Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,137 $2.23M 0.21% +133 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,136 $2.23M 1.02% +3,236 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,131 $2.22M 0.98% -157 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,124 $2.22M 0.2% +260 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,107 $2.21M 0.02% -625 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 5,105 $2.21M 1.89% -5,000 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,092 $2.21M 0.15% +345 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,092 $2.21M 1.76% +47 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,066 $2.2M 0.24% -1,301 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,050 $2.19M 0.18% -23 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,046 $2.19M 0.14% -172 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,046 $2.19M <0.01% -31 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,106 $2.18M 0.05% -8,941 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,033 $2.18M 0.07% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,010 $2.17M 0.06% +639 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 5,000 $2.17M 0.23% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,980 $2.16M 0.49% 0 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,956 $2.15M 0.59% +2,307 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,954 $2.15M 0.19% -148 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 4,944 $2.14M 1.53% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,944 $2.14M 0.86% +2,293 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,944 $2.14M 0.03% -50 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,936 $2.14M 0.11% -1,496 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,934 $2.14M 0.23% -2,077 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,908 $2.13M 0.38% +267 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 4,910 $2.13M 1.35% +547 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 5,034 $2.13M +114 Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 4,899 $2.12M 1.62% +183 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,896 $2.12M 1.32% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,890 $2.12M 0.28% -10 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,888 $2.12M 0.08% +2,715 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,883 $2.12M 0.51% +722 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,878 $2.11M 0.21% +201 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,869 $2.11M 0.59% -455 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,856 $2.1M 0.29% -1,905 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,841 $2.1M 0.17% -30 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,800 $2.08M 0.87% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,772 $2.07M 0.15% -5,651 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,750 $2.06M 0.36% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,749 $2.06M 0.95% +376 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,738 $2.05M 0.39% -320 13F-HR/A Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,739 $2.05M 0.27% +1,869 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,728 $2.05M 0.18% new 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 4,724 $2.05M 0.08% -8,488 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,718 $2.04M 0.38% +120 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,717 $2.04M 0.45% +684 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,714 $2.04M 1.04% -268 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,710 $2.04M 0.5% +1,069 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,699 $2.04M 0.05% -22 13F-HR Timeline REX Advisers, LLC More: the full row for REX Advisers, LLC 4,700 $2.04M 5.47% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,697 $2.04M 0.22% +100 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,692 $2.03M 0.32% -9,412 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,686 $2.03M 0.25% +485 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,664 $2.02M 0.07% +168 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,639 $2.01M 0.07% +735 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 4,631 $2.01M 0.18% +2,631 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,631 $2.01M 0.66% -84 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,622 $2M 0.21% +164 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,610 $2M 0.17% -200 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 4,609 $2M 1.95% -597 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,590 $1.99M 0.03% -165 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,581 $1.99M 0.32% +4 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,579 $1.98M 0.12% -214 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 4,568 $1.98M 0.08% -293,448 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,525 $1.96M 0.13% +927 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,520 $1.96M 1.09% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,508 $1.95M 0.16% -304 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,504 $1.95M 0.15% +177 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4,496 $1.95M 0.9% -494 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,469 $1.94M 0.12% +677 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,455 $1.93M 0.07% +1,259 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,446 $1.93M 0.12% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,442 $1.92M 0.19% +512 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,440 $1.92M 0.1% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,438 $1.92M 0.3% +21 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,411 $1.91M 0.49% -1,026 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,414 $1.91M 0.13% +578 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,399 $1.91M 0.31% -7 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,372 $1.89M 0.94% +190 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,370 $1.89M 0.12% +329 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,364 $1.89M 0.46% +1,512 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 4,360 $1.89M 0.68% -350 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,352 $1.89M 0.09% +592 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,351 $1.89M 0.49% +30 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,336 $1.88M 0.52% +469 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,319 $1.87M 0.76% +78 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,307 $1.87M 0.51% +806 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 4,302 $1.86M 0.04% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,302 $1.86M 0.56% -1,130 