MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 52,416 $4.32M 0.01% +10,209 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 51,758 $4.27M 0.37% -2,945 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 51,373 $4.23M 0.99% +2,051 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 51,340 $4.23M 1.67% new 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 50,789 $4.19M 6.71% +25,410 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 49,144 $4.05M <0.01% +4,654 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 48,608 $4.01M 0.05% +3,777 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 48,260 $3.98M 0.01% +204 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 48,151 $3.97M 0.06% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 47,838 $3.94M 1.35% +305 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 46,574 $3.8M 0.02% +243 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 47,752 $3.79M <0.01% +14,279 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 43,041 $3.73M 0.12% +2 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 45,078 $3.72M 0.01% +2,699 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 44,842 $3.7M 2.23% +5,302 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 44,502 $3.67M 0.01% +13,014 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 44,129 $3.64M 1.34% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 42,468 $3.5M 0.02% +4,911 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 41,821 $3.45M 0.32% -5,375 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 41,545 $3.42M 0.14% +320 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 40,958 $3.38M 0.08% +3,892 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 40,100 $3.31M 0.14% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 40,000 $3.3M 0.2% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 39,299 $3.27M <0.01% 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 39,498 $3.26M 0.94% +2,630 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 38,589 $3.18M 0.02% +4,098 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 38,428 $3.17M 0.04% +13,353 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 37,526 $3.09M 0.56% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 37,484 $3.09M 0.05% +1,792 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 37,482 $3.09M 2.36% +1,368 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,311 $3.08M 0.02% +15,229 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 46,131 $3.07M 1.67% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 36,795 $3.03M 0.34% -1,434 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 36,265 $2.99M 0.04% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 36,143 $2.98M 0.16% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 35,881 $2.96M 0.01% +3,784 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 35,613 $2.94M 0.38% -22,895 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 35,501 $2.93M 1.36% +571 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 35,000 $2.89M 0.79% -10,000 13F-HR Timeline Liquid Strategies, LLC More: the full row for Liquid Strategies, LLC 34,830 $2.87M 0.62% new 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 34,830 $2.87M 0.16% new 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 34,717 $2.86M 0.78% +10,570 13F-HR/A Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 34,422 $2.84M 0.19% -4,006 13F-HR Timeline Group Bonfire Financial More: the full row for Bonfire Financial 34,418 $2.84M 2.13% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 34,134 $2.81M <0.01% -3,858 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 34,067 $2.81M 1.85% +153 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 34,021 $2.8M <0.01% +595 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 33,849 $2.79M 0.63% +134 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 33,801 $2.79M 0.2% +1,789 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,522 $2.76M 0.01% 0 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 33,200 $2.74M 0.03% +11,400 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 33,074 $2.73M 0.38% +3,777 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 32,866 $2.71M 2.25% 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 32,259 $2.66M 0.21% -1,569 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 32,261 $2.65M 0.59% -1,084 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 31,282 $2.62M 2.2% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 29,215 $2.61M 2.48% -208 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 31,421 $2.59M 0.03% -737 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 31,216 $2.57M 0.42% +2,920 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 31,114 $2.56M 0.06% +10,823 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,353 $2.5M 0.13% +60 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 29,607 $2.44M 0.02% +500 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 29,000 $2.39M 0.16% +500 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/ 28,551 $2.35M <0.01% -434,400 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 28,465 $2.35M 0.04% +1,804 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 28,209 $2.33M 0.12% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 27,792 $2.29M <0.01% -654 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27,627 $2.28M 0.01% +1,263 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 28,563 $2.25M 0.03% +4,534 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 26,943 $2.22M 1.45% +2,542 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 26,750 $2.21M 0.04% +2,519 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 26,581 $2.19M 0.03% -452 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,292 $2.17M <0.01% +7,942 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 26,226 $2.16M 0.73% -9,767 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,092 $2.15M 0.04% -791 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 25,479 $2.1M 0.34% 0 13F-HR Timeline PJT Investments Corp. More: the full row for PJT Investments Corp. 25,376 $2.09M 0.83% +100 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 25,000 $2.06M 0.23% +20,000 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 24,738 $2.04M 0.85% +22 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 24,693 $2.04M 0.07% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,537 $2.02M 0.04% -310 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 24,443 $2.01M 0.03% -31,691 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,218 $2M 0.28% +68 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 24,216 $2M <0.01% +21,780 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 24,212 $2M 0.42% +1,710 