Livet Wealth, LLC More: the full row for Livet Wealth, LLC 21,641 $3.21M 2.04% -202 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 21,611 $3.2M 0.55% -3,017 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 21,513 $3.19M 0.31% 0 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 21,467 $3.18M 0.45% -93 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 21,448 $3.18M 0.13% +257 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 21,351 $3.16M 0.4% -631 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 21,350 $3.16M 0.65% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 21,324 $3.16M 0.55% +1,597 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 21,176 $3.14M 0.2% +1,607 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 21,156 $3.13M 0.04% -134 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,158 $3.13M 0.17% +526 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 21,134 $3.13M 2.07% -59 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 21,117 $3.13M 0.18% +5,745 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 20,952 $3.1M 0.19% -442 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 20,944 $3.1M 0.03% -3,615 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 20,898 $3.09M 0.51% -1,595 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 20,845 $3.09M 0.57% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,812 $3.08M 0.01% -2,234 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 20,815 $3.08M 0.21% -5,320 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 20,635 $3.06M 0.07% new 13F-HR/A Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,624 $3.05M 0.1% -905 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 20,444 $3.03M <0.01% -264 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,332 $3.01M 0.24% +171 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 20,320 $3.01M <0.01% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 20,269 $3M 0.11% -467 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 20,235 $3M 2.18% +2,072 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 20,228 $3M 1.6% -7,561 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 20,219 $2.99M 1.11% +689 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 20,170 $2.99M 0.01% +386 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 20,090 $2.98M 0.92% +1,076 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 20,038 $2.97M 0.99% +5,775 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20,020 $2.96M 0.15% +1,368 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 19,883 $2.94M 0.05% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 19,709 $2.92M 1.72% +11 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 19,587 $2.9M 0.67% -813 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 19,544 $2.89M 2.58% -916 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 19,352 $2.87M 1.78% +649 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 19,290 $2.86M 0.04% +782 13F-HR/A Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 19,237 $2.85M 0.79% +50 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,235 $2.85M 0.07% +762 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 19,202 $2.84M 0.13% -218 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 19,192 $2.84M 1.88% +3 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 19,058 $2.82M 0.04% -572 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 19,025 $2.82M 1.49% -855 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,960 $2.81M 0.83% +89 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 18,950 $2.81M 2.81% -136 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 18,944 $2.81M 0.12% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 18,874 $2.8M 1.25% +292 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 18,867 $2.79M 0.18% +1,234 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 18,836 $2.79M <0.01% +169 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 18,824 $2.79M 1.33% +7,533 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 18,772 $2.78M 0.31% -1,233 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 18,404 $2.73M 0.55% +319 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,379 $2.72M 0.03% +1,529 13F-HR Timeline Group INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 18,142 $2.69M 2.31% +208 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 17,542 $2.68M 0.2% +1 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 17,960 $2.66M 1.62% +4,118 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 17,925 $2.65M 0.17% -329 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 17,893 $2.65M 0.38% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 17,885 $2.65M 0.05% +2,536 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 17,816 $2.64M 0.19% -180 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 17,763 $2.63M 0.26% +103 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 17,708 $2.62M 0.57% -2,069 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17,676 $2.62M 0.06% +3,237 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 17,498 $2.59M 1.67% -39 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 17,484 $2.59M 0.8% -783 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 17,454 $2.58M 0.44% -25 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,451 $2.58M 0.18% +1,441 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 17,446 $2.58M 0.54% +12,064 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 17,368 $2.57M 1.15% +106 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 262,386 $2.55M 0.5% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 17,220 $2.55M 2.48% +1,150 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 17,170 $2.54M 0.56% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 17,165 $2.54M 1.11% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 17,142 $2.54M 1.4% +1,196 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 17,111 $2.53M 0.92% +1,676 13F-HR/A Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,089 $2.53M 0.15% -63 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,061 $2.53M 0.03% +4,595 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,017 $2.52M 0.24% -1,915 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 17,002 $2.52M 1.17% -50 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,807 $2.49M 0.22% +766 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 16,807 $2.49M 1.14% +255 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 16,722 $2.48M 0.1% +4,187 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 16,717 $2.48M 1.71% -4,640 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 16,691 $2.47M 0.78% +707 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 16,688 $2.47M 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,684 $2.47M 0.08% +2,490 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 16,653 $2.47M 0.47% -99 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 16,644 $2.46M 0.55% -550 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 