Partners in Financial Planning More: the full row for Partners in Financial Planning 35,535 $11.9M 2.02% -130 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 35,531 $11.9M 4.3% -157 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 35,525 $11.9M 10.09% +776 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 35,505 $11.9M 1.85% +9,929 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 35,392 $11.9M 0.56% -4,852 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 35,323 $11.8M 1.21% -570 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 34,986 $11.7M 0.49% -555 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 34,837 $11.7M 6.79% +535 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 34,621 $11.6M 0.58% -355 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 34,536 $11.6M 0.32% +282 13F-HR/A Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 34,511 $11.6M 1.73% -2,163 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 34,482 $11.6M 0.38% +1,961 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34,442 $11.5M 0.23% -2,241 13F-HR Timeline Group Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 34,361 $11.5M 3.49% +3,370 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 34,343 $11.5M 2.03% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 34,339 $11.5M 0.91% -50 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 33,458 $11.4M 0.39% +3,845 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 33,679 $11.3M 4.69% -114 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 33,640 $11.3M 8.25% -1,028 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 33,541 $11.2M 3.05% -639 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 33,521 $11.2M 0.41% -1,898 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 33,459 $11.2M 1.26% -823 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 33,398 $11.2M 1.76% +174 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 33,301 $11.2M 0.6% -405 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,235 $11.1M 1.13% +438 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 33,197 $11.1M 2.72% +202 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 33,098 $11.1M 0.19% -286 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 32,877 $11M 1.61% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 32,874 $11M 4.98% -182 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 32,789 $11M 1.61% -197 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 32,764 $11M 6.33% +2,729 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 32,751 $11M 0.34% -10,315 13F-HR Timeline Group Paladin Partners, LLC More: the full row for Paladin Partners, LLC 32,742 $11M 8.18% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 32,671 $11M 0.19% +2,273 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 32,628 $10.9M 3.25% -1,126 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 32,469 $10.9M 1.16% -51 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 32,364 $10.9M 0.82% +573 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 32,342 $10.8M 0.69% +745 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32,085 $10.8M 0.41% +18,057 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 32,234 $10.8M 3.99% +304 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 32,059 $10.7M 0.37% -397 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 31,999 $10.7M 0.63% +150 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 31,997 $10.7M 2.76% +162 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 31,903 $10.7M 9.28% +1,683 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 31,795 $10.7M 3.63% +1,111 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,726 $10.6M 1.08% -20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 31,686 $10.6M 1.33% -1,501 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 31,620 $10.6M 0.32% -337 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 31,616 $10.6M 2.82% +3,161 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 31,611 $10.6M 0.39% +13,898 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 31,594 $10.6M 2.15% +3,577 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,092 $10.6M 0.59% +46 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 31,494 $10.6M 5.32% -6,557 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 31,348 $10.5M 1.23% +15,496 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 31,032 $10.4M 1.03% -1,158 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 30,995 $10.4M 1.96% +828 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30,946 $10.4M 0.17% +1,703 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 30,865 $10.3M 8.13% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 30,837 $10.3M 0.68% -443 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 30,725 $10.3M 1.18% +1,100 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 30,688 $10.3M 0.34% -168 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 30,686 $10.3M 2.1% -126 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 30,619 $10.3M 6.39% -276 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 30,563 $10.2M 4.52% +639 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 30,443 $10.2M 4.27% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 29,820 $10.2M 2.82% +670 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 30,266 $10.1M 8.38% +6,452 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 30,174 $10.1M 3.24% +2,918 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 30,110 $10.1M 0.76% -158 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 30,100 $10.1M 5.28% -2,849 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 30,052 $10.1M 5.07% +3,954 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 30,043 $10.1M 1.18% -499 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 30,036 $10.1M 4.63% +1,796 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,959 $10M 0.38% -481 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 29,925 $10M 3.85% +704 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 29,908 $10M 2.51% -1,147 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 29,870 $10M 0.42% +3,680 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 29,845 $10M 0.01% +6,005 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 29,768 $9.98M 2.57% -1,903 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,656 $9.94M 0.87% -414 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 29,633 $9.93M 3.58% -340 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 29,554 $9.91M 9.37% -35 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 29,457 $9.88M 2.41% -6,172 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 29,420 $9.86M 3.35% +5,150 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 29,358 $9.84M 0.63% -1,249 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 29,128 $9.77M 5.14% +2,131 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 29,015 $9.73M 0.3% -4,502 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 28,993 $9.72M 3.54% +1,096 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 28,974 $9.71M 1.39% +2,430 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 28,922 $9.7M 1.75% -174 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 28,899 $9.69M 8.68% 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 28,845 $9.67M 0.51% -1,902 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 28,838 $9.67M 1.08% +5,455 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 28,640 $9.6M 3.42% +2,500 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 28,596 $9.59M 0.38% -241 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 28,564 $9.58M 7.09% 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 28,288 $9.57M +2,764 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 28,434 $9.53M 0.45% -877 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 28,224 $9.46M 0.31% -14,743 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 