AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,949 $1.31M 0.05% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18,895 $1.3M 0.02% +1,562 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 18,850 $1.3M 0.84% -200 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,831 $1.3M 0.02% -3,479 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 18,816 $1.3M 0.05% +4,241 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 18,799 $1.3M <0.01% +6,630 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 18,800 $1.3M 0.1% -2,603 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 18,790 $1.3M 0.17% +3,477 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,787 $1.3M -750 Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 18,600 $1.28M 0.03% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 18,595 $1.28M 0.38% +9,526 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18,580 $1.28M 0.02% -1,886 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 18,572 $1.28M 0.04% -61,876 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 18,506 $1.28M 0.05% -4,483 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 18,473 $1.27M 0.12% -58,754 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,192 $1.27M 0.04% +35 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. 18,393 $1.27M 0.03% -69,182 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 18,388 $1.27M 0.16% -13,495 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 18,325 $1.26M 0.58% -300 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 18,124 $1.25M 0.14% -78,992 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 18,114 $1.25M 0.02% -36,184 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,056 $1.25M 0.07% -3,860 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 17,913 $1.24M 0.15% +3,430 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17,860 $1.23M 0.01% -366 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,815 $1.23M 0.03% -28,558 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 17,933 $1.23M 0.18% +353 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 18,209 $1.22M 0.07% +1,393 13F-HR/A Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 17,602 $1.21M 0.66% +1,191 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,474 $1.21M 0.03% -1,624 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 17,404 $1.2M 0.02% -1,193 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 17,301 $1.19M 0.03% -3,302 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 17,531 $1.19M 0.03% -11,949 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 17,253 $1.19M 0.29% -1,142 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 17,213 $1.19M 0.11% -1,089 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 17,209 $1.19M 0.67% +186 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 17,113 $1.18M 0.28% -1,985 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,047 $1.18M 0.05% -988 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 17,038 $1.18M 0.32% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 17,002 $1.17M 0.1% +22 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 16,993 $1.17M 0.35% -8,675 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 16,758 $1.16M 0.19% -3,997 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,741 $1.16M 0.1% +4,977 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,718 $1.15M 0.09% +1,148 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 16,528 $1.14M 0.86% +7,263 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 16,501 $1.14M 0.87% -3,400 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 16,487 $1.14M 0.08% +3,163 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13,229 $1.14M 0.1% -3,387 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,450 $1.14M 0.06% +100 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,449 $1.14M 0.03% +5,775 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 16,405 $1.13M 0.37% -2,564 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 16,202 $1.12M 0.44% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 16,070 $1.11M 0.06% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 16,069 $1.11M 0.04% -9,409 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 15,948 $1.11M 0.19% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 15,950 $1.1M 0.82% +1,920 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,844 $1.09M 0.12% -338 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 15,830 $1.09M 0.93% +4,220 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 15,826 $1.09M 0.12% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 15,778 $1.09M 0.52% +678 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 15,762 $1.09M 0.46% -4,263 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,670 $1.08M 0.04% -10,862 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 15,598 $1.08M 0.01% -118 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 15,593 $1.08M 0.47% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,477 $1.07M 0.07% -105,363 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15,337 $1.06M +11,900 Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 15,292 $1.06M 0.39% -769 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 15,289 $1.06M 0.08% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 15,277 $1.05M 0.54% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 15,260 $1.05M 0.09% -9,609 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 15,228 $1.05M 0.68% +4,530 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,192 $1.05M 0.04% +4,575 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 15,190 $1.05M 0.09% -536 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 15,154 $1.05M 0.2% +651 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 14,970 $1.03M 0.06% +1,689 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 14,943 $1.03M <0.01% -3,001 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 14,942 $1.03M 0.08% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 14,929 $1.03M 0.43% -6,523 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,978 $1.03M 0.09% -2,124 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 14,865 $1.03M 0.82% +3,488 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,784 $1.02M 0.25% -358 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 14,770 $1.02M 0.49% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 14,738 $1.02M 0.02% +4,964 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,732 $1.02M 0.04% -760 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 14,678 $1.01M 0.58% +5,743 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 14,641 $1.01M 0.2% -2,012 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 14,536 $1M 0.02% -682 13F-HR Timeline Group Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 14,522 $1M 0.33% +500 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 14,375 $992K 0.21% +9,010 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 14,344 $990K 0.49% +4,310 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,336 $989K 0.03% +1,186 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 14,239 $983K 0.3% -1,855 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 