MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 41,583 $2.58M 0.03% +11,916 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 41,386 $2.57M 2.03% -12,446 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 41,435 $2.57M 0.53% +1,633 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 41,399 $2.57M 0.01% -2,265 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 41,077 $2.55M 1.08% -654 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 40,989 $2.55M 1.96% +3,531 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 40,848 $2.54M 1.67% +640 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 40,827 $2.54M 0.44% -4,515 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 40,519 $2.52M 0.57% +3,085 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 40,366 $2.51M 0.15% 0 13F-HR Timeline Group Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 40,348 $2.51M 0.45% +1,805 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 40,034 $2.49M 0.22% -714 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 39,949 $2.48M 0.9% +3,251 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 39,610 $2.46M 0.4% +16,352 13F-HR/A Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 39,604 $2.46M 0.07% -5,266 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 39,603 $2.46M 0.46% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 39,476 $2.45M 0.85% -2,491 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 39,337 $2.44M 0.07% -472 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 38,641 $2.4M 1.47% +14,204 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 38,568 $2.4M 0.08% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 38,533 $2.39M 0.19% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 38,232 $2.37M 0.51% +2,661 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 38,210 $2.37M 1.64% +385 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 38,177 $2.37M 0.02% +2,058 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 38,105 $2.37M 0.06% +18,114 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 37,803 $2.35M 0.82% -1,632 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 37,731 $2.34M 0.7% new 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 37,634 $2.34M <0.01% +4,701 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 37,461 $2.33M 0.01% +14,208 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 37,430 $2.32M 1.92% +14,060 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 37,380 $2.32M 0.53% -430 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 36,725 $2.28M 0.16% +14,650 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 36,676 $2.28M 0.22% +4,147 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 36,527 $2.27M 0.55% -901 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 36,487 $2.27M 0.04% +5,090 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 36,026 $2.24M 0.04% +14,767 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 35,891 $2.23M 0.71% +4,985 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 35,879 $2.23M 0.48% new 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 35,797 $2.22M 1.6% +6,238 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 35,704 $2.22M 0.57% -13,407 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 35,630 $2.21M 0.16% -2,124 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 35,137 $2.18M 1.62% -512 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 35,062 $2.18M 2.46% -834 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 35,002 $2.17M 0.07% +4,017 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 34,945 $2.17M 1.98% -5,665 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 38,822 $2.16M <0.01% -7,748 13F-HR Timeline Group Avalon Advisory Group More: the full row for Avalon Advisory Group 34,638 $2.15M 1.01% -959 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 33,676 $2.11M 0.13% new 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 33,795 $2.1M 1.95% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 33,691 $2.09M 0.05% -9,449 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 33,493 $2.08M 0.02% -214 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 32,672 $2.08M 0.12% +28,078 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 33,462 $2.08M 0.73% -631 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 32,769 $2.03M 0.34% -1,613 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 32,734 $2.03M 0.86% -703 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 32,717 $2.03M 0.18% -2,844 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 32,630 $2.03M 0.57% +930 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 32,587 $2.02M 1.49% +1,017 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 32,545 $2.02M 0.32% +1,395 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 32,300 $2.01M <0.01% +20,600 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 32,267 $2M 0.09% +16,724 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 32,238 $2M 6.88% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 32,140 $2M 1.32% -5,540 13F-HR/A Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 32,058 $1.99M 0.14% +1,373 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 32,000 $1.99M 0.02% -31,400 13F-HR/A Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 31,880 $1.98M 0.51% +1,593 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 31,870 $1.98M 1.42% +3,396 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 31,592 $1.96M <0.01% -7,368 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 32,674 $1.96M 0.85% +13,145 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31,517 $1.96M 0.64% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 31,285 $1.94M 0.74% +19,386 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 31,174 $1.94M 0.16% -1,584 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 31,162 $1.94M 0.14% +986 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,126 $1.93M 0.15% +11,283 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 30,714 $1.91M 0.23% +5 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 30,636 $1.9M 0.1% +2,972 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 30,626 $1.9M 0.26% +3,653 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 30,555 $1.9M 0.13% +944 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 29,265 $1.9M 0.06% +2,725 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 30,510 $1.89M 0.5% +453 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 30,402 $1.89M 0.25% -5,554 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 30,504 $1.87M 0.11% +1,464 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 29,933 $1.86M 0.28% +216 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 29,806 $1.85M 0.11% -131 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 29,762 $1.85M 0.33% +121 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,741 $1.85M 0.06% -13,008 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 29,735 $1.85M 0.02% +2,328 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 28,905 $1.83M 1.18% +2,312 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 29,187 $1.81M 0.3% +7 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 29,055 $1.8M 0.31% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 29,008 $1.8M 0.82% -518 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 28,965 $1.8M +23,990 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,829 $1.79M 0.06% +3,981 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 28,681 $1.78M 0.36% +78 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 28,648 $1.78M 0.48% +1,273 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 28,528 $1.77M 0.99% -222 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 28,479 $1.77M 0.04% -170,052 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 28,397 $1.77M 0.8% +4,221 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 28,284 $1.76M 0.61% -1,004 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 