Legacy PCG, LLC More: the full row for Legacy PCG, LLC 28,572 $2.06M 10.22% +2,538 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 28,065 $2.06M 0.62% -310 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 28,049 $2.06M 0.1% +1,011 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 27,989 $2.05M 0.36% -3,883 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 27,891 $2.05M 0.04% +1,393 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 27,792 $2.04M 1.31% +3,591 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 27,695 $2.03M 1.78% -787 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 27,689 $2.03M 0.73% new 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 29,763 $2.03M 1.52% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 27,545 $2.02M 0.1% +18,845 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 27,475 $2.02M 1.61% -183 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 27,268 $2M 0.64% -1,745 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 27,165 $1.99M 1.15% -363 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 27,082 $1.98M 0.01% new 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 27,194 $1.98M 0.19% +21,372 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 26,759 $1.96M 0.31% +15,065 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 26,758 $1.96M 0.13% +216 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 26,711 $1.96M 0.2% -37,821 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 26,580 $1.95M 1.25% +1,273 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 26,549 $1.95M 2.13% -455 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 26,521 $1.95M 0.24% -73 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 26,492 $1.94M 0.29% -1,059 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 26,419 $1.94M 0.29% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 26,396 $1.94M <0.01% new 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 26,191 $1.92M 0.06% +3,448 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 26,272 $1.92M 0.46% +7,349 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 26,012 $1.91M 1.18% +79 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 25,999 $1.91M 0.05% +4,343 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 25,881 $1.9M 0.15% -8,227 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 25,833 $1.9M 0.47% +1,765 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 25,778 $1.89M 0.73% +1,030 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 25,740 $1.89M 0.04% +14,460 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 25,620 $1.88M 0.1% -255 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,602 $1.88M <0.01% -92 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 25,452 $1.87M 0.12% -454 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 25,420 $1.87M 0.51% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 25,411 $1.87M 0.03% +3,441 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 25,405 $1.86M 0.23% +22,373 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 25,168 $1.85M 0.6% +639 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 24,950 $1.83M 0.11% +3,656 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 24,910 $1.83M 0.67% -164 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 24,872 $1.83M 0.16% +4,113 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 24,845 $1.82M 0.46% -13,668 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 24,624 $1.81M 1.21% +5,670 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 24,575 $1.8M 0.02% -817 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 24,532 $1.8M 0.24% +1,561 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 24,267 $1.78M 0.19% -1 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 24,189 $1.78M 0.54% -996 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 24,179 $1.77M 0.21% +90 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 24,040 $1.76M 0.05% +4,990 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 24,016 $1.76M 0.09% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24,012 $1.76M 0.26% +139 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 23,987 $1.76M 0.24% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 23,911 $1.76M 0.43% +851 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 23,770 $1.74M 1.08% +4,272 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 23,753 $1.74M 0.15% +5,088 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 23,580 $1.73M 0.39% +4,149 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 23,478 $1.72M 0.11% +11,725 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 23,736 $1.72M 0.56% +2,166 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 23,389 $1.72M 0.79% -4,274 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 23,241 $1.71M 0.68% -8,386 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 23,214 $1.7M 0.82% +1,587 13F-HR Timeline NBH Bank More: the full row for NBH Bank 23,197 $1.7M 0.72% 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 23,005 $1.69M 0.08% +288 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 22,926 $1.68M 0.58% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 22,888 $1.68M 0.26% -690 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 22,764 $1.67M 0.84% +11,039 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 22,723 $1.67M 1.4% -1,518 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 22,673 $1.66M 0.36% -535 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 22,669 $1.66M 0.07% +3,136 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 22,626 $1.66M 0.02% +8,566 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 22,500 $1.65M 0.08% +695 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 22,450 $1.65M 0.08% +119 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 22,346 $1.64M 0.26% -45,706 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 22,195 $1.63M 0.04% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 22,105 $1.62M 0.3% -157 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 22,049 $1.62M +311 Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,906 $1.61M 0.06% +1,198 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 21,780 $1.6M 0.19% -2,718 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 21,707 $1.59M 0.1% -820 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 21,582 $1.58M 0.5% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 21,578 $1.58M 0.39% +10,554 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 21,572 $1.58M 0.24% -67 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 21,557 $1.58M 0.19% -147 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 21,545 $1.58M 1.48% +1,550 