Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 23,720 $2.51M 0.01% +21,795 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 23,495 $2.49M 0.1% -322 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 23,234 $2.46M 1.72% +995 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 23,196 $2.46M 0.02% -283 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 22,954 $2.43M 0.97% -3,338 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 22,883 $2.43M 0.18% +234 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 22,739 $2.41M 3.51% -255 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 22,500 $2.39M 0.16% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 22,001 $2.33M <0.01% 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 21,975 $2.33M 0.7% -562 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,557 $2.29M 0.06% -377 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 21,289 $2.26M 1.03% +6,844 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,132 $2.24M 0.02% +2,227 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 20,884 $2.21M 0.39% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 20,805 $2.21M 0.46% -5,816 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 20,738 $2.2M 0.29% +269 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 20,389 $2.16M <0.01% -5,819 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,373 $2.16M 0.05% -872 13F-HR/A Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,294 $2.15M 0.37% -645 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 20,240 $2.15M 0.64% -4,570 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,165 $2.14M 0.15% -234 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 20,162 $2.14M 0.22% +1,378 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 20,088 $2.13M 0.53% -257 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,461 $2.13M 0.04% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,910 $2.11M 0.01% -2,014 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 19,864 $2.11M +2,305 Timeline Archer Investment Corp More: the full row for Archer Investment Corp 19,819 $2.1M 0.45% -2,297 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,756 $2.09M 0.41% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,503 $2.07M 0.04% -1,319 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 19,445 $2.06M 0.82% -30 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 19,453 $2.06M 0.67% +883 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 19,322 $2.05M 1.05% +61 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 19,036 $2.02M 1.41% -506 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,969 $2.01M 0.02% -20,553 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,869 $2M 0.08% -47 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,722 $1.98M 0.61% -1,094 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 18,537 $1.97M 0.28% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 18,250 $1.93M 0.01% +5,706 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 18,216 $1.93M 0.11% -1,352 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 18,216 $1.93M 0.01% -1,602 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 18,083 $1.92M 0.3% -1,098 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,806 $1.89M 0.02% +212 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,681 $1.87M 0.07% -324 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,474 $1.85M 0.02% 0 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 17,358 $1.84M 0.22% -20,520 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 17,212 $1.82M 0.39% -2,280 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,186 $1.82M 0.08% -142 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 16,949 $1.8M 1.5% -28,995 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,924 $1.79M 0.04% +396 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 16,799 $1.78M 0.82% -206 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 16,434 $1.77M 0.56% +9,272 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 16,520 $1.75M 0.69% -3,000 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,185 $1.72M 0.48% -1,238 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 16,123 $1.71M 0.7% +315 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,082 $1.7M 0.05% +72 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 15,978 $1.69M 0.05% -1,127 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,940 $1.69M 0.14% +1,226 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 15,926 $1.69M 1.35% -937 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 15,902 $1.69M 0.05% -2,173 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 15,829 $1.68M 3.24% -101 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,812 $1.68M 0.62% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,751 $1.67M 0.03% +9,880 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15,666 $1.66M 0.03% +8,046 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,556 $1.65M 0.14% +398 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 15,543 $1.65M 0.38% -442 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 15,296 $1.62M 0 Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 15,191 $1.61M 1.22% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 15,050 $1.6M 0.15% -290 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,031 $1.59M 0.01% -893 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 15,003 $1.59M <0.01% +2,354 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 14,768 $1.57M 0.52% -26,730 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,710 $1.56M 0.04% +245 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,327 $1.52M 0.05% -80 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 14,294 $1.52M 0.73% +472 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 14,200 $1.51M 0.54% -3,050 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,886 $1.47M 0.11% +989 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 13,770 $1.46M 0.12% +5,589 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 13,684 $1.45M 0.01% +850 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,486 $1.43M 0.05% +1,182 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 13,460 $1.43M 0.15% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,311 $1.41M 0.11% -1,216 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,195 $1.4M 0.02% +4,483 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 13,094 $1.39M <0.01% -317 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,034 $1.38M 0.15% +918 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,032 $1.36M 1.17% +787 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 12,856 $1.36M 0.66% -411 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 12,602 $1.34M 0.19% -2,923 