IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,808 $2.52M 0.06% -821 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 9,808 $2.52M 1.27% +3,125 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,758 $2.51M 0.87% -1,794 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,748 $2.51M 0.11% -1,994 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,733 $2.5M 0.39% -471 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,721 $2.5M 0.96% -90 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,720 $2.5M 0.23% +1,461 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 9,705 $2.49M 0.27% -35 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,692 $2.49M 0.03% +79 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 9,641 $2.48M 0.71% -1,146 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 9,616 $2.47M 0.3% -2,604 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,614 $2.47M 0.17% +5,673 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 9,600 $2.47M 0.07% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,589 $2.46M 0.05% +2,580 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,524 $2.45M 0.6% +9 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 9,498 $2.44M 1.5% +3,520 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,451 $2.43M 0.29% +279 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 9,445 $2.43M 1.69% -471 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 9,423 $2.42M 0.75% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,417 $2.42M 0.04% +1,077 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,387 $2.41M 0.16% +319 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,380 $2.41M 0.12% -500 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 9,300 $2.39M 0.37% +3,000 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,273 $2.38M 0.41% -356 13F-HR Timeline Group Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 9,162 $2.38M 0.06% -27,439 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 9,255 $2.38M 0.05% -907 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,245 $2.38M 1.8% +138 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,230 $2.37M 0.26% -85 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 9,214 $2.37M 0.32% -129 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 9,200 $2.36M 0.42% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 9,185 $2.36M 1.13% -77 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,171 $2.36M 0.32% -1,753 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 9,164 $2.35M 1.76% 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,159 $2.35M 0.16% -355 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,154 $2.35M 0.07% -4,716 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,153 $2.35M 0.7% -50 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 9,152 $2.35M 0.14% -7,966 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,125 $2.35M 0.26% +7 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 7,772 $2.34M 1.19% +1,520 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 9,104 $2.34M 2.24% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9,100 $2.34M 1.29% -68 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,016 $2.32M 0.01% +16 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8,923 $2.29M 0.82% +2,476 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,899 $2.29M 0.06% -3 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,882 $2.28M 0.9% -502 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 8,869 $2.28M 2.02% 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,861 $2.28M 0.36% -34 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,728 $2.24M 0.45% +1,630 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,727 $2.24M 0.03% +3,913 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,716 $2.24M 0.08% -10,152 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,688 $2.23M 1.25% +161 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,675 $2.23M 0.06% -78 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 8,638 $2.22M 0.59% -269 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 8,627 $2.22M 0.94% +3,212 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 8,625 $2.22M 1.48% -350 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 8,584 $2.21M 1.11% +120 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,584 $2.21M 0.06% +2,256 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,533 $2.19M 0.64% 13F-HR Timeline Group Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 8,500 $2.18M 2.75% -7,984 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 8,499 $2.18M 1.03% -490 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,497 $2.18M 0.25% +109 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 8,449 $2.17M 0.15% -478 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,440 $2.17M 0.15% -4 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,437 $2.17M 0.06% +2,252 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,386 $2.15M 0.8% -106 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,385 $2.15M 0.23% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 8,379 $2.15M 0.59% new 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 8,365 $2.15M 1.14% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,357 $2.15M 0.1% -1,759 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,340 $2.14M 0.27% -257 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,293 $2.13M 0.97% -2,159 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,268 $2.12M 0.08% -735 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 8,250 $2.12M 0.13% -500 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,246 $2.12M 0.7% +8 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,222 $2.11M 0.1% +2,483 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,216 $2.11M 0.11% +241 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,194 $2.11M 0.33% -14 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,132 $2.09M 0.13% -184 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,084 $2.08M 0.56% +292 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,493 $2.07M 0.07% -286 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,064 $2.07M 0.4% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,048 $2.07M 0.06% +350 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 7,995 $2.05M 0.03% +683 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 6,788 $2.05M 1.54% 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,957 $2.04M 0.99% -293 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,947 $2.04M 0.14% +390 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 7,920 $2.04M 0.26% +99 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 7,826 $2.01M 1.73% -131 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,817 $2.01M 0.16% +667 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,816 $2.01M 0.07% -56 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,788 $2M 0.06% -1,909 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 7,780 $2M 0.11% -139 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,765 $2M 0.29% -150 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,686 $1.98M 0.05% -40 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,666 $1.97M 0.07% +6 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 7,628 $1.96M 0.09% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,623 $1.96M 0.01% -5 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,619 $1.96M 0.55% -1,225 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,612 $1.96M 1.92% -532 