Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,897 $12.7M 0.72% -452 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 16,891 $12.7M 2.23% +569 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 16,883 $12.7M 2.92% -878 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,868 $12.7M 0.15% -6,533 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 16,841 $12.7M 6.19% +318 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 16,731 $12.6M 0.58% +1,161 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 16,568 $12.5M 3.51% -413 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 16,613 $12.5M 4.87% -1,977 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,451 $12.4M 1% +289 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 16,394 $12.4M 0.19% -676 13F-HR Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 16,367 $12.3M 3.81% +89 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 16,381 $12.3M 1.69% 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 16,268 $12.3M 8.29% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 16,150 $12.2M 0.43% -975 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,798 $11.9M 0.13% +1,864 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,759 $11.9M 0.52% -246 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 15,633 $11.8M 4.93% -537 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 15,571 $11.7M 0.39% +5,727 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,444 $11.6M 0.02% +14,163 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,342 $11.6M 0.19% +1,089 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,382 $11.6M 0.07% +181 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,361 $11.6M 0.09% 13F-HR/A Timeline Group John Boyer, Inc. More: the full row for John Boyer, Inc. 15,329 $11.6M 11.78% -1,299 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,335 $11.6M 0.05% 13F-HR Timeline Group New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 15,307 $11.5M 4.12% +674 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 15,233 $11.5M 1.06% +681 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 15,224 $11.5M 0.86% -138 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,117 $11.4M 0.47% -339 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 15,101 $11.4M 1.21% -128 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 14,889 $11.2M 5.57% -163 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,848 $11.2M 0.06% 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 14,778 $11.1M 1.31% -39 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,663 $11.1M 1.22% -343 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 14,556 $11M 1.22% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,430 $10.9M 0.24% -1,762 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,375 $10.8M 0.52% +302 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14,242 $10.7M 3.4% +212 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,103 $10.6M 0.02% +650 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,059 $10.6M 0.79% -30 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 14,042 $10.6M 4.45% +68 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 14,005 $10.6M 0.03% -270 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 13,984 $10.5M 6.37% +2,163 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,850 $10.4M 0.08% +419 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 13,838 $10.4M 4.49% +831 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13,796 $10.4M 4.26% -137 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 13,775 $10.4M 7.81% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 13,749 $10.4M 0.82% -112 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,566 $10.4M +5,021 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,708 $10.3M 0.09% -2,050 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,544 $10.2M 0.22% -187 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13,367 $10.1M 0.02% +363 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,355 $10.1M 0.12% -136 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,289 $10M 0.29% +141 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 13,266 $10M <0.01% +622 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,166 $9.97M 0.22% -9 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,963 $9.77M 0.46% +386 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 12,853 $9.69M 0.01% -2,458 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,785 $9.64M 0.06% +3,002 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,542 $9.61M 0.33% +5,293 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,673 $9.55M 3.15% -41 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 12,610 $9.51M 1.54% +117 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,608 $9.5M 0.25% +749 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,603 $9.5M 1.6% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 12,529 $9.44M 2.11% +193 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,518 $9.44M 0.03% +412 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,274 $9.25M 0.16% +1,646 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,138 $9.15M 0.58% +164 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,074 $9.1M 0.17% -152 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,697 $8.82M 0.04% -1,906 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,697 $8.82M 0.05% +7,278 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 11,623 $8.76M 2.02% +452 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,524 $8.69M 0.01% +3,180 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 11,430 $8.62M 2.7% -707 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,420 $8.61M 0.12% +385 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,407 $8.6M 3.38% -560 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,405 $8.6M 0.05% +2,231 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 13,179 $8.56M 3.84% +1,736 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,348 $8.55M 0.03% +362 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 11,272 $8.5M 0.6% +221 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 11,270 $8.5M 4.65% -20 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,251 $8.48M 0.15% -86 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 11,224 $8.46M 1.16% -619 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,315 $8.31M 0.23% +466 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,013 $8.3M 0.39% -65 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 11,010 $8.3M 1.3% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,993 $8.29M 0.17% +64 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,927 $8.24M 0.27% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,799 $8.22M 0.1% -252 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,898 $8.21M 0.3% -72 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,859 $8.19M 0.31% +49 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 10,835 $8.17M 3.68% -487 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,816 $8.15M 1.4% +254 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,813 $8.15M 0.2% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,616 $8M 0.06% +5,150 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,614 $8M 0.12% -497 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,407 $7.84M 0.09% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,201 $7.69M 0.33% -979 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,922 $7.48M 0.57% +376 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,834 $7.41M 0.06% +1,710 