Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 69,167 $3.61M 0.05% -4,979 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 69,098 $3.61M 2.4% +8,107 13F-HR/A Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 69,072 $3.61M 1.48% +1,141 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 69,072 $3.61M 0.52% 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 68,857 $3.6M 3.43% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 68,811 $3.59M 0.09% +3,719 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 68,735 $3.59M 0.13% -5,088 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 68,707 $3.59M 0.76% +10,606 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 68,606 $3.58M 0.16% -2,375 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 68,431 $3.57M 0.09% +1,746 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 68,400 $3.57M 0.23% -3,228 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 68,298 $3.57M 0.25% +2,542 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 68,262 $3.56M 0.64% +5,584 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 68,158 $3.56M 0.82% +288 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 68,129 $3.56M 0.57% +756 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 68,104 $3.56M 0.22% +15,186 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 68,075 $3.55M 0.14% +1,195 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 68,003 $3.55M 0.73% +2,315 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 67,862 $3.54M 1.96% 0 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 67,518 $3.53M 3.56% +1,904 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 66,676 $3.48M 1.82% +391 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 66,498 $3.47M 0.48% -1,992 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 66,482 $3.47M 0.24% -5,379 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 66,280 $3.46M 0.91% -23,726 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 66,211 $3.46M 0.46% -1,705 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 65,514 $3.42M 3.11% +2,512 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 65,510 $3.42M 0.77% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 65,190 $3.4M 0.3% -319,300 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 65,078 $3.4M 0.4% -750 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 64,988 $3.39M 0.5% +1,280 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 64,914 $3.39M 0.75% -20,759 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 64,873 $3.39M 0.88% +4,559 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 64,695 $3.38M 0.54% -323,543 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 64,537 $3.37M 0.56% +6,926 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 64,224 $3.35M 0.02% +9,479 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 64,106 $3.35M 0.37% +5,233 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 64,076 $3.35M 0.03% +3,139 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 64,061 $3.35M 1.62% +6,731 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 63,856 $3.33M 0.78% -1,347 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 63,679 $3.33M 0.12% +1,030 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 63,492 $3.32M 1.27% +782 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 63,349 $3.31M 1.9% -1,226 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 63,285 $3.31M 0.48% -2,465 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 63,067 $3.29M 3.4% 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 63,013 $3.29M 0.41% +8,274 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 62,867 $3.28M 0.04% +4,663 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 62,786 $3.28M 0.86% -5,108 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 62,651 $3.27M 2.41% +57,078 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 62,619 $3.27M 0.65% +13,972 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 62,334 $3.26M 0.58% +586 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 62,167 $3.25M 1.64% -3,590 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 61,422 $3.21M 0.38% +8,385 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 61,173 $3.19M 3.01% 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 60,850 $3.18M 1.19% +2,989 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 60,263 $3.15M 0.56% +1,234 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 60,198 $3.14M 0.44% -789 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 60,158 $3.14M 0.23% -1,920 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 59,837 $3.12M 0.73% +222 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 60,070 $3.12M 0.09% -4,991 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 59,517 $3.11M 0.77% -12,881 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 58,845 $3.07M 2.05% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 58,828 $3.07M 0.25% +1,381 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 58,692 $3.06M 0.37% -16,542 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 58,682 $3.06M 0.65% -212 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 58,620 $3.06M 1.1% -210,316 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 57,938 $3.03M 0.62% -11,030 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 57,800 $3.02M 0.01% -40,200 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 57,575 $3.01M 0.86% +1,736 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 57,300 $2.99M 0.09% +4,744 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 57,249 $2.99M 0.87% -430 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 56,938 $2.97M 1.48% +17,001 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 56,917 $2.97M 0.11% +17,301 13F-HR/A Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 56,376 $2.95M 0.56% -2,512 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 56,557 $2.95M 0.56% -114 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 56,479 $2.95M 0.14% +896 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 56,202 $2.93M 1.38% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 55,830 $2.92M 0.46% +763 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 55,822 $2.92M 0.36% +4,293 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 55,765 $2.91M 0.09% +18,722 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 55,740 $2.91M 0.03% +8,139 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 55,737 $2.91M 1.17% +5,622 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 55,588 $2.9M 0.05% +10,312 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 55,399 $2.89M 1.61% +98 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 55,185 $2.88M 3.61% -7,709 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 55,785 $2.87M 0.69% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 54,777 $2.86M 0.12% +1,069 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 54,429 $2.84M 0.95% -247 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 54,234 $2.83M 1.52% -581 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 53,951 $2.82M 0.11% +2,174 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 53,391 $2.82M 0.67% -14,231 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 53,839 $2.81M 0.11% +643 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 53,775 $2.81M 0.2% +4,425 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 53,570 $2.8M 1.99% -5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 53,120 $2.77M 0.52% -2,237 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 53,049 $2.77M 0.02% +10,272 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 52,962 $2.77M 0.67% +3,937 