Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,319 $1.96M 0.02% +4,863 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 37,036 $1.95M 0.8% 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 36,791 $1.93M 1.33% -17 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 36,466 $1.92M 0.84% +7,989 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 36,248 $1.91M 0.03% +42 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 35,692 $1.88M 0.05% +1 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 35,643 $1.87M 0.01% +27,946 13F-HR Timeline Group Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 35,389 $1.86M 1.35% +1,267 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 35,361 $1.86M 1.39% +16,527 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 34,385 $1.81M 0.16% +3,336 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 34,253 $1.8M 3.95% +7,648 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 34,061 $1.79M 0.34% -22,043 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 34,015 $1.79M 0.67% +127 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 34,002 $1.79M 0.02% -12,750 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,609 $1.77M 0.14% +17,018 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 33,407 $1.76M 0.1% +518 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 33,144 $1.74M 0.02% 0 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 32,847 $1.73M 0.1% +510 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 32,667 $1.72M 0.02% +4,858 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 32,565 $1.71M 0.3% +4,744 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 32,269 $1.7M 1.44% -695 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 31,927 $1.68M 0.19% +700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 31,849 $1.67M 0.02% -1,907 13F-HR Timeline Group Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 31,804 $1.67M 16.78% -2,271 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 31,748 $1.67M 0.56% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 31,660 $1.66M 0.11% -8,668 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 31,487 $1.65M 0.23% -150 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 31,285 $1.64M 0.02% -274 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,101 $1.63M 0.01% +5,805 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 30,867 $1.62M 0.09% -2,943 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 30,392 $1.6M 0.27% +620 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 30,372 $1.6M 0.87% -6,244 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 30,100 $1.58M 1.01% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 29,742 $1.56M 0.9% +1,691 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 29,421 $1.55M 0.01% -1,442 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 29,288 $1.54M 0.92% -8,845 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 29,090 $1.53M 0.34% -30 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 28,902 $1.52M 0.14% -1,251 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 28,812 $1.51M 0.01% -1,182,327 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 28,786 $1.51M 0.11% -954 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 28,604 $1.5M 0.2% -3,000 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 28,613 $1.5M 0.82% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 28,279 $1.49M 0.28% +317 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,249 $1.48M 0.04% +10,731 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 28,181 $1.48M 0.04% -1,169,486 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 28,021 $1.47M 0.05% -20 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. 28,021 $1.47M 0.03% -4,376 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 27,985 $1.47M 0.02% -618 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 27,789 $1.46M 0.4% -1,530 13F-HR/A Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 27,579 $1.45M <0.01% -2,437 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 27,571 $1.45M 0.06% -925,432 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 27,280 $1.43M 0.19% +15,627 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 26,977 $1.42M 0.11% +1,745 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 26,952 $1.42M 1.26% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 26,793 $1.41M 0.58% -6,342 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 26,697 $1.4M 0.07% -1,520 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 26,492 $1.39M 1.09% +1,059 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 26,270 $1.38M 1.1% +2,252 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 25,840 $1.36M 0.26% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 25,767 $1.35M 0.05% -48,368 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 25,661 $1.35M 0.05% +531 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 25,482 $1.34M 0.32% -1,133 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 25,440 $1.33M 0.03% -5 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 25,320 $1.33M 0.04% +973 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 24,779 $1.3M 1.24% +1,299 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 24,518 $1.29M 0.07% -890 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 24,488 $1.29M 0.08% +2,764 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 24,231 $1.27M 0.67% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 24,038 $1.26M 0.64% +6,268 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 23,942 $1.26M 0.55% -1,250 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,766 $1.25M 0.03% -94 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,720 $1.25M 0.06% +1,574 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 23,649 $1.24M 0.33% -74 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 23,490 $1.24M 0.66% -80 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 23,439 $1.23M 0.94% -7,930 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 23,247 $1.22M 0.84% new 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 23,201 $1.22M 0.63% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 22,999 $1.21M 0.09% +36 13F-HR Timeline Group PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 22,918 $1.2M 0.74% +199 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,799 $1.2M 0.04% +1,022 13F-HR Timeline Group McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 22,744 $1.2M 1.01% +665 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 22,501 $1.18M 0.09% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 22,460 $1.18M 0.43% -1,020 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,428 $1.18M 0.01% -220,365 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 22,422 $1.18M 0.17% +17,199 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,931 $1.15M 0.04% +5,548 13F-HR/A Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 21,872 $1.15M 0.32% +748 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,851 $1.15M 0.07% -86 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 21,634 $1.14M 0.13% -1,191 