Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 26,807 $14.4M 3.5% 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 26,747 $14.4M 0.93% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 26,700 $14.4M 0.48% 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 26,614 $14.3M 5.45% -3,325 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 26,614 $14.3M 9.58% +16,270 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 26,566 $14.3M 0.79% -1,369 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 26,543 $14.3M 3.92% -445 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 26,517 $14.3M 11.45% 13F-HR/A Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 26,421 $14.2M 1.12% -521 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 26,850 $14.2M 11.68% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 26,218 $14.1M 2.1% +610 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 26,148 $14.1M 5.85% +1,972 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 26,094 $14.1M 2.81% -9,164 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 25,920 $14M 7.43% +14,632 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 25,848 $13.9M 0.1% +1,068 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,822 $13.9M 0.45% -5,810 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 25,773 $13.9M 1.95% +970 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 25,765 $13.9M 1.01% +1,541 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 25,642 $13.8M 4.1% +68 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 25,607 $13.8M 1.1% +4 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,600 $13.8M 0.02% +3,334 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 25,596 $13.8M 3.25% -782 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 25,595 $13.8M 0.95% +5,736 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 25,517 $13.7M 1.9% +125 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 25,505 $13.7M 1.29% +1,205 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 25,473 $13.7M 1.45% +1,449 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 24,945 $13.7M 1.32% +995 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 25,367 $13.7M 6.04% -16,601 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 25,340 $13.7M 10.61% -2,475 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,289 $13.6M 0.44% -985 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 25,794 $13.6M 9.85% -1,528 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,237 $13.6M 0.45% -40,594 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25,199 $13.6M 4.36% +588 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 25,146 $13.5M 8.15% +76 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 25,063 $13.5M 9.73% +192 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 25,019 $13.5M 10.08% -718 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 24,799 $13.4M 12.43% -15,016 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,735 $13.3M 0.44% +2,064 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 24,582 $13.2M 7.77% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,561 $13.2M 0.86% -2,657 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 24,358 $13.1M 0.37% -18,264 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 24,354 $13.1M <0.01% +12,988 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 24,218 $13M 6.48% +379 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 24,193 $13M 1.33% +194 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,150 $13M 0.4% +6,151 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 24,033 $12.9M 4.75% -1,844 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 24,012 $12.9M 4.43% +2,067 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 24,011 $12.9M 13.64% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 23,932 $12.9M 0.09% +3,257 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 23,885 $12.9M 1.59% -243 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 23,726 $12.8M 2.17% +604 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 23,684 $12.8M 0.18% -4,613 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 23,610 $12.7M 1.63% -589 13F-HR Timeline Group Washington Trust Advisors, Inc. 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More: the full row for Per Stirling Capital Management, LLC. 23,355 $12.6M 1.79% +10,190 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 23,235 $12.5M 0.12% +4,899 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 23,010 $12.4M 0.99% +141 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 22,865 $12.3M 3.4% +1,547 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 22,864 $12.3M 9.25% -14 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 22,696 $12.2M 0.86% -1,497 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,507 $12.1M 0.02% new 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 22,484 $12.1M 2.32% +6,491 13F-HR/A Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 22,374 $12.1M 3.82% +1,246 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,332 $12M 0.37% +241 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 22,316 $12M 1.27% -110 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 22,250 $12M 0.89% -3,465 13F-HR Timeline Group ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 22,219 $12M 8.24% +94 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 22,165 $11.9M 4.66% -394 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 21,998 $11.9M 1.57% +437 13F-HR Timeline Ategra Capital Management, LLC in group Ategra Capital Management, LLC More: the full row for Ategra Capital Management, LLC 21,974 $11.8M 7.98% 0 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 21,929 $11.8M 0.86% -340 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 21,849 $11.8M 11.15% 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 21,811 $11.8M 3.01% +6,855 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 21,802 $11.7M 7.19% -134 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 21,744 $11.7M 2.24% +1,461 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 21,744 $11.7M 2.2% +1,461 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 21,681 $11.7M 1.13% +1,470 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 21,154 $11.7M 0.31% -107 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 21,665 $11.7M 1.71% +1,178 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 21,661 $11.7M 3.83% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 21,610 $11.6M 3.5% -1,250 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 21,266 $11.5M 3.12% +8,995 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 21,217 $11.4M 5.42% -1,660 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 21,147 $11.4M 3.94% +9,003 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,106 $11.4M 0.6% +235 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 21,017 $11.3M 1.68% +1,331 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 20,984 $11.3M 5.72% +508 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 20,830 $11.2M 1.64% +1,617 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 