HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,863 $4.5M 0.08% +3,379 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,770 $4.44M 0.13% +13 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,724 $4.41M 0.21% -1 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 6,704 $4.4M 1.12% -1,936 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,653 $4.36M 0.28% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 6,592 $4.32M 1.96% -3,336 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,565 $4.31M 0.27% -65 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,486 $4.25M 0.15% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,475 $4.25M 0.02% +139 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,452 $4.25M 0.08% +281 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,471 $4.24M 0.04% +1,236 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 6,450 $4.23M 1.25% -193 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,447 $4.23M 0.03% +154 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 6,427 $4.22M 1.05% -4,404 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,388 $4.19M 0.37% -4,399 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,355 $4.17M 0.94% -36 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 6,350 $4.17M 0.69% -19 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,207 $4.07M 2.53% -147 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,166 $4.04M 1.19% +1,312 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,053 $3.97M 0.19% +3,476 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 6,017 $3.95M 1.04% -1,491 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,006 $3.94M 0.08% -3,451 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,965 $3.91M 0.1% -174 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,933 $3.89M 0.03% +1,073 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 5,928 $3.89M 3.35% +22 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,830 $3.82M 2.58% -5 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 5,797 $3.8M -5,801 Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,790 $3.8M 0.81% -5,631 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 5,710 $3.75M 2.76% -280 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,701 $3.74M 0.05% -1,188 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,612 $3.68M 2.38% -91 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,602 $3.67M 0.29% -135 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,577 $3.66M 0.02% +208 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 5,566 $3.65M 1.5% -112 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,560 $3.65M 0.24% +784 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,535 $3.63M 0.09% -21,302 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,469 $3.59M 1.17% +2,276 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,443 $3.57M 1.5% -133 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,439 $3.57M 0.8% +794 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,371 $3.52M <0.01% -171,386 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,321 $3.49M 0.03% +955 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,279 $3.46M 0.04% -72 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,534 $3.46M 0.26% +811 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,208 $3.42M 0.38% -444 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,207 $3.42M 0.02% -333 13F-HR/A Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 5,171 $3.39M 0.52% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,147 $3.38M 1.14% -3,868 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,119 $3.36M 1.95% -130 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,111 $3.35M 0.18% +421 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,109 $3.35M 0.19% +75 13F-HR/A Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 5,101 $3.35M 0.8% +2 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,737 $3.33M 2.07% -1,184 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,056 $3.32M 0.09% +336 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,055 $3.32M 0.57% -1,906 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,018 $3.29M 0.36% +840 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 5,471 $3.28M 2% -140 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,982 $3.27M 0.04% -399 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,951 $3.25M 1.29% +376 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 4,937 $3.24M 0.71% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,921 $3.23M 0.22% +531 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,850 $3.18M 0.02% +153 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 5,076 $3.16M 2.08% +1,469 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,816 $3.16M 2.63% -30 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,799 $3.15M 0.08% -23,942 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,797 $3.15M 0.58% -1,619 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 5,043 $3.13M 3.61% +423 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,755 $3.12M 0.11% +626 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 4,755 $3.12M 2.45% -83 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,690 $3.08M 0.86% -1,061 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,679 $3.07M 0.36% +407 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,663 $3.06M 0.4% +1,282 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,634 $3.04M 0.39% -59,888 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 4,621 $3.03M +3,773 Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,609 $3.02M 0.4% +6 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,548 $2.98M 0.35% -196 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,531 $2.97M 0.05% -282 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,500 $2.95M 0.23% -3,000 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,487 $2.94M 0.04% +1,369 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,401 $2.89M 0.03% +737 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,318 $2.83M 1.47% -23 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 4,294 $2.82M 0.14% -741 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 4,257 $2.79M 0.03% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,254 $2.79M 0.19% -2 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,245 $2.78M 0.53% +37 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,228 $2.77M 0.34% +1,201 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,203 $2.76M 2.36% -1,555 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 4,200 $2.75M 0.05% -8,100 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,192 $2.75M 0.07% -1,734 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,177 $2.74M 0.03% -178 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,161 $2.73M 0.05% -130 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,159 $2.73M 1.09% +3 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,156 $2.73M 0.74% +240 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,152 $2.72M 0.65% +2,643 13F-HR Timeline CLG LLC More: the full row for CLG LLC 4,143 $2.72M 0.6% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,137 $2.71M 0.23% -30 