Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 42,827 $2.17M 1.39% -1,627 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 42,517 $2.15M 0.69% -10,788 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 42,414 $2.15M 1.35% +1,320 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 41,733 $2.11M <0.01% +3,082 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 41,483 $2.1M 0.02% +10,364 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 41,343 $2.09M 0.14% -119,892 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 40,742 $2.06M 0.5% +423 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,628 $2.05M 0.01% +9,095 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 39,708 $2.01M 0.2% -4,911 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 39,325 $1.99M 0.07% +23,550 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 38,992 $1.97M 0.19% +8,350 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 38,953 $1.97M 0.06% -794 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 38,717 $1.96M 0.02% +1,439 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 38,269 $1.94M 0.14% +209 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 37,987 $1.92M 0.78% -11,913 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 37,965 $1.92M 0.28% +9,830 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 37,080 $1.88M 0.01% -3,323 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 36,356 $1.84M 0.08% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 36,195 $1.83M 0.78% +3,137 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,335 $1.79M 0.01% +869 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 35,293 $1.79M 0.06% -293 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,917 $1.77M 0.02% +9,191 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 34,792 $1.76M 0.47% -5,276 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 34,520 $1.75M <0.01% new 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 34,133 $1.73M 0.19% +14,875 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 34,066 $1.72M 0.01% +1,176 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 33,598 $1.7M 0.02% -140 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 33,167 $1.68M 0.52% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 33,036 $1.67M 0.36% +22,269 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 32,479 $1.64M 0.39% -6,249 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 32,412 $1.64M 1.26% +4,185 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 32,320 $1.63M 0.82% -9,664 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 32,217 $1.63M 0.28% -16,191 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 32,124 $1.62M 0.64% -238,792 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 32,085 $1.62M 1.21% -213 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 32,054 $1.62M 0.93% +3,187 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 32,001 $1.62M 0.81% +9,013 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,425 $1.59M <0.01% +6,845 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 31,183 $1.58M 0.54% +3,613 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 30,237 $1.53M 0.8% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 30,235 $1.53M 0.18% +17,712 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 29,668 $1.5M 0.7% -277 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 29,195 $1.48M 0.17% +1,870 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 29,037 $1.47M 0.02% -1,544 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,819 $1.46M 0.01% -2,479 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 28,572 $1.45M 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 28,362 $1.43M 0.06% +1 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 28,347 $1.43M 0.04% -2,399 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 26,689 $1.35M 0.08% +9,869 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 26,684 $1.35M 0.35% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 26,489 $1.34M 0.12% -23,804 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 26,154 $1.32M <0.01% -9,127 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 25,341 $1.28M 0.3% +970 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 24,759 $1.25M 0.12% -1,297 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 24,456 $1.24M 0.08% +3,093 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 24,292 $1.23M +12,122 Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 23,753 $1.2M 0.21% +241 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 23,609 $1.19M 0.25% -7,345 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 22,956 $1.16M 0.22% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 22,956 $1.16M 0.22% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,907 $1.16M 0.01% +3,107 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 22,709 $1.15M 0.03% -1,808 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 22,226 $1.12M 0.48% +4,452 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,198 $1.12M 0.01% +7,284 13F-HR/A Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 22,016 $1.11M 0.62% -1,205 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 21,991 $1.11M 0.03% +2,571 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 21,838 $1.1M 0.23% +6,525 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 21,272 $1.08M 0.04% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 21,100 $1.07M 0.14% +874 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 20,940 $1.06M 0.49% +3,421 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 20,600 $1.04M 0.24% +95 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,580 $1.04M 0.07% +2,273 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 20,468 $1.04M 0.62% -4,254 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,271 $1.02M 0.01% -5,765 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,149 $1.02M 0.01% +11 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 19,802 $1M 0.03% new 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 19,748 $999K 0.77% +818 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 19,328 $978K 0.15% -1,320 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 19,234 $973K 0.67% +401 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 18,969 $959K 0.05% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 18,734 $948K 0.11% -2,172 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 18,695 $946K 0.21% +8,005 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 18,637 $943K 0.14% -2,231 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 18,523 $937K 0.59% +989 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 18,490 $935K 0.29% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 18,408 $931K 0.13% +5,168 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 18,311 $924K 0.01% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 18,185 $920K 0.04% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,978 $909K 0.01% +3,337 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 17,742 $897K 0.14% +2,512 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 17,174 $866K 0.03% +6,746 