Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 28,448 $2.54M 0.39% +14,758 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 28,391 $2.54M 0.54% +794 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 28,309 $2.53M 0.49% +1,596 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 28,086 $2.51M 0.58% -14,381 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 27,987 $2.5M 0.09% +1,552 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,952 $2.5M 0.15% -98 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 27,911 $2.5M 0.05% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 27,815 $2.49M 0.29% +9,520 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 27,765 $2.48M 1.42% +51 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 27,699 $2.48M 0.5% +1,383 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 27,658 $2.47M 1.81% -67,651 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 27,649 $2.47M 0.64% -255 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 27,601 $2.47M 0.86% +2,387 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 27,587 $2.47M 0.34% +2,721 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 27,443 $2.46M 0.67% -67 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 27,396 $2.45M 0.3% +4,912 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 27,390 $2.45M 0.29% -413 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 27,351 $2.45M 0.73% +50 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 27,289 $2.44M 0.17% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 25,481 $2.44M 0.06% +2,699 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 29,189 $2.44M 0.81% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 27,059 $2.42M 0.94% -3,719 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 27,005 $2.42M 0.06% +16,598 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 26,992 $2.41M 0.38% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 26,920 $2.41M 0.69% -1,299 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 26,907 $2.41M 0.11% -4,220 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 26,562 $2.38M 0.36% +3,232 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 26,531 $2.37M 1.33% -2,570 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 26,480 $2.37M 0.16% +3,721 13F-HR/A Timeline Invst, LLC More: the full row for Invst, LLC 26,464 $2.37M 0.26% +9,447 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 26,184 $2.34M 0.11% -625 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 26,016 $2.33M 0.17% +5,322 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 25,735 $2.3M 1.3% -910 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 25,681 $2.3M 0.01% +1,042 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 25,646 $2.29M 0.17% -593 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 25,562 $2.29M 0.03% +2,600 13F-HR Timeline CORNERSTONE PARTNERS CAPITAL MANAGEMENT… More: the full row for CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 25,519 $2.28M 6.29% +691 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 25,488 $2.28M 0.03% +2,198 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 25,313 $2.26M 0.34% +2,061 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 25,184 $2.25M 2.25% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,148 $2.25M 0.05% +592 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 25,108 $2.25M 0.22% -519 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,944 $2.23M 0.17% +11,410 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 24,910 $2.23M 2.26% -110 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 24,725 $2.21M 0.06% -1,155 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 24,675 $2.21M 0.22% +135 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 24,667 $2.21M 2.55% 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 24,658 $2.21M 0.3% -1,408 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 24,509 $2.19M 0.78% -1,074 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 24,507 $2.19M 1.43% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 24,324 $2.18M 0.78% +3,541 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 24,303 $2.17M 0.27% +1,501 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 24,286 $2.17M 1.18% -8,580 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,219 $2.17M 0.02% +8,593 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 24,030 $2.15M 0.22% -344 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 23,885 $2.14M 0.74% +218 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 23,781 $2.13M 0.34% +300 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 23,635 $2.11M 0.74% +23,367 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 23,566 $2.11M 0.42% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 23,557 $2.11M 1.58% 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 22,673 $2.1M 0.7% +380 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 23,363 $2.09M 1.57% -182 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 23,360 $2.09M 1.79% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,182 $2.07M 0.04% -3,441 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 23,139 $2.07M 0.28% -151 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 23,128 $2.07M +4,087 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 23,073 $2.06M 0.16% +1,315 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 23,043 $2.06M 0.22% +2,235 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 23,034 $2.06M 0.43% -9,907 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 22,920 $2.05M 0.31% +336 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 22,889 $2.05M 1.54% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,859 $2.05M 0.02% +4,839 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,858 $2.04M 0.17% +6,169 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 22,837 $2.04M 0.45% +668 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22,731 $2.03M 0.28% -183 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 22,725 $2.03M 1.04% -17,329 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 22,660 $2.03M 0.78% -929 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 22,534 $2.02M 0.32% +373 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 22,435 $2.01M 0.53% +981 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 22,399 $2M 0.19% +56 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 22,383 $2M 0.52% -1,318 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,220 $1.99M 0.1% +4,503 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 22,200 $1.99M 0.17% +6,022 13F-HR/A Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 22,165 $1.98M 0.72% +416 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 22,139 $1.98M 0.25% -454 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 22,119 $1.98M 0.77% -638 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 22,033 $1.97M 1.68% +29 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 21,960 $1.96M 0.15% +3,049 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 