Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 48,818 $1.86M <0.01% +4,569 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 48,755 $1.86M -7,008 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 47,600 $1.81M 0.04% -3,472 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 47,038 $1.79M 0.36% +2,531 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 46,732 $1.78M 1.36% -8,497 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 46,484 $1.77M 0.66% -2,152 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 45,486 $1.73M 0.13% +9,945 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 45,289 $1.73M 0.01% +17,846 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 45,039 $1.72M 0.03% +13,856 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 44,456 $1.69M 0.36% +9,181 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 44,267 $1.69M 0.02% +8,825 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 43,978 $1.68M 0.25% +9,522 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 43,787 $1.67M 0.38% -119 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 43,768 $1.67M 1.05% +10,003 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 43,634 $1.66M +1,463 Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 41,335 $1.63M 0.28% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 42,773 $1.63M 1.11% -496 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 41,908 $1.6M 0.02% new 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 41,445 $1.58M 0.24% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 41,246 $1.57M <0.01% +36,361 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 41,022 $1.56M 0.23% -233 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 40,093 $1.53M 0.73% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 39,474 $1.5M 0.26% +8,749 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 39,299 $1.5M 0.36% +1,680 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 39,108 $1.49M 0.03% -292 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 38,967 $1.49M 0.52% +1,645 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 38,530 $1.47M 0.48% +1,011 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 38,234 $1.46M 0.09% +1,624 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 38,008 $1.45M 0.34% 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 37,923 $1.45M 1.84% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 37,851 $1.44M 0.02% +1,623 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 37,740 $1.44M 0.02% -1,531 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 37,676 $1.44M 1.27% 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 37,570 $1.43M 0.27% +6,600 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 37,006 $1.41M 0.38% +11,201 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 36,658 $1.4M 0.73% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 36,634 $1.4M 0.02% +3,670 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 36,190 $1.38M 1.03% +5,279 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 35,987 $1.37M 0.67% new 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 35,675 $1.36M 1.24% +2,455 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 34,981 $1.33M 0.06% -7,394 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 33,779 $1.33M 0.68% +275 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 34,510 $1.32M 0.97% +5,548 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 34,146 $1.3M 0.82% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 34,048 $1.3M 0.72% -418 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 34,030 $1.3M 0.3% -2,068 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 33,089 $1.26M 0.15% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 33,038 $1.26M 0.11% +3,550 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 32,880 $1.25M 0.72% -3,855 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 32,860 $1.25M 0.97% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 32,563 $1.24M 0.08% +6,449 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 31,953 $1.22M 0.18% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 31,570 $1.2M 0.8% -228 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 31,534 $1.2M 0.9% 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 31,450 $1.2M 1.23% 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 31,408 $1.2M 0.78% +589 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 31,390 $1.2M 0.04% +19,986 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 31,061 $1.18M 0.14% -10,059 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 30,892 $1.18M 0.5% -1,487 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 30,717 $1.17M 0.73% 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 30,643 $1.17M 0.52% -45 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 30,585 $1.17M 0.63% +212 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 29,980 $1.14M 0.48% -1,077 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 29,930 $1.14M 0.07% +2,700 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 29,670 $1.13M 0.55% -6,600 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 29,541 $1.13M 0.68% -530 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 29,303 $1.12M 0.34% +382 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 29,278 $1.12M 0.02% +22,683 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 29,112 $1.11M 0.11% +11,757 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 28,887 $1.1M 0.09% -844 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 28,676 $1.09M 0.39% +1,505 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 28,331 $1.08M 0.02% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 28,293 $1.08M 0.32% -532 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 28,250 $1.08M 0.16% +50 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 27,547 $1.05M 0.33% -959 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 27,298 $1.04M 0.11% +75 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,207 $1.04M <0.01% -3,506 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 27,129 $1.03M 0.73% -176 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 27,012 $1.03M 0.74% -4,015 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 26,998 $1.03M 0.14% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 26,923 $1.03M 0.37% -1,655 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 26,009 $991K 0.2% +747 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 25,288 $964K 0.37% +161 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 25,262 $963K 0.19% -1,083 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 25,065 $955K 0.21% -247 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25,058 $955K 0.32% -793 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,643 $939K 0.01% +6,768 