16,643 $2.46M 0.07% +1,097 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 16,581 $2.46M 1.11% +1,290 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 15,822 $2.45M 1.44% +5,023 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 16,521 $2.45M 0.97% +974 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,494 $2.44M 0.15% +745 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 16,456 $2.44M 0.56% -192 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 16,393 $2.43M 0.33% -88 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,334 $2.42M 0.08% -7 13F-HR Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 16,290 $2.41M 1.9% +365 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 16,163 $2.39M 0.17% -88 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 16,155 $2.39M 0.18% +3,370 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16,100 $2.38M 0.98% +40 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 16,022 $2.37M 0.57% -1,190 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 15,977 $2.37M 0.31% -251 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 15,942 $2.36M 0.58% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 15,889 $2.35M 0.34% +5,245 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 15,875 $2.35M 0.13% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 15,796 $2.34M 0.22% +352 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 15,694 $2.32M 0.09% -66 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 15,688 $2.32M 0.07% -9,348 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,567 $2.31M 0.85% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 15,555 $2.3M 0.76% -2,705 13F-HR/A Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 15,492 $2.29M 0.69% +188 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 15,475 $2.29M 0.2% +89 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15,390 $2.28M <0.01% +1,909 13F-HR Timeline Group Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 15,327 $2.27M 0.43% -538 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 15,326 $2.27M 0.83% -1,801 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 15,300 $2.27M <0.01% -18,169 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 15,247 $2.26M 0.9% +490 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 14,477 $2.26M 0.91% -1 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,193 $2.25M <0.01% -553 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 15,182 $2.25M 1.3% -106 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,158 $2.24M 0.45% +2,724 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 14,427 $2.24M 0.28% +1,332 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,100 $2.24M 0.04% -118 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 15,066 $2.23M <0.01% -267 13F-HR/A Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 15,054 $2.23M 1.19% +190 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,046 $2.23M 0.75% -5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 15,037 $2.23M 0.5% +165 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 15,013 $2.22M 0.75% -5,493 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,009 $2.22M 0.21% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 14,977 $2.22M 0.83% +1,637 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 14,969 $2.22M 0.58% -834 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,988 $2.21M 0.01% +2,757 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 14,501 $2.21M 0.45% +929 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 14,610 $2.16M 0.93% -49 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 14,581 $2.16M -316 Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 14,566 $2.16M 0.59% +197 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 14,542 $2.15M 0.69% -91 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 14,539 $2.15M 0.03% +537 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 14,510 $2.15M 0.36% -754 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 13,741 $2.15M 1.14% +2,677 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 14,476 $2.14M 0.54% -5,998 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 14,434 $2.14M 0.53% +108 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 14,364 $2.13M 0.92% +40 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 13,858 $2.12M 1.05% -1,325 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 14,234 $2.11M 1.02% -903 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,115 $2.09M 0.1% +963 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 14,101 $2.09M 1.13% +819 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 14,086 $2.09M 0.99% -337 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 14,084 $2.09M 0.14% +468 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14,068 $2.08M 0.68% -296 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 14,068 $2.08M 0.68% +200 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,061 $2.08M 0.15% +8,239 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,037 $2.08M 0.25% +1,407 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,026 $2.08M 0.03% +2,090 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COFG Advisors, LLC More: the full row for COFG Advisors, LLC 14,011 $2.07M 0.51% +579 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 13,994 $2.07M 1.86% +146 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 13,992 $2.07M 1.77% +11 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 13,974 $2.07M 0.2% +11,950 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 13,833 $2.05M 1.07% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13,830 $2.05M 0.14% +786 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 13,749 $2.04M 0.03% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,698 $2.03M 0.84% +5 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 13,672 $2.02M 0.46% -282 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 13,648 $2.02M 0.08% +305 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 13,640 $2.02M 0.85% +578 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 13,582 $2.01M 1.03% +421 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,540 $2.01M 0.97% +24 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 13,531 $2M 0.14% -442 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 13,523 $2M 0.12% -32 13F-HR Timeline InvesTrust More: the full row for InvesTrust 13,465 $1.99M 0.84% -823 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,459 $1.99M 0.07% +1,752 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 13,326 $1.97M 0.59% -11 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,302 $1.97M 0.44% +109 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,281 $1.97M 0.02% +87 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,222 $1.96M 0.25% +1,536 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,222 $1.96M 0.26% -197 13F-HR Timeline Vermillion Wealth Management, Inc. 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