Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,266 $2.13M 0.8% +373 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,248 $2.12M 0.28% +798 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,242 $2.12M 0.55% +40 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 5,231 $2.11M 0.9% -628 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,226 $2.11M 0.16% +1,920 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 5,223 $2.11M 1.98% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,221 $2.11M 0.41% -3,807 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,220 $2.11M 0.29% +952 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 5,220 $2.11M 3.34% +141 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,218 $2.11M 0.49% +3,668 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,216 $2.11M 1.81% -92 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,214 $2.11M 0.04% +590 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,213 $2.11M 0.6% +27 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,210 $2.1M 0.13% +1,050 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,210 $2.1M 0.97% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,066 $2.1M 0.51% -59 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,188 $2.1M 0.16% +963 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,168 $2.09M 1.73% +1,565 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,167 $2.09M 0.54% -131 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,140 $2.08M 0.04% +640 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,139 $2.08M 0.09% -1,994 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,129 $2.07M 0.2% +290 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,129 $2.07M 0.71% -5,117 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 5,128 $2.07M 0.47% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 5,121 $2.07M 0.78% +819 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,439 $2.07M 0.69% +581 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,236 $2.07M 0.9% 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,106 $2.06M 0.45% -6 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,103 $2.06M 0.08% +53 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 5,101 $2.06M 0.12% +2,550 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 5,085 $2.05M 0.92% 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,072 $2.05M 0.18% -243 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,069 $2.05M 0.18% +378 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,065 $2.05M 0.22% +417 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,062 $2.04M 0.67% -315 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,062 $2.04M 0.5% +954 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,057 $2.04M 1.72% 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5,046 $2.04M 1.06% -4,600 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 5,042 $2.04M 1.06% +1,100 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,037 $2.03M 0.93% -1,803 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,035 $2.03M 0.78% +1,474 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,017 $2.03M 0.88% -51 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,004 $2.02M 0.29% -1,532 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,003 $2.02M 0.99% -3,687 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 5,000 $2.02M 2.2% new 13F-HR Timeline Bracebridge Capital, LLC More: the full row for Bracebridge Capital, LLC 5,000 $2.02M 0.2% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 5,000 $2.02M 0.66% +2,300 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,995 $2.02M 0.12% -4,367 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,991 $2.02M 0.07% -956 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,986 $2.01M 0.26% +3,830 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 4,977 $2.01M 0.6% +1,819 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,973 $2.01M 0.14% +3,252 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,965 $2.01M 0.4% +903 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,963 $2M 0.18% -6,485 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 4,953 $2M 0.78% +15 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,947 $2M 0.92% +810 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,946 $2M 0.24% +333 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,943 $2M 0.03% -4,208 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,925 $1.99M 0.04% +61 13F-HR Timeline Group Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,924 $1.99M 0.97% +126 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,919 $1.99M 0.97% +40 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,764 $1.98M 0.97% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,912 $1.98M 0.27% -5 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,893 $1.98M 0.46% -462 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,870 $1.97M 0.21% +812 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,861 $1.96M 0.94% -174 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,861 $1.96M 1.38% -9 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,849 $1.96M 0.15% -356 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,846 $1.96M 0.1% -87 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,846 $1.96M 0.9% -207 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,843 $1.96M 0.1% +220 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 4,840 $1.95M 0.19% -4,530 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,949 $1.95M 1.61% 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,817 $1.95M 0.39% +67 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 4,805 $1.94M 1.19% -4,750 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,804 $1.94M 0.54% +236 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,801 $1.94M 0.87% 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 4,799 $1.94M 1.11% +1,114 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,793 $1.94M 1.45% -30 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 4,661 $1.94M 2.09% 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,790 $1.93M 1.96% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,790 $1.93M 0.6% +1,860 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,783 $1.93M 1.83% 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 4,780 $1.93M 0.39% -17,648 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,779 $1.93M 0.25% +440 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,718 $1.91M 0.73% +21 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 4,710 $1.9M 0.02% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,703 $1.9M 0.14% -91 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,700 $1.9M 0.49% -141 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,698 $1.9M 0.24% -91 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 4,698 $1.9M 0.11% +2,000 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,692 $1.89M 0.26% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,692 $1.89M 1.16% -528 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,686 $1.89M 0.28% -975 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,680 $1.89M 0.8% -87 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,670 $1.89M 0.49% +2,760 