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 24,576 $937K 0.03% +1,291 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 24,175 $921K 0.16% -500 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 24,067 $917K 0.08% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 24,031 $916K 0.26% +20 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 23,960 $913K 0.32% +4,627 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 23,794 $907K 0.92% 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 23,781 $906K 0.62% -1,587 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 23,655 $902K 0.21% +2,781 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 23,650 $901K 0.34% -99 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 23,447 $894K 0.24% +15 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 22,842 $871K 0.9% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 22,049 $840K 0.25% +24 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 21,692 $827K 0.34% +55 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 21,512 $820K 0.77% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21,161 $806K 0.09% +37 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,858 $795K 0.02% -5,026 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 20,857 $795K 0.01% 13F-HR/A Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 20,818 $793K 0.33% -1,298 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20,569 $784K 0.02% +563 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 19,984 $762K 0.11% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 19,926 $759K 0.07% +15 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 19,799 $755K 0.05% +5 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 19,770 $753K 0.39% +11 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 19,654 $749K 0.34% -1,752 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,600 $747K 0.03% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 18,901 $720K 0.14% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 18,861 $719K 0.02% -2,700 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,810 $717K 0.06% +703 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 18,777 $716K 0.31% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 20,631 $699K 0.24% +381 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 18,249 $695K 0.05% -97 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,153 $692K 0.01% +4,161 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 18,021 $687K 0.3% +415 13F-HR Timeline SWF LLC More: the full row for SWF LLC 17,918 $683K 0.07% +5,278 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 17,854 $680K 0.04% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 17,547 $669K 0.24% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,478 $666K 0.03% new 13F-HR/A Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 18,152 $660K 0.57% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,592 $658K <0.01% +1,998 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 17,064 $650K 0.23% +26 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16,586 $632K 0.1% +66 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 16,468 $628K 0.12% +7,144 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 16,359 $623K 0.27% -195 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 16,354 $623K 0.17% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 16,270 $620K 0.28% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 16,070 $612K 0.42% -320 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 15,965 $608K 0.57% 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 15,776 $601K 0.31% +7,539 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,771 $601K 0.15% 0 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 15,666 $597K 0.59% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15,553 $593K 0.14% -518 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 15,417 $588K 0.11% -226 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 15,378 $586K 0.2% +2,198 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 15,113 $576K 0.19% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,027 $576K 0.04% +899 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 15,048 $573K 0.09% +101 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,744 $562K 0.08% -409 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,627 $557K <0.01% new 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 14,546 $554K 0.35% -2,314 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 14,379 $548K 0.33% -1,255 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 14,289 $545K 0.27% +3,053 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 14,279 $544K 0.56% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,205 $541K 0.01% -50,987 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,148 $539K +188 Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 14,092 $537K 0.09% +967 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,070 $536K 0.06% +4 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 13,695 $522K 0.04% +4,665 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,440 $512K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 13,431 $512K 0.18% -79 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 13,298 $507K 0.12% -270 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 13,266 $506K 0.07% +1,438 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,246 $505K 0.03% +3,129 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 13,182 $502K 0.05% +1,799 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 13,182 $502K 0.27% -1,920 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 13,104 $499K <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 13,074 $498K <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,061 $498K 0.04% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 13,002 $496K 0.37% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12,939 $493K 0.01% 0 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 12,936 $493K 0.27% -124 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 12,897 $492K 0.23% -266 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 12,845 $490K 0.49% 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 12,590 $480K 0.3% +242 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,464 $475K 0.12% -7,926 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,355 $471K 0.21% +412 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,346 $471K 0.07% -109 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,320 $470K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,041 $459K 0.01% -20,502 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,872 $452K 0.19% -721 13F-HR Timeline M Holdings Securities, Inc. 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