KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 10,695 $732K 0.15% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 10,663 $730K 0.69% -5,593 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 10,616 $727K 0.76% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,607 $726K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,547 $722K 0.03% +2,201 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,480 $718K 0.17% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,472 $717K 0.01% +2,880 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 10,345 $708K 0.1% +3,767 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,319 $707K 0.01% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 10,308 $706K 0.26% -1,142 13F-HR/A Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 10,260 $702K 0.37% -1,930 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,225 $700K 0.02% -1,015 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,193 $697K 0.21% new 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 10,178 $697K 0.61% +5 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 10,142 $694K 0.34% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,139 $694K 0.02% -1,183 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 9,527 $687K 0.09% new 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 10,031 $687K 0.79% +628 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,012 $686K 0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,980 $683K 0.16% +3,622 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,971 $683K 0.03% +4,019 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,959 $682K 0.21% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,730 $675K 0.05% +370 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,747 $667K 0.05% +3,688 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,565 $664K 0.5% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,686 $663K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,609 $658K <0.01% +514 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,601 $657K 0.05% +1,736 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 9,480 $649K 0.18% -789 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,594 $647K 0.03% +2,509 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,442 $646K 0.33% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,434 $646K 0.02% 0 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,370 $642K 0.07% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,115 $624K 0.04% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,012 $617K 0.02% -10 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,882 $608K 0.01% +7,632 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,794 $602K 0.08% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 8,757 $600K 0.25% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,689 $595K 0.01% -286 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 8,676 $594K 0.07% -32,697 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 8,646 $592K 0.44% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,632 $591K 0.12% +4,144 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 8,629 $591K 0.3% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,620 $590K 0.05% -358 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,508 $583K 0.01% +4,066 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 8,397 $575K 0.4% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,363 $573K 0.04% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 8,300 $568K 0.08% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,295 $568K 0.01% new 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,290 $568K <0.01% -8,149 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,211 $562K <0.01% -49,646 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,118 $556K 0.02% -2,025 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,072 $553K 0.24% new 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,072 $553K 0.04% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,000 $548K 0.03% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 7,981 $546K 0.04% -217 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,951 $544K 0.04% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,943 $544K 0.02% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,926 $543K 0.29% +23 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,850 $537K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,808 $535K <0.01% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 7,765 $532K 0.42% +4,265 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 7,681 $526K 0.48% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 7,664 $525K 0.47% -5,907 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,647 $524K 0.04% -91 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,619 $522K 0.03% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,616 $521K 0.02% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 7,597 $520K 0.04% 0 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 7,589 $520K 0.51% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,550 $517K 0.01% -2,200 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,530 $516K 0.02% -1 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 7,500 $514K 0.08% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,500 $514K 0.14% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,491 $513K 0.01% +790 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,469 $511K 0.06% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,392 $506K 0.21% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 7,354 $504K 0.43% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,322 $501K 0.09% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,309 $500K 0.18% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,307 $500K 0.06% +1,089 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,235 $495K 0.36% -43 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 7,100 $486K 0.06% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,100 $486K 0.03% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,057 $483K 0.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,015 $480K <0.01% +3,660 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 7,012 $480K 0.14% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,000 $479K 0.32% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 6,937 $475K 0.05% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,927 $474K 0.02% -184 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,870 $470K 0.03% +300 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,852 $469K 0.01% -24 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,815 $467K 0.12% +400 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 6,712 $460K 0.13% 0 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 6,669 $457K 0.19% +9 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,651 $455K 0.07% +939 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,619 $453K 0.03% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,574 $450K 0.03% +1,091 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 6,569 $450K 0.13% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6,558 $449K 0.03% -480 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,504 $445K 0.01% +1,287 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,468 $443K 0.07% +798 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 6,335 $434K 0.08% +175 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,331 $433K <0.01% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,211 $425K 0.2% -91 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,142 $421K 0.02% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,137 $420K 0.09% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,127 $420K 0.01% -1,913 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,100 $418K 0.18% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 6,077 $416K 0.08% +324 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,066 $415K 0.01% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,000 $411K 0.02% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,937 $407K 0.05% new 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 5,935 $406K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 5,923 $406K 0.31% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,905 $404K 0.04% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,750 $394K 0.14% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 5,740 $393K 0.11% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,734 $393K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,724 $392K 0.01% 0 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,660 $388K 0.09% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,624 $385K <0.01% +3,763 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,533 $379K 0.03% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,530 $379K 0.04% -911 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,463 $374K 0.01% +200 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,402 $370K 0.09% +2,361 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,370 $368K <0.01% -1,215 13F-HR Timeline Group GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,351 $366K 0.29% +1 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,333 $365K 0.22% -1,204 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,291 $362K 0.01% new 13F-HR Timeline Group Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 5,200 $356K 0.33% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,060 $346K 0.02% -108 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,041 $345K 0.02% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,031 $344K 0.01% +61 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,902 $340K 0.02% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,860 $333K 0.16% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,850 $332K 0.1% -10 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,829 $331K 0.02% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,793 $328K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,770 $327K 0.03% -75 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,758 $326K 0.08% +14 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,745 $325K 0.01% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 4,420 $325K 0.14% 0 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 4,731 $324K 0.24% -538 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,662 $319K 0.04% -306 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/ 4,606 $316K <0.01% +2,702 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,602 $315K 0.06% +3,417 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,600 $315K 0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,568 $313K 0.03% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,563 $312K <0.01% +1,257 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,497 $308K 0.04% +100 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,413 $302K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,400 $301K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,363 $299K 0.01% +20 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,348 $298K 0.02% 0 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,415 $296K 0.01% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,274 $293K 0.07% -262 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,265 $292K 0.01% +2,202 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,263 $292K 0.03% 0 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 4,258 $292K 0.25% -100 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 4,183 $286K 0.25% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 3,930 $285K 0.07% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,154 $284K 0.01% -264 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 4,100 $281K 0.13% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,075 $279K 0.02% new 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 4,068 $279K 0.04% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,066 $278K 0.08% +859 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,056 $278K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,050 $277K <0.01% +550 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,747 $275K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,954 $271K <0.01% -2,765 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,920 $268K <0.01% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,914 $268K 0.02% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,888 $266K 0.19% +115 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,832 $262K 0.07% new 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,766 $258K 0.11% -35 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,758 $257K 0.02% +104 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 3,753 $257K 0.01% -279 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,730 $255K 0.03% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,718 $255K 0.01% -17 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,715 $254K 0.02% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,650 $250K 0.14% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,591 $246K 0.02% +551 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,573 $245K 0.01% new 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,552 $243K 0.08% -44 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,552 $243K 0.04% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,538 $242K 0.01% new 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,533 $242K 0.07% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,501 $240K 0.18% +484 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 3,430 $235K 0.11% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,410 $233K 0.03% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,352 $230K 0.15% -95 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,351 $229K <0.01% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,096 $228K 0.02% new 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 3,289 $225K <0.01% 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,258 $223K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,255 $223K 0.02% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,245 $222K 0.15% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,243 $222K 0.01% -67 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,015 $222K 0.01% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,240 $222K 0.03% +156 13F-HR Timeline