Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,944 $4.04M 1.4% -50 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,924 $4.02M 0.63% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,921 $4.02M 0.09% new 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,889 $3.99M 0.3% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,860 $3.97M 0.27% new 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,833 $3.93M 1.46% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 4,001 $3.92M 1.05% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,818 $3.91M 0.22% new 13F-HR/A Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,809 $3.9M 0.43% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 3,780 $3.87M 1.02% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,759 $3.85M 0.04% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,753 $3.85M 0.09% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,747 $3.84M 1.95% +364 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,745 $3.84M 0.06% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,710 $3.8M 0.07% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,691 $3.78M 0.13% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,687 $3.78M 0.07% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,660 $3.76M 0.14% -734 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,644 $3.74M 0.11% new 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,640 $3.73M 0.88% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,632 $3.72M 0.9% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,620 $3.71M 1% -19 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,616 $3.71M 0.1% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,609 $3.7M 0.98% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,607 $3.7M 0.45% new 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 3,600 $3.69M 0.03% new 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,595 $3.69M 0.22% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,556 $3.65M 0.49% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,546 $3.64M 0.14% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,544 $3.63M 0.03% new 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,534 $3.62M 0.09% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,532 $3.62M 0.07% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,531 $3.62M 0.26% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,530 $3.62M 1.48% new 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 3,529 $3.62M 2.06% 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 3,501 $3.59M 2.04% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,483 $3.57M 0.05% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,467 $3.55M 0.07% new 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,461 $3.55M 1.56% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,452 $3.54M 0.4% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,442 $3.53M 0.34% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,439 $3.53M 0.11% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,435 $3.52M 0.1% -32 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,422 $3.51M 0.04% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,410 $3.5M 0.77% new 13F-HR Timeline American Trust More: the full row for American Trust 3,407 $3.49M 0.27% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,405 $3.49M 1.39% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,396 $3.48M new Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,382 $3.47M 0.23% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,374 $3.46M 0.53% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 3,364 $3.45M 0.11% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,568 $3.44M 1.19% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,343 $3.43M 0.29% +292 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 3,399 $3.42M 2.32% new 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 3,280 $3.36M 2.4% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,250 $3.33M 0.02% new 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,234 $3.32M 0.07% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,207 $3.29M 0.67% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,205 $3.29M 0.58% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,205 $3.29M 1.16% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,192 $3.27M 0.05% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,183 $3.26M 0.03% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,271 $3.26M 0.09% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,174 $3.25M 0.18% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,164 $3.24M 1.62% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,158 $3.24M 1.24% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,150 $3.23M 0.07% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,121 $3.2M 0.05% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,118 $3.2M 0.11% new 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,115 $3.19M 0.97% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,107 $3.19M +1,157 Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,105 $3.18M 0.13% new 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,096 $3.17M 2.12% -185 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,059 $3.14M 0.2% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,052 $3.13M 0.14% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,027 $3.11M 0.07% -121 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,032 $3.11M 0.12% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,029 $3.1M 0.1% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,018 $3.09M 0.66% -58 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 3,017 $3.09M 1.78% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,996 $3.09M 0.57% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,004 $3.08M 0.1% new 13F-HR Timeline Phase 2 Partners, LLC More: the full row for Phase 2 Partners, LLC 2,996 $3.07M 2.31% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,995 $3.07M 0.1% new 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,981 $3.06M 0.2% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,975 $3.05M 0.79% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,973 $3.05M 0.15% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,950 $3.02M 0.17% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,950 $3.02M 0.11% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,944 $3.02M 0.11% new 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,885 $2.96M 0.62% new 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 2,885 $2.96M 1.51% new 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 2,876 $2.95M 0.41% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,864 $2.94M 0.37% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,837 $2.91M 0.29% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,830 $2.9M 0.3% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,821 $2.89M +12 Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,813 $2.88M 0.07% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,794 $2.86M 0.03% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,772 $2.84M 1.01% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,755 $2.82M 0.09% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,738 $2.81M 0.03% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,731 $2.8M 0.62% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,724 $2.79M 0.29% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,718 $2.79M 1.05% +13 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,714 $2.78M new Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,707 $2.77M 1.48% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,707 $2.77M 0.11% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,706 $2.77M 1.3% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,705 $2.77M 0.03% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,686 $2.75M 0.58% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,679 $2.75M 0.08% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,649 $2.74M 0.68% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,622 $2.69M 0.27% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,623 $2.69M 0.54% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,610 $2.68M 0.16% +1,042 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,686 $2.67M 0.07% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,606 $2.67M 0.17% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,605 $2.67M 0.2% new 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 2,603 $2.67M 0.7% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,600 $2.67M 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,594 $2.66M 0.12% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,592 $2.66M 0.07% new 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 2,557 $2.62M 1.98% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,557 $2.62M 0.28% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,548 $2.61M 0.22% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,546 $2.61M 0.69% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,520 $2.58M 0.55% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,513 $2.58M 0.08% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,506 $2.57M 1.49% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,504 $2.57M 0.79% 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,500 $2.56M 0.02% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,497 $2.56M 0.07% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,481 $2.54M 1.5% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,438 $2.5M 0.06% +10 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,480 $2.5M 0.01% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,430 $2.49M 0.3% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,428 $2.49M 0.21% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,420 $2.48M 0.74% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,420 $2.48M 0.09% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,420 $2.48M 0.45% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,406 $2.47M 0.55% new 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,400 $2.46M 0.65% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,385 $2.44M 0.35% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,376 $2.44M 0.15% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,376 $2.44M 0.13% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,334 $2.39M 0.24% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,324 $2.38M 0.53% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,323 $2.38M 1.09% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,322 $2.38M 0.63% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,321 $2.38M 0.78% -13 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,485 $2.37M 0.13% new 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,313 $2.37M 0.95% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,307 $2.36M 0.17% new 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 2,295 $2.35M 1.53% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,292 $2.35M 0.08% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,276 $2.33M 1.19% new 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,265 $2.32M 1.6% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,262 $2.32M 0.29% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,254 $2.31M 1.76% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,248 $2.3M 0.17% +1,048 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,238 $2.29M 0.03% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,222 $2.28M 0.03% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,212 $2.27M 2% new 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 2,204 $2.26M 5.31% new 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,192 $2.25M 0.95% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,190 $2.24M 0.34% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,185 $2.24M 1.06% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,232 $2.23M 0.12% +162 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,166 $2.22M 0.59% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,158 $2.21M 1.51% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,149 $2.2M 0.28% 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,145 $2.2M 0.23% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,145 $2.2M 1.46% 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,141 $2.19M 1.9% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,133 $2.19M 0.16% new 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 2,106 $2.16M 1.45% 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,105 $2.16M 0.13% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,099 $2.15M 0.04% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,117 $2.15M 0.21% new 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 2,085 $2.14M 0.42% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,084 $2.14M 0.22% new 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,083 $2.13M 0.23% new 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,074 $2.13M 0.9% 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,049 $2.1M new Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,048 $2.1M 0.28% -21 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,043 $2.09M 0.08% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,037 $2.09M 0.67% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,037 $2.09M 1.7% +276 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,007 $2.06M 0.13% new 13F-HR/A Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 1,983 $2.03M 0.32% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,968 $2.02M 0.44% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,963 $2.01M 0.25% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,959 $2.01M 0.18% new 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 1,949 $2M 1.38% -46 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,940 $1.99M 0.68% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,937 $1.99M 0.44% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,929 $1.98M 0.33% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,921 $1.97M 0.13% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,947 $1.97M 0.05% new 13F-HR Timeline Group