CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 83,354 $18.5M 0.07% +51,303 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 83,340 $18.5M 5.78% +2,568 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 83,262 $18.5M 3.27% new 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 81,875 $18.2M 9.23% -502 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 81,695 $18.1M 5.7% -845 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 81,029 $18M 0.55% +6,693 13F-HR Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 80,520 $17.9M 4.74% -2,244 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 80,196 $17.8M 10.2% +7,435 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 80,137 $17.8M 3.91% +33,025 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 80,301 $17.8M 0.19% +33,764 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 79,606 $17.7M 0.09% -520 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 79,303 $17.6M 6.24% -2,205 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 79,155 $17.6M 0.8% +69,152 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 78,491 $17.4M 5.14% +1,472 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 77,336 $17.1M 0.15% +4,956 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 77,028 $17.1M 0.8% -609 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 76,876 $17M 1.22% +2,021 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 76,846 $17M 0.48% +6,549 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 76,430 $16.9M 10.58% +1,105 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 75,973 $16.8M 1.43% +3,132 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 75,965 $16.8M 0.1% +910 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 75,301 $16.8M 0.81% +1,699 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 75,928 $16.8M 3.91% +2,061 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 75,411 $16.7M 0.72% +3,268 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 74,582 $16.5M 0.57% +17,084 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 74,500 $16.5M 0.91% +5,953 13F-HR/A Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 74,041 $16.4M 3.48% +9,432 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 78,887 $16.2M 2.94% +8,080 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 73,035 $16.2M +1,733 Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 72,939 $16.2M 4.49% +2,251 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 72,628 $16.1M 4.64% +475 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 72,194 $16M 0.56% -60 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. 72,085 $16M 0.34% +4,703 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 71,786 $15.9M 1.03% +6,398 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 71,686 $15.9M 1.59% +510 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 71,552 $15.9M 0.82% -33,669 13F-HR/A Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 69,706 $15.5M 1.36% +16,090 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 69,560 $15.4M 4.54% +2,966 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 69,460 $15.4M 0.3% +1,265 13F-HR/A Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 68,673 $15.2M 5.71% -719 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 68,558 $15.2M 1.61% +1,238 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 68,210 $15.1M 0.04% +8,257 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 67,447 $15M 11.68% +620 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 67,330 $14.9M 2.19% -15,889 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 67,302 $14.9M 0.93% +2,519 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 67,119 $14.9M 3.45% +4,525 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 66,534 $14.8M 0.12% +1,592 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 65,806 $14.6M 0.25% -11,552 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 65,083 $14.4M 0.32% -8,850 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 64,442 $14.3M 1.79% -11,551 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64,419 $14.3M 0.36% +1,064 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 64,191 $14.2M 0.08% +2,753 13F-HR Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 63,862 $14.2M 4.45% -33,082 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 63,789 $14.1M 1.16% -838 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 62,845 $13.9M 4.47% +2,805 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 62,533 $13.9M 7.1% +1,501 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 61,310 $13.6M 3.74% +5,344 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 60,341 $13.4M 0.07% +1,738 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 60,284 $13.4M 2.29% +1,925 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 61,724 $13.3M 0.07% +17,126 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 59,415 $13.2M 0.04% -37 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 59,236 $13.1M 0.23% -27,615 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 59,107 $13.1M 0.17% +4,653 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 58,895 $13.1M 1.6% +3,931 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 58,569 $13M 0.15% -7,652 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 58,508 $13M 1.43% -388 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 57,475 $12.7M 0.76% -1,537 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 57,398 $12.7M 2.88% +28,061 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 57,354 $12.7M 4.24% +7,835 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 54,225 $12.7M 8.4% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 57,161 $12.7M 2.67% +1,628 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 59,585 $12.6M 0.43% +4,012 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 56,480 $12.5M 0.94% +1,305 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 56,413 $12.5M 6.03% +3,029 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,198 $12.5M 0.68% -1,265 13F-HR Timeline Group RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 56,158 $12.5M 2.44% +2,513 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 54,966 $12.2M 0.21% +17,956 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 54,761 $12.1M 1.27% +8,290 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 54,753 $12.1M 3.48% +226 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 54,390 $12.1M 2.96% +7,134 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 54,323 $12M 0.06% +6,771 13F-HR/A Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 54,177 $12M 10.38% 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 54,030 $12M 2.5% +3,360 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 53,995 $12M 8.04% +962 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 53,907 $12M 0.12% +6,605 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 53,904 $12M 0.54% -1,189 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 49,861 $11.9M +961 Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 53,701 $11.9M 4.28% +249 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 53,362 $11.8M 6.48% +1,751 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 53,284 $11.8M 11.45% +99 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 53,160 $11.8M 0.3% +107 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 52,966 $11.7M 0.73% -4,116 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 52,763 $11.7M 0.26% +40,566 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 52,306 $11.6M 0.16% -850 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 52,219 $11.6M 0.51% +5,819 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 51,806 $11.5M 2.12% -11 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 55,134 $11.3M 0.58% -19,108 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 51,036 $11.3M 3.41% +45,384 13F-HR Timeline 25 LLC More: the full row for 25 LLC 51,000 $11.3M 4.68% +1,281 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 