Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 22,318 $4.67M 4.35% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 22,013 $4.6M 3.42% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,659 $4.53M 0.01% -481 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 21,544 $4.51M 0 Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 21,437 $4.48M 1.57% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 21,334 $4.46M 0.95% -649 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 21,332 $4.46M 1.69% +2,695 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 21,307 $4.46M 0.08% +1,372 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 21,200 $4.43M 0.99% -13,909 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 21,020 $4.4M 2.5% -6 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 20,873 $4.36M 0.92% +3,116 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,768 $4.34M 0.05% +180 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 20,715 $4.33M 0.04% -1,166 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,466 $4.28M 0.1% +1,244 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 20,363 $4.26M <0.01% -460 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 20,292 $4.24M 3.09% +36 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 20,150 $4.21M 0.23% -3,344 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 20,085 $4.2M 0.02% 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 19,828 $4.15M 0.07% +813 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,788 $4.14M 0.05% +2,174 13F-HR Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 19,734 $4.13M 2.07% -1,060 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 19,400 $4.06M 3.81% 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 19,180 $4.01M 0.37% +938 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 18,995 $3.97M 0.01% +4,668 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,612 $3.89M 0.17% 0 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 18,454 $3.86M 2.04% +252 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 18,274 $3.82M 0.46% -1,025 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. 18,210 $3.81M 0.51% +10,700 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,199 $3.81M 0.12% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 18,170 $3.8M 0.21% +14,638 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 17,820 $3.73M 2.87% +1,108 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,575 $3.68M 0.12% +2,412 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,402 $3.64M 0.25% -1,007 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17,357 $3.63M 2.29% -18 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,005 $3.56M 0.21% -343 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 16,463 $3.44M 1.45% -173 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 16,391 $3.43M 0.38% -201 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,109 $3.37M 0.05% +27 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 16,085 $3.36M 0.12% -12 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 Partners in Financial Planning More: the full row for Partners in Financial Planning 15,915 $3.33M 0.56% -114 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,847 $3.31M 0.01% +1,375 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15,755 $3.29M 2.61% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,590 $3.26M <0.01% +4,492 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 15,580 $3.26M 0.35% -45 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,494 $3.24M 0.37% +1,395 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 15,459 $3.23M 3.8% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 15,450 $3.23M 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,889 $3.23M 0.11% +1,042 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 15,384 $3.23M 0.26% +10,620 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 15,375 $3.22M 0.12% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,081 $3.15M 0.31% +631 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 15,080 $3.15M 1.41% +121 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,066 $3.15M 0.03% +241 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,670 $3.07M 0.19% +134 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 14,603 $3.05M 3.05% 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 14,449 $3.02M 2.85% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 14,357 $3M 1.04% -10 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 14,101 $2.95M 0.28% -700 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,984 $2.92M 0.58% +21 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 13,852 $2.9M 2.21% +97 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,483 $2.82M 0.77% -1,835 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 13,407 $2.8M 1.07% +452 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 13,375 $2.8M 0.27% 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% 0 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 13,285 $2.78M 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,031 $2.73M 0.01% +248 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,962 $2.71M 0.05% -104 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,826 $2.68M 0.21% 0 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 12,728 $2.66M 0.06% new 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 12,709 $2.66M 0.25% -1,725 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,651 $2.65M 0.25% 0 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 12,628 $2.64M 0.43% +80 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 12,500 $2.62M 0.67% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,506 $2.62M 0.09% +297 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 12,347 $2.58M 2.61% -33 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,342 $2.58M 0.15% +460 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 12,338 $2.58M -4,636 Timeline Argent Trust Co More: the full row for Argent Trust Co 12,333 $2.58M 0.09% +187 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 12,272 $2.57M 1.4% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,161 $2.54M 0.11% new 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 12,148 $2.54M 1.63% +58 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,948 $2.5M 0.15% -150 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,860 $2.48M 0.98% -402 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,636 $2.43M 0.11% +9,956 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,378 $2.38M 0.14% +139 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,356 $2.37M 0.07% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 11,244 $2.35M <0.01% new 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 11,194 $2.34M 1.36% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 11,012 $2.3M 0.62% -97 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,991 $2.3M 0.03% +4,424 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,954 $2.29M 0.01% -66 13F-HR 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 May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,735 $2.24M 0.61% +5,151 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,338 $2.16M 0.08% +187 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 10,245 $2.14M 0.26% -1,467 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,938 $2.12M +6,243 Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,031 $2.1M 0.67% -5 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,985 $2.09M 0.01% +1,401 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,963 $2.08M <0.01% -1,468 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,904 $2.07M 0.17% +164 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9,903 $2.07M 0.26% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,873 $2.06M 0.01% +290 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 9,847 $2.06M 0.1% -1,775 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,777 $2.04M 0.01% 0 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 9,749 $2.04M <0.01% -533 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 9,713 $2.03M 0.13% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,668 $2.02M 0.1% +123 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,666 $2.02M 0.01% -175 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 9,638 $2.02M 0.56% -356 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,548 $2M 0.01% +4,499 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 9,422 $1.97M 3.46% +22 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 9,380 $1.96M 2.11% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,252 $1.93M 0.01% +482 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,797 $1.92M 0.03% +1,724 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 9,185 $1.92M 1.91% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,185 $1.92M 0.12% +146 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 9,057 $1.89M 0.18% -137 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,966 $1.88M 0.5% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,946 $1.87M 0.13% +9 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 8,883 $1.86M 0.95% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,824 $1.85M 0.27% -47 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,772 $1.83M 0.04% -879 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,750 $1.83M 0.08% +102 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 8,671 $1.81M <0.01% 0 13F-HR Timeline Group Calder Financial LLC More: the full row for Calder Financial LLC 8,668 $1.81M 1.78% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,558 $1.79M 0.06% +49 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,394 $1.76M 0.13% +22 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,320 $1.74M 0.19% 0 13F-HR Timeline Group Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 8,295 $1.73M 0.68% +1,341 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,166 $1.71M 0.01% -152 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,068 $1.69M 0.03% +594 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,955 $1.66M 0.11% +15 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,849 $1.64M 0.22% -150 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,800 $1.63M 0.03% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,792 $1.63M 0.82% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,790 $1.63M 0.19% +3,523 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,622 $1.59M 0.19% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,550 $1.58M 0.02% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 7,539 $1.58M 0.81% -129 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,500 $1.57M 0.11% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 7,060 $1.56M 0.49% -88 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 7,448 $1.56M 0.81% +521 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,401 $1.55M 0.02% +468 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,379 $1.54M 0.04% +3,241 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,046 $1.54M 0.79% +497 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 7,362 $1.54M 0.31% +100 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 7,348 $1.54M 0.4% +20 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,335 $1.53M 0.02% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 7,279 $1.52M 0.39% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,240 $1.51M 0.02% +2,905 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 7,110 $1.49M 0.12% +1,063 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,107 $1.49M 0.01% +3,317 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,024 $1.47M 0.07% +335 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,669 $1.45M 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,932 $1.45M 0.11% +128 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,583 $1.44M 0.17% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,814 $1.43M 0.01% 13F-HR/A Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 6,804 $1.42M 1.34% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,787 $1.42M 0.07% -60 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,785 $1.42M 0.13% -94 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,714 $1.4M 0.02% +612 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,680 $1.4M 0.65% +130 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,647 $1.39M 0.14% +12 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 6,633 $1.39M 1.77% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,460 $1.35M 1.13% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,429 $1.34M 0.18% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,360 $1.33M 0.19% -4 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,351 $1.33M 0.05% -197 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,303 $1.32M 0.13% -31 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% 0 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,259 $1.31M 0.04% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,237 $1.3M 0.01% +465 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,220 $1.3M 0.03% +386 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,189 $1.29M 0.09% +72 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,157 $1.29M 0.24% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 6,150 $1.29M 0.57% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,158 $1.28M 0.04% -418 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 6,076 $1.27M 0.3% +25 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. 6,059 $1.27M 0.02% +953 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,000 $1.25M 0.11% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,965 $1.25M 0.54% -221 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,935 $1.24M 0.15% -601 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,915 $1.24M 0.6% 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 5,898 $1.23M 0.66% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,802 $1.23M 0.02% -219 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,827 $1.22M 0.59% +145 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,814 $1.22M 0.61% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,745 $1.2M 0.02% +3,622 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 5,710 $1.19M 0.49% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,671 $1.19M 0.36% -130 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,665 $1.18M <0.01% -100 13F-HR Timeline Group McClarren Financial Advisors, Inc. 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