Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 79,032 $23.2M 2.28% +12,088 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 77,972 $22.9M 2.8% -1,775 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 77,935 $22.9M 1.25% +2,696 13F-HR Timeline Group Mason & Associates, LLC More: the full row for Mason & Associates, LLC 80,411 $22.5M 5.65% +8 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 75,877 $22.3M 1.49% -3,028 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 74,474 $21.9M 9.88% +2,876 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 73,979 $21.7M 0.04% -68,567 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 72,094 $21.2M 0.69% +1,109 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 71,571 $21.1M 4.3% +3,774 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 71,774 $21.1M 0.24% -2,392 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 70,935 $20.8M 0.84% +1,828 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 70,810 $20.8M 6.69% +2,426 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 70,435 $20.8M 0.96% -689 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 70,321 $20.7M 4.36% +2,217 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 69,929 $20.6M 0.59% -413 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 69,135 $20.3M 3.75% +907 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 68,450 $20.1M 3.89% +1,055 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 68,009 $20M 3.31% -865 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 67,063 $19.7M 0.44% +9,496 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 66,951 $19.7M 1.64% -967 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 66,791 $19.6M 2.36% +443 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 66,454 $19.5M 0.38% -1,809 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 66,394 $19.5M 10.49% +11,709 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 75,328 $19.5M 1.6% -231 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 65,345 $19.4M 8.52% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 65,524 $19.3M 0.22% +2,260 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 65,357 $19.2M 0.27% -304 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 64,227 $18.9M 0.88% +35,059 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 64,197 $18.9M 3.83% +87 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 64,113 $18.8M 0.8% -38 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 63,532 $18.7M 2.74% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 62,694 $18.4M +4,209 Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 62,391 $18.3M 2.87% -1,604 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 62,053 $18.2M 0.35% +8,249 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 61,439 $18M 0.54% -2,226 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 60,898 $17.9M 4.92% +1,020 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 60,198 $17.7M 0.23% +1,457 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 59,983 $17.6M 9.95% +3,380 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 59,799 $17.6M 1.19% +2,500 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 59,730 $17.5M 5.42% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 59,546 $17.5M 0.22% -337 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. 59,207 $17.4M 0.35% -1,438 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 59,031 $17.3M 0.01% +4,309 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 58,721 $17.2M 3.54% +783 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 58,627 $17.2M 9.3% -178 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 57,934 $17M 3.65% +125 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 57,637 $16.9M 1.86% +478 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 56,969 $16.7M +836 Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 56,644 $16.6M 1.09% -1,414 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 57,099 $16.6M 0.41% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 56,239 $16.5M 0.29% +387 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 56,043 $16.5M 1.29% -89 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 55,774 $16.4M 4.05% +3,456 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 55,712 $16.4M 6.7% +1,521 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 55,645 $16.3M 8.78% +118 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 55,519 $16.3M 5.4% +1,772 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 55,210 $16.3M 0.55% +911 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 55,115 $16.2M 0.3% -1,577 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 54,890 $16.1M 0.6% +1,693 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 54,522 $16M 0.16% -408 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 54,336 $16M 7.35% +10,671 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 54,433 $16M 6.71% +18,800 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 54,313 $16M 4.61% -8,445 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 54,259 $15.9M 0.9% +12,085 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 53,657 $15.8M 5.22% -744 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 53,438 $15.7M 4.42% -728 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 53,146 $15.7M 1.83% +1,038 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 52,947 $15.6M 4.43% +924 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 52,214 $15.4M 3.49% +6,958 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 52,298 $15.4M 13.77% -2,161 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 52,139 $15.3M 6.27% +2,057 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 52,073 $15.3M 3.99% +810 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 51,795 $15.2M 0.29% +210 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 51,492 $15.1M 3.95% +1,588 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 51,461 $15.1M 5.69% +3,179 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 51,341 $15.1M 8.8% -474 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 51,242 $15.1M 0.04% +27,639 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 51,175 $15M 5.02% +169 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 50,775 $14.9M 1.36% -1,160 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 50,586 $14.9M 1.76% +4,028 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 50,386 $14.8M 2.8% +521 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 50,238 $14.8M 0.08% +1,933 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 50,199 $14.7M +316 Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 49,940 $14.7M 3.66% +5,786 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 49,774 $14.6M 0.3% +285 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 49,742 $14.6M 3.55% -2,510 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 49,676 $14.6M 2.18% +2,047 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 49,297 $14.5M 4.63% +1,582 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 49,191 $14.4M 0.32% +12,512 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 48,756 $14.3M 0.54% -5,368 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 48,665 $14.3M 0.59% +340 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 48,622 $14.3M 2.34% -202 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 48,524 $14.3M <0.01% +9,899 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 47,684 $14M 0.52% +28,796 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 47,563 $14M 0.19% -698 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 47,504 $14M 0.87% -341 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 49,496 $14M 0.45% +6,871 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 47,046 $13.8M 3.51% +7,366 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 46,481 $13.7M 0.27% -221 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 46,457 $13.6M 9.25% +61 