28,221 $9.46M 0.64% +2,111 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 28,126 $9.46M 3.66% +1,654 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 28,195 $9.45M 0.54% -14 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 28,127 $9.43M 0.81% -405 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 28,105 $9.42M 3.73% +750 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 28,035 $9.4M 4.47% -1,477 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 28,004 $9.39M 0.19% -2,279 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 27,965 $9.38M 0.56% 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 27,947 $9.37M 5.34% -90,250 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 27,944 $9.37M 0.12% +5,860 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 27,818 $9.33M 3.24% -456 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 27,690 $9.28M 0.15% +3,462 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 27,632 $9.26M 0.59% -471 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 27,621 $9.26M 2.73% -808 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 27,614 $9.26M 0.45% -3,555 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 27,545 $9.23M 2.53% +1,481 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 27,518 $9.23M 5.72% -914 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 27,464 $9.21M 2.88% +7 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 27,397 $9.19M 1.25% +1,353 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 27,388 $9.18M 0.59% -82 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 26,996 $9.08M 8.6% -1,442 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 27,034 $9.06M 0.96% -516 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,032 $9.06M 0.31% +13,992 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 26,981 $9.05M 0.53% +11,545 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 26,973 $9.04M 5.73% -1,248 13F-HR Timeline Trust Co More: the full row for Trust Co 26,924 $9.03M 0.85% +520 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 26,833 $9M 1.33% +41 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,781 $8.98M 0.42% +423 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 26,692 $8.95M 3.01% +1,224 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 26,620 $8.92M 2.97% +91 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 26,528 $8.89M 1.07% +445 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 26,468 $8.87M 5.11% 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 26,461 $8.87M 1.26% +5 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 26,443 $8.87M 0.1% +966 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 26,242 $8.8M 6.6% +852 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 26,168 $8.77M 0.59% +4,850 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 26,056 $8.74M -54 Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 26,052 $8.73M 0.02% +113 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 25,926 $8.69M 4.36% +1,809 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 25,894 $8.68M 0.24% +2,000 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 25,888 $8.68M 0.97% -2,115 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 25,364 $8.65M 1.55% +59 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 25,715 $8.62M 6.39% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 25,703 $8.62M 1.43% +136 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 25,679 $8.61M 0.88% +3,449 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 25,678 $8.61M 0.47% -1,746 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 25,652 $8.6M 5.9% +1,799 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 25,615 $8.59M 5.24% +42 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 25,591 $8.58M 2.38% -1,751 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 25,418 $8.52M 1.93% +441 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 25,298 $8.48M 4% +50 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 25,271 $8.47M 4.14% +1,035 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 25,171 $8.44M 0.67% +1,536 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 25,084 $8.41M 0.67% +535 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 25,054 $8.4M 5.36% +487 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 24,979 $8.37M 1.14% -901 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 24,976 $8.37M 1.71% +12,088 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 33,831 $8.37M 1.62% +8,144 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 24,961 $8.37M 2.96% -535 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 24,946 $8.36M 0.95% +176 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 24,797 $8.31M 0.77% -39 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 24,726 $8.29M 0.92% -804 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 24,658 $8.27M 2.53% -2,509 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 24,581 $8.24M 2.16% +552 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 24,555 $8.23M 0.29% +632 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 24,483 $8.21M 4.85% +516 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 24,477 $8.21M 0.62% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 24,473 $8.21M 0.42% +38 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 24,454 $8.2M 0.63% +633 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 24,450 $8.2M 2.21% -1,345 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 24,413 $8.18M 0.08% -506 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 24,302 $8.15M 1.13% +454 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 24,253 $8.13M 6.69% +138 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 24,245 $8.13M 3.69% -734 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 24,106 $8.13M 0.01% +655 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 24,000 $8.05M 2.99% 0 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 23,744 $8.03M 0.24% -920 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,943 $8.03M 0.27% +3,041 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 23,864 $8M 0.11% +1 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 23,779 $7.97M 0.84% +1,793 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 23,760 $7.97M 6.1% -4,437 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 23,727 $7.95M 1.55% -1,283 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 23,709 $7.95M 0.89% -644 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 23,701 $7.95M 0.69% -1,500 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 23,593 $7.91M 0.22% -22 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 23,488 $7.87M 0.8% +11,796 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 23,341 $7.83M 3.96% -415 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 23,332 $7.82M 0.72% -349 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 23,302 $7.81M 2.25% -212 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 23,253 $7.8M 0.06% +3,230 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 23,245 $7.79M 0.36% 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 23,125 $7.75M 2.23% -324 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 23,117 $7.75M 2.01% +1,451 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 23,029 $7.72M 7.11% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 22,997 $7.71M 0.92% -342 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 22,988 $7.71M 2.39% -233 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 48,155 $7.7M 7.94% 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 22,885 $7.67M 4.13% -973 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 22,720 $7.62M 3.06% +67 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 22,649 $7.59M 0.29% +2,552 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 22,643 $7.59M 4.97% +668 13F-HR Timeline