CHOREO, LLC More: the full row for CHOREO, LLC 13,396 $1.12M 0.01% -273 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 13,257 $1.11M <0.01% +106 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,226 $1.11M 0.04% -3,280 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,216 $1.11M 0.35% +6,041 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,208 $1.11M 0.02% -78 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,204 $1.11M 0.09% +9,484 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 13,148 $1.1M 0.11% +1,289 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,844 $1.1M 0.02% +1,325 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,002 $1.09M 0.08% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 13,000 $1.09M 0.38% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 12,963 $1.09M 0.08% -1,841 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 12,949 $1.08M 0.19% -131 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 12,894 $1.08M 0.16% -74 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,859 $1.08M 0.05% -10,186 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,823 $1.07M 0.03% -285 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,782 $1.07M 0.04% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,771 $1.07M 0.01% +1,563 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 12,722 $1.07M 0.45% +1 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 12,661 $1.06M 0.01% +430 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 12,646 $1.06M 0.08% -3 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,559 $1.05M 0.04% +29 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,522 $1.05M 0.07% -442 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 12,500 $1.05M 0.22% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 12,472 $1.05M -33,251 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,483 $1.05M 0.01% +890 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,453 $1.04M 0.01% +940 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 12,407 $1.04M 0.16% -110 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 12,377 $1.04M 0.56% +304 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 12,310 $1.03M 0.07% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,307 $1.03M 0.25% +710 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 12,294 $1.03M 0.77% +5,329 13F-HR Timeline McClarren Financial Advisors, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 9,781 $819K 0.05% -359 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,772 $818K 0.01% -841 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 9,766 $818K 0.21% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 9,719 $814K 0.73% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 9,696 $812K 0.58% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 9,686 $811K 0.09% -213 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,725 $809K 0.04% -239 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Slow Capital, Inc. 9,271 $776K 0.09% -1,540 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,888 $776K 0.61% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 9,231 $773K 0.1% -9,633 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,212 $771K 0.01% -198 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 9,174 $768K 0.72% -26 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 9,151 $766K 0.03% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,070 $760K 0.3% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 9,018 $755K 0.12% -19 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 8,902 $755K 0.36% -26 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8,991 $753K 0.33% -823 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 8,988 $753K 0.49% -142 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 8,984 $752K 0.17% -98 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,944 $749K 0.11% +10 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 8,905 $746K 0.41% +12 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 8,875 $743K 0.09% -60 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 8,861 $742K 0.23% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 8,839 $740K 0.04% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,824 $739K 0.03% 0 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 8,794 $737K 0.2% +40 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 8,753 $733K 0.11% +401 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 8,723 $731K 0.01% -2,792 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,700 $729K 0.1% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 8,685 $727K 0.07% 0 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 8,667 $726K 0.31% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 8,658 $725K 0.31% +507 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 8,644 $724K 0.26% -34 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 8,683 $723K 0.06% -54 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 8,600 $720K 0.1% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,594 $720K <0.01% +4,033 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 8,686 $720K 0.17% +41 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 8,556 $717K 0.45% -191 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,541 $715K 0.38% -471 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 8,537 $715K 0.08% -652 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,444 $707K 0.12% +27 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,421 $705K 0.44% +128 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 8,395 $703K 0.11% +39 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,351 $699K <0.01% +146 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,335 $698K 0.14% -125 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,323 $697K 0.01% +455 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,309 $696K 0.01% -154 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,303 $695K 0.19% +1,783 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 8,271 $693K 0.18% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8,270 $693K 0.06% +38 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,263 $692K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,251 $691K 0.01% +233 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,228 $689K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,227 $689K 0.03% +679 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,221 $689K 0.02% -43 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,150 $683K 0.12% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,128 $681K 0.04% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,096 $678K 0.04% -2 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,052 $674K 0.02% +304 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 8,046 $674K 0.08% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,027 $672K 0.1% -49 13F-HR Timeline Portfolio Resources Advisor Group, Inc. 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