FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,207 $11M 0.42% +359 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 36,154 $11M +1,390 Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 36,007 $10.9M 0.21% -1,134 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 35,919 $10.9M 0.12% +402 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 35,915 $10.9M 1.27% -932 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 35,863 $10.9M 0.43% +70 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 35,796 $10.9M 3.68% +705 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 35,779 $10.8M 2.05% +29,142 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 35,371 $10.7M 1.62% +381 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 35,246 $10.7M 1.69% +713 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 34,974 $10.6M 6.53% -122 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 34,936 $10.5M 3.56% -2,149 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 34,748 $10.5M 0.32% -651 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 34,707 $10.5M 0.71% -369 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 34,639 $10.5M 0.96% +18,428 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 34,451 $10.4M 1.34% +507 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 34,373 $10.4M 0.19% +45 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 33,903 $10.3M 3.78% +1,422 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 33,887 $10.3M 0.19% +88 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 33,838 $10.3M 0.56% +3,045 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 33,814 $10.2M 2.69% +9,817 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 33,812 $10.2M 1.54% -9,929 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 33,750 $10.2M 2.1% -2,772 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 33,588 $10.2M 0.29% +5,207 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 33,327 $10.1M 2.38% +1,600 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 33,141 $10M 1.54% +1,243 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 33,099 $10M 0.02% +321 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 33,062 $10M 2.51% -283 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 33,027 $10M 1.12% +3,197 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 32,890 $9.97M 0.11% +310 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 32,826 $9.95M 3.68% +961 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 32,560 $9.87M 7.15% +687 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 32,477 $9.84M 0.25% +883 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 32,420 $9.83M 2.51% -261 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 32,379 $9.81M 7.49% +781 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,945 $9.72M 0.14% -1,240 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 31,990 $9.7M 5.49% -807 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 31,909 $9.67M <0.01% -10,254 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 31,749 $9.62M 1.8% -745 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 31,727 $9.62M 0.08% -154 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 31,678 $9.6M 3.88% -653 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 31,666 $9.6M 3.79% +19 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 31,646 $9.59M 1.65% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 31,578 $9.57M 0.62% +274 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 31,479 $9.54M 0.18% +859 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 31,446 $9.53M 0.27% -357 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 31,348 $9.5M 0.35% +4,187 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 30,823 $9.34M 2.5% -2,626 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 30,754 $9.32M +847 Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 30,671 $9.3M 4.14% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 30,598 $9.27M 0.2% -454 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 30,544 $9.26M 0.01% -87 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,370 $9.21M 0.18% -140 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 30,334 $9.19M 0.07% -51 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 30,310 $9.19M 0.42% -226 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 30,301 $9.18M 0.14% 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 30,205 $9.16M 0.82% -1,070 13F-HR Timeline Group WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 29,961 $9.08M 1.87% -1,496 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 29,945 $9.08M 8.54% +606 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 29,636 $8.98M 0.25% -2,192 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 29,589 $8.97M 2.38% +216 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 29,411 $8.92M 2.8% +37 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 29,290 $8.88M 1.82% +1,709 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 33,768 $8.84M 2.92% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 29,126 $8.83M 0.1% 0 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 29,112 $8.82M 1.04% -233 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 29,091 $8.82M 3.27% -46 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 29,057 $8.81M 0.33% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 28,847 $8.74M 0.44% +2,635 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 28,822 $8.74M 0.98% -2,166 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 28,818 $8.73M 1.41% +809 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 28,681 $8.69M 0.14% +485 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 28,604 $8.67M 0.52% -22,193 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 28,564 $8.66M 0.14% +3,692 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 28,546 $8.65M 0.76% +470 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 28,515 $8.64M 3.13% +289 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 28,408 $8.61M 0.33% +2,574 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 28,319 $8.58M 2.17% -1,236 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 27,713 $8.4M 5.57% +1,487 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 27,652 $8.38M 0.85% +2,743 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 27,432 $8.32M 1.83% -470 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 27,426 $8.31M 7.01% +131 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 27,366 $8.3M 2.55% -269 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 27,258 $8.26M 1.41% +1,276 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 27,121 $8.22M 3.5% -903 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 27,090 $8.21M 2.39% +276 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 27,067 $8.2M 1.85% +356 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 27,044 $8.2M 0.18% -18,343 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 26,841 $8.14M 0.19% +865 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,766 $8.11M 0.04% +5,853 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 26,615 $8.07M 1.01% -310 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 26,593 $8.06M 0.04% -944 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 26,554 $8.05M 3.06% +234 