Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 44,796 $3.09M 2.62% -235 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 44,724 $3.09M 0.2% +396 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 44,586 $3.08M 0.17% +4,220 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 44,337 $3.06M 0.98% +5 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 44,294 $3.06M 1.16% -460 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 44,202 $3.05M 1.78% -660 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 43,601 $3.01M 0.18% +13,795 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 43,438 $3M 0.09% -45,171 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 43,120 $2.98M 0.55% -190 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,933,385 $2.93M 0.3% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 42,138 $2.91M 1.39% -48,260 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 41,999 $2.9M 0.04% +12,264 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 41,705 $2.88M 0.47% +1,357 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 41,624 $2.88M 0.01% -425 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 41,625 $2.88M 2.07% +6,680 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 41,577 $2.87M 0.21% +16,577 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 41,372 $2.86M 1.08% +295 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 41,175 $2.84M 0.52% -237,000 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 40,652 $2.81M 0.49% -175 13F-HR Timeline OmniStar Financial Group, Inc. 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More: the full row for GWN SECURITIES INC. 39,086 $2.71M 0.5% +6,414 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 39,060 $2.7M 0.51% -1,459 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 38,730 $2.68M 0.07% +3,728 13F-HR Timeline Group Truepoint, Inc. 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More: the full row for Essex Financial Services, Inc. 36,957 $2.55M 0.17% +1,327 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 36,850 $2.55M 0.05% +18,254 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 36,725 $2.54M 0.17% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 36,697 $2.54M 0.23% +21 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,670 $2.53M 0.02% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 36,674 $2.53M 0.01% -787 13F-HR Timeline Group Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 36,596 $2.53M 1.7% +799 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 36,069 $2.49M 0.49% +190 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 35,891 $2.48M 0.6% 0 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. 35,756 $2.47M 0.05% -27,925 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 35,499 $2.45M 2.6% +437 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 35,480 $2.45M 0.3% +22,536 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 35,436 $2.45M <0.01% -3,386 13F-HR Timeline Group Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 35,352 $2.44M 0.55% -1,175 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 35,256 $2.44M 0.47% -2,124 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 35,214 $2.43M 2.09% +1,419 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 35,153 $2.43M 0.61% +2,523 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 35,129 $2.43M 0.08% +27,323 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 34,979 $2.42M 1.62% -158 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 34,851 $2.41M 1.03% +21,341 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 34,825 $2.41M 0.01% +7,302 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 34,614 $2.39M 1.03% -24 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,033 $2.35M <0.01% +2,441 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 34,015 $2.35M 0.02% +522 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 33,676 $2.33M 0.13% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 33,573 $2.32M 0.37% +4,518 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 33,384 $2.31M 0.28% -279,453 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 33,150 $2.29M 0.08% +12,092 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 32,816 $2.27M 0.04% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 32,696 $2.26M 0.19% +1,522 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 31,689 $2.25M 0.06% +2,424 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 32,128 $2.24M 1.26% +3,223 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 32,411 $2.24M 0.1% +144 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 32,360 $2.24M 0.34% -185 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 32,324 $2.23M 0.62% +444 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 32,276 $2.23M 0.18% -441 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 32,179 $2.22M 0.05% -1,512 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 32,126 $2.22M 0.25% +1,500 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 32,026 $2.21M 0.04% -220,574 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 31,951 $2.21M 0.15% -107 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 31,729 $2.19M 0.15% +567 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31,517 $2.18M 0.66% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 31,254 $2.16M <0.01% +17,791 13F-HR/A Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 31,205 $2.16M 6.65% -1,033 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 31,072 $2.15M 0.34% +1,310 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 31,031 $2.14M 0.36% -1,738 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 30,634 $2.12M 0.25% +232 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 30,652 $2.11M +4,787 Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 30,575 $2.11M 0.23% -139 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 30,438 $2.1M 1.28% -1,702 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 30,399 $2.1M 0.51% -111 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 30,294 $2.09M 0.13% -261 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29,881 $2.06M 0.01% +16,034 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 29,835 $2.06M 1.38% -2,035 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 29,674 $2.05M 0.29% -259 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 29,660 $2.05M 0.15% -1,466 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 29,585 $2.04M 0.52% +937 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,557 $2.04M 0.09% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 29,294 $2.02M 0.72% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 29,205 $2.02M 0.31% +18 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,128 $2.01M 0.1% new 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 28,986 $2M 0.95% +14,293 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 28,733 $1.99M 0.77% +336 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 28,634 $1.98M 1% +106 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 28,610 $1.98M 0.34% +599 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 28,365 $1.96M -600 Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 