LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,308 $1.4M 0.06% -533 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,302 $1.4M <0.01% -13 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,286 $1.39M 0.01% -155 13F-HR/A Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 9,255 $1.39M 0.19% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,209 $1.38M 0.02% -729 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,092 $1.36M 0.01% -456 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,073 $1.36M 0.09% -26 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,051 $1.36M 0.2% -306 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 9,033 $1.36M 0.62% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,937 $1.34M 0.01% -108 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 8,855 $1.33M <0.01% +2,834 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 8,804 $1.32M 0.12% +62 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 10,306 $1.32M <0.01% 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,788 $1.32M 0.02% +77 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,753 $1.31M 0.02% +53 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,723 $1.31M 0.03% -142 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 8,561 $1.29M 0.76% -2,081 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,558 $1.28M 0.01% -27 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,550 $1.28M 0.01% +329 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,540 $1.28M 0.1% -105 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 8,451 $1.27M 0.13% new 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. 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More: the full row for Equitable Holdings, Inc. 7,070 $1.06M 0.01% -2,793 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,966 $1.05M 0.09% +6 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,871 $1.03M 0.02% -651 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,957 $1.03M 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,777 $1.02M 0.09% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,741 $1.01M 0.01% -2,540 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 6,629 $995K 0.17% -2 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 6,588 $989K 0.04% -79 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Fee-Only Financial Planning, L.C. 6,400 $961K 0.51% -600 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,379 $958K 0.01% -477 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,323 $949K 0.01% -100 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 6,254 $939K 0.53% +225 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,249 $938K 0.23% +14 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,117 $918K 0.06% -528 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,093 $915K 0.08% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,800 $906K 0.14% 0 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,015 $903K 0.02% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,796 $870K 0.34% -930 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,768 $866K 0.09% -285 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,739 $862K 0.01% -2,010 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,985 $857K 0.26% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,698 $855K 0.04% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,690 $854K 0.06% -504 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 5,683 $853K 0.45% +642 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,664 $850K 0.06% -71 13F-HR Timeline 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 5,651 $848K 0.09% -331 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,550 $833K 0.29% +110 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 5,511 $827K 0.57% +751 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,494 $825K 0.08% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,477 $822K 0.03% -317 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 5,471 $821K 0.18% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,462 $820K 0.25% -121 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,443 $817K 0.01% -730 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 5,431 $815K +1,699 Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,331 $800K 0.02% -90 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,317 $798K 0.05% -11 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,302 $796K 0.12% +70 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 5,300 $796K 0.32% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,289 $794K 0.27% -342 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 5,240 $787K 0.12% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 5,237 $786K 0.04% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5,235 $786K 0.07% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,225 $784K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,222 $784K 0.01% +119 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 5,156 $774K 0.45% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,096 $765K 0.01% +67 13F-HR Timeline Group Wealth Care LLC More: the full row for Wealth Care LLC 5,088 $764K 0.62% -721 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,400 $761K 0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 5,067 $761K 0.04% -10 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 5,059 $760K 0.64% +3,698 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 5,059 $760K 0.64% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,017 $753K <0.01% -13,172 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,993 $750K 0.01% -161 13F-HR Timeline Group TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,948 $743K 0.23% -61 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,935 $741K 0.01% +39 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,920 $739K <0.01% +673 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,858 $729K 0.09% -486 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,844 $727K 0.1% -1,316 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,643 $722K 0.02% +4 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,807 $722K <0.01% +428 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 4,804 $721K 0.99% -275 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,799 $721K 0.2% -250 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,744 $713K <0.01% -14 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,740 $712K 0.12% +505 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,545 $709K 0.03% +3,071 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,703 $706K 0.02% -198 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,636 $696K 0.48% -14 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,621 $694K 0.02% -892 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,601 $691K <0.01% 0 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 4,571 $686K 0.5% +80 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,515 $678K 0.02% +12 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,505 $676K 0.3% -20 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,442 $667K 0.01% -268 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,345 $652K 0.06% -3,912 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,301 $646K 0.01% -22 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,263 $640K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,234 $636K <0.01% +1,856 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,183 $628K 0.02% -30 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 4,140 $622K 0.32% +311 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,138 $621K 0.24% +42 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,110 $617K 0.19% +28 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,098 $615K 0.23% -58 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,087 $614K 0.12% -1,070 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,071 $611K 0.25% -158 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,055 $609K 0.35% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,054 $609K 0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,052 $608K 0.02% +1,212 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,696 $608K +2,034 Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 4,026 $604K 0.28% -1,569 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,000 $601K 0.07% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,981 $598K <0.01% -1,288 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 3,947 $593K 0.09% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,940 $592K 0.23% -300 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,911 $587K 0.06% -757 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,874 $582K 0.02% +2,584 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,816 $573K 0.02% -64 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,810 $572K 0.04% -90 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,779 $567K 0.01% +516 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,745 $562K 0.44% +221 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,740 $561K 0.03% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,734 $561K 0.05% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,718 $558K 0.09% +63 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,685 $553K 0.01% -106 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,680 $552K 0.17% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,015 $552K 0.06% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,666 $550K 0.03% -542 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,660 $549K 0.03% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,657 $549K 0.01% +147 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,656 $549K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,650 $545K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,619 $543K 0.1% +193 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,615 $543K 0.19% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,612 $542K 0.4% +92 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,571 $536K 0.03% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,569 $536K 0.01% +1,899 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,542 $532K <0.01% +214 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,524 $529K 0.17% +23 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,511 $527K 0.03% -393 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,502 $526K -38 Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,467 $520K 0.04% +24 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,454 $519K 0.03% -420 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,431 $515K <0.01% -631 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,430 $515K 0.06% -438 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,405 $511K 0.02% +300 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,396 $510K 0.01% -15,933 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. 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