Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 10,796 $2.39M 0.09% +758 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,794 $2.39M 0.36% -1,097 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,754 $2.38M 0.02% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10,722 $2.38M 1.56% -22,696 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,675 $2.37M 0.29% +27 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,665 $2.36M 0.14% -314 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10,656 $2.36M 0.55% -651 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 10,652 $2.36M 0.31% +385 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 10,644 $2.36M 0.31% -154 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 10,609 $2.35M 0.47% +787 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,607 $2.35M 0.18% +2,119 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 10,606 $2.35M 0.21% +229 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,596 $2.35M 0.18% -161 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,554 $2.34M 0.36% -382 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 10,526 $2.33M 0.21% +35 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,507 $2.33M 0.02% +8,243 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,489 $2.33M 0.01% -1,332 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 10,447 $2.32M 0.13% 0 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 10,443 $2.32M 1.11% +85 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 10,403 $2.31M 1.24% +123 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 10,340 $2.29M 0.36% -139 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,335 $2.29M 0.01% +353 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,047 $2.29M 1.39% +1,751 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 10,301 $2.28M 1.14% +254 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 10,291 $2.28M 0.54% -3,266 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 10,264 $2.28M 1.87% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 10,262 $2.28M 1.47% +541 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,256 $2.27M 0.22% +3,185 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 10,191 $2.26M 0.55% -78 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,179 $2.26M 0.13% -983 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 10,165 $2.25M 1.47% -2,121 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,165 $2.25M 0.08% +697 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,156 $2.25M 0.14% +50 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10,138 $2.25M 0.31% -104 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,138 $2.25M 0.27% -58 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,131 $2.25M 0.15% -853 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,084 $2.24M 0.42% +99 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,063 $2.23M 0.91% +316 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 10,048 $2.23M 0.93% +2,305 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 10,066 $2.23M 1.36% -300 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,941 $2.2M <0.01% +618 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,939 $2.2M 0.16% +3 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,255 $2.2M 0.23% +259 13F-HR Timeline City State Bank More: the full row for City State Bank 9,904 $2.2M 0.72% +1,270 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,847 $2.18M 0.71% -390 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9,839 $2.18M 0.47% +202 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,757 $2.16M 0.74% +2,069 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 9,717 $2.15M 0.43% +1,835 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 9,698 $2.15M 0.34% -3 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,669 $2.14M 0.22% -329 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,652 $2.14M 0.99% -143 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 9,621 $2.13M 0.52% -63 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 9,614 $2.13M 1.19% -462 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,606 $2.13M 0.34% +53 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,561 $2.12M 0.05% +2,647 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 9,560 $2.12M 0.99% +892 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,555 $2.12M 0.31% +6,389 13F-HR/A Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 9,527 $2.11M 0.08% +5,110 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 9,511 $2.11M 0.71% -426 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,485 $2.1M 0.06% -660 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,469 $2.1M 0.11% +3,894 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,336 $2.07M 0.58% -615 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 9,246 $2.05M 1.01% +3,566 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 9,221 $2.05M 0.39% +19 13F-HR/A Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 10,518 $2.04M 0.24% -811 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 9,176 $2.03M 0.16% -1,159 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,120 $2.02M 0.34% -967 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,114 $2.02M 0.05% -62 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,093 $2.02M 0.07% -895 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,084 $2.01M 0.07% 0 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,024 $2M 0.29% +83 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 9,004 $2M 0.34% -25 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,948 $1.98M 0.97% +4,995 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 8,865 $1.98M 0.54% -163 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,930 $1.98M 0.06% +92 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,882 $1.97M 1.22% +1,497 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,880 $1.97M 0.2% +1,025 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 8,828 $1.96M 1.98% +26 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 8,827 $1.96M 0.19% -168 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 8,819 $1.96M 2.11% -127 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8,785 $1.95M 1.82% -886 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,742 $1.94M 0.82% +882 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,715 $1.93M 0.14% +699 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,688 $1.93M 0.07% -1,065 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 8,635 $1.91M 0.32% +1,243 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,613 $1.91M 0.13% -74 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,605 $1.91M 0.17% +787 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 8,581 $1.9M 0.53% +842 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,579 $1.9M 0.21% -498 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,577 $1.9M 0.53% +966 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 8,576 $1.9M 0.2% -224 