Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 32,985 $1.01M 0.31% -14,030 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 32,416 $1.01M 0.15% -814 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 32,701 $1M 0.77% -442 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 31,667 $983K 0.08% -2,546 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 32,034 $983K 0.1% -2,249 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 32,034 $983K 0.48% +179 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 31,869 $978K 0.11% -2,855 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 31,775 $975K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 31,725 $973K 0.14% +511 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 31,596 $969K 0.06% -7,212 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 31,585 $969K 0.07% +494 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 31,342 $962K 0.14% -3,262 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 31,222 $958K 0.22% -611 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30,797 $945K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30,718 $942K 0.01% +3,098 13F-HR Timeline Freedom Investment Management, Inc. 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More: the full row for StoneX Group Inc. 29,374 $901K 0.04% -4,301 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 29,158 $895K 0.01% -1,940 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,078 $892K 0.02% -1,689 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 28,956 $888K 0.09% -2,000 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 28,866 $886K 0.33% -11,569 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 28,777 $883K 0.1% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 28,381 $871K 0.03% -242 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 28,012 $859K 0.08% +3,697 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 27,940 $857K 0.02% +2,500 13F-HR/A Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 27,530 $845K 0.33% +1,717 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 27,491 $843K 0.74% -1,267 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 27,480 $843K 0.05% +6,332 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 27,344 $839K 0.25% +11 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 27,300 $838K 0.22% -1,088 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 27,233 $836K 0.18% +1,565 13F-HR Timeline Busey Bank More: the full row for Busey Bank 27,131 $832K 0.03% -236 13F-HR Timeline Texas Yale Capital Corp. 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More: the full row for Advisors Asset Management, Inc. 25,458 $781K 0.01% +1,510 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 25,195 $773K 0.02% -2,705 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 25,095 $770K 0.01% +10,355 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 25,040 $768K <0.01% -2,717 13F-HR/A Timeline Group Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 25,000 $767K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24,961 $766K 0.24% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 24,937 $765K 0.12% -220,227 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 24,932 $765K <0.01% -38,060 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 24,885 $763K 0.26% -5,049 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 24,242 $760K 0.05% +602 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 24,494 $751K 0.77% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 24,350 $747K 0.03% -1,157 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 24,180 $742K 0.55% -6,736 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 24,170 $742K 0.27% +1,070 13F-HR Timeline Traynor Capital Management, Inc. 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LLC 23,152 $710K 0.09% +163 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 23,121 $709K 0.36% +4,846 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 22,685 $696K 0.33% -23,055 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 22,675 $696K 0.07% +1,225 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 22,598 $693K 3.98% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 22,584 $693K 0.18% -6,327 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 22,339 $685K 0.32% -1,032 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 22,106 $678K 0.08% +5,500 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,075 $677K <0.01% -19,420 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 21,933 $673K 0.12% -107 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 21,898 $672K 0.31% -1,135 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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More: the full row for Palogic Value Management, L.P. 20,440 $627K 0.26% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,437 $627K 0.07% -5,442 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 20,400 $626K 0.05% +1,000 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 20,293 $623K 0.1% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 20,172 $619K 0.27% -2,326 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. 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Shaheen & Associates DBA Whitney & Co 19,375 $594K 0.06% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,318 $593K 0.01% -783 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 19,140 $587K 0.17% +173 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,042 $584K 0.17% +543 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 18,908 $580K 0.2% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,886 $579K 0.05% +69 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 18,878 $579K 0.17% -10,238 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18,846 $578K 0.04% +197 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 18,772 $576K 0.11% -3,493 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 18,698 $574K 0.35% +1,743 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,697 $574K 0.01% -6,812 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Coordinated Financial Services, Inc. 18,154 $557K 0.39% 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 18,054 $554K 0.09% -7,982 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 17,905 $549K <0.01% +2,028 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17,842 $547K 0.01% -649 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,822 $547K 0.04% +883 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 17,745 $544K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,671 $542K 0.02% +506 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,386 $533K 0.02% -1,842 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 17,385 $533K 0.26% +80 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 17,335 $532K 0.02% -11,255 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 17,309 $531K 0.34% +5,564 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,229 $529K 0.01% +8,450 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 16,768 $527K 0.23% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 17,090 $524K 0.14% +294 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 16,959 $520K 0.16% +230 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 16,899 $518K 0.15% +4,920 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,879 $518K <0.01% -22,649 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 16,809 $516K 0.01% -4,565 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 16,790 $515K 0.29% -300 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,683 $512K 0.04% +13,397 13F-HR Timeline Stolper Co More: the full row for Stolper Co 16,606 $509K 0.17% +1,104 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,486 $506K 0.03% -4,542 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,224 $504K 0.01% +2,242 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. 16,314 $500K 0.01% +848 13F-HR Timeline Group Willis Johnson & Associates, Inc. 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