21,931 $1.96M 0.13% -1,079 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 21,792 $1.95M 0.93% +1,700 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 21,763 $1.95M 0.34% +3,676 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 21,627 $1.93M 0.07% +122 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 21,556 $1.93M 1.89% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,397 $1.91M 0.04% +1,518 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 21,316 $1.91M 0.06% +1,391 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 21,287 $1.9M 0.13% +498 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 20,277 $1.9M 0.06% -4,392 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,215 $1.9M 0.09% +9,358 13F-HR/A Timeline Wind River Trust Co More: the full row for Wind River Trust Co 21,203 $1.9M 0.71% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 21,069 $1.88M 0.69% +126 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 21,022 $1.88M 0.31% -149 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 20,892 $1.87M 0.11% +375 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,864 $1.87M 0.04% +939 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 20,852 $1.87M 0.21% +5,349 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,770 $1.86M 0.15% +1,375 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,756 $1.86M 0.09% -1,130 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 20,692 $1.85M 0.36% +2,484 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,632 $1.85M 0.11% -22,192 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 20,560 $1.84M 1.04% +629 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 20,340 $1.84M 0.7% 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 20,542 $1.84M 0.55% +22 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 20,507 $1.83M 0.66% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 20,507 $1.83M 0.19% +84 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 20,436 $1.83M 0.2% -548 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 20,350 $1.82M 0.2% 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 20,284 $1.81M +9,594 Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,255 $1.81M 0.05% -1,199 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 20,207 $1.81M 0.14% -1,158 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 20,177 $1.81M 0.95% +321 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 20,114 $1.8M 0.38% +696 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 20,103 $1.8M 0.5% -36 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,094 $1.8M 0.05% +322 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 20,083 $1.8M 0.13% +274 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 20,012 $1.79M 0.22% +321 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 19,993 $1.79M 1.48% +19 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 19,947 $1.78M 0.18% +2,946 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,779 $1.77M 0.08% +1,658 13F-HR Timeline Group Tenzing Financial LLC More: the full row for Tenzing Financial LLC 19,761 $1.77M 1.43% 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 19,715 $1.76M 1.41% 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 19,627 $1.76M 1.23% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 19,611 $1.75M 0.03% -772 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 19,608 $1.75M 0.49% -2,112 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 19,519 $1.75M 0.15% -773 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 19,483 $1.74M 0.19% -3,603 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 19,379 $1.73M 0.2% -143 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 19,249 $1.72M 0.12% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,244 $1.72M 0.11% -305 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 19,192 $1.72M 0.02% +886 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 19,174 $1.72M 0.67% +1,950 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 19,103 $1.71M 0.08% +337 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 19,048 $1.7M 0.28% +1,457 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 18,169 $1.7M 0.79% +2,054 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 18,918 $1.69M 2.97% +500 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 18,868 $1.69M 0.92% +3,454 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 18,853 $1.69M 0.29% +166 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 18,825 $1.68M 0.04% +134 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 18,575 $1.66M 0.55% +925 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 18,508 $1.66M 0.49% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 18,470 $1.65M 0.49% -789 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 18,466 $1.65M 0.99% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 18,458 $1.65M 1.26% 0 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 18,388 $1.64M 1.58% 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 18,359 $1.64M 0.98% +972 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 18,342 $1.64M 0.35% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 18,136 $1.64M 0.48% +575 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 18,313 $1.64M 0.1% +9,689 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 17,430 $1.64M 1.08% +3,051 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 18,237 $1.63M 0.3% +1 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 18,191 $1.63M 0.08% +600 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,007 $1.61M 0.06% +564 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 17,966 $1.61M 0.18% +947 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 17,949 $1.61M 0.07% +1,087 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 17,911 $1.6M 0.04% -3,470 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 17,910 $1.6M 0.18% +15,614 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 17,276 $1.6M 0.39% -602 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 17,837 $1.6M 1.16% -7 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 17,810 $1.59M 0.08% +82 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 17,776 $1.59M 0.08% -218 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 17,640 $1.58M 0.16% -22,740 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 17,620 $1.58M 0.47% -1,174 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 17,599 $1.57M 0.84% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 17,558 $1.57M 0.02% +2,498 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 17,534 $1.57M 0.99% +1,506 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 17,462 $1.56M 0.2% 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 17,433 $1.56M 0.48% -68 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 17,431 $1.56M 0.8% +3,790 13F-HR Timeline BAYBAN More: the full row for BAYBAN 17,428 $1.56M 1.38% 13F-HR Timeline Sovereign Financial Group, Inc. 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