D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 180,115 $10.9M 0.09% +4,161 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 175,186 $10.6M 3.05% -3,208 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 168,981 $10.3M 0.06% +8,920 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 167,937 $10.2M 0.09% +10,411 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 167,499 $10.2M 7.03% +1,168 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 167,421 $10.2M 2.85% -2,612 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 167,294 $10.1M 0.35% +25,162 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 165,858 $10.1M 0.06% -1,504 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 165,583 $10M 0.34% -1,718 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 165,038 $10M 0.04% -119 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 163,663 $9.93M 0.89% +47,541 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 162,589 $9.86M 0.52% -161 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 161,892 $9.82M 0.11% +1,011 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 159,831 $9.7M 0.6% -395,321 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 158,550 $9.62M 0.44% +3,840 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 157,847 $9.57M 4.35% +3,971 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 156,940 $9.52M 0.24% -5,752 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 155,479 $9.43M 3.39% -700 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 153,730 $9.33M 6.91% -177 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 147,127 $8.92M 2.63% +2,859 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 153,468 $8.91M 8.6% +17,235 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 146,952 $8.91M 2.15% -45 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 146,555 $8.89M 0.18% +307 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 146,362 $8.88M 3.84% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 145,999 $8.86M 0.06% +6,665 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 145,717 $8.84M 0.11% +40,410 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 145,082 $8.8M 0.06% +116,235 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 144,358 $8.76M 3.18% +5,923 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 152,224 $8.74M 2.24% +455 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 143,871 $8.73M 0.04% -9,097 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 142,548 $8.65M 2.99% +16,562 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 140,937 $8.55M 0.73% -5,380 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 138,980 $8.43M 2.65% +104,767 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 138,565 $8.41M 1.4% -2,290 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 136,803 $8.3M 0.2% +12,208 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 136,448 $8.28M 1.02% -6,199 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 136,119 $8.26M 3.99% +1,289 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 135,632 $8.23M 3.98% +5,260 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 130,616 $7.92M 1.01% +13,766 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 130,265 $7.9M 1.86% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 127,883 $7.76M 0.6% -3,641 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 127,092 $7.71M 6.38% -9,053 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 126,868 $7.7M 0.14% -8,384 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 125,835 $7.63M 5.1% -7,538 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 124,381 $7.54M 0.34% -3,347 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 123,736 $7.51M 0.3% +1,585 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 122,619 $7.44M 2.05% +854 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 121,647 $7.38M 5.43% -260 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 120,636 $7.32M 0.91% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 119,833 $7.27M 0.11% -66,337 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 119,496 $7.25M 2.2% -5,562 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 117,557 $7.13M 4.72% +6,567 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 117,105 $7.1M 0.64% new 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 116,792 $7.08M 0.18% +6,422 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 115,752 $7.03M 2.27% +2,007 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 113,743 $6.9M 0.87% +368 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 112,341 $6.81M 2.78% +2,321 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 112,027 $6.8M 0.28% -10 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 111,584 $6.77M 0.03% -4,030 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 111,502 $6.76M 0.57% -5,429 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 111,355 $6.75M 0.03% +22,605 13F-HR/A Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 109,727 $6.66M 1.03% -142 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 108,644 $6.59M 3.05% +11,968 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 107,716 $6.55M 1.28% -1,428 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 107,672 $6.53M 0.04% +6,165 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 106,946 $6.49M -17,420 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 106,276 $6.45M 0.6% +3,446 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 105,618 $6.41M 2.15% +51,661 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 104,127 $6.32M 0.05% +5,811 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 103,194 $6.26M 0.23% -2,678 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 102,899 $6.24M 1.23% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 102,899 $6.24M 1.22% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 102,151 $6.2M 0.16% +60,138 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 101,809 $6.18M 0.06% +65,087 13F-HR Timeline Group Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 100,841 $6.12M 4.18% -412 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 99,591 $6.04M 2.58% -1,909 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 98,700 $5.99M 2.05% -6,064 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 97,898 $5.94M 0.18% +4,298 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 97,773 $5.93M 0.3% +1,533 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 97,736 $5.93M 0.08% -82,096 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 96,847 $5.87M 0.23% +68,422 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 96,824 $5.87M 2.51% +421 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 96,546 $5.86M 1.78% -8,914 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 95,873 $5.82M 4.64% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 95,625 $5.8M 0.19% new 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 94,113 $5.69M 0.68% +7,799 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 93,247 $5.66M 0.07% -6,998 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 91,978 $5.58M 0.31% +21,685 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 91,415 $5.55M 0.25% -1,277 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 90,694 $5.5M <0.01% +13,917 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 100,236 $5.43M 0.01% -4,245 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 88,871 $5.39M 