28,225 $1.75M 3.47% +1,436 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 28,011 $1.74M 0.33% -207 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 27,966 $1.74M 0.08% -580 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 27,727 $1.72M 0.11% -2,363 13F-HR Timeline Group Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 27,650 $1.72M 0.77% +1,000 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 27,588 $1.71M 1.63% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 27,534 $1.71M 0.86% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 27,523 $1.71M 0.01% +7,421 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 27,515 $1.71M 0.17% -1 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 27,373 $1.7M 0.02% new 13F-HR/A Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 27,115 $1.68M 1.94% -3,586 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 26,905 $1.67M 1.28% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 26,822 $1.67M 0.06% +22,514 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 26,677 $1.66M 0.12% +1,141 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 26,500 $1.65M 0.1% +355 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 26,419 $1.64M 0.69% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 26,329 $1.64M 0.66% +68 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 26,218 $1.63M 0.35% +1,570 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 26,026 $1.62M 0.35% +1,048 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 26,009 $1.62M 0.26% +279 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 25,997 $1.61M 0.63% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 25,827 $1.6M 0.02% +37 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 25,865 $1.58M +118 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 25,504 $1.58M 0.02% -12,475 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 25,495 $1.58M 0.08% +2,387 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 25,414 $1.58M 0.37% -9,034 13F-HR Timeline Friday Financial More: the full row for Friday Financial 25,187 $1.57M 0.94% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,258 $1.57M 0.02% +19,187 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 24,520 $1.56M 0.36% +677 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 25,068 $1.56M 0.05% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25,058 $1.56M 0.87% +4,050 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 25,000 $1.55M 0.12% -5,000 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 24,970 $1.55M 1.04% +75 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 24,907 $1.55M 0.13% +1,568 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 24,878 $1.54M 0.19% -1,832 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,860 $1.54M <0.01% +11,622 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 24,578 $1.53M 0.07% +72 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 24,557 $1.52M 0.53% -1,082 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 24,349 $1.51M <0.01% +380 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 23,959 $1.49M 0.25% +283 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 23,850 $1.48M 0.33% +19,515 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 23,729 $1.47M 0.06% +759 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 23,728 $1.47M 0.18% -16,662 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 23,691 $1.47M 0.05% +3,561 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 23,673 $1.47M 1% +47 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 23,223 $1.44M 0.69% +10 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 23,792 $1.44M 0.03% +282 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 23,025 $1.43M 0.53% -3,680 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 22,954 $1.43M 1.16% +3,000 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 22,905 $1.42M 0.07% +2,218 13F-HR Timeline Group Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 22,693 $1.41M 0.94% -1,853 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 22,642 $1.41M 0.74% -2,042 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 22,588 $1.4M 0.36% +1,458 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 22,292 $1.38M 0.82% -233 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 22,083 $1.37M 1.33% +380 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 21,700 $1.35M 0.11% -541 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 21,678 $1.35M 0.13% -296 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 21,674 $1.35M 1.27% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,573 $1.34M 0.35% +637 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 21,431 $1.33M 0.16% +1,382 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 21,369 $1.33M 0.44% +315 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 21,222 $1.32M 0.03% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,058 $1.31M 0.05% -2,630 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 21,008 $1.3M 0.8% +1,227 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 20,946 $1.3M 1.36% -97 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 20,944 $1.3M 0.73% +4 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 20,832 $1.29M 0.08% -22,622 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 20,757 $1.29M 0.22% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 20,672 $1.28M 0.03% -10,125 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 20,613 $1.28M <0.01% -176 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 20,495 $1.27M 0.16% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 20,230 $1.26M 0.11% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 20,182 $1.25M 0.18% -536 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20,179 $1.25M 0.12% +5,346 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,763 $1.25M 0.01% -256 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 20,062 $1.25M 0.53% +1,201 13F-HR Timeline Essex LLC More: the full row for Essex LLC 20,042 $1.24M 0.27% -1,303 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 20,022 $1.24M 0.75% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 19,990 $1.24M 0.33% -3,845 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,859 $1.23M 0.04% -713 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 19,822 $1.23M 0.27% -4,385 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,841 $1.23M +3,261 Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19,740 $1.23M 0.08% +270 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 19,671 $1.22M 0.09% +3,806 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 19,594 $1.22M 0.5% +1,273 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 19,509 $1.21M 0.27% +2,600 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 19,427 $1.21M 0.77% -1,206 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 18,786 $1.19M 0.35% +163 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 19,176 $1.19M 0.51% -9,774 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,885 $1.17M 0.04% -731 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,834 $1.17M 0.24% +200 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 18,805 $1.17M 1.15% new 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 18,722 $1.16M 0.7% -411 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 18,656 $1.16M 0.01% +1,230 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 18,651 $1.16M 0.02% -933 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,596 $1.16M 0.03% +1,091 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 18,599 $1.15M 0.02% -222,720 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 18,547 $1.15M <0.01% -6,280 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,403 $1.15M 0.11% -1,099 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 18,493 $1.15M 0.07% -4,951 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 18,399 $1.14M 0.08% -7,836 13F-HR Timeline