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 52,611 $2.75M 0.14% +613 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 52,381 $2.74M 0.09% -28,445 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 52,208 $2.73M 0.28% -21,665 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 52,155 $2.72M 0.25% +486 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 52,067 $2.72M 0.21% -427 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 51,949 $2.71M 0.11% -1,396 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 51,020 $2.66M 1.31% +483 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 50,448 $2.66M 1.65% +4,841 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 50,768 $2.65M 2.1% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 49,475 $2.62M 0.15% +2,576 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 50,753 $2.6M -3,545 Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 49,700 $2.6M 0.01% +19,000 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 49,373 $2.58M 1.53% +1,955 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 49,132 $2.57M 0.61% +356 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 48,362 $2.56M 0.4% +1,379 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 48,759 $2.55M 1.8% +2,297 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 48,425 $2.53M 0.13% +483 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 48,179 $2.52M 1.92% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 48,086 $2.51M 0.1% +8,156 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 47,877 $2.5M 0.67% +4,027 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 47,797 $2.5M 1.62% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 46,907 $2.45M 0.16% +9,075 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 46,632 $2.44M <0.01% 0 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 46,197 $2.41M 0.2% +142 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 45,998 $2.4M 0.48% -9,752 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 45,244 $2.36M 0.87% -1,915 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 44,678 $2.35M 0.23% -42,900 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 44,949 $2.35M 0.95% -1,026 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 44,859 $2.34M 0.63% +5,807 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 44,766 $2.34M 1.45% +943 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44,705 $2.33M 0.2% -15,293 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 44,691 $2.33M 0.03% +4,680 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 44,553 $2.33M 0.15% +1,071 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 44,132 $2.31M 0.14% -1,826 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 44,023 $2.3M 0.26% -2,720 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 43,937 $2.29M 1.81% +3,810 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 43,795 $2.29M 0.09% +1,053 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 43,697 $2.28M 0.18% +15,147 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 43,441 $2.27M 0.74% +821 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 43,294 $2.26M 0.05% +7,557 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 43,276 $2.26M 0.22% +3,136 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 43,218 $2.26M 0.02% +21,724 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 43,213 $2.26M 0.12% +4,134 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 43,164 $2.25M 0.99% -12,524 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 43,128 $2.25M 2.53% 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 42,881 $2.23M <0.01% +154 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 42,741 $2.23M 0.24% +1,812 13F-HR/A Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 42,738 $2.23M 0.29% +5,465 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 42,735 $2.23M 0.06% -423 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 42,582 $2.22M 0.18% -385 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 42,358 $2.21M 0.3% +52 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 42,033 $2.19M 0.61% -6,163 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 42,000 $2.19M 1.14% -5,000 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 41,921 $2.19M 0.29% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 42,522 $2.18M 0.31% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 41,788 $2.18M 0.08% +4,900 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 41,773 $2.18M 1.92% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 41,664 $2.18M 1.53% -230 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 41,641 $2.17M 1.44% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 41,584 $2.17M 1.26% +321 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 41,383 $2.16M 0.4% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 41,249 $2.15M 0.26% -4,405 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 41,234 $2.15M 0.53% -61 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 41,078 $2.15M 0.7% -14,901 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 41,062 $2.14M 0.03% +3,135 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 41,055 $2.14M 0.31% +1,306 13F-HR Timeline CONTINENTAL ADVISORS LLC More: the full row for CONTINENTAL ADVISORS LLC 40,800 $2.13M 1.62% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 40,700 $2.13M 0.15% -5,281 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 40,626 $2.12M 0.03% -12,576 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 40,345 $2.11M 0.62% -102,716 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 40,275 $2.1M 0.4% +400 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 40,162 $2.1M 0.61% +6,398 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 39,963 $2.09M 1.1% -1,788 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 39,870 $2.08M 1.24% +519 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 39,856 $2.08M 0.76% -6,834 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 39,819 $2.08M 0.01% -116,934 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 39,698 $2.07M 1.09% +715 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 39,278 $2.05M 0.15% -714 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 39,278 $2.05M 0.13% -538 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 39,046 $2.04M 0.21% +314 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 38,877 $2.03M 1.26% +18,538 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 38,833 $2.03M 0.06% +4,071 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 38,789 $2.03M 0.64% +2,074 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 38,616 $2.02M 0.08% +405 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 38,590 $2.02M 2.04% 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 38,350 $2M 0.65% 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 38,108 $1.99M 0.55% +818 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 37,977 $1.98M 1.82% +2,266 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 37,575 $1.96M 1.34% -177 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 37,398 $1.95M 0.16% +20 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 36,760 $1.92M 0.04% +22,676 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 36,686 $1.92M 0.07% -540 13F-HR Timeline Group Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 36,349 $1.9M 1.59% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 36,208 $1.89M 0.11% -3,154 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 36,077 $1.88M 0.18% -4,291 13F-HR Timeline 4Thought Financial Group Inc. 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