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,663 $1.88M 0.03% -499 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,657 $1.88M 0.53% +643 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,651 $1.88M 0.25% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,647 $1.88M 0.2% -395 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,644 $1.88M 0.17% -1,068 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,635 $1.87M 1.5% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,611 $1.86M 0.17% -58 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 4,606 $1.86M 0.01% -802,376 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,600 $1.86M 0.06% -1,000 13F-HR Timeline Group Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4,600 $1.86M 6.14% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 4,595 $1.85M 0.13% +800 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,578 $1.85M 0.45% +49 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,564 $1.84M 0.33% -368 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 4,563 $1.84M 0.51% -47 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,551 $1.84M 0.82% +322 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 4,551 $1.84M 0.38% +586 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,542 $1.83M 1.98% 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,537 $1.83M 0.85% +2,436 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,535 $1.83M 1.48% -35 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,531 $1.83M 0.13% -5 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,529 $1.83M 0.53% +183 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 4,525 $1.83M 0.04% -6 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,521 $1.83M 0.5% +1,490 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,521 $1.83M 1.24% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,519 $1.83M 0.99% -988 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,492 $1.81M 0.06% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,491 $1.81M 0.12% -958 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,490 $1.81M 0.98% +3 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 4,488 $1.81M 1.68% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,483 $1.81M 0.57% -46 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 4,474 $1.81M 1% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,466 $1.8M 0.1% -427 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,460 $1.8M 0.45% -230 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,457 $1.8M 0.83% +25 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,457 $1.8M 0.97% +267 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,449 $1.8M 1.08% +1,427 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,440 $1.79M 0.08% +274 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,439 $1.79M 0.04% +1,358 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,408 $1.78M 0.24% +421 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,400 $1.78M 0.5% -729 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,394 $1.77M 0.16% +2,380 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,378 $1.77M 0.22% -84 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,368 $1.76M 0.37% +108 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,336 $1.75M 0.45% +44 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,325 $1.75M 0.26% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,324 $1.75M 1.08% 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,320 $1.74M 0.22% +780 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,309 $1.74M 0.21% +179 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,302 $1.74M 0.81% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,178 $1.73M 0.05% +36 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,793 $1.73M 0.05% +427 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,288 $1.73M 0.09% +231 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,283 $1.73M 1.04% -401 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,281 $1.73M 0.23% -2,086 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,267 $1.72M 0.29% +136 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,267 $1.72M 0.31% -37 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,262 $1.72M 0.45% new 13F-HR/A Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 4,261 $1.72M 0.42% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,260 $1.72M 1.17% -79 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,259 $1.72M 0.19% -1,134 13F-HR/A Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 4,257 $1.72M 0.56% -120 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,255 $1.72M 0.7% +131 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,254 $1.72M 1.57% 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,226 $1.71M 0.39% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,220 $1.7M 0.43% -280 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,216 $1.7M 0.11% +1,296 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,207 $1.7M 0.22% +806 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 4,200 $1.7M 0.21% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,200 $1.7M 0.64% +54 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,192 $1.69M 0.3% +74 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,187 $1.69M 1.49% -128 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,180 $1.69M 0.26% +348 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4,164 $1.68M 1.04% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,156 $1.68M 0.3% -1,048 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,142 $1.67M 0.07% -15 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,219 $1.67M 0.4% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,137 $1.67M 1.07% +604 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,135 $1.67M 0.53% +41 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,128 $1.67M 0.63% -3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,122 $1.66M 1.1% +987 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,122 $1.66M 0.51% -466 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,120 $1.66M 0.14% -3,131 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,118 $1.66M 0.82% -75 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,116 $1.66M 1.2% 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,879 $1.66M 0.64% +218 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,104 $1.66M 1.81% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 4,099 $1.66M 0.7% -325 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 4,088 $1.65M 0.43% +149 13F-HR/A Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 4,083 $1.65M 0.43% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,082 $1.65M 0.06% -51 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,079 $1.65M 0.16% +30 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,037 $1.64M 0.8% +22 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,066 $1.64M 0.16% +1,229 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,065 $1.64M 0.49% -235 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,060 $1.64M 0.31% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 4,058 $1.64M 1.13% -1,154 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. 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