STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 16,012 $3.06M 2.06% -1,136 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 16,011 $3.06M 1.17% +3,232 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 15,998 $3.06M 3.02% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 15,992 $3.05M 0.82% -352 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,914 $3.04M 0.06% +451 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 15,897 $3.04M 0.18% +2,137 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,886 $3.03M 0.07% -1,482 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,770 $3.01M 0.11% -248 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 15,719 $3M 1% +1,904 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 15,642 $2.99M 1.76% +151 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 15,158 $2.98M 0.51% +2,728 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,541 $2.97M 0.22% +32 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 15,535 $2.97M 0.42% -2 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 15,471 $2.95M 0.47% -8 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,402 $2.94M 0.89% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,390 $2.94M 0.51% -170 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 15,332 $2.93M 1.49% +869 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,301 $2.92M 0.34% -78 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 15,275 $2.92M 1.53% +816 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 15,204 $2.9M 0.43% +7,089 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 15,024 $2.87M 1.25% +191 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 15,023 $2.87M 0.53% -2,146 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 15,021 $2.87M 0.96% +125 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 15,003 $2.87M 0.45% -786 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 14,954 $2.86M 0.23% -7,338 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 14,912 $2.85M 0.48% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 14,486 $2.85M 0.64% +9,522 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,879 $2.84M 0.21% +651 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,826 $2.83M 0.18% -202 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 14,751 $2.82M 0.31% +453 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 14,725 $2.81M 0.65% +366 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 14,720 $2.81M 0.91% -3,858 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 14,717 $2.81M 0.12% +423 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,629 $2.79M 0.08% +600 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 14,178 $2.78M 0.47% +1,942 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 14,501 $2.77M 0.65% +1,237 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,497 $2.77M 0.14% +372 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,473 $2.76M 0.16% +204 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 14,469 $2.76M 1.6% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 14,393 $2.75M 0.79% +2,395 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,366 $2.74M 0.11% +3,552 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 14,336 $2.74M 0.03% +175 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,333 $2.74M 0.22% -173 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 14,302 $2.73M 1.32% -5 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 14,256 $2.72M 0.23% -525 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 14,227 $2.72M 1.3% +7 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 14,201 $2.71M 0.35% -678 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 14,182 $2.71M 2.34% 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 13,846 $2.71M 2.09% +29 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 14,003 $2.67M 2.18% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 14,002 $2.67M 0.97% +20 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 13,996 $2.67M 1.78% 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 13,989 $2.67M 2.13% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,983 $2.67M 0.47% +8,135 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 13,973 $2.67M 1.22% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 13,928 $2.66M 0.99% +10,136 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 13,895 $2.65M 1.29% -149 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 13,828 $2.64M 0.89% +3,559 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,803 $2.64M 0.24% +13 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 13,798 $2.64M 1.95% 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 13,744 $2.62M -40 Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,686 $2.61M 0.04% -48 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 13,674 $2.61M 0.24% -1,059 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,601 $2.6M 0.13% +7,545 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,569 $2.59M 0.15% +737 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 13,557 $2.59M 0.57% -229 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 13,499 $2.58M 0.86% +696 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 13,450 $2.57M 2.35% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,445 $2.57M 0.12% -1,060 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 13,433 $2.57M 0.71% -2,957 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 13,352 $2.55M 0.62% -358 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 13,330 $2.55M 1.35% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,299 $2.54M 0.76% +13 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 13,256 $2.53M 0.15% -73 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 13,247 $2.53M 0.72% +5,546 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 13,244 $2.53M 0.36% +1,351 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,241 $2.53M 0.15% +12,055 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 13,220 $2.52M 0.36% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,198 $2.52M 0.85% -71 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 13,157 $2.51M 0.1% +1,943 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,129 $2.51M 0.16% -530 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 13,115 $2.5M 0.23% -85 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 13,076 $2.5M 1.75% +1,990 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 13,045 $2.49M 0.33% +2,688 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 13,031 $2.49M 0.08% -206 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 13,004 $2.48M 2.81% +15 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 12,971 $2.48M 3.56% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 