Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,574 $871K 0.05% -9 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,491 $864K 0.01% +775 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,450 $860K 0.01% +710 13F-HR/A Timeline Destination Wealth Management More: the full row for Destination Wealth Management 10,448 $860K 0.02% +28 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,418 $858K 0.1% +744 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 10,022 $813K 0.28% +202 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,845 $811K 0.06% -123 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,979 $575K <0.01% +310 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,893 $568K <0.01% +25 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,724 $554K 0.07% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,717 $553K 0.02% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 6,678 $550K 0.08% -306 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,598 $543K 0.14% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,477 $533K <0.01% +107 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for BlackRock, Inc. 5,214 $429K <0.01% +289 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,135 $423K 0.02% +14 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,104 $420K <0.01% +1,836 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,987 $411K 0.12% +41 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,960 $408K 0.08% +555 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,960 $408K <0.01% -95 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,913 $405K 0.01% +35 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 4,907 $404K 0.11% -502 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,609 $402K 0.05% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,858 $400K 0.02% -23 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,828 $398K 0.01% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,815 $396K 0.02% +344 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,790 $394K <0.01% -438 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 4,774 $393K 0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,765 $392K <0.01% 0 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 4,586 $378K 0.07% +212 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,531 $373K 0.11% -1,516 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 4,528 $373K 0.2% +300 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 4,505 $371K 0.25% +37 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,502 $371K <0.01% -3 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 4,496 $370K 0.04% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,425 $364K 0.02% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,424 $364K 0.09% +1 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/ 4,415 $364K <0.01% -112 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,340 $357K 0.01% -247 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,333 $357K <0.01% +35 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 4,252 $350K 0.29% +683 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,215 $347K 0.04% +332 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,208 $346K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,200 $346K 0.01% +9 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,461 $345K 0.04% +815 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 4,150 $342K 0.07% -750 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,110 $338K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,097 $337K <0.01% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 4,084 $336K 0.11% -969 13F-HR Timeline 25 LLC More: the full row for 25 LLC 4,077 $336K 0.09% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,018 $331K 0.16% -838 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,979 $328K <0.01% -129 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,975 $327K 0.1% -194 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 3,965 $326K 0.07% 0 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 3,960 $326K 0.28% +12 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,917 $323K <0.01% 0 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,908 $322K 0.01% -609 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Carson Advisory Inc. 3,700 $305K 0.14% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,685 $303K 0.08% +3 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,641 $300K <0.01% +3,507 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,633 $299K 0.01% +64 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,625 $298K 0.08% +30 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,604 $297K 0.09% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,596 $296K 0.16% +272 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,596 $296K <0.01% -4,310 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,592 $296K 0.03% +507 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,480 $287K 0.04% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,469 $286K 0.03% +167 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,429 $282K 0.06% -303 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,415 $281K 0.01% +3 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,373 $278K 0.01% +27 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 3,353 $276K 0.26% +56 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 3,340 $275K 0.04% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,324 $274K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,314 $273K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,314 $273K 0.03% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,314 $273K 0.09% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,232 $266K 0.03% +6 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,224 $265K 0.08% new 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 3,220 $265K 0.01% 0 13F-HR Timeline Group Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 3,220 $265K 0.06% -4 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,178 $262K <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,127 $257K 0.01% -26 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,125 $257K 0.01% -386 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,118 $257K 0.01% +26 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,088 $254K +988 Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,087 $254K 0.05% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,086 $254K 0.01% +26 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,078 $253K 0.08% -210 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,069 $253K 0.01% -69 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 3,064 $252K 0.17% -8 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,050 $251K 0.05% -95 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,040 $250K 0.12% +23 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,028 $249K 0.19% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,101 $248K 0.03% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,004 $247K 0.01% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,995 $247K 0.03% +25 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,986 $246K 0.05% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,976 $245K 0.01% +7 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,896 $238K 0.01% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,892 $238K 0.04% -1,076 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,891 $238K 0.04% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,889 $238K 0.11% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,882 $237K 0.06% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,850 $235K 0.09% +23 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,847 $234K 0.01% new 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,836 $234K <0.01% +24 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,832 $233K 0.01% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,815 $232K <0.01% +2 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,810 $231K 0.02% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,802 $231K 0.01% -92 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,789 $230K 0.09% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,759 $227K 0.11% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,743 $226K 0.01% -712 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,741 $226K 0.02% -1,184 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,739 $226K 0.09% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,701 $222K 0.06% new 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 2,691 $222K 0.04% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,690 $221K 0.03% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,654 $219K 0.03% -39 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,611 $215K 0.02% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,596 $214K 0.07% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2,584 $213K 0.1% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,577 $212K 0.07% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,569 $211K 0.06% +12 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,564 $211K 0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,553 $210K 0.02% new 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 2,524 $208K 0.04% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,522 $208K 0.02% new 13F-HR Timeline