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,297 $1.86M 0.09% +1,563 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,293 $1.86M 0.12% +430 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,291 $1.86M 0.04% +28 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,252 $1.84M 0.28% -169 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,241 $1.84M 1% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,236 $1.84M 0.27% +3,105 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,232 $1.83M 0.07% -402 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,229 $1.83M 0.25% +47 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 4,219 $1.83M 0.49% +24 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,219 $1.83M 1.4% +307 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,214 $1.83M 0.08% +40 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,208 $1.82M 0.6% -233 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,200 $1.82M 1.23% 0 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 4,192 $1.82M 1.09% -1,722 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 4,146 $1.8M 0.33% +250 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,139 $1.79M 0.1% +2,404 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,135 $1.79M 0.76% +135 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,137 $1.79M 0.49% +107 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 4,137 $1.79M 1.31% +366 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,120 $1.79M 0.32% +728 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,103 $1.78M 1.14% +2,462 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,103 $1.78M 0.14% +46 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,103 $1.78M 0.05% +250 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,095 $1.77M 0.16% +3,448 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,095 $1.77M 0.76% +95 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,090 $1.77M 0.57% -75 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 4,083 $1.77M 0.02% new 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 4,077 $1.77M 1.64% -173 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,074 $1.77M 0.25% +35 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,074 $1.77M 0.15% +78 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,059 $1.76M 0.27% -873 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,229 $1.76M 0.05% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 4,040 $1.75M 1.09% +140 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,036 $1.75M 0.53% -1,033 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,035 $1.75M 0.25% +4 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,682 $1.75M 0.03% +137 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,020 $1.74M 0.78% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 4,012 $1.74M 0.49% -208 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,011 $1.74M 1.16% +42 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,001 $1.73M 0.87% +4 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,000 $1.73M 0.63% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,989 $1.73M 0.09% +811 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,977 $1.72M 0.22% -93 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,974 $1.72M 0.1% +369 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,960 $1.72M 0.55% +2,227 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,945 $1.71M 1.12% +139 13F-HR/A Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,933 $1.7M 0.91% +804 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,916 $1.7M 0.85% +25 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,916 $1.7M 1.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,878 $1.68M 0.03% -475 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 3,851 $1.67M 0.2% -511 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,860 $1.67M 0.28% -72 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,849 $1.67M 0.51% +924 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,848 $1.67M 0.58% -283 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,844 $1.67M 0.33% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,835 $1.66M 0.26% +25 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,835 $1.66M 0.47% +350 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,818 $1.65M 0.41% +266 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,807 $1.65M 0.16% +761 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,799 $1.65M 0.38% +217 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,800 $1.65M 0.09% -3,200 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,800 $1.65M 0.31% -109 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,794 $1.64M 0.44% +94 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,787 $1.64M 0.48% +654 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,785 $1.64M 0.56% +2,072 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,776 $1.64M 0.1% -98 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 5,055 $1.63M 0.92% +1,259 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,756 $1.63M 0.22% new 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,756 $1.63M 0.67% -2,498 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,744 $1.62M 0.91% -376 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,729 $1.62M 0.05% +1,786 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,720 $1.61M 0.17% +179 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,721 $1.61M 0.02% +298 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,714 $1.61M 0.02% +1,178 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,713 $1.61M 0.96% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,707 $1.61M 0.19% -695 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,682 $1.6M 0.93% +109 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,674 $1.59M 0.16% -141 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,674 $1.59M 0.11% +1,108 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,657 $1.59M 0.13% +614 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,657 $1.58M 0.27% +144 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,646 $1.58M 0.38% +5 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,635 $1.58M 0.27% -98 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,629 $1.57M 0.16% +125 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 3,629 $1.57M 0.89% +40 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,605 $1.56M 0.13% +81 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,591 $1.56M 0.07% -986 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,575 $1.55M 0.25% -450 13F-HR Timeline RFG Holdings, Inc. 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