Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 58,751 $2.68M 0.29% -4,633 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 58,685 $2.68M 0.42% +22,500 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 58,134 $2.65M 0.64% -724 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 57,944 $2.64M 0.81% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 57,371 $2.63M 0.91% -2,592 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 56,831 $2.59M 0.53% +3,590 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 55,889 $2.55M 0.15% +3,735 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 55,170 $2.52M 1.53% +4,170 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 55,126 $2.51M 2.33% +3,330 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 54,447 $2.48M 1.13% +1,355 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 54,393 $2.48M 1.84% +5,401 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 54,291 $2.48M +38,010 Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 53,800 $2.46M 0.13% +2,494 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 52,359 $2.39M <0.01% 0 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 51,897 $2.37M 1.52% +7,274 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 49,544 $2.26M 1.77% +4,650 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 48,710 $2.22M 0.62% +12,995 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 47,969 $2.19M 0.18% +1,227 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 47,547 $2.17M 0.06% +2,321 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 46,345 $2.11M 0.12% +11,497 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 46,147 $2.11M 0.54% +16,896 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 45,864 $2.09M 0.76% +537 13F-HR/A Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 44,499 $2.03M 1.26% +1,387 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 44,425 $2.03M 0.15% +5,238 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 44,198 $2.02M 0.16% 0 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 44,083 $2.01M 2.08% -4,780 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 43,951 $2.01M 0.92% +6,414 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 43,910 $2M 1.37% -48,355 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 43,578 $2M 0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,691 $1.99M <0.01% -8,472 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 42,770 $1.95M 1.1% +10,645 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 41,932 $1.91M 0.08% -1,808 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 40,379 $1.84M 0.05% +6,829 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 40,211 $1.83M 0.13% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 39,944 $1.82M 0.58% -6,928 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 39,941 $1.82M 0.06% +6,969 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 39,465 $1.8M 0.79% -811 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 39,427 $1.8M 0.06% +5,411 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 39,317 $1.79M 0.59% +387 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 39,241 $1.79M 0.92% +10,315 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 38,567 $1.78M 0.03% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 37,628 $1.72M 0.08% -1,967 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 37,489 $1.71M 0.39% +10,621 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 37,450 $1.71M 0.05% -560 13F-HR/A Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 37,246 $1.7M 1.26% -5 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 37,050 $1.69M 0.01% -533 13F-HR Timeline Abbot Financial Management, Inc. 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Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 33,543 $1.53M 2.41% -1,538 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 33,526 $1.53M 0.25% +14,992 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 33,071 $1.51M 0.04% -66,091 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 33,104 $1.51M 0.45% +14,201 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 32,188 $1.47M 0.97% +68 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,072 $1.42M 0.01% +18,739 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 30,554 $1.39M 1.33% +14,894 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 30,238 $1.38M 0.51% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 29,715 $1.36M 0.57% +4,546 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 29,424 $1.34M 0.04% +2,315 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. 28,915 $1.32M 0.02% -2,529 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,680 $1.31M 0.01% +3,226 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 27,837 $1.27M 0.04% +4,296 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 27,371 $1.25M 1.23% +5,081 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 27,082 $1.24M 0.31% -214 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 26,988 $1.23M 0.13% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 26,833 $1.22M 0.22% +507 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 26,805 $1.22M 0.54% -5,002 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 26,796 $1.22M 0.17% +18,777 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 26,501 $1.21M 0.11% +2,769 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26,333 $1.2M <0.01% +473 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 25,858 $1.18M 1.34% +5,072 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 25,436 $1.16M 0.68% +617 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 25,406 $1.16M 0.01% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 25,343 $1.16M 0.25% +123 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 25,338 $1.16M 1.01% +44 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 25,159 $1.15M 0.38% +2,195 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 25,040 $1.14M 0.32% +299 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 24,672 $1.13M 0.13% +6,348 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 24,132 $1.1M 0.26% -157 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,109 $1.1M <0.01% -5 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 23,775 $1.08M 0.16% +1,229 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 23,747 $1.08M 0.1% +36 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 23,458 $1.07M 0.12% +2,054 13F-HR Timeline Valley Financial Group, Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 22,172 $1.01M 0.01% +2,378 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,005 $1M <0.01% -114 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 21,891 $999K 0.38% -9,478 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,844 $997K 0.12% +3,004 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 21,582 $985K 0.04% +10,933 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 21,141 $964K 0.35% +800 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 21,084 $962K 0.62% +770 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 20,840 $951K 0.33% +2,573 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 20,518 $936K 0.14% +2,278 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 20,339 $928K <0.01% -923 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 20,336 $928K 0.51% -945 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,279 $925K 0.02% -1,890 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 20,255 $924K 0.42% -44 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 20,236 $923K 0.34% -334 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,170 $920K <0.01% +8,206 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 19,690 $898K 0.25% +3,937 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 19,357 $883K 0.11% -1,172 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,217 $877K <0.01% +6,534 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 18,849 $860K 0.65% +102 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 18,807 $858K 0.88% +1,084 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,743 $855K 0.05% -693 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,730 $854K 0.05% +9,282 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,375 $838K 0.07% -3,923 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 18,292 $834K 0.49% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 18,239 $832K 0.36% -2,615 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 18,235 $832K 0.45% +200 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 18,151 $828K 0.11% -11,657 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 17,988 $821K 0.16% +291 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 17,881 $816K 0.05% +4,086 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,850 $814K 0.1% +1,441 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,434 $795K 0.21% +1,543 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 17,342 $791K 0.15% -8,072 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 17,281 $788K 0.4% +496 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,648 $759K 0.03% -323 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 16,619 $758K 0.37% +6,809 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,618 $758K 0.06% -253,107 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16,525 $754K 0.12% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 16,508 $753K 0.36% +8 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,031,399 $732K 0.03% +1,974,276 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 15,444 $705K 0.02% +696 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 15,273 $697K 0.03% -11,822 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,183 $691K 0.04% -5,392 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 15,034 $686K 0.47% -507 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 14,915 $680K 0.33% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,511 $662K 0.01% +327 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,387 $656K <0.01% new 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 14,383 $656K 0.45% +2,111 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,327 $654K 0.02% -88 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,036 $640K <0.01% -1,215 13F-HR Timeline Group Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 13,846 $632K 0.25% -289 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 13,567 $619K 0.28% -399,845 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 13,478 $617K 0.17% +3,814 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 13,281 $610K 0.07% -767 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,337 $608K 0.09% -512 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,213 $603K 0.03% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 13,072 $599K 0.55% +1,684 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,964 $591K 0.51% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 12,943 $590K 0.23% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,678 $578K 0.03% +1,427 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 12,591 $577K 0.14% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 12,636 $576K 0.09% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,635 $576K 0.15% +155 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 12,580 $574K 0.41% +585 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,532 $572K <0.01% +4,201 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,526 $571K 0.04% +678 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,470 $569K 0.01% 0 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,455 $568K 0.06% +927 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 12,409 $566K 0.63% +19 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,363 $564K 0.04% +6,314 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 12,218 $557K 0.23% -491 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 12,218 $557K 0.18% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 12,184 $556K +6,092 Timeline Focus Financial Network, Inc. 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