REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 29,657 $2.29M 0.01% +637 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 29,628 $2.28M 0.3% +29 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,468 $2.27M 0.04% +7,277 13F-HR Timeline Group Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 29,417 $2.27M 1.14% +792 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 29,286 $2.26M 0.04% +8,425 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 29,230 $2.25M 2.3% -140 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 29,013 $2.24M 2.32% +847 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 28,986 $2.24M 0.73% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 28,886 $2.23M 0.06% +16,310 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 28,884 $2.23M 0.39% +2,730 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,816 $2.22M 0.02% +9,331 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 28,619 $2.21M 0.06% +20,231 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 28,595 $2.2M 0.97% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 28,092 $2.17M 0.24% +21 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 27,956 $2.16M 2.13% +20 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 27,946 $2.15M 0.08% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 27,902 $2.15M 0.51% +3,670 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 27,879 $2.15M 0.52% +10,720 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 26,043 $2.15M 0.61% +3,066 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 27,827 $2.15M 1.45% +239 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 27,709 $2.14M 0.99% +1,610 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 27,627 $2.13M 1.23% +1,202 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 27,605 $2.13M 0.05% -128,733 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27,432 $2.12M 0.14% +6,565 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 27,403 $2.11M 0.4% +3,653 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 27,307 $2.11M 0.08% +25,568 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 27,171 $2.1M 0.36% -2,113 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 26,832 $2.07M 1.73% -250 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 26,819 $2.07M 0.5% -781 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,787 $2.07M 0.18% +423 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 26,745 $2.06M 0.16% +14,450 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 26,633 $2.05M 0.15% new 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 26,561 $2.05M 0.74% -3,548 13F-HR/A Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 26,523 $2.05M <0.01% -5,264 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 26,425 $2.04M 0.88% +691 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 26,359 $2.02M 1.11% -89 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 26,106 $2.01M 1.08% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 26,086 $2.01M 0.33% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 25,933 $2M 0.01% +2,695 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 25,879 $2M 0.68% -419 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,805 $1.99M 0.1% +7,406 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 25,804 $1.99M 0.03% +13,900 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,755 $1.99M 0.18% +4,912 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 25,725 $1.98M 0.32% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 25,725 $1.98M 0.09% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 26,243 $1.98M 0.16% +50 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 25,674 $1.98M 0.07% +355 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 25,384 $1.96M 0.75% +20 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 25,150 $1.94M 0.65% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 25,118 $1.94M 0.54% +2,275 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 24,974 $1.93M 0.79% +3,271 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 24,913 $1.92M 0.22% -830 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,905 $1.92M 0.05% +20,175 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 24,855 $1.92M 0.02% -4,723 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 24,844 $1.92M 0.08% +10,626 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 24,585 $1.9M 0.07% +7,486 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 24,224 $1.87M 0.04% +3,108 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 24,152 $1.86M 0.47% +988 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,916 $1.84M 0.05% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 23,843 $1.84M 0.97% +2,598 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,753 $1.83M 0.06% +7,831 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 23,357 $1.81M 0.06% -14,124 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 23,265 $1.79M 0.04% +1,843 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 23,165 $1.79M 0.39% -27,409 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 22,996 $1.77M 0.17% +16,257 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,955 $1.77M 0.05% +727 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 22,924 $1.77M 1.82% -545 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 22,854 $1.76M 0.23% +826 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,720 $1.75M 0.05% +10,201 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22,701 $1.75M 0.2% +173 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 22,388 $1.75M 1.73% +230 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 22,586 $1.74M 1.72% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 22,573 $1.74M 1.07% +2,860 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 22,355 $1.72M 0.69% +2 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 22,337 $1.72M 0.03% +2,480 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,320 $1.72M 0.06% +15,285 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 22,301 $1.72M 0.57% +537 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 22,097 $1.7M 0.06% -2,051 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 22,084 $1.7M 0.02% +3,485 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,998 $1.7M 0.15% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 21,980 $1.69M -1,297 Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,941 $1.69M 0.06% +80 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 21,903 $1.69M 1.08% -13,858 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 21,863 $1.69M 1.37% +1,780 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 21,853 $1.69M 0.34% -22,021 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 21,509 $1.66M 1.4% +22 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 21,489 $1.66M 0.49% -587 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 21,472 $1.66M 0.03% -5,970 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 21,448 $1.65M 0.87% +14,650 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 21,438 $1.65M 0.32% +176 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 21,412 $1.65M 0.03% +190 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 21,383 $1.65M 0.13% +1,737 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 21,271 $1.64M 0.72% -13 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 21,257 $1.64M 0.02% -1,272 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,254 $1.64M 0.06% +9,227 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 21,139 $1.63M 0.93% +980 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21,053 $1.62M <0.01% +13,654 13F-HR Timeline Group Flower City Capital More: the full row for Flower City Capital 21,037 $1.62M 0.81% +12,269 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 20,943 $1.61M 0.21% +17,102 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 20,913 $1.61M 0.17% +4,697 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 20,849 $1.61M 0.02% +5,203 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,845 $1.61M 0.06% +7,486 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,931 $1.59M 0.04% +13,111 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 20,639 $1.59M 1.09% -605 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,566 $1.59M 0.02% +4,086 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 20,414 $1.57M 1.41% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 20,402 $1.57M 0.93% -6,714 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 20,371 $1.57M 0.23% +2,956 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 20,337 $1.57M 1.49% +752 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 20,288 $1.56M 0.03% -185 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,362 $1.56M 0.09% +100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20,258 $1.56M 0.02% +1,235 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 20,203 $1.56M 0.21% +2,368 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 20,191 $1.56M 0.21% +385 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 20,185 $1.56M 1% +6,993 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20,034 $1.54M 0.07% 0 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 20,000 $1.54M 0.2% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 19,930 $1.54M 0.38% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 19,927 $1.54M 0.29% -357 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 19,925 $1.54M 0.51% +2,194 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,760 $1.52M 0.02% -172 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 19,722 $1.52M 0.08% +15,077 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 19,710 $1.52M 0.17% +126 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 19,694 $1.52M 0.09% +2,287 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 19,505 $1.5M 0.23% +6,393 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 19,427 $1.5M 0.92% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 19,342 $1.49M 0.25% -2,162 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 19,278 $1.49M 0.06% +1,288 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 19,112 $1.47M 0.02% -2,381 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 19,053 $1.47M 0.32% -12 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 18,958 $1.46M 0.06% -708 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 18,908 $1.46M 0.1% new 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 18,797 $1.45M 1.17% +19 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 18,731 $1.44M 0.02% +3,832 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,531 $1.43M 0.24% +14 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 18,252 $1.41M 0.24% +2,082 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,172 $1.4M 0.04% +2,913 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 18,151 $1.4M 0.14% -631 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 18,048 $1.39M 1.01% +5,977 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 18,045 $1.39M 0.93% +6,636 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 18,042 $1.39M 0.3% -1,728 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 18,010 $1.39M 0.31% +1 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 18,000 $1.39M 0.06% new 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,955 $1.38M 0.58% -31,379 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 17,884 $1.38M 1.02% -947 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 17,883 $1.38M 0.32% +240 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17,660 $1.38M 0.02% +517 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 18,388 $1.37M 0.06% -3 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 17,784 $1.37M 0.5% +2,677 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,265 $1.36M 0.05% +2,762 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 17,548 $1.35M 0.11% -283 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,454 $1.35M 0.19% +1,278 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,448 $1.35M 0.06% -563 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17,422 $1.34M 0.11% -526 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 17,391 $1.34M 1.14% -291 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 17,317 $1.34M 0.69% +4,157 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 17,300 $1.33M 0.53% +500 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 17,262 $1.33M 0.69% -1,535 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 17,199 $1.33M 0.93% +112 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 17,195 $1.33M <0.01% +59 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 17,040 $1.31M 0.07% +12,663 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 17,007 $1.31M 0.76% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 16,908 $1.31M 0.78% +1,827 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,667 $1.29M 0.07% +2,053 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16,645 $1.28M 0.2% -147 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 16,629 $1.28M 0.45% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 24,963 $1.28M 0.48% +2,352 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 16,573 $1.28M 0.09% -1,190 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,503 $1.27M 0.06% +10,578 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 16,390 $1.26M 0.01% +8,320 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,384 $1.26M 0.07% +2,123 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,375 $1.26M 0.15% +13 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 16,325 $1.26M 0.57% +4,515 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 16,260 $1.25M 0.42% +1,195 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 16,208 $1.25M 0.52% -2,402 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 16,192 $1.25M 0.13% +27 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,173 $1.25M 0.04% -71 13F-HR Timeline Group Carter Financial, LLC More: the full row for Carter Financial, LLC 16,169 $1.25M 1.08% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 16,143 $1.24M 0.49% -530 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 16,125 $1.24M 0.36% +17 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,104 $1.24M 0.07% -35 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 15,993 $1.23M 0.43% -2,977 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 15,956 $1.23M 0.04% +7,952 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 15,847 $1.22M 0.35% -1,140 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 15,821 $1.22M 0.24% +2,556 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 15,785 $1.22M 0.33% -500 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 15,774 $1.22M 0.5% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,259 $1.21M 0.12% +5,777 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 15,659 $1.21M 0.54% +7,805 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 15,636 $1.21M 0.48% +1,695 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 15,583 $1.2M 0.36% -55 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,513 $1.2M 0.33% -4,046 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,470 $1.19M 0.06% -102 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 15,429 $1.19M 0.64% -18 13F-HR/A Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 15,313 $1.18M 0.82% +73 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 15,238 $1.18M 0.53% +2,054 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 15,168 $1.17M 0.07% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 15,160 $1.17M 0.01% new 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 15,149 $1.17M 0.38% +6,326 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 14,980 $1.16M 0.08% 0 13F-HR Timeline