Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 33,812 $3.4M 0.21% -5,169 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 33,342 $3.36M 0.7% -2,254 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 33,243 $3.35M 1.35% +3,146 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 33,194 $3.34M 2.48% +1,202 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 33,165 $3.34M 1.24% -523 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33,114 $3.33M 0.01% +2,945 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 33,066 $3.33M 0.47% -884 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 32,809 $3.3M 0.37% -1,008 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 32,743 $3.3M 0.01% +2,760 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,288 $3.25M 0.02% -1,518 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 31,902 $3.21M 0.93% -6,046 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 31,652 $3.19M 1.82% +1,388 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 31,618 $3.18M 0.97% -818 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,038 $3.13M 0.15% +1,225 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,025 $3.12M 0.03% +23,694 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 30,979 $3.12M 1.39% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 30,979 $3.12M 1.39% +2,889 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 30,501 $3.07M 0.59% +929 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 30,492 $3.07M 1.15% -1,632 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 30,278 $3.05M 0.54% +4,303 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 29,658 $2.99M 0.03% +1,408 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 29,422 $2.96M 0.2% +1,375 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 29,004 $2.92M 0.75% -8,629 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,598 $2.88M 0.04% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 27,713 $2.79M 0.17% +3,844 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 27,100 $2.73M 1.22% -29,866 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 27,144 $2.72M 0.52% +2,584 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,042 $2.72M 0.02% -4,112 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 26,760 $2.69M 0.03% +97 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 26,625 $2.68M 0.9% +2,769 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 26,347 $2.65M 0.06% +5,841 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 25,646 $2.58M 1.36% +4,245 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25,627 $2.58M 0.12% -1,772 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 25,442 $2.56M 0.8% +853 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 25,270 $2.54M 0.09% -38,802 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,216 $2.54M 0.05% -237 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 25,159 $2.53M 1.9% +857 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 25,037 $2.52M 0.65% -16,590 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 24,882 $2.51M 0.74% +4,810 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,497 $2.47M 0.15% +18,197 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 24,164 $2.43M 0.04% -1,728 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,641 $2.38M 0.01% -1,523 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 22,955 $2.31M 1.92% +1,262 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 23,010 $2.31M 0.24% +660 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 22,825 $2.3M 0.41% -1,618 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 22,755 $2.29M 1.51% -96 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 22,693 $2.28M 0.06% +19,692 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,295 $2.24M 0.05% -222 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 22,224 $2.24M 0.67% -136 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21,885 $2.2M 0.07% +9,769 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 21,864 $2.2M 0.18% +5,105 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 21,646 $2.18M 0.79% -310 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 21,252 $2.14M 0.8% +3,368 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,248 $2.14M 1.7% -45 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 21,067 $2.12M 0.32% -929 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 20,916 $2.11M 0.41% +4,057 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 20,838 $2.1M 0.17% +17,268 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,500 $2.06M 0.1% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 20,275 $2.04M 0.23% -2,045 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 20,159 $2.03M 0.13% -24 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 20,066 $2.02M 0.32% -4,849 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 20,000 $2.01M 0.9% 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 19,987 $2.01M 2.01% -48 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 19,979 $2.01M <0.01% +16,798 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 19,883 $2M 0.11% -150 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 19,580 $1.97M 0.28% +1,138 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,233 $1.94M <0.01% +8,959 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,209 $1.93M 0.03% +3,970 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 19,200 $1.93M 1.41% -1,001 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 18,829 $1.9M 2.01% +720 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18,411 $1.85M 0.04% -1 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 18,142 $1.83M 0.03% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 18,079 $1.82M 1.64% +902 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,946 $1.81M 0.01% +2,564 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,896 $1.8M 0.23% +3,719 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,779 $1.79M 0.05% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 17,581 $1.77M 0.31% -510 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 17,477 $1.76M 0.03% -1,524 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,397 $1.75M 0.06% +597 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,229 $1.73M 0.06% -363 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,123 $1.72M 0.11% +11,640 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 16,927 $1.7M 1.51% -3,080 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,910 $1.7M 0.07% -375 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 16,878 $1.7M 0.22% -9,770 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 16,690 $1.68M 0.55% -21,048 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 16,617 $1.67M 0.9% -13,375 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,513 $1.66M <0.01% -400 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,381 $1.65M 0.11% -1,227 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 16,339 $1.65M 0.4% -9,812 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,065 $1.62M 0.17% +3,738 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 16,006 $1.61M 1.22% +4,275 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,967 $1.61M <0.01% +5,216 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 15,340 $1.54M 0.86% -15,258 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 15,294 $1.54M 0.59% +543 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 15,264 $1.54M 0.1% -2,900 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15,178 $1.53M 0.91% +1,058 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,217 $1.53M 0.16% +2,375 