NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 27,442 $2.07M 0.03% +1,566 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 26,448 $2.06M 1.05% +238 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 27,116 $2.05M 1.24% +136 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 27,082 $2.04M 1.69% 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 25,725 $2.02M 0.31% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 26,680 $2.01M 0.03% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 26,484 $2M 0.06% +290 13F-HR Timeline Coordinated Financial Services, Inc. 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More: the full row for Wingate Wealth Advisors, Inc. 26,106 $1.97M 1.1% -1,028 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 26,099 $1.97M 0.93% +1,442 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 26,086 $1.97M 0.32% +1,300 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 25,743 $1.94M 0.22% +479 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 25,734 $1.94M 0.79% +459 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25,565 $1.93M 0.3% +489 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25,364 $1.91M 0.78% +5 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 25,319 $1.91M 0.07% +445 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 25,160 $1.9M 0.7% +777 13F-HR Timeline Lynch Asset Management, Inc. 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More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 24,232 $1.83M 0.44% +4,552 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,148 $1.82M 0.06% +9,797 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 24,005 $1.81M <0.01% -25,276 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,916 $1.8M 0.04% +7,685 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 23,761 $1.79M 0.62% +19,805 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 23,750 $1.79M 0.36% +925 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 23,697 $1.79M 1.19% -255,566 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 23,618 $1.78M 0.06% -6,436 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 23,277 $1.76M +4,070 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 23,238 $1.75M <0.01% +4,898 13F-HR Timeline Group Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 23,164 $1.75M 0.45% +609 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 22,977 $1.73M 0.57% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 22,972 $1.73M <0.01% +3,902 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 22,843 $1.72M 0.48% -152 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 22,663 $1.72M <0.01% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 22,586 $1.7M 1.68% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 22,529 $1.7M 0.02% -2,191 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22,528 $1.7M 0.19% 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 22,353 $1.69M 1.03% +2,635 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,228 $1.68M 0.05% +626 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,191 $1.67M 0.03% -6,602 13F-HR Timeline Group Calder Financial LLC More: the full row for Calder Financial LLC 22,158 $1.67M 1.64% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 22,096 $1.67M 0.41% +209 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 22,076 $1.67M 0.49% -1,130 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 22,028 $1.66M 0.23% +392 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,998 $1.66M 0.17% -800 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,861 $1.65M 0.06% +498 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 21,764 $1.64M 0.6% +1,615 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 21,703 $1.64M 0.69% -4,281 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 21,605 $1.63M 0.1% new 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 21,553 $1.63M 1.64% +940 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 21,504 $1.62M 0.28% -554 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,493 $1.62M 0.02% +6,129 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 21,487 $1.62M 1.4% +326 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,422 $1.62M 0.04% +1,245 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 21,284 $1.61M 0.74% +234 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 21,262 $1.6M 0.31% +1,395 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 21,245 $1.6M 0.86% +2,680 13F-HR Timeline Seed Wealth Management, Inc. 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More: the full row for DeDora Capital, Inc. 19,930 $1.5M 0.36% +1,248 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 19,806 $1.49M 0.21% +44 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 19,770 $1.49M 0.33% -1,846 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 19,713 $1.49M 0.91% +1,095 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 19,666 $1.48M 0.07% -3,457 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 19,646 $1.48M 0.11% +965 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 19,585 $1.48M 1.31% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 19,584 $1.48M 0.17% -2 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,485 $1.47M 0.02% +9,740 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 19,427 $1.47M 0.83% -1,667,863 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19,356 $1.46M 0.43% +18,602 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 19,267 $1.45M 0.04% +5,210 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 19,065 $1.44M 0.32% +2,143 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 19,040 $1.44M 0.05% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,262 $1.44M 0.09% -232 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,023 $1.44M 0.02% -2,473 13F-HR Timeline Financial Connections Group, Inc. 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More: the full row for Hudock, Inc. 17,415 $1.31M 0.19% +1,164 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,407 $1.31M 0.08% +144 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,173 $1.3M 0.06% +269 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 17,159 $1.29M 0.31% +1,517 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 17,136 $1.29M <0.01% +1,740 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 17,122 $1.29M 0.4% +12,297 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,099 $1.29M 0.05% +3,742 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 17,087 $1.29M 0.96% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 16,987 $1.28M 0.37% +2,011 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Bedel Financial Consulting, Inc. 16,362 $1.23M 0.13% -882 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 16,285 $1.23M 0.36% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,244 $1.23M 0.04% +81 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 15,107 $1.22M 0.43% +5,565 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 16,221 $1.22M 0.07% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,216 $1.22M 0.13% -412 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,176 $1.22M 0.33% -30 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,170 $1.22M 0.21% +1,848 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 16,169 $1.22M 1.08% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 16,165 $1.22M 0.13% +78 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,139 $1.22M 0.07% +427 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 16,108 $1.22M 0.36% +287 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 14,767 $1.21M 0.52% +2,416 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 15,985 $1.21M 1.27% -3,016 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,922 $1.2M 0.04% +2,884 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 14,988 $1.2M 0.8% +731 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 15,846 $1.2M 0.07% -689 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 15,774 $1.19M 0.5% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,646 $1.18M 0.02% +63 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 15,638 $1.18M 0.36% -46 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,572 $1.17M 0.06% +102 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,503 $1.17M 0.04% +2,247 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 15,565 $1.17M 0.18% +351 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 15,447 $1.17M 0.63% -277 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,259 $1.15M 0.03% +3,881 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 15,240 $1.15M 0.78% +1,813 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,169 $1.14M 0.05% +941 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 15,081 $1.14M 0.7% -14 13F-HR Timeline Kaydan Wealth Management, Inc. 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