Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,738 $1.61M 0.07% +139 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,730 $1.6M 0.88% +45 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,723 $1.6M 0.89% +110 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,713 $1.6M 0.89% -8 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,706 $1.59M 0.98% -406 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,705 $1.59M 0.05% -746 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,700 $1.59M 0.24% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,700 $1.59M 0.23% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,698 $1.59M 0.27% -17 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,694 $1.59M 0.31% -326 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,694 $1.59M 0.08% +671 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,693 $1.59M 0.16% +543 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,689 $1.59M 0.64% -550 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,676 $1.58M 0.17% +109 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,676 $1.58M 0.61% -57 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,669 $1.58M 0.2% +2,416 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 3,660 $1.57M 1.15% -1,647 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,647 $1.57M 0.46% -22 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,643 $1.57M 0.7% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,641 $1.57M 0.74% -7,165 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,640 $1.57M 0.23% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,636 $1.56M 0.09% -435 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,632 $1.56M 0.5% +497 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,620 $1.56M 1.38% +12 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,619 $1.56M 0.84% +57 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,612 $1.55M 0.22% +478 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 3,600 $1.55M 0.21% -2,325 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,600 $1.55M 0.95% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,590 $1.54M 0.55% -62 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,560 $1.53M 0.21% -12,413 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 3,556 $1.53M 1.26% -4,034 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,551 $1.53M 0.23% +5 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,540 $1.52M 0.81% -477 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,537 $1.52M 0.17% +249 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,518 $1.51M 0.36% -56 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,507 $1.51M 0.43% +252 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 3,502 $1.51M 1.49% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,488 $1.5M 0.08% +70 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,488 $1.5M 0.49% +25 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,480 $1.5M 0.23% +1,323 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,476 $1.5M 0.65% -496 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,476 $1.5M 1.15% -59 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,473 $1.49M 0.13% +113 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 3,455 $1.49M 1.18% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,442 $1.48M 0.08% +2 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,432 $1.48M 0.02% +830 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,431 $1.48M 0.18% -173 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,430 $1.48M 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,419 $1.47M 0.08% -499 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,395 $1.46M 0.17% +125 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,389 $1.46M +1,943 Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,388 $1.46M 0.06% -176 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,383 $1.46M 0.24% -5,105 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,380 $1.45M 0.05% +355 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,480 $1.45M 0.17% -94 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,372 $1.45M 0.08% +529 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,370 $1.45M 0.04% -507 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,370 $1.45M 0.02% +40 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,370 $1.45M 0.62% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 3,369 $1.45M 1.98% -387 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,368 $1.45M 0.08% +1,384 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,365 $1.45M 0.26% +172 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,363 $1.45M 0.47% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,362 $1.45M 0.09% -1,055 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,358 $1.44M 0.51% +414 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,354 $1.44M 0.82% -316 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,354 $1.44M 1.14% +92 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,352 $1.44M 0.65% -150 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,345 $1.44M 0.1% +173 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,342 $1.44M 0.22% +49 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,341 $1.44M 0.03% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,335 $1.44M 0.2% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 3,329 $1.43M 0.28% +926 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 3,268 $1.43M 1.37% +435 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 3,317 $1.43M 0.6% +2,579 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,309 $1.42M 0.04% 0 13F-HR/A Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,304 $1.42M 0.66% -600 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 3,303 $1.42M 1.19% -56 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,299 $1.42M 0.84% -828 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,310 $1.42M 0.35% +10 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,575 $1.42M 0.07% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,291 $1.42M 0.52% +1,479 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 3,290 $1.42M 0.41% 0 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,289 $1.42M 1.16% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,289 $1.42M 0.4% -1,623 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,287 $1.41M 0.95% -37 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,287 $1.41M 0.05% -294 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,279 $1.41M 0.08% -37 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,279 $1.41M 0.18% -244 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,275 $1.41M 0.13% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,267 $1.41M 0.29% -46 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,267 $1.41M 0.34% +644 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,266 $1.41M 0.13% -275 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,280 $1.4M 0.08% -741 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,252 $1.4M 0.03% +123 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,244 $1.4M 0.33% +596 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,243 $1.4M 0.3% +131 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,234 $1.39M 0.16% -266 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,231 $1.39M 1% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,226 $1.39M 0.35% +40 