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 16,974 $859K 0.36% +4,734 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 16,971 $858K 0.27% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 16,892 $854K 0.04% -500 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 16,745 $846K 0.31% -928 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 16,380 $828K 0.15% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 16,294 $824K 0.46% +4,846 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 16,169 $818K 0.09% +1,653 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 15,888 $804K 0.06% +255 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 15,883 $803K -11,635 Timeline Sankala Group LLC More: the full row for Sankala Group LLC 15,855 $801K 0.53% +5,781 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 15,658 $792K 0.28% -1,652 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 15,459 $782K 0.3% +2,484 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,361 $777K 0.08% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,270 $772K 0.02% -4,080 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,214 $770K 0.03% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 15,095 $763K 0.01% +8,586 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 14,862 $752K 0.19% -92 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14,748 $746K <0.01% +5,039 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 14,730 $745K 0.52% +1,484 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 14,683 $743K 0.73% -6,386 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,361 $726K 0.02% -139 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,837 $700K 0.04% -1,370 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 13,769 $696K 0.11% -809 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 13,656 $691K 0.15% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,543 $685K 0.01% -16,948 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 13,527 $684K 0.23% -560 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,486 $682K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,473 $681K 0.02% +4,260 13F-HR Timeline Group J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 13,134 $664K 0.38% 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 13,064 $661K 0.17% -39 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 12,976 $656K 0.1% +5,081 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 12,821 $647K 0.08% -629 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 12,751 $645K 0.09% +4,133 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 12,718 $643K 0.3% -111 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 12,642 $639K 0.12% +90 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 12,205 $617K 0.18% +1,262 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 11,900 $602K 0.09% +2,723 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 11,840 $599K 0.46% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 11,798 $597K 0.06% -2,064 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,736 $594K 0.08% +46 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 11,652 $589K 0.16% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 11,607 $587K 0.04% -48 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 11,627 $587K 0.43% +1,944 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 11,329 $573K 3.31% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 11,250 $569K 0.18% 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 11,116 $562K 0.09% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,080 $560K 0.11% -2,390 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,065 $560K 0.05% 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,387 $525K 0.09% +2,078 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 10,378 $525K 0.04% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,299 $521K 0.03% -23 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 10,284 $520K 0.16% +48 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 10,099 $511K 0.12% -3,601 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,004 $506K 0.07% -37 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 10,000 $506K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,974 $504K 0.06% -32 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 9,939 $503K 0.18% new 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 9,854 $498K 0.16% -93 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 9,837 $498K 0.15% +69 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 9,829 $497K 0.16% -12,158 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 9,801 $496K 0.17% +688 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,631 $487K 0.04% +17 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,576 $484K <0.01% +772 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 9,525 $482K 0.06% -630 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 9,500 $481K 0.06% +2,500 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 9,472 $479K 0.21% +3,995 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 9,308 $471K 0.06% +2,049 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,244 $468K <0.01% -4,240 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 9,118 $461K 0.1% +146 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,097 $460K 0.04% +257 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 9,010 $456K 0.21% +92 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 8,976 $454K 0.37% +696 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 8,935 $452K 0.27% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,928 $452K 0.03% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 8,900 $450K 0.14% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,525 $431K <0.01% -7,738 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,515 $431K 0.11% +1,640 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 8,430 $426K 0.11% -306 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,419 $426K 0.01% +30 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,400 $425K 0.01% +2,400 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 8,392 $424K 0.12% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,103 $410K 0.04% -4,173 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,089 $409K 0.01% -1,765 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,909 $400K <0.01% -33 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 7,846 $397K 0.14% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 7,723 $391K 0.06% -25,750 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,518 $380K 0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 7,510 $380K 0.09% +1,081 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 7,393 $374K 0.04% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7,391 $374K 0.07% +308 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,352 $372K 0.09% new 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,348 $372K 0.1% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7,341 $371K 0.04% new 13F-HR Timeline Peak Retirement Planning, Inc. 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