20,722 $11.2M 0.65% +2,820 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 20,720 $11.2M 9.41% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20,702 $11.2M 0.31% +15,970 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 20,567 $11.1M 4.98% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 20,567 $11.1M 5.51% +128 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 20,552 $11.1M 1.05% +2,399 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 20,481 $11M 8.06% 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 20,375 $11M 0.14% -643 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 20,367 $11M 0.21% +10,001 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,330 $11M 1.02% +5,646 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 20,191 $10.9M 6.6% +4,716 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 20,159 $10.9M 0.71% +794 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 122,319 $10.8M 5.97% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 20,128 $10.8M 5.8% 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 20,118 $10.8M 6.99% +510 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 20,109 $10.8M 1.18% +792 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 20,017 $10.8M 0.59% -344 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 19,963 $10.8M 1.18% +475 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 19,754 $10.6M 0.09% +14,186 13F-HR Timeline Group Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 19,752 $10.6M 4.52% -135 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 19,740 $10.6M 0.22% +662 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 19,658 $10.6M 6.06% -301 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 19,629 $10.6M 1.44% +5,749 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 19,598 $10.6M 1.99% +1,410 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 19,592 $10.6M 1.77% +619 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19,550 $10.5M 0.99% +740 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 19,456 $10.5M 10.55% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 19,433 $10.5M 1.17% +1,986 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 19,326 $10.4M 1.27% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 19,320 $10.4M 0.49% -550 13F-HR/A Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 19,315 $10.4M 8.84% 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 19,200 $10.3M 0.89% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 19,186 $10.3M 2.89% +1,762 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 19,168 $10.3M 21.08% 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 19,162 $10.3M 4% +32 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 19,545 $10.3M 1.28% -193 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 19,134 $10.3M 4.95% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 19,058 $10.3M 0.81% +404 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 19,051 $10.3M 6.35% -7 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,966 $10.2M 0.02% -94,015 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 18,921 $10.2M 1.12% +1,819 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 18,913 $10.2M 0.7% -2,444 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 18,862 $10.2M 7.69% +102 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 18,825 $10.1M 0.37% +98 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 18,635 $10M 5.53% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 18,615 $10M 1.74% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 18,575 $10M 0.07% +273 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 18,438 $9.93M 9.72% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 18,354 $9.89M 1% +1,065 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 18,289 $9.85M 5.43% -21,109 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,256 $9.84M +443 Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,228 $9.82M 0.82% +2,039 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 18,131 $9.81M 1.06% -56 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,203 $9.81M 0.54% +230 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 18,173 $9.79M 0.72% +15,031 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 18,158 $9.78M 5.14% -25 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 18,151 $9.78M 3.33% -2,645 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,095 $9.75M 0.51% -3,607 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 18,024 $9.71M 6.31% +927 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 18,022 $9.71M 0.89% +3,029 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 18,129 $9.7M 1.01% +714 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 17,990 $9.69M 0.22% +1,558 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 18,099 $9.69M 6.76% -246 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 17,975 $9.69M 0.46% +1,342 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 17,884 $9.64M 1.29% +3,359 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 17,848 $9.62M 3.67% +412 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,845 $9.62M 0.95% +6 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,832 $9.61M 0.4% +12,820 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 17,819 $9.6M 1.62% -635 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 17,813 $9.6M 0.07% +1,094 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 17,799 $9.59M 3.33% +326 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 17,758 $9.57M 1.2% +1,212 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 17,731 $9.55M 4.42% +1,981 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 17,709 $9.54M 6.31% -9 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 17,692 $9.53M 1.51% +1,006 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 17,682 $9.53M 10.69% 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 17,674 $9.52M 3.46% -99 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 17,671 $9.52M 6.31% -94 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 17,645 $9.51M 0.98% -4,688 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17,573 $9.47M 0.52% -395 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 17,565 $9.46M 6.47% -1,031 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 17,418 $9.38M 0.26% +1,451 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 17,338 $9.34M 1.68% -2 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 17,300 $9.32M 1.53% +609 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 17,190 $9.26M 2.86% +1,399 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 17,182 $9.26M 2.29% -3,635 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,163 $9.25M 0.13% +3,206 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 17,160 $9.25M 6.76% +783 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 17,102 $9.21M 0.47% +1,222 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 16,818 $9.06M 3.36% -118 13F-HR Timeline Semmax Financial Advisors Inc. 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