0.39% +688 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 88,383 $5.36M 5% -115 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 84,995 $5.16M 0.05% -21,504 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 84,911 $5.15M 0.36% +18,400 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 84,420 $5.12M 0.08% -1,253 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 83,870 $5.09M 0.26% +1,124 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 83,447 $5.06M 0.41% +78,489 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 83,173 $5.05M 4.52% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 82,576 $5.01M <0.01% +14,562 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 82,455 $5M 3.79% -19,363 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 82,091 $4.98M 0.31% -10,065 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 82,071 $4.98M 0.28% -581 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 80,857 $4.91M 0.98% +5,343 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 83,445 $4.89M 0.25% +19,269 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 80,383 $4.88M 0.89% +3,632 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 79,716 $4.84M 0.1% +1,108 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 79,463 $4.82M 0.44% -173,564 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 79,346 $4.81M 3.19% +23,664 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 78,558 $4.77M 0.04% +9,429 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 78,352 $4.75M 0.78% +2,297 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 77,829 $4.72M 0.16% +9,483 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 76,815 $4.66M 0.37% -11,150 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 76,199 $4.62M 0.09% +1,060 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 76,100 $4.62M 0.54% -2,925 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 75,924 $4.61M 1.22% +4,559 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 74,748 $4.53M 0.44% +6,613 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 73,246 $4.44M 1.91% -2,329 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 72,194 $4.38M 0.66% -1,117 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 72,064 $4.37M 3.05% -1,380 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 71,897 $4.36M 0.01% +15,883 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 70,172 $4.26M 1.81% -862 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 69,892 $4.24M 0.27% +6,840 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 69,860 $4.24M 0.52% -296 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 69,848 $4.24M 0.27% 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 68,280 $4.14M 3.06% -1,525 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 67,923 $4.12M 0.05% -141 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 64,481 $4.11M 0.11% +1,203 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 66,563 $4.04M 0.05% -47,678 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 65,946 $4M 0.49% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 65,856 $3.99M 1.05% +3,484 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 65,800 $3.99M <0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 65,379 $3.97M 3.58% -475 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 65,354 $3.96M 0.09% +2,861 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 65,343 $3.96M 1.33% -1,444 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 64,992 $3.94M 0.54% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 64,586 $3.93M 0.2% +8,674 13F-HR/A Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 64,620 $3.92M 0.42% -119,510 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 64,204 $3.89M 0.4% -8,816 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 63,391 $3.85M 1.83% -1,204 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 62,846 $3.81M 0.05% new 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 62,152 $3.77M 0.18% -737 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 62,101 $3.77M 0.25% -49,878 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 62,034 $3.76M 0.06% +4,068 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 61,853 $3.75M 0.01% -2,771 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 61,746 $3.75M 0.47% -9,527 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 61,418 $3.73M 2.67% -10,389 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 61,279 $3.72M 0.11% -18,031 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 61,072 $3.7M 0.42% -11,080 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 63,909 $3.65M 0.79% +6,532 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 59,481 $3.61M 0.05% +15,110 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 59,083 $3.58M 2.67% -1,205 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 58,500 $3.55M 0.44% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 57,997 $3.52M 0.07% -760 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 57,735 $3.5M 0.82% -39,931 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 57,415 $3.48M 0.38% -8,275 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 57,371 $3.48M 0.56% 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 56,952 $3.45M 0.2% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 56,890 $3.45M 3.41% +608 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 56,822 $3.45M 0.3% +53,236 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 56,519 $3.43M 0.09% -660 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 56,422 $3.42M 0.08% -2,580 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 56,347 $3.42M 0.04% -70,874 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 56,316 $3.42M 0.87% -38,433 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 55,700 $3.38M 1.49% +2,711 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 55,637 $3.37M 0.35% -1,700 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 53,950 $3.27M 0.83% +256 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 53,903 $3.27M 0.34% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 53,197 $3.23M 0.4% +7,049 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 52,962 $3.21M 2.21% -331 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 52,546 $3.19M 1.77% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 52,093 $3.16M 2.24% 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 51,971 $3.15M 3.15% +51,842 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 51,915 $3.15M 1.19% -5,187 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 51,830 $3.14M 2.32% -9,729 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 51,522 $3.13M 0.04% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 51,323 $3.11M 0.62% -2,693 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 51,260 $3.11M 0.52% -7,214 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 51,137 $3.1M 0.19% +11,000 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 50,957 $3.09M 1.99% +13 13F-HR/A Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 50,207 $3.05M 0.34% +1,120 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 50,114 $3.04M 0.17% +2 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 49,901 $3.03M 0.45% +105 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 49,587 $3.01M 0.22% -2,300 13F-HR Timeline Newman Dignan & Sheerar, Inc. 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