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,790 $7.38M 0.24% +81 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,620 $7.25M 0.05% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,519 $7.18M 0.08% -98 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 9,495 $7.16M 6.4% 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,451 $7.12M 1.56% -85 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,413 $7.1M 0.42% +165 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 9,373 $7.06M 4.66% -718 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,372 $7.06M 0.14% -409 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 9,333 $7.04M 1.98% +14 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,258 $6.98M 0.97% +134 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 9,227 $6.96M 4.43% -1,248 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,219 $6.95M 0.02% -46 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,190 $6.93M 0.08% +297 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,179 $6.92M 0.34% -265 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 9,140 $6.89M 6.96% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,138 $6.89M 0.17% +373 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,137 $6.89M 0.08% -78 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 9,111 $6.87M 5.76% 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 9,045 $6.82M 0.74% +536 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 8,848 $6.67M 3.99% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,830 $6.66M 1.5% -138 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,672 $6.64M 0.67% -2 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 8,779 $6.62M 5% -250 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 8,764 $6.61M 5.54% -60 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 8,752 $6.6M 2.15% +1,919 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,725 $6.58M 0.12% +564 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 8,653 $6.54M 2.48% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,620 $6.5M 0.39% -197 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,610 $6.49M 0.11% 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 8,600 $6.48M 3.21% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,595 $6.48M 1.14% -31 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 8,542 $6.44M 1.48% +71 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 8,480 $6.39M 5.57% -265 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,471 $6.39M 0.87% -372 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,463 $6.38M 0.38% +155 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,390 $6.32M 0.38% -60 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,352 $6.3M 0.19% +1,134 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,339 $6.29M 0.09% +59 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 8,240 $6.21M 0.95% -365 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,235 $6.21M 0.6% +108 13F-HR/A Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,182 $6.17M 2.03% +257 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,147 $6.14M 0.08% +30 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,028 $6.07M 0.01% +4,981 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,044 $6.06M 0.15% -403 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,031 $6.05M 0.03% +62 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 8,019 $6.04M 1.6% -439 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 7,901 $5.96M 2.85% -661 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 7,896 $5.95M 3.02% +391 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,871 $5.93M 0.42% +478 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,865 $5.93M 1.2% -1,363 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,862 $5.93M 0.21% -301 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 7,856 $5.92M 0.94% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,722 $5.83M 0.14% +313 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,725 $5.82M 0.4% -80 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 7,719 $5.82M 2.09% -244 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,647 $5.74M 0.64% -774 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 7,574 $5.72M 1.27% -91 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,531 $5.68M 0.2% -85 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 7,530 $5.68M 4.04% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 7,500 $5.65M 5.52% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,403 $5.58M 0.42% +2 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,362 $5.55M 1.43% +687 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,352 $5.54M 0.1% -65 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,340 $5.53M 0.59% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,320 $5.52M 0.46% -1,530 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,302 $5.5M 0.16% -95 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,301 $5.5M 0.18% -1,681 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,298 $5.5M 2.93% -2,150 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,269 $5.48M -178 Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 7,144 $5.43M 1.83% +1,082 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 7,193 $5.42M 3.45% -336 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,191 $5.42M 0.06% -142 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,167 $5.4M 0.01% -1,003 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,165 $5.4M 0.1% +275 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,190 $5.38M 0.82% -116 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,109 $5.36M 1.93% -115 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 7,020 $5.31M 1.86% -300 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,000 $5.28M 0.23% +2,372 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 6,884 $5.19M 1.55% -294 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,878 $5.18M 0.03% -1,470 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,876 $5.18M 0.11% -787 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,872 $5.18M 4.16% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,871 $5.18M 0.09% -670 13F-HR/A Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,804 $5.13M 3.87% +52 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 6,798 $5.12M 4.32% -732 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,763 $5.1M 0.79% +50 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,684 $5.04M 4.05% 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,668 $5.03M 0.11% +479 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,661 $5.02M 1.12% -151 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 6,631 $5M 0.81% +86 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,600 $4.97M 0.77% +703 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,582 $4.96M 0.14% +244 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,567 $4.95M 0.5% -155 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,551 $4.94M 0.29% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,546 $4.93M 0.08% -14 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,516 $4.91M 0.1% -410 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,498 $4.9M 0.23% +2 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 6,480 $4.88M 1.58% +34 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,478 $4.88M 0.06% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,466 $4.87M 0.11% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,460 $4.87M 0.32% -342 13F-HR Timeline