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 46,357 $13.6M 3.96% +1,389 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 46,297 $13.6M 1.86% +1,969 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 46,092 $13.5M 4.29% -1,201 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 45,155 $13.3M 4.14% -1,544 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 44,904 $13.2M 5.03% +1,551 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 44,844 $13.2M 0.5% +1,547 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 44,629 $13.1M 1.86% +3,973 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 44,357 $13M 0.83% -113 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 44,086 $13M 0.22% -269 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 46,346 $13M 0.66% +1,842 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 44,083 $12.9M 0.47% +7,610 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 43,888 $12.9M 3% +604 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 43,835 $12.9M 0.81% +158 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 43,620 $12.8M 3.78% +6,214 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 43,603 $12.8M <0.01% +415 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 43,535 $12.8M 1.43% +9,701 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 43,421 $12.8M 0.86% +662 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,173 $12.7M 0.29% +14,951 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 43,126 $12.7M 3.27% -6 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 43,073 $12.7M 4.73% -6 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 42,798 $12.6M 0.48% +3,097 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 41,968 $12.3M 3.83% +725 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 41,892 $12.3M 1.95% +2,883 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 41,865 $12.3M 0.07% +2,852 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 41,840 $12.3M 0.25% +140 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 43,839 $12.3M 1.45% +4,706 13F-HR Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 41,553 $12.2M 5.93% +1,939 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 41,068 $12.1M 4.76% -1,118 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 41,055 $12.1M 2.85% +377 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 41,025 $12.1M 5.19% +2,527 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 40,873 $12M 6.07% -330 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 40,872 $12M 1.11% +813 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 40,528 $11.9M 5.18% -355 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 40,490 $11.9M 0.37% +1,762 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 40,484 $11.9M 2.62% -35 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 40,341 $11.8M 0.27% +13,255 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 40,240 $11.8M 2.03% +3,242 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 40,169 $11.8M 1.5% -390 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 39,996 $11.8M 1.5% -924 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 40,017 $11.8M 0.26% +750 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 39,805 $11.7M 2.51% +908 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 39,608 $11.6M 2.68% -645 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 39,605 $11.6M 1.25% -192 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 39,517 $11.6M 0.18% +8,718 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 39,334 $11.6M 2.46% -3,072 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 39,453 $11.6M 1.63% +200 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 39,352 $11.6M 4.97% -63,102 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 39,309 $11.5M 0.92% +690 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 39,298 $11.5M 1.04% -810 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 39,261 $11.5M 0.93% +268 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 39,155 $11.5M 1.28% -7,471 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 38,930 $11.4M 0.22% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 38,689 $11.4M 2.04% -117,640 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38,650 $11.4M 0.17% +17,803 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 41,175 $11.2M 4.69% +36 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 37,664 $11.1M 3.39% -3,374 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 37,848 $11.1M 1.46% +950 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 37,587 $11M 3.39% -32 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 37,583 $11M 2.99% +5,516 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 37,552 $11M 7.57% +113 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 37,488 $11M 0.07% +887 13F-HR/A Timeline Group David Kennon Inc More: the full row for David Kennon Inc 37,348 $11M 3.95% -531 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 37,226 $10.9M 0.35% +2,790 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 37,133 $10.9M 8.85% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 37,115 $10.9M 5.8% +197 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 36,978 $10.9M 5.04% +4,809 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,928 $10.8M 0.16% +785 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 37,399 $10.8M +235 Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 36,792 $10.8M 2.52% -20,292 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 36,854 $10.8M 3.56% -235 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 36,870 $10.8M 6.6% +350 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 36,789 $10.8M <0.01% +23,977 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 36,608 $10.8M 0.55% -2,537 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 36,599 $10.8M 0.01% +20,993 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 36,411 $10.7M 2.58% +668 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 36,310 $10.7M 0.94% -367 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 36,296 $10.7M 0.88% +3,552 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 36,063 $10.6M 2.61% +4,570 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 35,898 $10.5M 3.76% +4,625 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 35,237 $10.4M 6.11% +321 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 35,232 $10.3M 0.1% +4,815 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 35,056 $10.3M 0.72% +34,732 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 35,131 $10.3M +1,791 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 35,052 $10.3M 0.35% +572 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 35,007 $10.3M 0.83% -12,602 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 34,824 $10.3M 1.07% +1,077 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 34,876 $10.2M 0.25% +5,649 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 34,809 $10.2M 4.24% +189 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 34,666 $10.2M 0.04% -12,024 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34,633 $10.2M 3.66% +106 13F-HR/A Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 34,451 $10.1M 3.09% +3,391 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 34,415 $10.1M 2.51% +731 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 34,387 $10.1M 0.13% +444 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 34,279 $10.1M 5.14% -15,177 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 34,204 $10M 4.21% +518 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 34,037 $10M 0.01% +2,514 13F-HR Timeline Group CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 33,964 $9.98M 3.85% +3,843 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 33,593 $9.9M 2.88% +465 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 33,695 $9.9M 1.34% -7,066 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 33,659 $9.89M 2.92% +1,155 13F-HR Timeline