.48% 0 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 11,712 $2.45M 0.28% -301 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,622 $2.43M 0.1% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,014 $2.41M 0.02% +2,825 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11,431 $2.39M <0.01% +758 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,356 $2.38M 0.08% -57 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,239 $2.35M 0.1% -279 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 11,194 $2.34M 1.37% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 11,109 $2.33M 0.69% -163 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 11,098 $2.32M <0.01% +3,724 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,020 $2.31M 0.01% +322 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,910 $2.28M 0.03% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,882 $2.28M 0.01% +6,157 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,608 $2.22M 0.15% -699 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,400 $2.18M <0.01% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 10,282 $2.15M 0.01% +1,652 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 10,151 $2.13M 0.09% +48 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,151 $2.12M <0.01% +915 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 9,994 $2.11M 0.62% -3,699 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,036 $2.1M 0.69% -26 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,903 $2.07M 0.27% +6 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,841 $2.06M 0.02% +168 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,777 $2.05M 0.01% -21 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,740 $2.04M 0.18% -1 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,713 $2.03M 0.13% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,651 $2.02M 0.05% +1,375 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,583 $2.01M 0.01% -9 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,545 $2M 0.12% +1,131 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 9,400 $1.97M 3.47% +673 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,039 $1.89M 0.13% +91 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,937 $1.87M 0.14% +7 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,871 $1.86M 0.28% -18 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,770 $1.84M 0.01% +89 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,671 $1.82M <0.01% +4,027 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,648 $1.81M 0.09% +26 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,584 $1.8M 0.01% +1,559 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,509 $1.78M 0.06% +23 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 9,194 $1.77M 0.2% -20 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,372 $1.75M 0.15% +20 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,320 $1.74M 0.21% 0 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,318 $1.74M 0.01% -119 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,237 $1.72M 0.68% -257 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,999 $1.68M 0.23% +150 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,940 $1.66M 0.11% -144 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,800 $1.63M 0.02% +2,961 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,792 $1.63M 0.92% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 7,668 $1.61M 0.8% -627 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,622 $1.6M 0.2% -71 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,550 $1.58M 0.02% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7,510 $1.57M 0.25% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,500 $1.57M 0.12% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,474 $1.56M 0.03% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,328 $1.54M 0.41% +18 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,329 $1.53M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 7,262 $1.52M 0.32% -23 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,148 $1.5M 0.48% +736 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,073 $1.48M 0.03% +71 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,601 $1.46M 0.2% 0 13F-HR/A Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 6,954 $1.46M 0.58% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,933 $1.45M 0.02% +66 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,927 $1.45M 0.77% +2,450 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,879 $1.44M 0.15% -292 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,847 $1.43M 0.07% +297 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,804 $1.42M 0.11% +1,381 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,669 $1.41M 0.03% -99 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,689 $1.4M 0.07% +3,533 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,632 $1.39M 0.02% +3 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,635 $1.39M 0.14% -954 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,633 $1.39M 1.81% +4 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,583 $1.38M 0.17% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,576 $1.38M 0.04% +3,348 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,567 $1.37M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,550 $1.37M 0.64% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,549 $1.37M 0.8% +481 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,548 $1.37M 0.05% +2,578 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,536 $1.37M 0.18% +217 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 6,510 $1.36M 0.4% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,429 $1.35M 0.18% -2,983 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,364 $1.33M 0.2% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,334 $1.33M 0.15% -388 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,263 $1.31M 0.01% +50 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,261 $1.31M 0.35% -86 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,259 $1.31M 0.04% -131 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,186 $1.3M 0.6% -68 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,157 $1.29M 0.25% -160 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,150 $1.29M 0.62% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,117 $1.28M 0.1% +10 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,102 $1.28M 0.02% -670 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 6,051 $1.27M 0.31% -208 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 6,047 $1.27M 0.1% -1,253 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,021 $1.26M 0.02% -389 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,003 $1.26M 0.05% -433 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,000 $1.26M 0.12% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,999 $1.26M 0.01% +3 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,950 $1.25M 0.45% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,862 $1.23M 0.06% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,834 $1.22M 0.03% +315 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,814 $1.22M 0.7% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,801 $1.21M 0.38% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,793 $1.21M 0.04% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,785 $1.21M 0.03% +1,445 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,772 $1.21M 0.02% -175 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,765 $1.21M <0.01% +483 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 5,710 $1.2M 0.55% +5,285 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,106 $1.19M 0.73% -600 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,682 $1.19M 0.67% -119 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,612 $1.17M 0.01% -351 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,611 $1.17M 0.03% new 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,584 $1.17M 0.34% -5,902 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,550 $1.16M 0.01% +48 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,459 $1.14M 0.08% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,447 $1.14M 0.02% +1,197 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,322 $1.11M 0.02% +30 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,302 $1.11M 0.01% -3,468 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,246 $1.1M 0.01% +673 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,196 $1.09M 0.2% +124 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,147 $1.08M 0.24% -155 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,106 $1.07M 0.02% +360 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,049 $1.06M <0.01% -436 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,001 $1.05M 0.05% -72 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,997 $1.05M 0.05% +216 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 4,990 $1.04M 0.6% -313 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,979 $1.04M 0.08% -90 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 4,931 $1.03M 0.03% +1,497 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 4,891 $1.02M 0.04% +13 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,874 $1.02M 0.04% +62 13F-HR Timeline Group Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,874 $1.02M 1.04% +539 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,812 $1.01M 0.04% -187 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 4,764 $1M 0.08% -5,498 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,669 $977K 0.16% -366 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,663 $976K 0.1% +181 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,618 $967K 0.02% -175 13F-HR Timeline Fulton Bank, N.A. 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