Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 38,317 $3.61M 0.37% +2,790 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 38,194 $3.6M <0.01% +3,484 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 37,983 $3.58M 0.24% -420 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,875 $3.57M 0.02% +27,515 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 37,821 $3.56M 1.38% +14,781 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 37,396 $3.52M 4.77% +4,501 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 36,965 $3.48M 3.02% -6,488 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 36,790 $3.47M 1.17% -883 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36,649 $3.45M 0.42% +5,000 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,634 $3.45M 0.05% +605 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,211 $3.44M 0.01% +10,392 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,468 $3.44M 0.03% +19,036 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 36,286 $3.42M 0.02% -6,102 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 35,951 $3.39M 0.07% +10,562 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35,937 $3.39M 0.05% +21,297 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 35,760 $3.37M 0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 35,491 $3.34M 1.24% -22 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 35,442 $3.34M 1.7% -4,032 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,214 $3.22M <0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 33,690 $3.17M 0.17% +898 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 33,264 $3.13M 1.3% -787 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 33,227 $3.13M 1.66% -1,711 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 32,629 $3.11M 1.98% -24,210 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 32,855 $3.1M +27,477 Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 32,830 $3.09M 0.05% +273 13F-HR/A Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 32,768 $3.09M 1.4% +1,398 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,704 $3.08M <0.01% +2,219 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 31,791 $3M <0.01% -31,463 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 31,733 $2.99M 0.38% -4,879 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 31,722 $2.99M 0.16% -19 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 31,694 $2.99M 0.54% -15,657 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 30,918 $2.91M 0.26% +29 13F-HR Timeline MOTCO More: the full row for MOTCO 30,783 $2.9M 0.27% +1,636 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 30,459 $2.87M 0.42% -577 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 30,311 $2.86M 0.37% +5,134 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 29,021 $2.84M 0.31% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 30,071 $2.83M 1.95% +25,468 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 29,667 $2.8M 0.95% -23,389 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 29,506 $2.78M 0.31% -437 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 29,258 $2.76M 0.04% +7,276 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 28,799 $2.71M +3,723 Timeline 10Elms LLP More: the full row for 10Elms LLP 27,000 $2.69M 1.7% +2,922 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 28,323 $2.67M 0.12% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 28,270 $2.66M 0.75% new 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 28,041 $2.64M 1.56% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 27,218 $2.57M 0.18% +26,752 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 27,205 $2.56M 0.14% +14,845 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 26,756 $2.52M 1.96% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 26,499 $2.5M 0.09% +4,815 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 26,392 $2.49M 0.94% -700 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 26,077 $2.46M 0.21% +869 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,048 $2.45M 0.01% -15,627 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25,960 $2.45M 0.02% +23,369 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 25,754 $2.43M 1.51% +2,032 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 25,694 $2.42M 1.42% +1,766 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. 25,560 $2.41M 0.07% -4,895 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,508 $2.4M 0.02% -4,815 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 25,040 $2.36M 0.25% +20,361 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 24,577 $2.32M 1.34% +3,836 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 24,400 $2.3M 0.41% +1,000 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 31,240 $2.3M 0.73% +494 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24,141 $2.28M 0.64% -840 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 23,905 $2.25M 0.68% +4,134 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,877 $2.25M 0.05% +4,764 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 23,844 $2.25M 1.87% +4,704 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 23,815 $2.24M 0.53% -3,218 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 23,672 $2.23M 0.63% +5,501 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 23,616 $2.23M 0.01% +369 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 23,456 $2.21M 2.51% +4,048 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 23,159 $2.18M 0.07% -1,498 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 22,925 $2.16M 0.83% +968 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 22,821 $2.15M 0.54% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,763 $2.15M <0.01% -3,297 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 22,254 $2.1M 0.07% +2,260 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 22,205 $2.09M 0.05% -1,968 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 22,187 $2.09M 0.47% +527 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,049 $2.08M 0.03% +299 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 22,037 $2.08M 0.43% -349 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,962 $2.07M 0.01% +8,607 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,845 $2.05M 0.01% +4,921 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,628 $2.04M 0.43% +339 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 21,540 $2.03M 0.21% +2,324 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 21,515 $2.03M 0.16% +8,463 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,424 $2.02M 0.01% +2,640 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 21,294 $2.01M 1.29% -116 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,828 $1.96M 0.1% -1,907 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,824 $1.96M 0.11% +600 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 20,800 $1.96M 0.52% +255 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,708 $1.95M 0.02% +8,475 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 20,647 $1.95M 0.77% +14,602 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,555 $1.94M <0.01% +623 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,350 $1.92M 0.66% +734 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 20,238 $1.91M 0.8% -4,153 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 