50,985 $11.3M 0.36% -1,118 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 50,895 $11.3M 0.34% -745 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 50,745 $11.3M 1.26% -302 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 50,600 $11.2M 2.55% +2,853 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 50,485 $11.2M 0.17% -5,239 13F-HR Timeline Group Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 50,370 $11.2M 9.96% +952 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 49,403 $11M 0.01% -95,021 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 49,332 $10.9M 1.09% -1,354 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 49,257 $10.9M 1.58% -664 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 49,141 $10.9M 0.11% +2,153 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 52,068 $10.8M 8.4% +3,155 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 48,526 $10.8M 4.28% -1,207 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 48,489 $10.8M 0.1% +7,058 13F-HR Timeline Group FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 48,350 $10.7M 2.37% +976 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 47,995 $10.6M 2.89% +321 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 47,831 $10.6M 4.02% +3,607 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 47,726 $10.6M 5.5% +1,194 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 47,688 $10.6M 1.44% +1,963 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 50,056 $10.5M 0.85% +48,704 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 47,505 $10.5M 3.25% -5,776 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 47,291 $10.5M 0.12% -928 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 47,213 $10.5M 2.9% +583 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47,195 $10.5M 2.59% +696 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 46,985 $10.4M 0.29% +6,597 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 46,967 $10.4M 1.28% -647 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 46,874 $10.4M 2.84% +7,821 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 46,372 $10.3M 3.34% +488 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 46,308 $10.3M 0.15% -507 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 46,244 $10.3M 0.87% +1,219 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 46,013 $10.2M 0.14% -267 13F-HR Timeline Group Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 46,001 $10.2M 3.14% -452 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 45,993 $10.2M 0.31% +774 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 45,831 $10.2M 0.26% +9,363 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 47,202 $10.2M 6.56% +253 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 45,772 $10.1M 0.86% -97 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 45,670 $10.1M 5.68% +2,555 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 45,518 $10.1M 0.26% +1,138 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 45,483 $10.1M 0.31% -612 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 45,432 $10.1M 0.74% -500 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 45,349 $10.1M 1.39% +11,432 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 45,236 $10M 0.53% -1,304 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 44,633 $9.9M 4.23% -4,240 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 44,294 $9.82M 0.38% +1,315 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 44,174 $9.8M 4.97% +1,408 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 43,977 $9.75M 2.73% -958 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 44,968 $9.75M 3.77% +2,806 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 43,683 $9.69M 3.09% +2,757 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 43,606 $9.67M 0.4% +6,074 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,577 $9.66M 0.25% +1,056 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 43,429 $9.63M 6.57% -337 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 44,296 $9.6M +3,369 Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 43,237 $9.59M 0.12% -491 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 42,699 $9.47M 2.28% +1,058 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 42,648 $9.46M 3.08% +4,994 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 46,147 $9.44M +173 Timeline DORVAL Corp More: the full row for DORVAL Corp 39,617 $9.41M 3.79% +364 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 42,353 $9.39M 0.43% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 42,764 $9.39M 2.77% +7,591 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 42,141 $9.34M 2.25% +159 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 42,086 $9.33M 2.36% -1,912 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 42,005 $9.31M 0.4% -2,603 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 41,859 $9.28M 3.33% -4,011 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 41,831 $9.28M 0.11% +6,285 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 41,529 $9.21M 2.22% +545 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41,256 $9.15M 0.93% +337 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 41,142 $9.12M 0.37% -14,097 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 40,871 $9.06M 2.61% -593 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 40,428 $8.96M 1.5% -635 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 40,186 $8.91M 0.49% -6,328 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 40,153 $8.9M 2.99% +1,472 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 40,116 $8.9M 0.21% -555 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 40,108 $8.89M 0.07% -10,434 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 39,946 $8.86M 5.97% -281 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,892 $8.85M 0.29% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 39,503 $8.76M 3.27% +2,521 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 39,181 $8.69M 0.28% +510 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 38,983 $8.66M 3.94% +27,589 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 38,905 $8.63M 5.6% -572 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 38,898 $8.63M 1.38% -572 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 38,737 $8.59M 6.49% +164 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 38,560 $8.55M 8.44% +674 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 38,535 $8.55M 2.35% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 38,236 $8.48M 0.11% +2,107 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 38,178 $8.47M 0.15% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 38,132 $8.46M 1.51% +2,288 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 38,131 $8.46M 2.45% -4,654 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 38,080 $8.44M 1.31% +441 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 37,825 $8.39M 0.05% +32,346 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 37,326 $8.3M 0.66% -4,269 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 37,420 $8.3M 0.03% -524 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 37,217 $8.25M 0.28% -500 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 36,948 $8.19M 4.86% +639 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 36,840 $8.17M 5.71% +1,859 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 36,822 $8.17M 0.34% -11,143 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 36,735 $8.15M 1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 36,261 $8.04M 0.3% -698 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 36,174 $8.02M 1.77% +16,255 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 36,111 $8.01M 3.22% +427 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,777 $8.01M 0.12% +8,158 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 35,861 $7.95M 3.35% +843 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 35,839 $7.95M 0.31% +33,224 13F-HR Timeline