Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 53,465 $15.5M 9.2% +326 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 53,348 $15.5M 4.86% +2,062 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 53,295 $15.4M 1.97% +8,038 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 53,274 $15.4M 6.22% +4,639 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 53,144 $15.4M 1.7% -6,826 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 53,144 $15.4M 4.56% -375 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 53,113 $15.4M 6.15% +52,934 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 53,061 $15.4M 2.18% -4,243 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 53,050 $15.4M 7.89% +539 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 52,933 $15.3M 12.01% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 52,529 $15.2M 2.74% -126 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 52,112 $15.1M 2.3% new 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 51,798 $15M 2.91% -2,440 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 52,336 $15M 1.16% +28,803 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 51,688 $15M 0.88% 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 51,625 $15M 0.41% +1,528 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 51,355 $14.9M 0.57% -1,672 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 51,249 $14.9M 5.67% -274 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 51,216 $14.8M 0.34% +193 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 51,120 $14.8M 2.53% -5,045 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 50,058 $14.6M 14.45% -2,906 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 49,492 $14.3M 2.71% +677 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 49,435 $14.3M 10.15% +4,265 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 49,266 $14.3M 0.5% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 49,239 $14.3M 9.15% +4,422 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 49,102 $14.2M 0.51% +3,514 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 49,010 $14.2M 4.33% -842 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 48,440 $14M 0.6% +4,681 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 48,354 $14M 1.98% -1,901 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 48,232 $14M +43,541 Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 48,094 $13.9M 6.76% 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 48,000 $13.9M 0.63% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48,001 $13.9M 0.46% -1,135 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 47,833 $13.9M 10.44% +13 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,762 $13.8M 0.66% -1,275 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 47,742 $13.8M 4.05% +37,843 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 47,261 $13.7M 14.32% -1,984 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 47,168 $13.7M 0.5% +22 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 47,063 $13.6M 13.34% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 46,881 $13.6M 0.16% -3,388 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 46,712 $13.5M 0.83% -639 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 46,533 $13.5M 3.7% -2,057 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 46,164 $13.4M 7.78% +3,557 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 46,037 $13.3M 0.42% -1,252 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 44,549 $13.3M 0.63% +177 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 45,891 $13.3M 4.74% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 45,888 $13.3M 0.33% +3,872 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 45,851 $13.3M 0.44% +550 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 45,569 $13.2M +201 Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 45,540 $13.2M 1.23% +1,273 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 45,516 $13.2M 0.34% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 45,228 $13.1M 3.76% +25,823 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 45,012 $13M 0.24% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 44,946 $13M 6.49% -2,480 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,921 $13M 0.19% +2,144 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 44,884 $13M 2.31% -119 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 44,878 $13M 0.85% -10,240 13F-HR/A Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 44,853 $13M 4.96% -287 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 44,798 $13M 0.3% -668 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 44,729 $13M 9.18% 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 44,725 $13M 6.45% +266 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 42,897 $12.9M 0.73% +1,948 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 44,446 $12.9M 7.44% -2,145 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 44,434 $12.9M 9.55% -3,913 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,399 $12.9M 0.39% +2,863 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 44,383 $12.9M 0.63% -417 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 44,376 $12.9M 1.38% -925 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 44,202 $12.8M 5.49% +1,179 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 44,175 $12.8M 0.66% +1,126 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 44,012 $12.8M 1% +259 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 43,850 $12.7M 3.17% 0 13F-HR Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 43,585 $12.6M 4.11% -844 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 43,487 $12.6M 0.01% +3,095 13F-HR/A Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 43,479 $12.6M 0.03% 0 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 43,203 $12.5M 8.39% -29 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 43,050 $12.5M 2.08% +914 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 42,913 $12.4M 0.15% -11,408 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,911 $12.4M new Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 43,264 $12.4M 0.21% +652 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 42,603 $12.3M 7.71% 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 42,549 $12.3M 1.25% +354 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 41,991 $12.2M 1.57% +295 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 41,938 $12.2M 0.18% +23 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 41,724 $12.1M 0.69% +1,230 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 41,482 $12M 1.42% -742 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 41,422 $12M 9.44% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 41,172 $11.9M 2.29% +2,375 13F-HR/A Timeline HT Partners LLC More: the full row for HT Partners LLC 41,160 $11.9M 4.06% -333 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 41,014 $11.9M 1.89% +134 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 