Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 22,697 $1.67M 1.48% +960 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 22,599 $1.66M 0.19% +10,093 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 22,459 $1.65M 0.06% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 22,279 $1.64M 0.06% +2,712 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 22,261 $1.64M 0.16% +15,948 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 22,252 $1.64M 0.73% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 22,101 $1.63M 0.26% -9,274 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 22,110 $1.62M 0.97% -289 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 22,030 $1.62M 1.09% +336 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 21,991 $1.62M 0.6% -151 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 21,928 $1.61M 0.35% +238 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 21,786 $1.6M 2.2% -4,468 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 21,780 $1.6M 0.23% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 21,614 $1.59M 0.17% -1,779 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,597 $1.59M <0.01% -7,477 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 21,582 $1.59M 0.69% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 21,572 $1.59M 0.04% +1,800 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 21,477 $1.58M 1.53% +822 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 21,406 $1.58M 0.01% +6,288 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 21,350 $1.57M 0.42% -1,528 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 21,347 $1.57M 1% -1,376 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 21,273 $1.57M 0.35% -178 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,089 $1.55M 0.06% -32,118 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 21,084 $1.55M 0.04% -182,524 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 20,658 $1.55M 0.14% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 21,010 $1.55M 0.16% -460 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 20,945 $1.54M 0.57% +1,907 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 20,914 $1.54M 0.06% +37 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 20,904 $1.54M 0.75% -2,369 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 20,895 $1.54M 0.12% +7,855 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 20,795 $1.53M 0.02% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 20,728 $1.53M 0.84% +423 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,665 $1.52M 0.14% -480 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 20,658 $1.52M 0.35% -12 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 20,482 $1.51M 0.55% +1,651 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 20,474 $1.51M 0.11% -1,126 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,452 $1.51M 0.05% -7,825 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20,269 $1.49M 0.24% -8,971 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 20,249 $1.49M 0.22% +11,292 13F-HR Timeline Group NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 20,245 $1.49M 2.27% -22,180 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 20,085 $1.48M 0.62% +1,080 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 20,075 $1.48M 0.68% -649 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 19,914 $1.47M 0.59% +5,144 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 19,909 $1.47M 0.71% +4,808 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 19,746 $1.45M 0.06% +2,386 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19,742 $1.45M 0.25% -1,566 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 19,736 $1.45M 0.54% +2,758 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 19,708 $1.45M 0.19% +703 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 19,701 $1.45M 0.62% -4,063 13F-HR/A Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 19,745 $1.45M 0.76% -529 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,572 $1.44M 0.1% +332 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 19,556 $1.44M 0.74% -455 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 19,490 $1.44M 0.47% -1,576 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 19,266 $1.42M 0.95% -210 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 19,293 $1.42M 0.83% -334 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 19,173 $1.41M 0.36% -187 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 19,124 $1.41M 0.36% -848 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 19,035 $1.4M 0.05% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 18,995 $1.4M 0.2% +624 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 18,926 $1.39M 0.66% +64 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 18,923 $1.39M 0.84% -500 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 18,915 $1.39M 0.22% -184 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 18,640 $1.37M 0.1% 0 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 18,607 $1.37M 0.33% -89 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 18,627 $1.36M 0.49% +487 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 18,446 $1.36M 0.14% +3,354 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 18,437 $1.36M 0.27% +10 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,430 $1.36M 0.06% -2,483 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 18,421 $1.36M 0.17% -3,239 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 18,334 $1.35M 0.09% -26 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 18,272 $1.35M 0.59% -331 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 18,144 $1.34M 0.54% -29,148 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 18,094 $1.33M 0.09% -271 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 17,904 $1.32M 0.1% -1,247 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 17,835 $1.31M 0.92% +698 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 17,719 $1.3M 0.07% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 17,684 $1.3M 1.02% -25,692 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 17,575 $1.29M 0.69% -1,100 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 17,537 $1.29M 0.18% +6,004 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 17,455 $1.29M 0.8% +1,040 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 17,408 $1.28M 0.51% -5,454 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17,439 $1.28M 0.42% +8,668 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,182 $1.27M 0.35% +1,417 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 17,173 $1.26M 0.4% +383 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 17,066 $1.26M 0.12% -247 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 17,014 $1.25M 0.22% -233 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 14,965 $1.1M 0.14% +1,455 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 14,926 $1.1M 0.06% -253,054 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 14,910 $1.1M 0.19% -2,053 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 14,832 $1.09M 0.25% +346 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,758 $1.09M 0.05% -124,708 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 14,603 $1.08M 0.23% -2,599 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 14,444 $1.06M 1.06% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,413 $1.06M 0.1% +5,128 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 14,363 $1.06M 0.61% +451 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14,330 $1.06M 0.35% -296 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 14,294 $1.05M 0.1% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,107 $1.04M 0.04% +1,667 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 14,076 $1.04M 0.31% +297 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14,018 $1.03M 0.5% -1,090 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 14,004 $1.03M 0.71% 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 13,909 $1.02M 0.5% -1,938 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 13,870 $1.02M 0.14% -465 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 13,859 $1.02M 0.66% +248 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,858 $1.02M 0.21% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 13,851 $1.02M 0.15% -1,157 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 13,818 $1.02M 0.01% +1,445 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 13,785 $1.01M 0.47% +1,132 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,774 $1.01M 0.06% -198 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,735 $1.01M 0.11% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,719 $1.01M 0.8% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,682 $1.01M 0.01% +9,069 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,679 $1.01M 0.01% +2,357 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 13,632 $1M 0.5% -1,011 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 13,623 $1M 0.25% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 13,723 $1M 0.34% -16,735 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 13,573 $999K 0.4% +846 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 13,565 $995K 0.39% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 13,497 $994K 0.01% +6,530 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 13,490 $993K 0.1% -6,017 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 13,465 $991K 0.33% +3,965 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,326 $981K 0.05% -5 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 13,212 $973K 0.56% -73 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 13,209 $973K 0.02% +118 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,210 $970K 0.37% +124 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 13,158 $969K 0.13% +630 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 13,139 $967K 0.85% +276 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 13,138 $967K 0.29% +397 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 13,126 $967K 0.31% +2,047 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,033 $960K 0.07% +599 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,027 $959K 0.27% -524 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 13,009 $958K 0.4% +1,094 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 12,988 $956K 0.18% +308 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,921 $951K 0.12% -2,850 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 12,875 $948K 0.02% +125 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 12,859 $947K 0.41% +126 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 22,248 $944K 0.25% +10,237 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,850 $942K 0.55% +550 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 12,718 $936K 0.51% -6,106 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for American Investment Services, Inc. 12,155 $895K 0.23% +956 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 12,074 $889K 0.16% +5,362 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,007 $884K 0.06% new 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 11,969 $881K 0.48% -134 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 11,961 $881K 0.01% +4,308 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 11,948 $880K 0.42% +333 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,853 $873K 0.07% -876 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 11,795 $868K 0.34% +6,332 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 11,746 $865K 0.38% -1,214 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 11,698 $861K 0.27% +62 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,643 $857K 0.21% -2,642 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 11,653 $855K 0.12% -3,449 13F-HR Timeline Group Sovereign Financial Group, Inc. 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