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 12,224 $1.3M 0.11% +60 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 12,202 $1.29M 0.31% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,052 $1.28M 0.01% +3,362 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 12,100 $1.27M 0.08% 0 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 11,981 $1.27M 0.98% +1,308 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 11,732 $1.24M 0.48% -840 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 11,729 $1.24M 0.35% -348 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,675 $1.24M 0.07% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,629 $1.23M 0.03% +11,607 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 11,548 $1.22M 0.02% -3,566 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,368 $1.21M 0.95% +26 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 11,366 $1.2M 0.07% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,341 $1.2M 0.01% +71 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 11,323 $1.2M 1.16% -1,834 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 11,185 $1.19M 0.81% -2,052 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,124 $1.18M 0.28% +542 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 11,051 $1.17M 0.37% +349 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,808 $1.15M 0.01% -316 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 10,750 $1.14M 0.21% -388 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 10,648 $1.13M 1.08% -314 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 10,537 $1.12M 1.11% -247 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,294 $1.09M 0.04% +210 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,239 $1.09M 0.25% -4,522 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,206 $1.08M 0.24% +518 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 10,176 $1.08M 0.59% +1,784 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,091 $1.07M 0.21% +3 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,048 $1.07M <0.01% +242 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 9,821 $1.04M 0.2% -5,884 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,755 $1.03M 0.2% +3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,726 $1.03M 0.08% -16 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 9,695 $1.03M 0.54% +800 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 9,548 $1.01M 0.32% -377 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,433 $1M 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,405 $997K 0.01% -7,517 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,384 $995K 0.22% +9 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,355 $992K 0.35% -169 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 9,332 $989K 0.14% -402 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,292 $985K 0.2% -943 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 9,133 $968K 0.18% +44 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,960 $950K 0.02% +1,258 13F-HR/A Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,937 $947K 0.68% -56 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,910 $946K 0.01% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,774 $930K 0.07% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,474 $898K 0.04% +968 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,465 $897K 0.02% +38 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 8,400 $890K 0.35% -700 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,365 $887K 0.05% -1,163 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,320 $882K 0.01% -3,424 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,391 $878K 0.06% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,221 $871K 0.01% -8,920 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 8,120 $861K 0.36% -52 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,027 $851K 0.08% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,026 $851K 0.02% -2,581 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,020 $850K 0.16% +538 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,998 $848K 0.27% -805 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,987 $847K 0.01% -113 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 7,985 $846K 0.37% -270 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,990 $846K <0.01% +335 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,910 $839K 0.02% -84 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,858 $833K 0.03% +3,895 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 7,834 $830K 0.63% -118 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,626 $808K 0.03% -20 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,611 $807K 0.01% -763 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,602 $806K 0.41% +7 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,597 $805K 0.06% -172 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,544 $800K 0.06% -336 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,463 $791K <0.01% +4,313 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,439 $789K 0.08% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 7,410 $786K 0.54% -94 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 7,387 $783K 0.19% -219 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 7,365 $781K 0.28% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,245 $768K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,206 $764K <0.01% -49 13F-HR Timeline Group Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 7,178 $761K 0.41% -100 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 7,025 $756K 0.15% -327 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,076 $750K 0.16% +155 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,989 $741K 0.17% -6,961 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,925 $734K 0.05% -21 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,880 $729K 0.02% +1,478 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 6,876 $729K 0.58% -15 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,857 $727K 0.08% +924 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,823 $723K 0.09% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,823 $723K 0.07% +357 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,822 $723K 0.05% -38 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,802 $721K 0.44% +157 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,804 $721K 0.16% +84 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 6,725 $713K 0.16% -375 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,725 $713K 0.05% +450 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 6,724 $713K 0.39% -812 13F-HR Timeline CIBC WORLD MARKET INC. 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