40,910 $11.9M 7.27% -3,962 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 40,813 $11.8M 0.39% -1,572 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 40,748 $11.8M 2.86% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 40,642 $11.8M 0.28% +5,095 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 40,261 $11.7M 0.32% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40,222 $11.7M 3.74% +1,142 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 39,947 $11.6M 2.53% -563 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39,997 $11.6M 0.97% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 39,906 $11.6M 1.75% -1,169 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 39,791 $11.5M 0.42% +18,166 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 39,724 $11.5M +2,263 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 39,634 $11.5M 0.22% -1,662 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 38,094 $11.4M 4.22% +1,149 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 39,121 $11.3M 1.19% +500 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 38,981 $11.3M 4.44% +42 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 38,013 $11.3M 2.2% +4,270 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 38,946 $11.3M 4.28% -10,334 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 38,800 $11.2M 5.86% -71,200 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 38,701 $11.2M 10.3% 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 38,587 $11.2M 1.07% +4,776 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 38,487 $11.2M 6.27% -1,653 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 38,360 $11.1M 2.88% +29,053 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 38,316 $11.1M 0.28% +1,421 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 37,983 $11M 9.52% +78 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 37,932 $11M 1.55% +24,190 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 37,849 $11M 8.17% +4,854 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 37,779 $10.9M 0.09% -7,329 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 37,755 $10.9M 4.3% -4,762 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 37,676 $10.9M 7.31% +8 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 37,468 $10.9M 1.15% -81 13F-HR/A Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 37,363 $10.8M 2.42% -308 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 37,245 $10.8M 0.21% +590 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 37,195 $10.8M 0.32% +3,838 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 37,075 $10.7M 0.66% -97 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 37,062 $10.7M 1.42% +71 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 37,043 $10.7M +1,229 Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 36,918 $10.7M 2.85% +169 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 36,865 $10.7M 0.78% -67 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 36,821 $10.7M 0.41% +635 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 36,600 $10.6M 0.24% +15,600 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 36,525 $10.6M 3.32% -623 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 36,495 $10.6M 0.8% +1,055 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 36,488 $10.6M 5.39% +66 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 36,303 $10.6M 0.01% -6,090 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 36,095 $10.5M 1.26% -4,972 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 36,042 $10.4M 0.65% +8,191 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 35,977 $10.4M 2.13% +341 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 35,822 $10.4M 0.29% +4,481 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 35,759 $10.4M 6.12% +5,981 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 35,742 $10.4M 3.5% -2,851 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 35,680 $10.3M 0.1% +2,545 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 35,680 $10.3M 1.85% -171 13F-HR/A Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 35,570 $10.3M 1.13% -65 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 35,530 $10.3M 0.59% +465 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 35,464 $10.3M 1.3% -572 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,391 $10.3M 0.56% -11 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 35,356 $10.2M 2.1% +2,215 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 35,616 $10.2M +1,850 Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 34,970 $10.1M 0.69% +3,215 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 34,911 $10.1M 0.91% +179 13F-HR Timeline Efficient Frontier Advisors LLC More: the full row for Efficient Frontier Advisors LLC 34,845 $10.1M 6.68% +156 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 34,758 $10.1M 2.17% -824 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 34,748 $10.1M 7.73% +15,252 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 34,730 $10.1M 9.21% 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 34,566 $10M 6.88% +1,059 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 34,555 $10M 4.15% +1,492 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 34,517 $10M 3.2% -628 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 34,505 $10M 3.42% -499 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 34,478 $9.99M 0.47% +3,591 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 34,448 $9.98M 5.53% -730 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 34,259 $9.93M 3.09% +3,077 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 34,137 $9.89M 1.11% +10,555 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 34,089 $9.88M 2.41% +2,996 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 34,041 $9.87M 2.53% -616 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 33,965 $9.84M 6.79% 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 33,834 $9.81M 1.41% +3 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 33,820 $9.8M 1.13% +21,428 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 33,760 $9.78M 1.31% +1,503 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 33,761 $9.78M 3.21% -109 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 33,569 $9.73M 1% -2,951 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 33,460 $9.7M 2.05% +336 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 33,431 $9.69M 2.77% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 33,328 $9.66M 0.73% +14,519 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 33,195 $9.62M 0.08% +840 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,145 $9.61M 1.29% +908 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 33,124 $9.6M 0.67% +174 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 33,086 $9.59M 0.8% +3,643 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 33,046 $9.58M 1.61% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. 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