28,297 $1.96M 0.61% +13 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 28,145 $1.95M <0.01% -13,254 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 28,062 $1.94M 0.12% +335 13F-HR Timeline Group CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 27,929 $1.93M 3.47% -296 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 27,831 $1.92M 1.33% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 27,692 $1.91M 0.38% -989 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 27,588 $1.91M 1.56% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 27,223 $1.88M 0.17% -292 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 27,125 $1.87M 1.67% +10 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,980 $1.86M 0.06% +3,289 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 26,836 $1.85M 0.08% -1,130 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 26,831 $1.85M 0.74% -2,177 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 26,676 $1.84M 0.06% +7,791 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 26,670 $1.84M 0.35% +644 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 26,500 $1.83M 0.1% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 26,494 $1.83M 0.76% +165 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,448 $1.83M 0.03% +19,765 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,435 $1.83M 0.06% +1,367 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,156 $1.82M 0.1% -3,348 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,309 $1.82M 0.17% +8,196 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 26,269 $1.81M 0.32% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,983 $1.8M 0.14% +1,076 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 25,821 $1.78M 0.26% -188 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 25,590 $1.77M 0.05% -1,232 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 25,457 $1.77M 0.64% -7,217 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 25,494 $1.76M 0.32% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 25,479 $1.76M 0.06% +1,750 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 25,454 $1.76M 0.02% -1,919 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 25,428 $1.76M 0.27% +1,469 13F-HR Timeline Essex LLC More: the full row for Essex LLC 25,427 $1.76M 0.35% +5,385 13F-HR Timeline Friday Financial More: the full row for Friday Financial 25,187 $1.74M 0.89% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 25,183 $1.74M 0.35% -231 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 25,152 $1.74M 0.99% +182 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 25,150 $1.74M 0.61% -2,500 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 25,136 $1.74M 0.21% +258 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25,059 $1.73M 0.82% +1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 25,056 $1.73M 0.41% +11,143 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 24,897 $1.72M 1.06% +1,224 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 24,844 $1.72M 0.04% +1,052 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 24,791 $1.71M 0.18% +12,767 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 24,754 $1.71M 0.07% +176 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 24,638 $1.7M 0.02% +6,335 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 24,538 $1.7M 0.04% -13,567 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 24,523 $1.69M <0.01% +174 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 24,439 $1.69M <0.01% +3,826 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24,265 $1.68M 0.32% +415 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 24,137 $1.67M 0.53% +18,392 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 24,084 $1.66M 0.79% +1,442 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 23,800 $1.64M 0.01% -8,200 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 23,780 $1.64M 1% +1,087 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 23,728 $1.64M 0.2% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 23,575 $1.63M 0.64% +3,981 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 23,506 $1.62M <0.01% +6,607 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 23,428 $1.62M 0.51% -1,129 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 23,423 $1.62M <0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 23,140 $1.6M 0.94% +2,132 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 23,068 $1.59M 0.31% -3,150 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23,055 $1.59M 0.07% +150 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 22,839 $1.58M 0.34% +251 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 22,779 $1.57M 0.53% -246 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 22,745 $1.57M 0.48% +1,376 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 22,737 $1.57M 0.88% +445 13F-HR Timeline Traynor Capital Management, Inc. 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More: the full row for Seed Wealth Management, Inc. 22,404 $1.55M 1.15% -550 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 22,306 $1.54M -24,475 Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 22,281 $1.54M 0.03% +8,369 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 22,111 $1.53M 0.61% +12,291 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 21,952 $1.52M 0.01% +17,963 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 21,501 $1.49M 0.09% +1,830 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 21,486 $1.48M 0.78% +16,861 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 21,383 $1.48M 0.02% +711 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 21,222 $1.47M 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,119 $1.46M 0.35% -454 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 21,073 $1.46M 1.26% -601 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 21,046 $1.45M 0.77% +102 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20,843 $1.44M 0.12% +664 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 20,824 $1.44M 0.36% +2,038 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 20,757 $1.43M 0.23% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 20,689 $1.43M 0.11% +9,525 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,511 $1.42M 0.04% +652 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 20,495 $1.42M 0.17% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 20,358 $1.41M 1.4% +9,441 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,246 $1.4M 0.03% +7,446 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 20,127 $1.39M 0.51% +65 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 20,043 $1.38M 1.03% +1,924 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 19,988 $1.38M 0.19% +3,647 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 19,915 $1.38M 0.37% -75 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19,881 $1.37M 0.03% +5,237 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 19,867 $1.37M 0.29% +358 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 19,783 $1.37M 0.09% +11,484 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,697 $1.36M 0.03% new 13F-HR Timeline Group