Summit Financial, LLC More: the full row for Summit Financial, LLC 200,344 $15.4M 0.2% +93,670 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 199,053 $15.3M 4.68% +34,896 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 192,108 $14.8M 3.8% -559 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 190,612 $14.8M 6.11% +9,593 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 191,361 $14.8M 9.85% +8,169 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 190,255 $14.7M 8.21% +8,214 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 188,742 $14.6M 0.04% +2,853 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 186,919 $14.4M 0.18% +26,239 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 186,431 $14.4M 0.08% +13,060 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 183,785 $14.2M 0.01% +29,085 13F-HR Timeline Group Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 182,621 $14.1M 20.59% +5,244 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 181,979 $14M 11.03% +3,442 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 180,531 $13.9M 0.32% +7,171 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 185,873 $13.9M 6.53% +16,040 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 178,258 $13.7M 0.29% +27,235 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 177,419 $13.7M 0.25% +2,516 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 174,937 $13.6M 0.04% +108,160 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175,732 $13.6M 0.46% +158,209 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 173,835 $13.4M 2.19% +128 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 172,528 $13.3M 0.01% +49,142 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 171,066 $13.2M 3.24% -1,694 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 169,460 $13.1M 0.07% +18,923 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 168,486 $13M 0.21% +5,874 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 167,895 $12.9M 10.26% -4,315 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 166,972 $12.9M 4.26% +3,272 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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More: the full row for New Covenant Trust Company, N.A. 127,568 $9.84M 8.78% -2,750 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 125,244 $9.78M 5.21% +89,845 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 123,710 $9.54M 0.01% +22,807 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 123,300 $9.51M 4.43% +13,745 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 123,122 $9.49M 0.1% +48,540 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 122,851 $9.47M 7.97% +2,367 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 113,900 $9.45M 6.07% +8,457 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 121,428 $9.36M 1.16% +4,923 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 120,171 $9.27M 5.03% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 119,514 $9.22M 1.41% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 98,328 $7.58M 0.31% +2,859 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 98,131 $7.57M 0.96% -9,765 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 97,542 $7.52M 0.14% +64,040 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 97,026 $7.48M 4.1% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 96,363 $7.43M 4.4% +73,436 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 95,808 $7.39M 7.84% +17,054 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 95,653 $7.38M 0.58% +10,162 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 93,532 $7.21M 1.19% +5,550 13F-HR Timeline BAILARD, INC. 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More: the full row for First Heartland Consultants, Inc. 89,025 $6.86M 0.53% +3,917 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 88,837 $6.84M 4.23% +2,490 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 88,555 $6.83M 0.43% -929 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 88,471 $6.82M 1.44% -358 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 88,038 $6.79M 0.15% +27,120 13F-HR/A Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 87,554 $6.75M 0.34% +184 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 86,900 $6.7M 0.42% +6,772 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 85,451 $6.59M 0.59% +55,588 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 84,930 $6.55M 0.09% +2,229 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 84,214 $6.49M 1.37% -1,774 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 84,051 $6.48M 3.04% +9,600 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 83,677 $6.45M 0.35% -1,986 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 82,470 $6.36M 0.45% +8,145 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 82,166 $6.34M 0.46% -101,614 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 81,927 $6.32M 0.49% +11,349 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 81,690 $6.3M 3.77% -261 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 81,445 $6.28M 5.14% +34,601 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 81,309 $6.27M 0.34% -1,061 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 81,013 $6.25M 0.15% +444 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 80,940 $6.24M 2.12% +57,179 13F-HR Timeline Winter & Associates, Inc. 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More: the full row for North Star Investment Management Corp. 76,624 $5.91M 0.36% +10,159 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 76,082 $5.87M 0.21% -2,280 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 75,892 $5.85M 4.43% +29 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 75,815 $5.85M 0.09% -5,819 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 75,501 $5.82M 0.02% -50,495 13F-HR/A Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 75,284 $5.81M 0.01% 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 75,180 $5.8M 0.24% -559 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 75,169 $5.8M 0.86% +4,745 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 75,148 $5.79M 4.91% -3,297 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 75,005 $5.78M 1.98% +1,340 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 74,727 $5.76M 2.26% -555 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 74,574 $5.75M 3.74% -5,526 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 74,392 $5.74M 1.06% +9,062 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 74,291 $5.73M 0.03% +30,111 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 74,180 $5.72M 2.25% -736 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 74,027 $5.71M 0.25% -331 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 73,397 $5.66M 0.02% +8,269 13F-HR Timeline Group Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 73,367 $5.66M 3.64% +35 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 72,968 $5.63M 0.11% +36 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 72,722 $5.61M 1.04% +7,044 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 72,624 $5.6M 0.49% -878 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 72,587 $5.6M 0.06% +1,728 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 72,157 $5.56M 0.21% +928 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 72,040 $5.56M 0.53% +9,741 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 71,879 $5.54M 1.74% -1,108 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 71,869 $5.54M 0.4% +4,771 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 67,312 $5.54M 1.11% +28,581 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 71,590 $5.52M 5.08% +47,893 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 71,151 $5.49M 3.9% +869 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 71,083 $5.48M 2.89% -2,180 13F-HR Timeline McAlister, Sweet & Associates, Inc. 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