CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 84,257 $8.62M 1.12% +3,564 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 82,089 $8.4M 0.16% -2,164 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 81,885 $8.38M 3.46% -3,290 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 81,608 $8.35M 0.06% +3,500 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 80,721 $8.26M 3.46% +519 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 80,432 $8.23M 1.34% -1,731 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 80,337 $8.22M 0.17% -2,993 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,718 $8.18M 1.91% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 79,418 $8.12M 0.69% +7,349 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 79,113 $8.09M 0.08% -12,673 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 79,031 $8.08M 0.07% +1,169 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 78,171 $8M 0.25% +3,983 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 77,961 $7.98M 0.15% -1,901 13F-HR Timeline Group Refined Wealth Management More: the full row for Refined Wealth Management 77,483 $7.93M 4.78% +49 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 77,245 $7.9M 0.73% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 76,786 $7.86M 0.54% -29,411 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 76,486 $7.82M 0.56% -7,977 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 76,431 $7.82M 0.03% +549 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 76,166 $7.79M 1.3% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 76,018 $7.78M 2.82% +4,076 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 75,725 $7.75M 1.56% -23,978 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 75,381 $7.71M 0.01% +8,267 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 74,790 $7.65M 2.48% -3,989 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 74,366 $7.61M 0.74% -182 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 74,043 $7.57M 1.13% +4,004 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 73,777 $7.55M 0.2% +35 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 73,148 $7.48M 3.45% -514 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 72,632 $7.43M 1.39% -2,800 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 76,207 $7.36M 1.54% -1,835 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 71,793 $7.34M 2.96% -197 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 71,615 $7.33M 3.53% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 70,269 $7.19M 0.11% -2,007 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 70,111 $7.17M 1.69% +3,119 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 68,646 $7.02M 0.17% +11,386 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 68,531 $7.01M 0.35% -12,857 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 67,926 $6.95M 0.33% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 67,814 $6.94M 0.18% -821 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 67,049 $6.86M 0.15% +6,174 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 66,994 $6.85M 1.71% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 65,396 $6.69M 0.54% +5,759 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 64,037 $6.55M 0.02% +9,985 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 63,959 $6.54M 0.97% -28 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 63,673 $6.51M 0.14% -1,666 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 63,292 $6.47M 0.96% +16,415 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 62,176 $6.36M 1.57% +20,044 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 61,413 $6.28M 0.02% +15,596 13F-HR Timeline Group Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 60,536 $6.19M 3.07% +1,454 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 60,134 $6.15M 0.09% 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 64,414 $6.09M 0.76% +12,874 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 58,338 $5.97M 3.18% -1,268 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 58,302 $5.96M 0.72% +4,937 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 58,133 $5.95M 2.73% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 56,654 $5.8M 0.04% -4,621 13F-HR/A Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 56,501 $5.78M 1.3% +9,031 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 56,314 $5.76M 0.65% +3,640 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 56,134 $5.74M 0.11% +19,764 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 55,891 $5.72M 0.35% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 54,377 $5.56M 0.03% +547 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 54,032 $5.53M 0.48% -4,030 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 53,535 $5.48M 0.02% +1,217 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 53,351 $5.46M 1.48% +590 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 53,324 $5.46M 1.07% -4,574 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 58,766 $5.39M +49,015 Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 52,562 $5.38M 1.47% +402 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 52,101 $5.33M 3.2% +863 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 51,938 $5.31M <0.01% +10,723 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 51,928 $5.31M 0.08% +28,405 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 51,675 $5.29M 0.05% -733 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 51,055 $5.22M 3.45% -8,681 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 51,030 $5.22M 0.12% +3,500 13F-HR Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 49,981 $5.11M 0.51% 0 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 49,787 $5.09M 2.74% +526 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 49,448 $5.06M <0.01% +26,453 13F-HR Timeline Group Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 49,330 $5.05M 3.31% -3,125 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 49,172 $5.03M 0.16% -105 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 48,880 $5M <0.01% new 13F-HR/A Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 48,817 $4.99M 0.07% +4,254 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 48,316 $4.94M 0.07% -1,426 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 47,950 $4.91M 4.65% -13,900 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 47,927 $4.9M 0.3% +515 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 47,779 $4.89M 3.18% -6,728 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 47,190 $4.83M 1.88% -845 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 46,836 $4.79M 0.01% -1,015 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 46,350 $4.74M 1.72% +2,005 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 45,929 $4.7M 0.18% +23,581 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 58,842 $4.63M 0.58% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 45,035 $4.61M 1.77% +3,021 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 45,008 $4.6M 3.52% 0 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 44,734 $4.58M 3.65% -162 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 44,381 $4.54M 1.23% -245 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 44,162 $4.52M 0.03% +2,739 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 57,065 $4.49M <0.01% +4,156 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 43,616 $4.46M 3.06% -434 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 43,515 $4.45M 0.15% +11,579 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 