PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,578 $433K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,542 $428K 0.01% -80 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,535 $428K 0.01% -6 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,530 $427K 0.09% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,517 $425K 0.06% -452 13F-HR Timeline Essential Planning, LLC. 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More: the full row for Cornerstone Wealth Advisors, Inc. 2,895 $350K 0.08% -130 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 2,890 $350K 0.32% -207 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,883 $349K 0.07% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,876 $348K 0.03% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,850 $345K <0.01% +407 13F-HR/A Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,850 $345K <0.01% +7 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,813 $342K 0.05% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,822 $341K 0.19% +3 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,819 $341K 0.29% +6 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,805 $339K 0.12% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,800 $339K 0.02% +165 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,774 $336K 0.01% -200 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,774 $336K 0.05% -466 13F-HR Timeline Peregrine Asset Advisers, Inc. 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LLC. 2,680 $324K <0.01% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,680 $324K <0.01% 0 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,679 $324K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,665 $322K <0.01% +991 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,664 $322K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,651 $321K 0.02% 0 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,613 $316K 0.27% 13F-HR Timeline TCI Wealth Advisors, Inc. 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Mark Nickell & Co. 2,575 $311K 0.29% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,546 $308K <0.01% -375 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,534 $306K 0.03% -304 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,508 $303K 0.37% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,504 $303K 0.02% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,500 $302K <0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,459 $297K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,454 $297K 0.02% 0 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 2,452 $297K 0.11% -393 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,450 $296K 0.01% -329 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,446 $296K 0.12% +22 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,445 $296K 0.04% 0 13F-HR/A Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,436 $295K 0.04% +6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,415 $292K 0.03% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,414 $292K 0.08% +5 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,412 $292K 0.03% +19 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for DeDora Capital, Inc. 2,221 $269K 0.06% +49 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 2,203 $267K 0.23% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,200 $266K 0.05% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,199 $266K 0.09% -234 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,181 $264K 0.22% +15 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,178 $263K 0.05% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,152 $260K 0.02% -25 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,150 $260K 0.02% -3 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 2,133 $258K 0.08% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,125 $257K 0.08% -100 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,107 $255K 0.02% +157 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,095 $253K 0.02% +330 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,085 $252K 0.06% +65 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,075 $251K <0.01% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 2,058 $249K <0.01% 0 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,027 $248K 0.16% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 2,030 $246K 0.2% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,020 $244K 0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,017 $244K 0.02% +85 13F-HR Timeline Vise Technologies, Inc. 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LLC 1,981 $240K 0.01% -16 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,973 $239K 0.12% +5 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,957 $237K 0.01% new 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 1,942 $237K 0.13% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,954 $236K 0.01% -41 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,924 $233K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,920 $232K 0.01% -250 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,914 $232K 0.01% -399 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,909 $231K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,906 $231K <0.01% -1,700 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,898 $230K 0.02% +86 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,876 $227K 0.09% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,873 $227K 0.02% +87 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,867 $226K 0.02% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,845 $225K 0.01% -37 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,860 $225K 0.09% 0 13F-HR/A Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,860 $225K 0.15% -86 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,840 $223K 0.13% -434 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,834 $222K 0.01% new 13F-HR/A Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,816 $220K 0.21% -16 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,808 $219K <0.01% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,800 $218K 0.01% -350 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,800 $218K 0.08% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 1,798 $217K 0.12% -127 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,794 $217K <0.01% -337 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,774 $215K 0.09% -237 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,767 $214K 0.01% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,766 $214K 0.09% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,764 $213K 0.14% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,742 $211K 0.04% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,740 $210K <0.01% +40 13F-HR Timeline Winter & Associates, Inc. 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