Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 29,959 $1.04M 0.13% +4,601 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 29,819 $1.03M 0.65% +6,367 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,488 $1.02M 0.1% -968 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 28,921 $999K 0.31% +12,501 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 28,433 $983K 0.12% +926 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 27,660 $956K 0.75% +3,656 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 26,864 $929K 0.33% +666 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 26,647 $921K 0.79% +1,204 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 26,580 $919K 0.35% -198 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 26,284 $909K 0.03% +16,133 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 25,892 $895K 0.7% +6,257 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 24,084 $833K 0.36% -55,643 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,678 $819K 0.16% +8,067 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 23,366 $808K 0.05% +7,236 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 23,285 $805K 0.03% -58 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 23,178 $801K 0.26% -635 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 22,617 $782K 0.29% -1,380 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 22,589 $781K 0.73% +11,878 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22,536 $779K 0.06% +18,581 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 22,223 $768K 0.61% +3,431 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 22,203 $768K 0.53% -13,069 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 22,094 $764K 0.01% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 22,056 $762K 0.22% +658 13F-HR Timeline Porter White Investment Advisors, Inc. 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More: the full row for Francis Financial, Inc. 18,901 $653K 0.15% -3,903 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18,532 $641K 0.13% -358 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 17,883 $618K 0.3% +619 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 17,854 $617K 0.13% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 17,547 $607K 0.26% -99 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 17,358 $600K 0.09% -128 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 17,355 $600K 0.06% +655 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 17,297 $598K 0.43% -7,355 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,241 $596K 0.12% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Ruedi Wealth Management, Inc. 13,955 $482K 0.14% -346 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 13,830 $478K 0.05% +1,580 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13,826 $478K 0.04% +3,101 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 13,628 $471K 0.19% +174 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 13,485 $466K 0.2% -626 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,377 $462K 0.01% +6,436 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,121 $459K 0.01% +5,301 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 13,164 $455K 0.17% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 13,163 $455K 0.24% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 13,138 $454K 0.22% -216 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,056 $451K 0.08% +1,633 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12,939 $447K 0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 12,794 $442K <0.01% -415 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 12,682 $438K 0.08% 0 13F-HR Timeline SWF LLC More: the full row for SWF LLC 12,640 $437K 0.05% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 12,596 $435K 0.03% -1,693 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 12,344 $427K 0.27% -37 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,111 $419K 0.01% +2,880 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 11,896 $411K 0.19% -7,144 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,640 $402K 0.02% +918 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,611 $400K 0.07% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,520 $398K <0.01% -5,746 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,504 $398K 0.12% +307 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 11,495 $397K 0.26% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11,414 $395K 0.09% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 11,379 $393K 0.2% +2,194 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,323 $391K 0.08% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 11,222 $388K 0.02% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,203 $387K 0.01% 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 11,084 $383K 0.17% +5 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,000 $380K 0.05% -6,598 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 10,927 $378K 0.23% -561 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 10,831 $374K 0.23% +4,348 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,734 $371K 0.03% new 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 10,679 $369K 0.13% -51 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,485 $362K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 10,338 $357K 0.14% +5,311 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 10,249 $354K 0.45% -26 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,115 $350K 0.01% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,987 $346K 0.07% +642 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 10,014 $346K 0.17% +1,314 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,943 $344K 0.01% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 9,827 $340K 0.29% -6,718 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,674 $334K <0.01% -1,343 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 9,627 $333K 0.17% +1,122 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,424 $326K <0.01% new 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 9,369 $324K 0.08% +77 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,301 $322K 0.01% -26,482 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 9,268 $320K 0.03% -5,255 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,200 $318K <0.01% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 9,030 $312K 0.03% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,810 $305K 0.07% new 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 8,897 $304K 0.27% +172 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,553 $296K 0.17% -4,995 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 8,436 $292K 0.18% -775 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 8,405 $291K <0.01% 0 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,339 $289K 0.06% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 8,348 $289K 0.22% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,324 $288K 0.01% -232 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8,301 $287K 0.21% -4,494 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 8,284 $286K 0.16% -6,149 13F-HR/A Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 8,241 $285K 0.13% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 8,233 $285K 0.06% +106 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 8,167 $282K 0.05% +78 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,128 $281K 0.02% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,111 $280K 0.01% -226 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 7,776 $269K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 7,700 $267K 0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,709 $266K 0.03% -135,966 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 7,705 $266K 0.07% +527 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7,626 $264K 0.19% +974 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 7,559 $261K 0.22% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,500 $259K <0.01% 0 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,267 $259K 0.12% -4,261 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 7,262 $251K 0.22% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,251 $251K 0.01% +4,036 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,250 $251K 0.2% 0 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,205 $249K 0.21% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,200 $249K 0.02% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,100 $245K 0.1% +511 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 7,088 $245K 0.03% +484 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,075 $245K 0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,032 $243K <0.01% +37 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,011 $242K 0.15% +520 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 6,940 $240K 0.06% +176 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,065 $237K 0.02% +99 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,848 $237K 0.1% +28 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,712 $232K 0.01% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 6,688 $231K 0.18% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,645 $230K <0.01% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 6,286 $217K 0.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,261 $216K 0.02% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 6,175 $213K 0.13% new 13F-HR/A Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 6,169 $213K 0.05% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,009 $208K 0.01% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 5,997 $207K 0.03% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,992 $207K <0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,813 $201K 0.04% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,614 $194K <0.01% +4,742 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,500 $190K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,050 $175K 0.09% +4,600 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,751 $164K <0.01% +3,906 13F-HR Timeline Group PINNEY & SCOFIELD, INC. 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