Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,983 $554K 0.03% -36 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,928 $550K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,810 $542K 0.02% +54 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,625 $529K 0.05% 0 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 7,584 $526K 0.09% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,584 $526K <0.01% -56 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,529 $522K <0.01% -197 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,516 $521K 0.1% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 7,238 $502K 0.04% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 7,231 $502K 0.15% +926 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 7,138 $500K 0.23% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,081 $491K 0.06% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,050 $489K 0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 6,875 $477K 0.12% -202 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,835 $474K 0.02% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,769 $470K <0.01% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,723 $466K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,697 $465K 0.01% +473 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. 6,674 $463K 0.01% +46 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,675 $463K <0.01% +128 13F-HR/A Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,644 $461K 0.01% +394 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 6,479 $449K 0.15% +208 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,400 $444K 0.04% -2,537 13F-HR Timeline NOTTINGHAM ADVISORS, INC. 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More: the full row for Confluence Wealth Services, Inc. 5,515 $383K 0.02% +2 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 5,513 $382K 0.21% +107 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,399 $375K 0.01% +810 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 5,230 $363K 0.17% +1,530 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,186 $360K 0.06% -36 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,159 $358K 0.02% +4 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,151 $357K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,140 $357K <0.01% -1,999 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 5,112 $355K 0.02% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,091 $353K <0.01% +19 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 5,086 $353K 0.02% +2,369 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,928 $345K 0.01% -760 13F-HR/A Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,946 $343K 0.11% -1,005 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,926 $342K 0.04% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,841 $336K 0.18% -1,724 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,818 $334K <0.01% -2,226 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,803 $333K 0.01% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4,802 $333K 0.03% -3,977 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,793 $332K 0.04% new 13F-HR/A Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 4,774 $331K 0.01% +1,422 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 4,693 $326K 0.12% +10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,643 $322K 0.01% -152 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 4,612 $320K 0.09% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,550 $316K 0.02% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,517 $313K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,479 $311K 0.02% -1,999 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/ 4,428 $307K <0.01% -107 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,419 $307K 0.09% +2 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,391 $305K 0.01% +99 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,387 $304K 0.05% -8 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Carson Advisory Inc. 3,700 $257K 0.14% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,668 $254K 0.15% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,683 $254K 0.06% +22 13F-HR Timeline Focus Financial Network, Inc. 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More: the full row for Fingerlakes Wealth Management, Inc. 3,354 $233K 0.15% +18 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,302 $229K 0.04% 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 3,300 $229K 0.12% +20 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,287 $228K 0.01% +53 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,286 $228K 0.03% -45 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,283 $228K 0.01% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,204 $222K 0.03% new 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 3,174 $220K 0.05% +515 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 3,113 $216K 0.01% 0 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,085 $214K 0.02% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,048 $211K 0.04% -196 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,037 $211K 0.01% new 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,017 $209K 0.13% new 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,986 $207K 0.04% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,980 $207K 0.05% new 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,918 $202K 0.04% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,882 $200K 0.06% +18 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,844 $197K 0.06% +53 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,788 $193K 0.06% -168 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,693 $187K 0.03% -100 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,686 $186K 0.04% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,596 $180K 0.06% -22 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,298 $159K 0.06% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,223 $154K 0.03% 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,177 $151K <0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,070 $144K 0.01% -4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,031 $141K 0.04% +5 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,965 $136K +298 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,946 $135K <0.01% +69 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,863 $129K 0.03% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,655 $115K 0.06% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,638 $114K 0.03% -23 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,635 $113K 0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,590 $110K 0.04% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,504 $104K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,430 $99.2K 0.04% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,404 $97.4K 0.06% -15 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,374 $95.3K 0.04% -345 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 716 $49.7K <0.01% -106 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 644 $44.7K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $44.4K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 622 $43.2K 0.03% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 613 $42.5K 0.01% +7 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 608 $42.2K <0.01% +543 13F-HR Timeline Keystone Financial Group, Inc. 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Private Wealth Management, LLC 334 $23.2K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 309 $21.4K 0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 306 $21.2K <0.01% +76 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 297 $20.6K <0.01% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 271 $18.8K 0.01% +2 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 260 $18K <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 228 $15.8K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Sunbelt Securities, Inc. 18 $1.25K <0.01% new 13F-HR Timeline