Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,794 $1.34M 0.02% +498 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,764 $1.33M 0.04% -2,012 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,760 $1.33M 0.14% -365 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,742 $1.32M 1.24% -48 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,739 $1.32M 0.23% +98 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,731 $1.32M 0.13% +157 13F-HR Timeline KLCM Advisors, Inc. 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More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,582 $1.26M 0.59% +201 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,560 $1.26M 1.11% +1,287 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,550 $1.25M 0.75% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,546 $1.25M 0.15% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,509 $1.24M 0.25% +213 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,505 $1.24M 0.02% -188 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,500 $1.23M 0.88% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,499 $1.23M 0.25% -627 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,499 $1.23M 0.11% -220 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,498 $1.23M 0.01% +610 13F-HR Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,478 $1.23M -340 Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,463 $1.22M 0.01% +496 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. 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More: the full row for Freedom Investment Management, Inc. 2,960 $1.04M 0.09% -197 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,923 $1.03M 0.31% -555 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,914 $1.03M 1.08% -34 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,911 $1.03M 0.04% +795 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,911 $1.03M 0.01% +243 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,369 $1.02M 0.5% -3 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,894 $1.02M 0.54% +630 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,854 $1.02M 0.09% +824 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 2,884 $1.02M 0.05% new 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,872 $1.01M 0.1% +746 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,850 $1M 0.46% +2,042 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,840 $1M 0.08% -4 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,838 $1M 0.02% +704 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,834 $999K 0.26% +19 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,833 $999K 0.02% -13 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,828 $997K 0.17% +338 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,823 $995K 0.26% +325 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,804 $989K 0.04% +526 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 2,789 $983K 0.46% -21 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,789 $983K 0.01% -1 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,773 $978K 0.25% +83 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,763 $974K 0.62% -163 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,498 $973K 0.95% -50 13F-HR Timeline Focus Financial Network, Inc. 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Empirical Wealth Management 2,666 $940K 0.02% -261 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,662 $939K 0.08% +80 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,657 $937K 0.11% +300 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 2,639 $930K 0.59% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,621 $924K 0.31% -1,153 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,619 $923K 0.26% +211 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,611 $921K 0.04% -100 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,602 $917K 0.48% +170 13F-HR Timeline Fulton Bank, N.A. 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