Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 183,499 $14.5M 5.26% +4,076 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 181,600 $14.3M 8.11% +29,700 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 182,580 $14.3M 7.07% -2,852 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 176,095 $13.9M 7.24% +1,627 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 175,244 $13.8M 4.65% -145 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 174,452 $13.8M 3.67% -4,484 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 173,957 $13.7M 0.73% +15,990 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 173,152 $13.7M <0.01% +310 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 171,285 $13.5M 7.07% -562 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 171,355 $13.5M 0.26% -17,944 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 170,251 $13.4M 3.19% +2,055 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 169,792 $13.4M 0.16% +9,391 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. 168,148 $13.3M 0.13% 0 13F-HR Timeline Group Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 167,154 $13.2M 13.02% +152,074 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 166,937 $13.2M 0.66% -56,686 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 164,077 $13M 2.75% +348 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 162,234 $12.8M 1.94% +7,795 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 161,159 $12.7M 0.06% 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 159,774 $12.6M -36,646 Timeline Level Financial Advisors More: the full row for Level Financial Advisors 159,741 $12.6M 4.29% +45 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 159,055 $12.6M 0.19% +3,940 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 157,454 $12.4M 4.06% +1,565 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 157,083 $12.4M 0.15% +2,494 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 157,073 $12.4M 1.82% -28,300 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 156,138 $12.3M 0.71% -17,378 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 155,215 $12.3M 5.21% +2,973 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 154,403 $12.2M 0.28% +6,159 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 153,762 $12.1M 3.81% +9,043 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 153,655 $12.1M 6.7% -1,324 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 152,220 $12M 0.54% +3,910 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 150,794 $11.9M 0.94% +2,028 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 147,327 $11.6M 0.56% +85,872 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 147,306 $11.6M 1% +12,843 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 147,057 $11.6M 1.55% +9,450 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 146,859 $11.6M 0.1% -699 13F-HR Timeline Group UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 144,516 $11.4M 3.12% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 137,614 $10.9M 7.01% -117,347 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 137,099 $10.8M 10.79% +2,054 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 135,187 $10.7M 0.76% +8,254 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 135,137 $10.7M 2.57% -361 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 133,761 $10.6M 3.12% +3,669 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 132,700 $10.5M 1.49% +506 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 132,231 $10.4M 3.03% +12,036 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 131,271 $10.4M 5.1% -17,681 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 131,783 $10.4M 0.36% -4,315 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 131,078 $10.3M 0.12% +118,363 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 131,062 $10.3M 5.03% +3,362 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 129,363 $10.2M 0.74% +12,514 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 129,354 $10.2M 0.54% +17,430 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 129,266 $10.2M 0.95% -163,991 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 129,065 $10.2M 2.56% +2,437 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 128,121 $10.1M 3.61% +5,778 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 127,994 $10.1M 3.1% +9,937 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 127,658 $10.1M 0.48% -13,882 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 127,231 $10M 3.58% +14,111 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 125,915 $9.94M 7.97% -440 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 124,100 $9.8M 2.03% -6,152 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 123,983 $9.79M 2.36% +179 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 123,325 $9.74M 0.06% +7,713 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 123,197 $9.73M 0.05% -298,895 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 122,248 $9.65M 0.11% +50,649 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 121,756 $9.61M 0.33% -22,706 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 120,968 $9.55M 3.87% -932 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 120,955 $9.55M 0.37% -3,718 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 120,156 $9.49M 0.36% +8,081 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 119,840 $9.46M 0.17% +10,378 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 119,246 $9.41M 0.24% +8,474 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 119,270 $9.41M -263 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 119,356 $9.4M 0.24% +40,269 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 118,249 $9.33M 2.85% -1,139 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 117,969 $9.31M 5.45% +4,609 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 117,862 $9.3M 9.27% +1,588 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 117,313 $9.26M 0.42% +6,378 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 116,701 $9.21M 0.89% +4,759 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 116,162 $9.17M 3.59% +1,846 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 116,042 $9.16M 7.91% +32,319 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 115,770 $9.14M 4.2% +16,303 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 114,923 $9.07M 0.14% -45,271 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 113,123 $8.93M 2.3% -5,595 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 113,108 $8.93M 3.22% -11,182 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 113,008 $8.92M 4.25% +25,128 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 112,280 $8.86M 0.64% -5,318 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 111,930 $8.84M 4.3% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 111,104 $8.77M 3.11% -1,502 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 110,912 $8.76M 0.43% +7,006 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 109,928 $8.68M 5.79% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 108,624 $8.57M 7.11% +5,442 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 108,296 $8.55M 0.06% -17,593 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 106,440 $8.4M 1.49% -7,698 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 106,333 $8.39M 2.88% -20,531 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 105,855 $8.36M 0.25% +432 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 105,615 $8.34M 3.97% +4,857 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 105,172 $8.3M 6.37% +6,217 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 104,263 $8.23M 3.73% +7,961 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 104,074 $8.22M 6.61% +7,620 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 102,367 $8.08M 0.15% +14,018 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 102,235 $8.07M 0.26% +41,293 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 102,170 $8.07M 0.99% -755 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 101,976 $8.05M 0.19% +3,196 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 101,604 $8.02M 2.23% +2,934 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 101,231 $7.99M 0.87% +4,678 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 100,113 $7.9M 0.59% -121 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 99,472 $7.85M 2.17% +5,473 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 99,427 $7.85M 2.05% -762 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 99,057 $7.82M 0.41% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 98,805 $7.8M 0.01% +10,116 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 96,556 $7.62M 0.21% -1,672 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 96,299 $7.6M 0.1% -16,167 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 95,156 $7.51M 2.26% +90,445 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 95,113 $7.51M 1.9% -1,806 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 94,720 $7.48M 3.08% +834 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 94,476 $7.46M 2.53% -24,814 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 93,580 $7.39M 0.68% +13,814 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 93,518 $7.38M 2.31% +4,607 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 92,780 $7.32M 0.09% +615 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 92,004 $7.26M 0.74% +5,729 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 91,558 $7.23M 0.44% -13,832 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 91,211 $7.2M 2.25% +4,613 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 90,627 $7.15M 4.65% -1,687 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 90,557 $7.15M 0.23% +609 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 90,304 $7.13M 2.09% -501 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 90,076 $7.11M 0.09% -22,018 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 89,281 $7.05M 0.8% +883 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 87,998 $6.95M 0.49% +1,352 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 87,683 $6.92M 0.84% +806 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 87,055 $6.87M 5.09% -2,669 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 85,513 $6.75M 2.79% +5,043 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 84,800 $6.69M 0.2% -8,690 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 82,962 $6.55M 4.53% +4,812 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 82,655 $6.52M 0.03% +12,532 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 82,160 $6.49M 1.58% +16,386 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 82,001 $6.47M 0.5% -4,246 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 81,894 $6.46M 0.44% -5,790 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 81,223 $6.41M 0.13% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 81,148 $6.38M 0.01% -23,214 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80,642 $6.37M 0.02% +1,040 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 80,553 $6.36M 1.27% +7,449 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 80,169 $6.33M 0.1% -6,660 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 79,654 $6.29M 0.05% -3,082 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 79,219 $6.25M 0.76% +14,349 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 79,132 $6.25M 0.56% -5,290 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 78,830 $6.22M 1.61% -1,372 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 78,687 $6.21M 0.17% +1,027 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 78,491 $6.2M 0.12% +8,168 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 78,185 $6.17M 0.09% -1,145 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 77,573 $6.12M 0.92% +380 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 77,025 $6.08M 0.36% -2,922 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 76,905 $6.07M 0.09% +71,931 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 76,897 $6.07M 0.31% +2,294 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 76,391 $6.03M 0.4% -2,165 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 75,001 $5.92M 0.74% +63,985 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 74,819 $5.91M 2.87% +3,196 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 74,656 $5.89M 5.13% +474 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 74,197 $5.86M 0.12% +11,650 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 74,016 $5.84M 0.65% -405 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 73,840 $5.83M 0.1% +28,170 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 73,770 $5.82M 1.95% -23,781 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 73,204 $5.78M 5.99% -38,000 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 73,106 $5.77M 0.67% -2,697 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 72,169 $5.7M 1.99% +2,616 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 71,978 $5.68M 2.55% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 71,640 $5.65M 0.1% -2,212 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,353 $5.63M 0.07% +61,464 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 71,251 $5.62M 2.4% -3,847 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 70,869 $5.59M 0.14% +7,066 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 70,818 $5.59M 2.35% +1,928 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 70,525 $5.57M 2.57% +4,376 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 70,243 $5.55M 2.17% +1,396 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 70,045 $5.53M 0.27% -731 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 69,945 $5.52M 0.42% +5,709 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 69,488 $5.49M 0.18% -12,970 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 68,589 $5.41M 0.01% +4,096 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. 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