STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 27,528 $2.03M 1.34% -1,038 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 27,038 $1.99M 0.11% -1,870 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 27,004 $1.99M 2.4% -1,207 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 26,807 $1.97M 0.29% +1,328 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 26,649 $1.96M 0.05% +10,169 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 26,624 $1.96M 0.05% -826 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 26,594 $1.96M 0.27% -382 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 26,558 $1.96M 0.06% +1,352 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 26,542 $1.95M 0.13% +442 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 26,498 $1.95M 0.04% +7,047 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 26,318 $1.94M 0.54% +1,907 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,037 $1.92M 0.01% -1,364 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 26,034 $1.92M 10.45% -146,854 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 25,933 $1.91M 1.3% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 25,906 $1.91M 0.16% +1,276 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 25,875 $1.91M 0.11% -2,300 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 25,868 $1.9M 0.33% -256,017 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 25,790 $1.9M 0.61% new 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 25,759 $1.9M -5,527 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,694 $1.89M 0.01% +2,922 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 25,670 $1.89M 0.1% -91 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 25,392 $1.87M 0.02% -18,653 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 25,307 $1.86M 1.4% -1,041 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 25,250 $1.86M 0.14% +1,751 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 25,185 $1.85M 0.63% -45,535 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 25,074 $1.85M 0.67% +142 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 24,877 $1.83M 0.02% +542 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 24,748 $1.82M 0.81% +749 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 24,668 $1.82M 0.17% -83,049 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 24,662 $1.82M 0.03% +2,679 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 24,529 $1.81M 0.65% -103 13F-HR/A Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 24,498 $1.8M 0.18% +2,718 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 24,382 $1.8M 0.2% -19,357 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 24,268 $1.79M 0.23% -353 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 24,241 $1.79M 1.82% +2,713 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 24,201 $1.78M 1.32% +1,430 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 24,157 $1.78M 0.31% +11,482 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 24,091 $1.77M 1.07% -23,203 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 24,089 $1.77M 0.23% -100 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 24,068 $1.77M 0.59% +3,289 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 23,987 $1.77M 0.26% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23,873 $1.76M 0.28% -244 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 23,823 $1.75M 0.05% +2,572 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 23,578 $1.74M 0.3% -8,701 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 23,208 $1.71M 0.42% -4,538 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 23,060 $1.7M 0.47% +1,002 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 22,971 $1.69M 0.26% -590 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 22,795 $1.68M 0.19% -614 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 22,743 $1.67M 0.06% +4,032 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 22,717 $1.67M 0.09% +5,795 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 22,589 $1.66M 0.79% +4,565 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 22,527 $1.66M 0.13% +9,057 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 22,353 $1.65M 0.96% +8,497 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 22,331 $1.64M 0.09% -7,748 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 22,262 $1.64M 0.35% +2,533 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 22,249 $1.64M 0.22% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 22,206 $1.64M 0.53% -2,377 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 22,195 $1.63M 0.04% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 22,097 $1.63M 1.33% -6 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,970 $1.62M 0.03% +1,989 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 21,881 $1.61M 1.22% +4,417 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for Ausdal Financial Partners, Inc. 20,016 $1.47M 0.07% -1,709 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 19,995 $1.47M 1.45% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 19,947 $1.47M 0.23% +162 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 19,930 $1.47M 0.02% -7,814 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 19,919 $1.47M 0.53% +101 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 19,904 $1.47M 0.3% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,895 $1.47M 0.08% +2,414 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 19,881 $1.46M 0.2% -184 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,715 $1.45M 0.03% new 13F-HR/A Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 19,635 $1.45M 0.53% +6,480 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 19,561 $1.44M 0.18% +1,001 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 19,533 $1.44M 0.06% +7,304 13F-HR Timeline TME FINANCIAL, INC. 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More: the full row for Evolution Advisers, Inc. 18,746 $1.38M 0.58% +8,654 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18,665 $1.37M 0.13% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 18,658 $1.37M 0.57% +40 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 18,629 $1.37M 0.14% -200 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,561 $1.37M 0.06% +354 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 18,541 $1.37M 0.34% -1,247 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 18,350 $1.35M 0.78% +1,747 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 18,337 $1.35M 0.31% -319 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 18,301 $1.35M 0.01% +4,820 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 18,252 $1.34M 1.16% 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 18,156 $1.34M 0.88% +200 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 18,126 $1.33M 0.13% -519 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 18,037 $1.33M 0.3% +1,793 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 17,986 $1.32M 0.6% +421 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17,911 $1.32M 0.21% +1,493 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,885 $1.32M 0.03% +1,433 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 17,843 $1.31M 0.29% +2,502 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 17,804 $1.31M 1.23% -13,315 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 17,587 $1.3M 0.51% -366 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 17,585 $1.29M 0.33% +2,680 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 17,492 $1.29M 0.12% +367 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 17,814 $1.28M 0.31% +2,141 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,447 $1.28M 0.09% +924 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 17,369 $1.28M 0.3% -8,566 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 17,347 $1.28M 0.39% +197 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 17,196 $1.27M 0.32% +1,512 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 17,164 $1.26M 0.91% -936 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 16,926 $1.25M 0.11% -533,127 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,907 $1.25M 0.29% +659 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 16,892 $1.24M 0.04% -4,532 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 16,675 $1.23M 0.09% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,619 $1.22M 0.08% +1,013 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 16,610 $1.22M 0.36% -119 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 16,441 $1.21M 0.14% +6,252 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 16,406 $1.21M 0.42% +721 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,126 $1.19M 0.02% +365 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,117 $1.19M 0.09% -8,267 13F-HR/A Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 16,011 $1.18M 0.28% +18 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 15,947 $1.17M 0.27% +67 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 15,940 $1.17M 0.21% +689 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,930 $1.17M 0.02% -17,468,798 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,877 $1.17M <0.01% -3,879 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 15,677 $1.15M 0.88% +1 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 15,674 $1.15M 0.43% -3,034 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 15,662 $1.15M 0.16% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 15,598 $1.15M 0.26% +349 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 15,595 $1.15M 0.18% +1,114 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 15,538 $1.14M 0.76% -570 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 15,514 $1.14M 0.41% -902 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 15,420 $1.14M 0.45% +1,000 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15,319 $1.13M 0.23% +8 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 15,250 $1.12M 0.48% +2,164 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 15,247 $1.12M 0.19% -998 13F-HR Timeline eCIO, Inc. 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