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,197 $7.94M 0.64% +126 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 26,033 $7.89M +13,316 Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 32,970 $7.81M 4.37% +1,957 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 25,765 $7.81M 2.4% +2,573 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 25,635 $7.77M 3.28% -2,407 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 25,525 $7.74M 0.22% -7,903 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 25,510 $7.73M 1.06% -2,940 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 25,482 $7.72M 0.04% -4,430 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 25,368 $7.69M 4.77% -3,736 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 25,249 $7.65M 0.22% +3,961 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 25,098 $7.61M 0.61% +442 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 25,039 $7.59M 0.9% -673 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 25,011 $7.58M 0.13% -646 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 24,935 $7.56M 5.31% -1,000 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 24,832 $7.53M 0.1% +9,641 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,759 $7.51M 0.25% -821 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24,750 $7.5M 0.74% +1,085 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 24,724 $7.49M 0.32% -1,356 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,586 $7.45M 0.05% +2,830 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 24,582 $7.45M 3.19% +910 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 24,578 $7.45M 1.82% +1,006 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 24,551 $7.44M 4.7% -533 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 24,536 $7.44M 0.05% -130 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 24,486 $7.42M 2.66% -378 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 24,475 $7.42M 2.17% +104 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 24,437 $7.41M 0.61% -261 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 24,429 $7.4M 3.97% 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 24,369 $7.39M 1.7% +910 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 24,350 $7.38M 5.65% +727 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 24,310 $7.37M 0.56% -5,285 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 24,084 $7.3M 2.1% +827 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 24,073 $7.3M 4.28% +259 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 24,023 $7.28M 0.7% +1,537 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 23,835 $7.22M 0.84% -900 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 23,721 $7.19M 0.83% +206 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 23,616 $7.16M 2.54% +1,287 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 23,607 $7.16M 1.19% -218 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 23,535 $7.13M 0.94% +566 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 23,406 $7.09M 4% +1,020 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 23,381 $7.09M 0.47% +4,746 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 23,330 $7.07M 3.82% -212 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,232 $7.04M 0.11% -6,833 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 23,231 $7.04M 1.01% -5,162 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 23,137 $7.01M 3.87% +23,137 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 23,077 $7M 0.88% +104 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 23,075 $6.99M 0.45% -163 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,031 $6.98M 0.11% +14,879 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 23,028 $6.98M 0.1% +307 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 22,883 $6.94M 3.43% -310 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 22,879 $6.94M 2.81% +905 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 22,833 $6.92M 0.52% -3,850 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,464 $6.81M 0.08% +1,379 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 22,399 $6.79M 2.67% -1,065 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 22,348 $6.77M 0.4% +1,242 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 22,163 $6.72M 1.42% -3,205 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 22,042 $6.68M 0.58% -4,101 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 22,029 $6.68M 0.31% +173 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 21,985 $6.66M 0.17% +898 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,943 $6.65M 0.26% +345 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,843 $6.62M 0.2% -5 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 21,838 $6.62M 0.81% +41 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 21,795 $6.61M 0.48% +1,044 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 21,786 $6.6M 5.87% -41 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 21,641 $6.56M 1.37% -365 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 21,535 $6.53M 4.9% +8,905 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 21,517 $6.52M 1.22% -604 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 21,494 $6.52M 4.35% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 21,466 $6.51M 1.44% +253 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 21,353 $6.47M 4.85% -743 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 21,347 $6.47M 0.8% -524 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 21,342 $6.47M 0.73% -727 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 21,042 $6.38M 1.61% +37 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,039 $6.38M 0.11% -1,874 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,005 $6.37M 0.08% +3,622 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 20,913 $6.34M 0.25% +20 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 20,889 $6.33M 0.47% +20 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 20,676 $6.27M 0.15% +321 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 20,620 $6.25M 1.34% -72 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,526 $6.25M 0.19% -248 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 20,611 $6.25M 0.27% +192 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 20,579 $6.24M 3.6% -8 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 20,578 $6.24M 2.36% +441 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 20,538 $6.23M 0.68% -1,623 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 20,452 $6.2M 1.06% +422 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20,407 $6.19M 1.22% -2,952 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 20,353 $6.17M 0.4% -410 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 20,349 $6.17M 0.88% +9,495 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 20,257 $6.14M 1.56% +1,742 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 20,181 $6.12M 3.29% +219 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 20,176 $6.12M 1.61% -934 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 20,132 $6.1M 5.55% +511 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 20,105 $6.09M 0.25% -805 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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