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 21,525 $1.58M 0.86% -229 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,317 $1.56M 0.04% +581 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 21,228 $1.56M 0.76% +360 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 21,051 $1.55M 0.06% -424 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 20,950 $1.54M 0.72% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,920 $1.54M 0.04% new 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 20,883 $1.53M 0.12% +6,278 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 20,870 $1.53M 1.39% -742 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 20,794 $1.53M 0.08% +104 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 20,780 $1.53M 1.04% -1,101 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,722 $1.52M 0.1% +1,782 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 20,758 $1.51M 0.94% +739 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,578 $1.51M 0.12% -131 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 20,495 $1.5M 0.16% -2,300 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 20,484 $1.5M 0.97% +6,129 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,539 $1.5M 0.07% +10,747 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 20,329 $1.49M 0.38% +1,432 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20,216 $1.48M 0.16% +27 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 20,212 $1.48M 0.51% -611 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 20,184 $1.48M 0.43% -2,022 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 20,140 $1.48M 0.33% +1,599 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 20,111 $1.48M 0.45% -359 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 20,029 $1.47M 0.46% +928 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 19,916 $1.46M 0.55% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 19,854 $1.46M 0.41% +219 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,991 $1.45M 0.04% -1,385 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 19,667 $1.44M 0.35% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,570 $1.44M 0.07% -325 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 19,559 $1.44M 0.41% -2,179 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 19,534 $1.43M 0.52% +75 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 19,471 $1.43M 0.21% -476 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 19,469 $1.43M 0.13% +7,750 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 19,426 $1.43M 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,367 $1.42M 0.04% -4,456 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 19,331 $1.42M 0.33% +1,746 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 19,190 $1.41M 0.13% +561 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 19,179 $1.41M 0.69% -4,912 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 19,139 $1.4M 0.17% -742 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 19,070 $1.4M 1.03% +818 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 18,953 $1.39M 0.81% +13,151 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 18,932 $1.39M 1.01% +4,168 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 18,592 $1.37M 0.22% +1,685 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 18,590 $1.36M 0.49% -68 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 18,540 $1.36M 0.48% +8,945 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18,406 $1.35M 0.27% +369 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 18,361 $1.35M 0.18% +12,223 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 18,355 $1.35M 0.17% +2,760 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 18,301 $1.34M 0.01% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 18,230 $1.34M 0.11% +738 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 18,216 $1.34M 0.42% +3,028 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 18,152 $1.33M 0.54% +166 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,131 $1.33M 0.04% -51,499 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 18,107 $1.33M 1.04% -3,990 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 18,195 $1.33M 0.03% +1,303 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,944 $1.32M 0.12% +1,503 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18,008 $1.32M 0.24% -1,028 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 17,892 $1.31M 0.73% +10,895 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 17,800 $1.31M 0.21% -8,068 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 17,669 $1.3M 0.34% +1,658 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,661 $1.3M 0.02% -224 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,648 $1.3M 0.02% +1,718 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17,613 $1.29M 0.19% -298 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 17,568 $1.29M 0.25% -769 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,520 $1.28M 0.08% +73 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for Madden Advisory Services, Inc. 16,988 $1.25M 0.45% +1,568 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 16,907 $1.24M 0.81% -2,436 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 16,890 $1.24M 0.35% +1,648 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 16,858 $1.24M <0.01% +981 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 16,838 $1.24M 0.77% -326 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,744 $1.23M 0.05% -1,817 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 16,636 $1.22M 0.3% +26 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 16,602 $1.22M 0.45% -985 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 16,408 $1.2M 0.12% +13,340 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 16,387 $1.2M 0.18% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 16,385 $1.2M 0.25% +787 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 16,379 $1.2M 0.51% +2,025 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,351 $1.2M 0.08% +234 13F-HR/A Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,347 $1.2M 0.14% +3,643 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,240 $1.19M 0.05% -3,776 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 16,166 $1.19M 0.09% -760 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 16,124 $1.18M 0.62% -73,919 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 16,087 $1.18M 0.73% +10,037 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 16,045 $1.18M 0.28% +98 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 16,029 $1.18M 0.05% +8,119 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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