Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 42,541 $2.44M 0.12% -11,645 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42,137 $2.42M 0.08% +3,275 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 42,013 $2.41M 0.06% +18 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,916 $2.41M 0.01% -2,342 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 41,913 $2.41M 0.03% +22,888 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 41,679 $2.39M 0.07% +602 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 41,538 $2.38M 0.4% +503 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 41,271 $2.37M 1.43% -10 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 39,961 $2.34M 0.28% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 40,655 $2.33M 2.13% +5,448 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 40,600 $2.33M <0.01% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 40,369 $2.32M 0.77% 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 40,156 $2.31M 0.72% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 40,137 $2.3M 0.14% +8,649 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 40,000 $2.3M 0.12% -5,000 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 39,973 $2.29M 4.55% +456 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 39,853 $2.29M 0.25% -31,660 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 39,016 $2.24M 0.46% 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 38,985 $2.24M 1.85% -78 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 39,063 $2.23M 2.15% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 38,487 $2.21M 0.31% -359 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38,314 $2.2M 0.51% +1,398 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 37,872 $2.19M 0.23% -1,219 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Equitable Holdings, Inc. 36,722 $2.11M 0.02% -801 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 36,666 $2.1M 0.05% -1,502 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 36,572 $2.1M 0.61% new 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 36,467 $2.09M 0.06% +1,173 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 36,076 $2.07M 0.12% +2,450 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 35,772 $2.05M 0.07% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 35,770 $2.05M 0.13% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 35,641 $2.05M 0.1% -1,274 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 35,602 $2.04M 0.48% +1,896 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 35,534 $2.04M 0.23% -807 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 35,473 $2.04M 0.23% +13 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 35,456 $2.04M 1.73% +2,081 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 35,455 $2.04M 0.53% +1,509 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 35,243 $2.02M 2.18% +1,908 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 35,209 $2.02M 0.05% +1,411 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 35,154 $2.02M 1.05% +369 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 35,090 $2.01M 1.09% +172 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 35,057 $2.01M 0.05% +336 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 35,020 $2.01M 0.48% -575 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 35,002 $2.01M 1.21% +360 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 34,873 $2M 0.22% +828 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 34,803 $2M 1.08% -310 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 34,631 $1.99M 0.92% +28 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 34,536 $1.98M 1.04% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 34,471 $1.98M 0.07% -2,652 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 34,246 $1.97M 0.29% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 34,213 $1.96M 0.62% +12,081 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 33,649 $1.93M 0.59% -200 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 33,529 $1.92M 0.1% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 33,284 $1.91M 0.59% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 32,994 $1.89M 0.05% -3,234 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 32,962 $1.89M 0.4% +3,654 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 32,827 $1.88M 0.64% +144 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 32,565 $1.87M 0.25% 0 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 32,541 $1.87M 0.04% +22,589 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,527 $1.87M 0.1% -1,328 13F-HR/A Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 32,522 $1.87M 0.18% +82 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 32,461 $1.86M 0.67% -3,206 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 32,225 $1.85M 0.15% -100 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 32,196 $1.85M <0.01% +15,681 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 32,176 $1.85M 0.18% -6,665 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 31,792 $1.83M 0.03% -747 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 31,746 $1.82M 0.13% -20 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 31,724 $1.82M 0.99% +2,193 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 31,611 $1.81M 0.08% +652 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for CIBC WORLD MARKET INC. 29,618 $1.7M <0.01% +1,731 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 29,536 $1.7M <0.01% -460,179 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 29,330 $1.68M 0.34% +3,334 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 29,257 $1.68M 0.04% +14,561 13F-HR Timeline CX Institutional More: the full row for CX Institutional 29,190 $1.68M 0.07% +3,186 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 29,075 $1.67M 1.46% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 28,916 $1.66M 0.21% +56 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 28,895 $1.66M 0.14% +18,932 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 28,866 $1.66M 0.78% +8,294 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 28,850 $1.66M 0.1% -167 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,847 $1.66M 0.02% +6,073 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 28,779 $1.65M 0.28% +1,773 13F-HR Timeline Patten Group, Inc. 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LLC 28,293 $1.62M 0.2% -2,205 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 28,165 $1.62M 1.03% +16,538 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 27,953 $1.6M 3.28% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 27,374 $1.57M 0.09% +2,020 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 27,272 $1.57M 0.54% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 27,227 $1.56M 0.02% 0 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 26,600 $1.53M 1.65% -832 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 26,360 $1.51M 0.06% +1,960 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 25,845 $1.48M 0.05% 0 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 25,715 $1.48M 1.11% +3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25,675 $1.47M 0.04% +4,635 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 25,521 $1.47M 0.3% -19 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 25,470 $1.46M 0.81% -2,137 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 25,366 $1.46M 0.25% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 25,260 $1.45M 0.36% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 24,957 $1.43M 0.14% -4,869 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 24,887 $1.43M 0.09% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 24,887 $1.43M 0.02% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 24,802 $1.42M 0.05% -4,857 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,663 $1.42M 0.04% +3,369 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 24,630 $1.41M 0.3% -1,007 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 24,497 $1.41M 0.23% new 13F-HR/A Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 24,489 $1.41M 0.6% +805 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 24,434 $1.4M 0.52% +1 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 24,350 $1.4M 0.28% -280 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 24,306 $1.4M 0.1% +700 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 24,298 $1.39M 0.08% +1,695 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 24,288 $1.39M 0.61% +25 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 24,256 $1.39M 0.08% +348 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,222 $1.39M 0.04% -1,706 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 24,221 $1.39M 0.87% +211 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 24,058 $1.38M 0.06% -6,211 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 21,846 $1.38M 0.45% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,973 $1.38M 0.01% -271 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,811 $1.37M 0.03% -4,423 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23,788 $1.37M 0.06% +499 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,721 $1.36M 0.1% -9,963 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,631 $1.36M 0.46% -74 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 23,587 $1.35M 0.19% +415 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 23,163 $1.33M 0.02% +150 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,082 $1.33M 0.21% +80 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 23,050 $1.32M 0.02% 0 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 22,792 $1.31M 0.08% -1,868 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,559 $1.3M 0.01% -3,383 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 22,555 $1.29M 0.03% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 22,503 $1.29M 0.31% -570 13F-HR/A Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 22,447 $1.29M 0.73% -10,057 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 22,234 $1.28M 0.02% +8,478 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 22,177 $1.27M 0.54% 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 22,059 $1.27M 0.35% -200 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 22,058 $1.27M 0.09% -9,384 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 21,881 $1.26M 0.09% -2,091 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 21,785 $1.25M 0.09% -339 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 21,670 $1.24M 0.07% 0 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 21,607 $1.24M <0.01% -1,494 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,524 $1.24M 0.02% +5,974 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 21,498 $1.23M 1.29% +653 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 21,320 $1.22M 0.13% -2,279 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 21,274 $1.22M 0.21% -300 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 21,264 $1.22M 0.11% -215 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 21,155 $1.21M 0.43% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,992 $1.21M 0.05% +1,398 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 20,958 $1.2M 0.14% +331 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 20,815 $1.19M 0.56% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 20,799 $1.19M <0.01% -22,137 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,707 $1.19M 0.49% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 20,680 $1.19M 0.25% -1,045 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 20,610 $1.18M 0.05% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 20,594 $1.18M 0.16% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 20,425 $1.16M 1.16% -6,810 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 20,100 $1.15M 0.74% +81 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 19,408 $1.15M 0.6% -5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 20,061 $1.15M 0.31% -328 13F-HR Timeline FIRST MANHATTAN CO. 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