43,083 $4.41M 0.08% -1,342 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 42,818 $4.38M 1.73% -3,604 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 42,812 $4.38M 0.22% -649 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 42,562 $4.35M 1.4% 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 42,559 $4.35M 4.22% +31 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 41,735 $4.27M 2.31% +298 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 41,705 $4.27M <0.01% -13,398 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 41,500 $4.25M 0.46% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 41,356 $4.23M 0.01% -1,110 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 41,211 $4.22M 0.57% +3,131 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 41,062 $4.2M 1.17% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 41,020 $4.2M 0.37% -14,977 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 41,636 $4.17M 0.04% -401 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 40,505 $4.14M 0.96% +2,652 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 40,309 $4.12M 0.45% -119,069 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 40,235 $4.12M 3.73% -7,314 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 40,180 $4.11M 0.2% +2,133 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 40,035 $4.1M 0.05% +7,244 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 39,825 $4.07M 0.33% new 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 39,761 $4.07M 0.5% +3,459 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 39,658 $4.06M 0.36% -65 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 39,303 $4.02M 1.6% -163 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 39,083 $4M 0.02% -7,427 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 40,805 $3.97M 1.3% -1,606 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 38,650 $3.95M 1.88% +1,730 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 38,569 $3.94M +9,033 Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 38,172 $3.9M 0.49% +853 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 37,962 $3.88M 0.06% +818 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 41,501 $3.8M 0.45% -1 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 36,346 $3.72M 0.12% +1,162 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 35,946 $3.68M 0.23% +9,410 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 35,726 $3.65M 2.52% +2,211 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 35,675 $3.65M 0.58% +26,813 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46,241 $3.64M 0.13% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 35,508 $3.63M 2.3% -4,038 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 35,142 $3.6M 2.02% -24,103 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 36,501 $3.59M 0.01% +5,264 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 34,802 $3.56M 0.35% +1,898 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 34,406 $3.52M <0.01% -13,498 13F-HR Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 37,230 $3.51M 1.55% +2,942 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 35,013 $3.51M 0.43% -3,314 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 33,995 $3.48M 0.52% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 33,813 $3.46M <0.01% -433,244 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 33,740 $3.46M 0.05% +13,609 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 33,628 $3.44M 0.38% -198 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 33,361 $3.41M 0.33% -2,942 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 32,940 $3.37M 2.74% -13,639 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 32,784 $3.35M 2.1% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 32,325 $3.31M 0.34% +15,367 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 32,271 $3.3M 0.32% -90 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 34,042 $3.3M 0.05% -889 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 32,082 $3.28M 0.02% -38 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 31,911 $3.26M 0.88% +602 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 31,119 $3.18M 1.59% -3,921 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 31,002 $3.17M 0.11% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 30,803 $3.15M 0.58% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 30,671 $3.14M 0.83% +730 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,589 $3.13M 0.12% +456 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 30,478 $3.12M 0.86% -880 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 29,743 $3.04M 0.31% 0 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 29,607 $3.03M 0.2% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 29,300 $3M 1.32% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 29,233 $2.99M 0.38% -1,767 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 29,073 $2.97M 0.29% -25 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 28,521 $2.92M 0.75% +2,392 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,492 $2.91M 0.01% +2,124 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 28,353 $2.9M 0.32% -373 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 28,044 $2.87M 1.32% +4,111 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 27,900 $2.85M 0.02% +16,503 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 27,895 $2.85M 0.42% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 27,528 $2.82M 0.02% -22,824 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 27,427 $2.81M 0.19% +1,886 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 27,329 $2.8M 0.17% -1,994 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 26,835 $2.75M 0.68% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 26,783 $2.74M 0.01% +1,631 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26,517 $2.71M 0.01% +10,472 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 26,318 $2.69M 0.33% -3,905 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 26,154 $2.68M 0.29% +578 13F-HR Timeline EQ LLC More: the full row for EQ LLC 25,969 $2.66M 0.65% -1,152 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 24,814 $2.54M 0.14% +13,713 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 24,644 $2.52M 0.86% +742 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 24,511 $2.51M 0.13% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,206 $2.48M 0.07% -103,154 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 24,116 $2.47M 0.45% -2,185 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 24,094 $2.46M 0.04% +321 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 23,723 $2.43M 1.49% +106 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 23,682 $2.42M 0.08% -4,546 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,646 $2.42M 0.03% +156 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 23,475 $2.4M 0.1% -27,025 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,462 $2.4M 0.07% -1,522 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 33,000 $2.4M 0.75% -590 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 23,231 $2.38M 0.82% -6,527 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 23,070 $2.36M 0.02% +5,952 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 22,962 $2.35M 0.73% -950 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 22,866 $2.34M 3.73% +184 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,849 $2.34M <0.01% +9,581 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. 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