20,140 $1.9M 0.87% +280 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 20,029 $1.89M 1.34% +99 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 19,997 $1.88M 0.02% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 19,863 $1.87M 0.6% +2,227 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,508 $1.84M 0.08% +2,396 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 19,333 $1.82M 0.42% +723 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 19,200 $1.81M 1.19% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 19,096 $1.8M 0.05% -509 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,056 $1.8M 0.14% -608 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 19,046 $1.79M 1.89% +6,474 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 18,968 $1.79M 1.44% -4,238 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 18,860 $1.78M 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,832 $1.77M 0.05% +6,657 13F-HR/A Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 18,725 $1.76M 1.06% +5,173 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 18,661 $1.76M 0.35% -71,197 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 18,566 $1.75M 0.8% -544 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 18,504 $1.74M 0.41% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 18,460 $1.74M 0.32% +5,740 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 18,413 $1.74M 1.68% +158 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,052 $1.7M 0.06% +7,047 13F-HR/A Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 17,919 $1.69M 1.43% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,839 $1.68M 0.15% -50 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,706 $1.67M 0.04% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,429 $1.64M 0.02% +109 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,365 $1.64M 0.01% +2,020 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,319 $1.63M 0.06% +9,856 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 17,067 $1.61M 0.4% +10,354 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,058 $1.61M 0.02% +167 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,944 $1.6M 0.06% +110 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,826 $1.59M 0.05% +2,428 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,645 $1.57M 0.09% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 16,470 $1.55M 1.27% +235 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,399 $1.55M 0.03% -161 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 16,310 $1.54M +2,593 Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 16,303 $1.54M 0.64% +2,262 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 15,735 $1.48M 0.08% +5,438 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 15,651 $1.48M <0.01% +4,955 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 15,599 $1.47M 0.96% -169 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,500 $1.46M 0.11% +12,127 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 14,619 $1.45M 0.04% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 15,351 $1.45M 0.7% -2,026 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,320 $1.44M 0.07% +322 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 15,319 $1.44M 0.51% +126 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,288 $1.44M 0.17% +606 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,976 $1.41M 0.01% -15,333 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,709 $1.39M 0.01% new 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 13,829 $1.38M 0.78% +6,017 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 14,428 $1.36M <0.01% 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,414 $1.36M 0.05% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,411 $1.36M 0.05% +5,135 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,335 $1.35M 0.01% +1,280 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,301 $1.35M 0.02% -25,287 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,074 $1.33M 0.01% +3,697 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 13,960 $1.32M 0.9% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,875 $1.31M 0.06% +6,175 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,811 $1.3M 0.54% +325 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,805 $1.3M 0.15% +10,409 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,755 $1.3M 0.49% +94 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,597 $1.28M 0.23% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,316 $1.25M 0.42% -246 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,235 $1.25M 0.04% +139 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 13,221 $1.25M 0.24% -245 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13,209 $1.24M 0.17% +5,230 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 13,204 $1.24M 1.05% +309 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 12,940 $1.22M 0.59% +86 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,876 $1.21M 0.09% +1,690 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 12,819 $1.21M 0.41% +947 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,748 $1.2M 0.04% +6,391 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,680 $1.19M 0.31% +34 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,629 $1.19M 0.05% -625 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,533 $1.18M 0.03% -6,350 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 12,494 $1.18M 0.39% +60 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,386 $1.17M 0.01% +4,588 13F-HR Timeline Group 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 12,371 $1.17M 0.14% +2,483 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,310 $1.16M 0.05% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 12,301 $1.16M 1.1% -215 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,296 $1.16M 0.08% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,914 $1.12M 0.01% -434 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,891 $1.12M 0.05% +2,454 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,887 $1.12M 0.07% +123 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,426 $1.12M 0.17% +281 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 11,861 $1.12M 2.51% +5,985 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,857 $1.12M 0.25% -1,295 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 11,608 $1.09M 0.15% -76 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/ 11,563 $1.09M <0.01% +3,860 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 11,551 $1.09M 0.46% +9,381 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,537 $1.09M <0.01% +10,315 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,536 $1.09M 0.01% -8,518 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,515 $1.09M 0.03% +2 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,496 $1.08M 0.03% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 11,442 $1.08M 0.25% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 11,430 $1.08M 0.03% +1,762 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 11,397 $1.07M 0.54% -320 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,385 $1.07M <0.01% -151 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 11,326 $1.07M 0.61% -1,017,870 13F-HR Timeline FAS Wealth Partners, Inc. 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