Stanich Group LLC More: the full row for Stanich Group LLC 5,499 $2.01M 1.27% +1,120 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,484 $2.01M 0.12% -234 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,467 $2M 1.38% -22 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,434 $1.99M 0.04% -455 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,406 $1.98M 0.04% -4,203 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,389 $1.97M 0.09% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,371 $1.96M 0.08% +5 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,355 $1.96M 0.13% +111 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,336 $1.95M 1.25% +114 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,378 $1.95M 0.39% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,289 $1.93M 0.05% -103 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 5,285 $1.93M 1.41% +701 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,327 $1.91M 0.08% +675 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,182 $1.89M 0.91% -45 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,143 $1.88M 0.04% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,111 $1.87M 0.06% +575 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,421 $1.87M 0.25% -72 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,100 $1.87M 0.02% +292 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,928 $1.86M 0.87% +2,571 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,070 $1.85M 0.47% +477 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,030 $1.84M 0.03% +3,299 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,023 $1.84M 0.04% -832 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 5,018 $1.83M 0.42% +729 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,982 $1.82M 0.11% -153 13F-HR Timeline Group First Heartland Consultants, Inc. 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More: the full row for Truepoint, Inc. 4,057 $1.48M 0.03% -5 13F-HR Timeline American Trust More: the full row for American Trust 4,054 $1.48M 0.11% +170 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 4,022 $1.47M 0.46% -1,523 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,011 $1.47M 0.29% -106 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,011 $1.47M 0.28% -91 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,952 $1.45M 0.42% +7 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,909 $1.43M 0.24% +1 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,900 $1.43M 0.13% +3 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 4,068 $1.43M 1.25% +82 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 3,898 $1.43M 0.9% -515 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,871 $1.41M 0.07% +200 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,840 $1.4M 0.04% -120 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,811 $1.39M 0.16% +1,041 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,784 $1.38M 0.02% +12 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,784 $1.38M 0.2% -144 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,769 $1.38M 0.86% +3 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,754 $1.37M 0.05% +6 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,745 $1.37M 0.52% -15 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,724 $1.36M 0.1% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,706 $1.36M 1.01% +174 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,697 $1.35M 0.03% -7,654 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,680 $1.35M 0.67% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,674 $1.34M 0.01% +175 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,557 $1.33M 1.04% +2 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,621 $1.32M 0.17% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,612 $1.32M 0.12% -200 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,611 $1.32M 0.07% +1,105 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,604 $1.32M 0.02% +19 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 3,597 $1.32M 0.62% +38 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,580 $1.31M 0.06% -588 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,571 $1.31M 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,566 $1.3M 0.03% -10 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,272 $1.3M 0.02% -1,039 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,756 $1.28M 0.39% -158 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,491 $1.28M 0.11% -99 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Strategic Financial Partners, Ltd. 3,438 $1.26M 0.47% -30 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,430 $1.25M 0.02% -11 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,414 $1.25M 0.2% +501 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,401 $1.24M 0.03% +1,480 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,344 $1.22M <0.01% +76 13F-HR Timeline Group IMA Advisory Services, Inc. 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More: the full row for Blue Trust, Inc. 2,973 $1.09M 0.01% +138 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,969 $1.09M 0.02% -450 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,968 $1.09M 0.58% +1,457 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 2,967 $1.09M 0.93% +334 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,949 $1.08M 2.91% -6,684 13F-HR/A Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 2,949 $1.08M 0.1% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,939 $1.07M 0.28% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,939 $1.07M 0.19% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 2,900 $1.06M 0.27% -15 13F-HR Timeline Trilogy Capital Inc. 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