14,067 $977K 0.38% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,123 $975K 0.05% +7,248 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,106 $974K 0.03% +343 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 14,085 $972K 0.3% +2,513 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,973 $964K 0.13% -437 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,932 $962K 0.08% +4,489 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 13,909 $960K 0.02% +941 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 13,900 $959K 0.13% -950 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,876 $958K 0.11% -1,422 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 13,844 $956K 0.63% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 13,777 $951K 0.42% +809 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 13,777 $951K 0.03% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,677 $944K 0.09% -2,035 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,658 $943K 0.29% +2,264 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,617 $940K 0.04% +3,028 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,543 $935K 0.07% -309 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 13,394 $924K 0.04% -51,699 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 13,392 $924K 0.23% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 13,380 $923K 0.1% -6 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,347 $921K 0.12% -4,309 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,251 $915K 0.35% +3,534 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 13,245 $914K 0.16% +724 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 13,231 $913K 0.3% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,186 $910K 0.06% -961 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 13,127 $906K 0.11% +4,784 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,069 $902K 0.46% +395 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 13,000 $897K 0.01% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 12,956 $894K 0.08% -3,422 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 12,890 $890K 0.02% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,847 $887K 0.08% -750 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,717 $878K 0.14% +4,256 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 12,695 $876K 0.2% +1,280 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 12,679 $875K 0.15% +3,648 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 12,606 $870K 0.15% -2,980 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,548 $866K 0.31% -251 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 12,425 $858K 0.21% -660 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 12,419 $857K 0.02% -24,067 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,397 $856K 0.01% -549,790 13F-HR Timeline Group Giverny Capital Inc. More: the full row for Giverny Capital Inc. 12,400 $856K 0.03% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,363 $853K 0.06% -2,102 13F-HR/A Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 12,307 $849K 0.1% +1,775 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,275 $847K 0.04% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 12,209 $843K 0.08% -7,929 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,145 $838K 0.01% -78,816 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 12,036 $831K 0.01% +6,670 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,966 $826K 0.34% -400 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 11,953 $825K 0.03% -213 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,947 $825K 0.03% +947 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,946 $825K 0.01% +130 13F-HR/A Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,945 $824K 0.17% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,829 $817K 0.33% +1,516 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,695 $807K 0.16% +677 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,638 $803K 0.07% -1,910 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,632 $803K 0.17% -185 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,616 $802K 0.04% -2,090 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,614 $802K 0.02% -2,746 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,583 $799K 0.27% +5,488 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 11,491 $793K 0.31% +350 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 11,481 $792K 0.06% +523 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 11,460 $791K 0.02% +8,349 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,291 $787K 0.03% -18 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,383 $786K 0.02% +6,148 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 11,376 $785K 0.01% +911 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 11,374 $785K 0.17% +1,444 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,325 $782K 0.02% +5,320 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,321 $781K 0.02% +2,805 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 11,256 $777K 0.23% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 11,216 $774K 0.32% -35 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 11,169 $771K 0.1% -6,289 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,133 $768K 0.04% -3,002 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 11,103 $766K 0.21% -3,177 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,099 $766K 0.04% +950 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,061 $763K 0.34% +460 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,053 $763K 0.01% -40,093 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,045 $762K 0.02% +1,889 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,012 $760K 0.03% +380 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,956 $756K 0.45% +925 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,881 $751K 0.16% +2,149 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,851 $749K 0.02% -303 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10,831 $748K 0.11% -1,023 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,826 $747K 0.34% +745 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,807 $746K 0.03% +648 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 10,747 $742K 0.03% -10,034 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,726 $740K 0.12% -10,964 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10,709 $739K 0.14% +6,996 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,678 $737K 0.05% +1,917 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,668 $736K 0.02% -237,147 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,648 $735K 0.02% +5,059 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,572 $730K 0.06% +932 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,533 $729K 0.02% -230 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,481 $723K 0.05% -3,263 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,343 $714K 0.01% -1,681 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 10,336 $713K 0.55% -819 13F-HR Timeline Cairn Investment Group, Inc. 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