Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 21,580 $1.04M 0.36% -30,944 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 21,531 $1.04M 0.42% +627 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 21,436 $1.03M 0.4% -2,306 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,280 $1.03M 0.02% +30 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,269 $1.03M 0.02% +9,545 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 21,252 $1.03M 0.12% new 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 21,217 $1.02M 0.26% +685 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 21,081 $1.02M 0.27% +379 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20,960 $1.01M 0.1% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 20,915 $1.01M 0.18% +64 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 20,910 $1.01M 0.05% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 20,783 $1M 0.09% -1,176 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 20,695 $998K 0.15% +3,415 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 20,688 $998K 0.46% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,557 $992K 0.03% +34 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 20,472 $988K 0.27% +979 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,470 $987K 0.05% +298 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 20,418 $985K <0.01% -70,891 13F-HR/A Timeline Group Ramiah Investment Group More: the full row for Ramiah Investment Group 20,379 $983K 1.06% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,365 $982K 0.05% +1,400 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 20,276 $978K 0.07% +10 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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More: the full row for OAKWORTH CAPITAL, INC. 19,967 $963K 0.06% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 19,687 $950K 0.13% -1,833 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 19,661 $948K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 19,684 $947K <0.01% +1,727 13F-HR Timeline Sterling Investment Advisors, Ltd. 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More: the full row for FSA WEALTH PARTNERS, INC. 18,883 $911K 0.44% -810 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,850 $909K 0.03% +4,774 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 18,680 $901K 0.15% -178 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,591 $897K 0.08% +543 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 18,031 $892K 0.01% +3,874 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 18,492 $892K 0.03% -721 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,483 $892K 0.02% -2,519 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18,388 $887K 0.07% +12,769 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 18,348 $885K <0.01% -27,787 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 18,348 $885K 0.03% -1,638 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,300 $883K 0.22% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 18,268 $881K <0.01% +1,064 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,259 $881K 0.03% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 18,257 $881K 0.12% -3,346 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 18,256 $881K 0.69% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,224 $879K 0.02% +782 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,946 $866K 0.06% -200 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 17,948 $866K 0.22% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 17,926 $865K 0.59% +473 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 17,854 $861K 0.1% +15 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 17,714 $855K 0.35% +238 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,575 $848K 0.08% -77 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,398 $839K 0.03% +13,569 13F-HR Timeline YHB Investment Advisors, Inc. 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More: the full row for Bridgewater Advisors Inc. 16,527 $813K 0.06% -1,887 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 16,802 $811K 0.53% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,707 $806K 0.02% +906 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 16,696 $805K 0.79% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 16,533 $798K 0.37% new 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 16,391 $791K <0.01% +799 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 16,379 $790K 0.27% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 16,320 $787K <0.01% -1,377 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 16,273 $785K 0.11% -40 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 16,260 $784K 0.05% +657 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Hilltop Holdings Inc. 15,525 $749K 0.05% +212 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,501 $748K 0.06% +620 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 15,418 $744K 0.21% -36,952 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,275 $737K 0.1% -9,214 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 15,256 $736K 0.27% -3,816 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,209 $734K 0.01% +2,212 13F-HR/A Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 15,000 $724K 0.02% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 14,995 $723K 0.18% -230 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 14,921 $720K 0.06% +1,564 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 14,908 $719K 0.24% +180 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 14,905 $719K 0.13% -13,731 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 14,852 $716K 0.1% +37 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 14,807 $714K 0.01% new 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 14,775 $713K 0.14% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,725 $710K 0.03% +1,755 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 14,692 $709K 0.25% -335 13F-HR/A Timeline Trust Co More: the full row for Trust Co 14,681 $708K 0.08% -127,740 13F-HR Timeline Friday Financial More: the full row for Friday Financial 14,646 $707K 0.36% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 14,625 $705K 0.31% +52 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 14,538 $701K 0.08% +655 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,465 $698K 0.13% +159 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 14,397 $695K 0.36% +138 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,384 $694K 0.02% 0 13F-HR/A Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 14,325 $691K 0.42% +925 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,295 $691K <0.01% +976 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 14,295 $690K 0.04% +546 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 14,241 $687K 0.2% -135 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 14,171 $684K 0.03% -331 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 14,156 $683K 0.18% -289 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 14,097 $680K 0.31% +415 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,091 $680K 0.03% -1,167 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,004 $676K <0.01% -39 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,990 $675K 0.08% +422 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 13,923 $672K 0.45% -115 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 13,900 $671K 0.09% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,903 $671K 0.17% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 13,896 $670K 0.03% +2 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,849 $668K 0.04% -9,999 13F-HR Timeline Horan Securities, Inc. 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Administradora General de Fondos 13,659 $659K 0.71% -445 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 13,623 $657K 0.02% -145 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,610 $657K 0.14% -1,200 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,609 $657K 0.12% +6,892 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,549 $654K 0.3% -64 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 13,479 $650K 0.14% 0 13F-HR Timeline BFI Infinity Ltd. 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More: the full row for Optiver Holding B.V. 13,332 $643K 0.02% -21,552 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,305 $642K 0.01% -2,437 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,201 $637K 0.03% +6 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,131 $633K 0.1% -1,017 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,121 $633K 0.03% -1,404 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 13,118 $633K 0.1% -348 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 13,058 $630K 0.23% -282 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,987 $627K 0.05% -226 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,968 $626K 0.08% -300 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 12,799 $617K 0.16% -518 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 12,762 $616K 0.01% -1,500 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,743 $615K 0.19% +110 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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