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,608 $1.96M 0.88% -116 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,593 $1.95M 0.05% +59 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,531 $1.94M 0.14% +73 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,528 $1.93M 0.37% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 7,522 $1.93M 1.85% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,503 $1.93M 0.42% new 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 7,500 $1.93M 0.32% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,484 $1.92M 0.21% -5 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,474 $1.92M 0.32% -689 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 7,447 $1.91M 0.74% 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,429 $1.91M 0.12% -12 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,404 $1.9M 0.57% -96 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,366 $1.89M 0.44% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,897 $1.88M 0.16% +3,500 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,319 $1.88M 0.05% +428 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,306 $1.88M 0.1% +368 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,290 $1.87M 0.65% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,285 $1.87M 0.05% -1,593 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 7,280 $1.87M 0.02% -22,625 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,258 $1.87M 0.12% -255 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,237 $1.86M 0.13% +90 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 7,229 $1.86M 0.69% +68 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,073 $1.86M 0.27% +2,290 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,219 $1.86M 0.67% -11 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,217 $1.85M 0.07% -451 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,175 $1.84M 0.03% +1,645 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 7,165 $1.84M 0.05% +741 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,148 $1.84M 0.41% -247 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,756 $1.84M 0.28% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,113 $1.83M 0.29% -13 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,130 $1.83M 0.07% +5,068 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,116 $1.83M 0.21% -9 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,114 $1.83M 1.2% -200 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 6,988 $1.82M 3.31% -35 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,029 $1.81M 0.16% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,007 $1.8M 0.17% new 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,158 $1.8M 0.18% -116 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,568 $1.8M 0.04% +50 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,958 $1.79M 0.65% -192 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,938 $1.78M 0.15% +523 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,937 $1.78M 0.14% +5,535 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,922 $1.78M 0.02% -529 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,920 $1.78M 0.03% -181 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,911 $1.78M 0.07% -339 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6,914 $1.77M 0.55% -295 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,865 $1.76M 0.1% -112 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,840 $1.76M 0.1% -96 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 6,800 $1.75M 0.07% -82 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,800 $1.75M 0.17% -4,258 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,161 $1.74M 0.17% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,736 $1.73M 0.02% -31 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,155 $1.73M 0.1% -704 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,697 $1.72M 0.06% +584 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,667 $1.71M 1.42% -228 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,648 $1.71M 0.23% -385 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,350 $1.71M 0.34% +52 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,637 $1.71M 0.24% -128 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,634 $1.7M 0.08% +2,051 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,597 $1.7M 0.04% +98 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,588 $1.69M 0.29% -274 13F-HR/A Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 6,572 $1.69M 1.06% +245 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,570 $1.69M <0.01% +518 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,502 $1.67M 0.09% -1,022 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,493 $1.67M 0.51% -20 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,490 $1.67M 1.19% -50 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,486 $1.67M 0.03% +79 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,486 $1.67M 0.62% -82 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,480 $1.67M 0.91% -1,959 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,476 $1.66M 1.41% -4,779 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,464 $1.66M 0.02% -1,299 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,445 $1.66M 0.75% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,393 $1.64M 0.17% -526 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,374 $1.64M 0.17% -166 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,372 $1.64M 0.21% -746 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,368 $1.64M 1.07% -716 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,362 $1.64M 0.06% +1,850 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,351 $1.63M 0.3% +111 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,347 $1.63M 0.16% +75 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,289 $1.62M 0.18% +675 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,288 $1.62M 0.37% -88 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,216 $1.6M 0.1% +2 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,189 $1.59M 0.25% -593 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 6,175 $1.59M 1% -348 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,173 $1.59M 0.07% -133 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,167 $1.58M 0.06% -8,772 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,158 $1.58M 0.89% -339 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,142 $1.58M 0.11% -27 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,130 $1.58M +1,750 Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,127 $1.57M 1.13% -75 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,120 $1.57M 0.07% -97 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,118 $1.57M 0.29% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,089 $1.56M 0.26% +321 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,080 $1.56M 0.41% -186 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 6,048 $1.55M 0.29% +447 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,038 $1.55M 0.04% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,036 $1.55M 0.35% -150 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,014 $1.55M 0.31% -457 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 6,000 $1.54M <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,983 $1.54M 0.05% +1,506 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,965 $1.53M 0.34% -29 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,959 $1.53M 0.65% new 13F-HR Timeline