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 21,531 $1.13M 0.47% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,478 $1.13M 0.01% +15,698 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 21,348 $1.12M 0.03% -652 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 20,969 $1.1M +2,055 Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 20,833 $1.09M 3.64% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 20,743 $1.09M 0.07% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 20,708 $1.09M 0.05% +3,972 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 20,604 $1.08M 1.07% +9 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 20,058 $1.05M 0.01% +1,204 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 19,901 $1.05M 0.32% -335 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 19,907 $1.05M 0.11% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 19,813 $1.04M 0.06% +298 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,552 $1.03M 0.02% -41,099 13F-HR/A Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 19,507 $1.03M 0.66% +929 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 19,274 $1.01M 0.7% -2,889 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 19,224 $1.01M 0.28% +350 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 19,182 $1.01M 0.73% -237 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,153 $1.01M <0.01% +8,469 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 18,984 $998K 0.87% +2,329 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 18,880 $992K 0.38% -331 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 18,874 $992K 0.01% +158 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 18,452 $970K 0.07% +3,860 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 18,398 $967K 0.01% -791 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 18,286 $961K <0.01% +12,587 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,245 $959K 0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 18,136 $953K 0.01% +3,506 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 18,119 $950K 0.15% -592 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 17,960 $944K 0.19% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 17,898 $941K 0.73% -346 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,788 $935K 0.02% -146 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 17,750 $933K 0.13% +160 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 17,600 $925K 0.06% -1,149 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,506 $917K 0.02% +2,391 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 17,404 $912K 0.54% +15,000 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 17,301 $909K 0.15% +98 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 17,257 $907K 0.08% -141 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 17,157 $902K 0.33% +1,544 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,123 $900K 0.02% +1,008 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,122 $900K <0.01% -7,729 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 17,097 $899K 0.04% +21 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 17,047 $896K 0.85% -8 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 16,944 $891K 0.42% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 16,908 $889K 0.28% -267 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,886 $888K <0.01% -413,178 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 16,853 $886K 0.57% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 16,673 $876K 0.38% +641 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 16,640 $875K 0.38% +1,000 13F-HR/A Timeline First Washington CORP More: the full row for First Washington CORP 16,620 $874K 0.25% -14,800 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,587 $872K 0.03% -46,292 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 16,447 $864K 0.06% -1,643 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,388 $861K 0.02% -2,624 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 16,325 $858K 0.89% +160 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 16,037 $843K 0.27% -2,289 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,000 $841K 0.12% +1,807 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 15,950 $838K <0.01% 0 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 15,909 $836K 0.15% +1,174 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 15,906 $836K 0.06% -5,439 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 15,814 $831K 0.54% +6,821 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 15,801 $831K 0.08% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,761 $828K 0.05% -3,891 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 15,725 $827K 1.32% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 15,658 $823K 0.16% -142 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 15,598 $820K 0.01% +600 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 15,596 $818K 0.36% +2,194 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 15,554 $818K 0.01% +1,098 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15,530 $816K <0.01% +1,494 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 15,480 $814K 0.08% -4,524 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 15,467 $813K 0.22% -1,475 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 15,283 $803K 0.27% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 15,255 $802K 0.82% -540 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 15,161 $797K 0.08% +3,397 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 15,145 $796K 0.04% -165 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,032 $790K <0.01% -9,795 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 14,990 $788K 0.08% +200 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,862 $781K 0.15% new 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 14,862 $781K +7,473 Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 14,770 $776K 0.1% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,689 $772K 0.07% -46 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,479 $761K 0.01% -7,299 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,452 $760K 0.03% +8,818 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 14,057 $739K 0.14% 0 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 13,986 $735K 3.25% -323,268 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 13,985 $735K 0.51% +153 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 13,893 $730K 0.14% -807 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 13,679 $719K 0.05% -11,508 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,579 $714K 0.12% +8,729 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 13,550 $712K 0.33% +1,974 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 13,512 $710K 0.24% -492 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,496 $709K 0.1% +1,176 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,440 $706K 0.08% +6,550 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,338 $701K 0.01% +183 13F-HR Timeline Good Harbor Advisors, Inc. 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