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,126 $2.71M 0.81% -111 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,116 $2.7M <0.01% +315 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,115 $2.7M 0.43% -8 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,105 $2.69M 0.06% -3,846 13F-HR Timeline Group Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,098 $2.69M 2.16% -470 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,067 $2.67M 1.54% +95 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,060 $2.66M 0.08% +79 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,017 $2.63M 0.39% +475 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,010 $2.63M <0.01% +1,540 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,979 $2.61M 0.65% +90 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,973 $2.61M 1.57% -92 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 4,144 $2.6M 0.81% +2,823 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,959 $2.6M 0.6% -1,740 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,929 $2.58M 0.56% -14 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,916 $2.57M 0.43% -25 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,203 $2.57M 0.07% -79 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,886 $2.54M 0.91% +19 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 3,871 $2.54M 0.73% +229 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,858 $2.53M 0.95% +377 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,851 $2.53M 0.1% +2,100 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,850 $2.53M 0.26% -250 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,845 $2.52M 0.02% +585 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 3,842 $2.52M 0.84% -189 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,806 $2.5M 0.22% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,786 $2.48M 0.36% +135 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,777 $2.48M 0.08% -174 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,773 $2.47M 0.67% -21 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,765 $2.47M 0.74% +177 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,737 $2.45M 0.02% +287 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,736 $2.45M 0.05% -1,507 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 3,718 $2.44M 0.79% +1,218 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,712 $2.43M 0.23% new 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,691 $2.42M 0.32% -125 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,683 $2.42M 0.48% +1 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,681 $2.41M 0.11% -850 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,681 $2.41M 0.66% +958 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,676 $2.41M 0.15% -579 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,668 $2.41M 1.13% +405 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,648 $2.39M 0.89% -4,536 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 3,626 $2.38M 1.7% new 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,625 $2.38M 1.61% +91 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,022 $2.38M 0.25% -1,237 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,614 $2.37M 0.09% +1,198 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,607 $2.37M 0.41% +959 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 3,600 $2.36M 1.04% new 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 3,575 $2.34M 1.43% -94 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,574 $2.34M 0.03% +175 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,547 $2.33M 0.15% +80 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,529 $2.31M 0.23% +1,454 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,521 $2.31M 0.69% +580 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,518 $2.31M 0.98% +326 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 3,504 $2.3M 0.38% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,472 $2.28M 0.14% +21 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 3,449 $2.26M 2.09% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,429 $2.25M 0.03% -2,197 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,871 $2.25M 0.04% +2,074 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,412 $2.24M 0.62% +199 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,400 $2.23M 0.29% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,397 $2.23M 0.13% -2,330 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,381 $2.22M 0.29% +866 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,372 $2.21M 0.39% +508 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,361 $2.2M 0.15% +648 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 3,358 $2.2M 2.22% +570 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,330 $2.18M 0.69% +989 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 3,330 $2.18M 0.87% -650 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,159 $2.17M 0.01% +2,133 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,315 $2.17M <0.01% new 13F-HR/A Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,301 $2.16M 0.3% +756 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,300 $2.16M 0.21% 0 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 3,299 $2.16M 0.74% -25 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,290 $2.16M 0.41% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,244 $2.13M 0.03% -188 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,208 $2.1M 0.07% +209 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,207 $2.1M 0.41% +2 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,204 $2.1M 0.17% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,178 $2.08M 0.33% -79 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,172 $2.08M 0.13% +1,321 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,162 $2.07M 0.04% +471 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,144 $2.06M 0.15% new 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,140 $2.06M 1.67% +774 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,138 $2.06M 0.59% +196 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,668 $2.05M 0.23% -143 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,124 $2.05M 0.15% +174 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,118 $2.04M 0.33% +397 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,089 $2.03M 0.08% new 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,086 $2.02M 0.22% -5,060 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,075 $2.02M 0.14% +562 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,066 $2.01M 0.12% +976 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,062 $2.01M 0.12% -17 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,056 $2M +593 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,046 $2M 0.13% +233 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,046 $2M 0.22% -12,723 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,038 $1.99M 0.06% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,035 $1.99M 0.41% +84 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,010 $1.97M 0.03% +498 13F-HR Timeline Runnymede Capital Advisors, Inc. 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