PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,287 $1.6M 0.02% -215 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 5,259 $1.59M 1.16% -39 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,259 $1.59M 1.53% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,225 $1.58M 0.23% -295 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 4,896 $1.58M 0.73% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 5,213 $1.58M 0.91% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,918 $1.56M 0.05% -102 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,152 $1.56M 0.12% +275 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 5,145 $1.55M 0.49% +307 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,142 $1.55M 0.33% +515 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,139 $1.55M 1.14% +148 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,133 $1.55M 0.01% +430 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,755 $1.53M 0.26% +441 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,016 $1.52M 0.24% -312 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 5,014 $1.51M 0.03% +301 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,979 $1.5M <0.01% -35,317 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,815 $1.47M 0.04% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,829 $1.46M 0.01% +103 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 392,425 $1.45M 0.47% +388,955 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 4,801 $1.45M <0.01% +2,890 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,787 $1.45M 0.2% +7 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,780 $1.44M 0.05% +127 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,780 $1.44M 0.21% +127 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 4,740 $1.43M 0.6% +47 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,733 $1.43M 0.45% +562 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,713 $1.42M 0.32% +35 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,683 $1.41M 0.04% +190 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,667 $1.41M 0.24% +120 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,640 $1.4M 0.05% +167 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,640 $1.4M 0.07% +2,755 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,674 $1.4M 0.01% -633 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 4,623 $1.4M 1.27% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,613 $1.39M 0.09% +112 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,597 $1.39M 0.01% +518 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,568 $1.38M <0.01% +2,022 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,545 $1.37M 0.02% +1,898 13F-HR/A Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 10,462 $1.36M 0.19% +3,701 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,488 $1.36M 0.08% +65 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,478 $1.35M 0.04% +318 13F-HR Timeline Group Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 4,477 $1.35M 1.12% 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 4,449 $1.35M 1.01% -251 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,387 $1.33M 0.03% +1,592 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,367 $1.32M 0.59% +207 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,342 $1.31M 0.22% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,334 $1.31M 0.08% +991 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 4,329 $1.31M 2.8% -64,104 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,327 $1.31M 0.04% +1,010 13F-HR Timeline McMillan Office, Inc. 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More: the full row for Independent Wealth Network Inc. 4,313 $1.3M 0.4% +43 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,308 $1.3M 0.98% +76 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,306 $1.3M 0.14% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,300 $1.3M 0.01% -2 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,291 $1.3M 0.17% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,260 $1.29M 0.45% +1,361 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,246 $1.28M 0.01% +441 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,234 $1.28M 0.03% new 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,227 $1.28M 0.39% +65 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,199 $1.27M 0.16% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,168 $1.26M 0.06% -980 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,167 $1.26M 0.14% -599 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,166 $1.26M 0.16% -89 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,162 $1.26M 0.09% -21,727 13F-HR Timeline Trust Co More: the full row for Trust Co 4,159 $1.26M 0.12% +64 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,156 $1.26M 0.07% -15 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,154 $1.25M 0.01% -3,893 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,895 $1.25M 1.04% -52 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,119 $1.24M 0.28% -190 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,020 $1.23M 0.48% +16 13F-HR Timeline Truepoint, Inc. 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More: the full row for Washington Trust Advisors, Inc. 3,724 $1.12M 0.09% -54 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,702 $1.12M 0.1% +78 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,684 $1.11M 0.48% -85 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,674 $1.11M 0.05% +2,147 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,656 $1.1M 0.07% -532 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,633 $1.1M 0.02% +187 13F-HR Timeline Group Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,623 $1.09M 0.47% +2,209 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,621 $1.09M 0.16% 0 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,582 $1.08M 0.03% +12 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 3,559 $1.08M 0.54% -186 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,535 $1.07M 0.34% +125 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,524 $1.06M 0.02% -41 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,514 $1.06M 0.02% +10 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,472 $1.05M 0.9% 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,461 $1.05M 0.27% +212 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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More: the full row for Shoker Investment Counsel, Inc. 3,056 $924K 0.27% +2 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,015 $911K 0.12% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,003 $907K 0.03% -354 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,997 $905K 0.01% -49 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,986 $902K 0.1% -92 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,980 $900K 0.16% +157 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,965 $896K 0.32% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,951 $892K 0.02% -14 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,949 $891K 0.26% +4 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,701 $882K 0.24% -2,361 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,909 $879K 0.55% +1 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,884 $871K 0.06% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,877 $869K 0.17% -181 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,770 $867K 0.39% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,861 $864K 0.72% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,858 $864K 0.01% +193 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,843 $859K 0.11% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,843 $859K 0.5% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,832 $856K 0.03% -226 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,817 $851K 0.14% +1 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,784 $841K 0.01% +75 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,765 $835K 0.09% -60 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,539 $831K 0.5% +568 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,742 $828K 0.48% -9 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,738 $827K 0.17% +1,810 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,729 $825K 0.81% -11 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,717 $821K 0.12% -24 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,710 $819K <0.01% -45 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,708 $818K 0.02% 0 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,703 $817K 0.4% -1,548 13F-HR Timeline XY Planning Network, Inc. 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