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 24,048 $1.98M 0.28% -1,342 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,509 $1.94M 0.1% -1,545 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,566 $1.94M 0.05% +260 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 23,289 $1.92M 0.17% 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 23,099 $1.9M 0.65% +16 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 23,006 $1.9M 0.13% +220 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,000 $1.9M 0.19% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 22,727 $1.87M <0.01% -92 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 22,526 $1.86M <0.01% +171 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 22,330 $1.84M 0.27% -144 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 22,256 $1.83M 0.21% -144 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 22,051 $1.82M 0.1% +1 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,802 $1.8M 0.02% +1,026 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 21,741 $1.79M 0.43% +9,512 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 21,500 $1.77M 0.82% -800 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 20,978 $1.73M 0.05% +1 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 20,461 $1.69M 0.02% +800 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 20,449 $1.69M 0.1% -142 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,820 $1.63M 0.07% -31 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,524 $1.61M 0.05% +3,376 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 19,281 $1.59M 0.57% -130 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,951 $1.56M 0.03% +1,291 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,916 $1.56M <0.01% +2,784 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,714 $1.54M 0.08% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 18,538 $1.53M 0.57% +181 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,559 $1.53M 0.01% +1,784 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 18,405 $1.52M <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,143 $1.52M 0.01% -7,013 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 18,246 $1.5M 0.06% +15,095 13F-HR/A Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 18,223 $1.5M 0.17% -32,603 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 18,181 $1.5M 1.04% +86 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 18,065 $1.49M 0.71% +74 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,711 $1.46M 0.02% +493 13F-HR Timeline Group RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,672 $1.46M 0.86% 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 17,541 $1.45M 0.51% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,473 $1.44M 0.02% -449 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,362 $1.43M 0.38% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 15,707 $1.4M 0.02% +12,298 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,710 $1.38M 0.08% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,591 $1.37M 0.01% +2,501 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 16,561 $1.37M 0.08% +4,331 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 16,504 $1.36M 0.81% +270 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 16,522 $1.36M 0.01% -364 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,206 $1.34M 0.01% new 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,993 $1.32M 0.06% +12,160 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,968 $1.32M 0.3% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 15,879 $1.31M 7.13% -78,512 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,701 $1.29M 0.08% +7,374 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,672 $1.29M 0.03% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 15,116 $1.27M 0.77% +195 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 15,288 $1.26M 0.13% -19,217 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,225 $1.26M 0.01% -115 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 15,183 $1.25M 0.23% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15,074 $1.24M 0.3% -1,639 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,978 $1.23M 0.07% +117 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 14,708 $1.21M <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,543 $1.2M 0.11% -182 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,533 $1.2M 0.36% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 14,499 $1.2M 0.06% +2,449 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,491 $1.19M 0.01% +2,738 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 14,409 $1.19M 0.04% -4,114 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,337 $1.18M <0.01% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 14,288 $1.18M 0.09% +5,633 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 14,252 $1.17M 0.01% -12,651 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 14,088 $1.16M 0.29% new 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 13,611 $1.14M 0.7% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 13,750 $1.13M 0.67% +4,100 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 13,640 $1.12M 0.26% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,459 $1.11M 0.04% +79 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,450 $1.11M 0.01% +286 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 13,391 $1.1M 0.48% +6,720 13F-HR/A Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,383 $1.1M 0.02% -523 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,284 $1.1M <0.01% +1,061 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,134 $1.08M 0.02% -8,342 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 13,126 $1.08M 0.17% +196 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,051 $1.08M 0.06% +1,153 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 13,044 $1.08M 0.4% +1,260 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 13,036 $1.07M -4,849 Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 13,006 $1.07M 0.21% +60 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,962 $1.07M 0.11% -178 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 12,864 $1.06M 0.57% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,798 $1.05M 0.01% -1,619 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,782 $1.05M 0.29% -116 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 12,727 $1.05M 0.15% -512 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 12,680 $1.05M <0.01% +1,500 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,646 $1.04M 0.02% +1,144 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,500 $1.03M 0.23% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. 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