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 3,201 $1.38M 0.39% new 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,197 $1.38M 0.95% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,197 $1.38M 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,190 $1.37M 0.09% +2,506 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 3,179 $1.37M 0.85% -1,023 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,289 $1.36M 0.05% +337 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,151 $1.36M 0.42% +6 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,148 $1.35M 0.21% +223 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,137 $1.35M 0.26% +71 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,129 $1.35M 0.26% -100 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,128 $1.35M 0.15% -30 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,127 $1.35M 0.34% -229 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,112 $1.34M 0.26% -87 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,108 $1.34M 0.13% +516 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,105 $1.34M 0.63% +1,406 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,099 $1.33M 1.39% -393 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,086 $1.33M 0.2% -264 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,085 $1.33M 0.21% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,084 $1.33M 0.09% -368 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,084 $1.33M 0.42% -436 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,084 $1.33M 0.42% 13F-HR/A Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,083 $1.33M 0.4% -79 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 3,082 $1.33M 0.72% -27 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,075 $1.32M 0.12% +60 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,075 $1.32M 0.28% +285 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,074 $1.32M 0.52% -240 13F-HR/A Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,071 $1.32M 1.32% -69 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,070 $1.32M 0.66% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,068 $1.32M 0.04% +11 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,066 $1.32M 0.33% +141 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,061 $1.32M 0.35% -142 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 3,056 $1.31M 1.18% -64 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,054 $1.31M 0.46% -3,482 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,042 $1.31M 0.09% -550 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,031 $1.3M 0.31% +379 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,031 $1.3M 0.48% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,031 $1.3M 0.13% +553 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,029 $1.3M 0.28% -171 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 3,025 $1.3M 1.16% +319 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,020 $1.3M 0.19% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,016 $1.3M 0.19% +444 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,014 $1.3M 0.13% +392 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3,007 $1.29M 0.16% -338 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,006 $1.29M 0.21% +304 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,005 $1.29M 0.19% -69 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,005 $1.29M 0.44% -68 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,003 $1.29M 0.17% -236 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 3,000 $1.29M 0.31% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,000 $1.29M 0.23% +2,250 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 3,000 $1.29M 0.05% new 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,000 $1.29M 0.36% +200 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 3,000 $1.29M 0.73% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 3,000 $1.29M 1.12% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,999 $1.29M 0.54% -80 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,994 $1.29M 0.09% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,992 $1.29M 0.24% -25 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,992 $1.29M 0.58% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,985 $1.28M 0.04% -70 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,982 $1.28M 0.17% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,911 $1.28M 0.08% +66 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,970 $1.28M 0.59% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 2,953 $1.27M 0.44% +64 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,950 $1.27M 0.73% -1,918 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,948 $1.27M 0.1% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,933 $1.26M 0.17% -1,346 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,932 $1.26M 0.2% 0 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 2,924 $1.26M 0.18% +790 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 2,920 $1.26M 0.67% -89 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,919 $1.26M 0.06% +1,107 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,918 $1.26M 0.04% +95 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,912 $1.25M 0.19% +260 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,907 $1.25M 0.15% -644 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,908 $1.25M 0.16% +12 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,903 $1.25M 1.03% -13 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,898 $1.25M 0.42% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,887 $1.24M 0.83% -36 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,887 $1.24M 0.09% -15 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,884 $1.24M 0.37% -6 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,870 $1.23M 0.26% -213 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 2,867 $1.23M 0.45% -815 13F-HR/A Timeline Group M. Kraus & Co More: the full row for M. Kraus & Co 2,865 $1.23M 0.36% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,864 $1.23M 0.72% +122 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,863 $1.23M 0.25% 0 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 2,859 $1.23M 0.93% +52 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,857 $1.23M 0.01% new 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,856 $1.23M 0.06% +47 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,856 $1.23M 0.15% +491 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 2,855 $1.23M 1.22% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,787 $1.23M 0.31% -212 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,852 $1.23M 0.54% -31 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,845 $1.22M 0.31% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,835 $1.22M 0.15% -811 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,828 $1.22M 1.09% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,828 $1.22M 0.31% +105 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,050 $1.21M 0.27% +2,851 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,805 $1.21M 0.31% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,804 $1.21M 0.03% +111 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,850 $1.21M <0.01% -211 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,803 $1.21M 0.22% -29 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,800 $1.2M 0.71% 0 13F-HR/A Timeline