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,560 $1.9M 0.27% -281 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,505 $1.89M 0.48% -123 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 8,498 $1.88M 0.76% +134 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,490 $1.88M 0.08% +1,047 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 8,447 $1.87M 1.41% +60 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 8,415 $1.87M 1.37% -2,395 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,397 $1.86M 0.36% +626 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,271 $1.83M 0.62% -53 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 8,262 $1.83M 0.34% -41 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 8,221 $1.82M 0.37% +301 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,197 $1.82M 0.25% -397 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 8,193 $1.82M 0.13% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,189 $1.82M 0.07% -425 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 8,163 $1.81M 0.02% +1,001 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,159 $1.81M 0.09% +30 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,133 $1.8M 0.12% -126 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,132 $1.8M 0.48% +400 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8,111 $1.8M 0.15% -6 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 8,085 $1.79M 1.77% +1,050 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,077 $1.79M 0.14% +442 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,050 $1.79M 0.03% +2,570 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,030 $1.78M 0.58% +59 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 8,018 $1.78M 2.63% -1,546 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 7,985 $1.77M 0.78% +1,521 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 7,898 $1.75M 1.38% +74 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,889 $1.75M 0.32% -12 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,860 $1.74M 0.35% +25 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 7,621 $1.74M 0.71% +7,086 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 7,846 $1.74M 0.77% -44 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,831 $1.74M 0.52% +134 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,822 $1.73M 0.29% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,820 $1.73M 0.07% -98 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,758 $1.72M 0.24% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,755 $1.72M 0.12% -457 13F-HR Timeline Group MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 7,734 $1.72M 0.67% +205 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 7,730 $1.71M 1.08% +1,224 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,721 $1.71M 1.25% -2,296 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7,683 $1.71M 0.33% -209 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,683 $1.7M 0.18% +1,737 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,656 $1.7M 0.08% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 7,654 $1.7M 1.66% +419 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,649 $1.7M 0.32% -332 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 7,646 $1.7M 0.51% +53 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,635 $1.69M 0.08% +1,700 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,619 $1.69M 0.33% +418 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,604 $1.69M 0.01% -1,198 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,573 $1.68M 0.26% -787 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,550 $1.67M 0.2% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,534 $1.67M 0.45% -288 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,465 $1.66M 1.46% +40 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,030 $1.65M 0.33% -789 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 7,448 $1.65M 0.37% +36 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,406 $1.64M 0.31% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 7,391 $1.64M 0.11% -773 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,375 $1.64M 0.81% -112 13F-HR/A Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 7,359 $1.63M 1.56% +324 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 7,340 $1.63M 0.26% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 7,302 $1.62M 1.21% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,292 $1.62M 0.85% +6,438 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,273 $1.61M 0.06% -387 13F-HR Timeline Group WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 7,259 $1.61M 0.09% +100 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,242 $1.61M <0.01% +1,057 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 7,234 $1.6M 0.28% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 7,229 $1.6M 0.63% +1,936 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 7,213 $1.6M 1.92% +344 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 7,192 $1.59M 0.31% -567 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,177 $1.59M 0.16% -8 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,162 $1.59M 0.07% -343 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 7,123 $1.58M 0.9% -6 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,111 $1.58M 0.21% +1,561 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,098 $1.57M <0.01% -114,144 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,094 $1.57M 0.2% +268 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,050 $1.56M 0.15% -26 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,991 $1.55M 0.08% +54 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,981 $1.55M 0.85% +89 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 6,977 $1.55M 0.31% +11 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 6,969 $1.55M 0.45% -254 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6,954 $1.54M 0.52% -281 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,926 $1.54M 0.04% -810 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,925 $1.54M 1.19% -54 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,923 $1.54M 0.12% +107 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,865 $1.52M 0.06% +1 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,838 $1.52M 0.17% -116 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 6,827 $1.51M 0.45% +174 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6,786 $1.5M 0.27% -356 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,767 $1.5M 0.02% -361 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,758 $1.5M 0.01% +3,476 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,176 $1.5M 0.78% +768 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 6,747 $1.5M 0.11% +738 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 6,727 $1.49M 0.53% +25 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,699 $1.49M 0.1% -167 13F-HR Timeline INVESTMENT PARTNERS, LTD. 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