NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,453 $868K 0.01% +3,853 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,325 $859K 0.05% -337 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 13,270 $856K -13,270 Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 13,072 $843K 0.03% 0 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 12,760 $836K 0.55% +4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12,766 $823K 0.03% +1,008 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,684 $818K <0.01% -6,077 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 12,567 $811K 0.16% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,535 $809K <0.01% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,486 $805K 0.04% +1 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 12,437 $802K 0.24% +204 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 12,370 $798K 0.24% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,125 $782K 0.04% +1,478 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 11,693 $779K 0.04% +8 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 11,945 $771K 0.3% +3,254 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,847 $764K +3,886 Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,840 $764K 0.01% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 11,663 $752K 0.69% +289 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,650 $751K 0.02% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 11,550 $745K 0.08% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,200 $723K 0.12% +2,460 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,090 $715K <0.01% +1,389 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,090 $715K 0.03% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 10,935 $705K 0.29% -465 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,890 $702K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,670 $688K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 10,622 $685K 0.07% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 10,540 $680K 0.02% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,535 $680K <0.01% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,248 $661K 0.06% -151 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,065 $649K 0.05% -189 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,000 $645K 0.03% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,967 $631K 0.03% +5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,697 $625K 0.01% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 9,660 $623K 0.56% +2,690 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,259 $612K 0.01% -130 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 9,483 $606K <0.01% 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,394 $606K <0.01% -15 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,331 $602K +8,154 Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 9,250 $597K 0.09% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,248 $596K <0.01% +515 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,987 $588K 0.02% -15,660 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,000 $580K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,908 $575K 0.06% -854 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,840 $570K 0.01% -455 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 8,831 $570K 0.16% +1,471 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,763 $565K 0.01% -17,265 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 8,700 $561K 0.73% -400 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,601 $555K 0.04% +3 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 8,580 $553K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,480 $547K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,300 $535K <0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,237 $531K 0.03% +3,440 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,165 $527K 0.24% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,114 $523K 0.01% -353 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,056 $520K <0.01% -3,068 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 8,005 $516K 0.1% -49 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 7,957 $513K 0.46% +140 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,850 $506K 0.25% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,838 $506K <0.01% -28,430 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 7,642 $493K 0.01% +3,217 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,628 $492K <0.01% -1 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 7,622 $492K 0.05% +3 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,597 $490K 0.01% -365 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,541 $486K 0.04% -26 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 7,537 $486K 0.15% -353 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,500 $484K 0.04% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 7,500 $484K 0.26% -23,818 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,500 $484K <0.01% new 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 7,500 $484K 0.05% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,480 $482K 0.02% -100 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 7,392 $477K <0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,340 $473K 0.02% -300 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,337 $473K <0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,323 $472K <0.01% +2,125 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,310 $471K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,240 $467K 0.01% -1,249 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 7,238 $467K 0.39% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 7,183 $463K 0.05% -1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,746 $463K 0.01% +108 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,200 $456K <0.01% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,034 $454K 0.04% +984 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,009 $452K <0.01% -2,941 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,000 $452K <0.01% 0 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 6,997 $451K 0.11% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,980 $450K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,947 $448K 0.13% +5 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,951 $448K 0.28% +10 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,906 $445K 0.03% +1,084 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,870 $443K 0.04% 0 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 6,815 $440K 0.44% -436 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,750 $435K 0.03% -250 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 6,750 $435K 0.29% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,727 $434K 0.02% +5,727 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,641 $428K 0.03% +5 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,622 $427K 0.16% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,579 $424K 0.2% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,572 $424K 0.01% +278 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,517 $420K 0.28% +2 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 6,435 $415K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,336 $409K 0.12% +630 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,331 $408K 0.11% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,319 $408K <0.01% -621 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,300 $406K 0.08% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,190 $399K 0.01% +1 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,109 $394K 0.05% +363 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,965 $385K 0.03% -7,992 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,955 $384K 0.13% +879 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,951 $384K 0.06% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,891 $380K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,775 $373K <0.01% +354 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,723 $369K <0.01% -113 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,681 $366K <0.01% 0 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 5,570 $359K 0.24% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,559 $359K 0.07% -38 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,557 $358K 0.2% -148 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,485 $354K 0.29% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,460 $352K 0.11% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,453 $352K 0.08% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,442 $351K 0.03% -150 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,415 $349K 0.01% -404 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,360 $346K 0.03% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,355 $345K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,256 $339K <0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,234 $338K 0.01% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,117 $330K 0.06% +500 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,030 $324K 0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,020 $324K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,010 $323K <0.01% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,001 $323K 0.05% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,000 $322K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,000 $322K 0.01% -540,754 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,000 $322K 0.18% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,990 $322K 0.06% +3 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,989 $322K <0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,986 $322K 0.01% 0 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,937 $318K 0.08% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,935 $318K 0.01% +1 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,852 $313K 0.02% 0 13F-HR Timeline Group GLR Partners, LLC More: the full row for GLR Partners, LLC 4,750 $306K 0.14% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,710 $304K 0.2% +1,909 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 4,600 $297K 0.19% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,590 $296K <0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,537 $293K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,525 $292K 0.01% -12,014 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,514 $291K <0.01% +1 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,421 $285K <0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,410 $284K 0.01% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,405 $284K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rede Wealth, LLC More: the full row for Rede Wealth, LLC 4,400 $284K 0.09% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,588 $283K <0.01% +1,150 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,326 $279K 0.04% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,300 $277K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,277 $276K <0.01% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,268 $275K 0.01% new 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,237 $273K <0.01% -471 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,232 $273K 0.14% -1,282 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,200 $271K 0.01% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,141 $267K 0.04% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,100 $264K 0.03% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,082 $263K <0.01% new 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,060 $262K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,041 $261K 0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,026 $260K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,000 $258K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,000 $258K 0.03% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 4,000 $258K 0.08% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,000 $258K 0.04% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,950 $255K 0.02% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,913 $252K 0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,900 $252K <0.01% 0 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,835 $247K 0.05% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,830 $247K 0.02% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,810 $246K <0.01% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,807 $246K 0.14% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,799 $245K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,753 $242K 0.02% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,700 $239K 0.02% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,683 $238K 0.06% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,615 $233K <0.01% -890 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,600 $232K 0.02% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,575 $231K 0.1% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,555 $229K 0.1% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,526 $227K <0.01% -31,355 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,511 $226K 0.11% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,500 $226K 0.01% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,500 $226K 0.1% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,490 $225K new Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 801 $225K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,442 $222K 0.01% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,423 $221K 0.08% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,400 $219K <0.01% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,361 $217K 0.04% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,360 $217K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,350 $216K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,325 $214K <0.01% 0 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,300 $213K 0.07% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,271 $211K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,250 $210K <0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,252 $210K 0.02% new 13F-HR Timeline