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 14,687 $1.48M 0.73% +11,305 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,684 $1.48M 0.16% -456 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 14,641 $1.47M 0.17% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,578 $1.47M 0.02% +3,900 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,502 $1.46M 0.06% +818 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,432 $1.45M 0.03% +113 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,399 $1.45M 0.05% +3,172 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,395 $1.45M 0.01% +8 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 14,372 $1.45M 0.74% -1,750 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 14,287 $1.44M 0.17% -823 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 14,218 $1.43M 0.44% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 14,214 $1.43M 0.94% +12,091 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,201 $1.43M 0.07% -96 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 14,072 $1.42M 1.15% +267 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,014 $1.41M 0.16% -3,663 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 13,897 $1.4M 0.74% 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 13,864 $1.4M 0.39% +799 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,459 $1.36M 0.05% +5,298 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 13,440 $1.35M 0.17% -447 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 13,126 $1.32M 0.44% -16,016 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 12,997 $1.31M 0.34% +128 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,830 $1.29M 0.08% -151 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 12,790 $1.29M 0.1% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,765 $1.29M 0.02% +523 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,743 $1.28M 0.02% +112 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 12,686 $1.28M 0.41% -429 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 12,603 $1.27M 1.02% -226 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,575 $1.27M 0.03% +1,679 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 12,574 $1.27M 0.27% +1,392 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,569 $1.27M 0.29% -279 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,500 $1.26M 0.06% -485 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 12,399 $1.25M 0.16% +420 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 12,330 $1.24M 0.45% -9,233 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 12,272 $1.24M 0.33% -381 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,182 $1.23M 0.02% -987 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,178 $1.23M 0.27% -711 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12,109 $1.22M 0.07% -2,650 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,946 $1.2M 0.11% -1,408 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,918 $1.2M 0.06% -1,780 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,785 $1.19M 0.04% +937 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,762 $1.18M 0.08% -7,697 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,646 $1.17M 0.01% -1,311 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 11,545 $1.16M 0.4% +1,675 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,260 $1.13M <0.01% -1,818 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 11,124 $1.12M 0.01% -1,604 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10,991 $1.11M 0.3% +4,162 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,968 $1.1M 0.04% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 6,424 $1.1M 0.83% -3,426 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 10,915 $1.1M 0.37% +87 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 10,910 $1.1M 0.15% +766 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,843 $1.09M 0.13% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 10,804 $1.09M 0.23% -5,451 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 10,765 $1.08M 0.66% +7,033 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 10,435 $1.05M 0.51% -854 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,398 $1.04M 0.68% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,327 $1.04M 0.06% +574 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 10,214 $1.03M 0.1% -1,823 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,158 $1.02M 0.09% -715 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10,118 $1.02M 0.14% -395 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,073 $1.01M 0.1% -4,003 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 10,065 $1.01M 0.37% -30,283 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,801 $983K 0.14% -2,034 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 9,734 $980K 0.21% -8,916 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,681 $974K 0.33% +218 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,541 $961K 0.23% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 9,510 $958K 0.41% -924 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,421 $949K 0.1% -1,385 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,357 $942K 0.02% +1,615 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,263 $933K 0.06% -710 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 9,233 $930K 0.52% +1,900 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,162 $923K 0.11% -174 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 9,148 $921K 0.42% +954 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,090 $915K 0.01% -177 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,088 $915K 0.65% -249 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,082 $914K 0.02% -3,284 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 8,953 $901K 0.4% -1,311 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 8,943 $900K 0.69% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,941 $900K 0.06% +4,085 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,865 $893K 0.02% +2,831 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,847 $891K <0.01% +485 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 8,842 $890K 0.11% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,587 $865K 0.28% -910 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 8,553 $861K 0.24% +792 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 8,500 $856K 0.18% -5,200 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,451 $851K 0.23% +1,735 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,275 $833K 0.01% new 13F-HR Timeline Group ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,275 $833K 0.69% +1,744 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,197 $825K 0.37% +21 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,185 $824K 0.04% +3,129 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,175 $823K 0.03% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,141 $820K <0.01% +370 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,071 $813K 0.37% -262 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,008 $806K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 7,993 $805K <0.01% -1,081 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,956 $801K 0.01% +332 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,948 $800K <0.01% -963 13F-HR/A Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,971 $800K 0.01% -5,348 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,943 $798K 0.04% -1,121 13F-HR Timeline Financial Futures Ltd Liability Co. 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