12,932 $2.47M 0.1% -92 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,912 $2.47M 0.07% +1,465 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,877 $2.46M 0.18% -55 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,875 $2.46M 0.15% -143 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,873 $2.46M 0.19% +1,345 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 12,866 $2.46M 0.02% +3,265 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,836 $2.45M 0.48% +337 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,764 $2.44M 0.11% +353 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 11,815 $2.43M 0.61% 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 12,710 $2.43M 2.4% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,668 $2.42M 0.33% 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 12,660 $2.42M 0.63% +100 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 12,636 $2.41M 0.58% -417 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12,613 $2.41M 1.74% -2,158 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12,519 $2.39M 0.16% -144 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 12,518 $2.39M 1.18% +185 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 12,479 $2.38M 0.5% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,423 $2.37M 0.38% -523 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 12,421 $2.37M 2.04% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 12,399 $2.37M 0.07% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 12,391 $2.37M 2.56% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,321 $2.35M 0.4% +47 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,271 $2.34M 0.03% -13 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 12,261 $2.34M 0.19% +244 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 12,253 $2.34M 1.68% +945 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 12,114 $2.31M 0.1% +880 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,086 $2.31M 0.08% -6,414 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 12,070 $2.31M 0.28% -4,744 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 12,039 $2.3M 0.68% -91 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,008 $2.29M 0.03% -56 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,006 $2.29M 1.47% -46 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,835 $2.26M 0.14% +145 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 11,793 $2.25M 0.36% +5,960 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,786 $2.25M 0.18% +1,164 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,739 $2.24M 0.33% -1,778 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,735 $2.24M 0.15% +167 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 11,812 $2.24M 0.4% +3,308 13F-HR/A Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,713 $2.24M 0.06% -250 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,703 $2.24M 0.37% -549 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 11,668 $2.23M 1.71% -158 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 11,658 $2.23M 1.61% 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 11,646 $2.22M 0.32% -2,984 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 11,637 $2.22M 2.5% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,635 $2.22M 0.11% +793 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 11,618 $2.22M 0.62% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,610 $2.22M 0.37% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 11,459 $2.21M <0.01% +1,521 13F-HR Timeline Group Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,546 $2.21M 1.72% +408 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 11,527 $2.2M 0.52% +459 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 11,523 $2.2M 2.08% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,487 $2.19M 0.23% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,464 $2.19M 1.67% -22 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 11,458 $2.19M 0.25% -302 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,424 $2.19M 0.15% +1,095 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,442 $2.19M 0.61% -421 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,429 $2.18M 0.04% +259 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,401 $2.18M 0.02% +1,898 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,378 $2.17M 0.46% 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 11,357 $2.17M 1.7% +468 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,333 $2.16M 0.07% +49 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 11,306 $2.16M 1.09% -613 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 11,250 $2.15M 1.46% +265 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,226 $2.14M 0.37% -172 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,218 $2.14M 1.19% -596 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11,200 $2.14M 1.13% 13F-HR/A Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 11,180 $2.14M 1.16% -548 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 11,143 $2.13M 3.15% -166,887 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,142 $2.13M 0.83% -43 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 11,125 $2.12M 0.09% +36 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 11,110 $2.12M 1.94% +2,272 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 11,096 $2.12M 0.81% +1,173 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 11,083 $2.12M 0.43% -1,911 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 11,020 $2.1M 1.41% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,000 $2.1M <0.01% -15,400 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,993 $2.1M 0.54% -132 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,974 $2.1M 0.04% +354 13F-HR Timeline Group Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 10,940 $2.09M 0.77% -114 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,906 $2.08M <0.01% -1,612 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 10,896 $2.08M 0.55% 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 10,889 $2.08M 0.9% +418 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,874 $2.08M 0.42% -64 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 10,865 $2.08M 0.16% +180 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 10,785 $2.06M 0.13% +9,399 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,777 $2.06M 0.87% +940 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 10,753 $2.05M 0.39% -56 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 10,714 $2.05M <0.01% -222,097 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,711 $2.05M 0.63% -791 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 10,707 $2.04M 0.87% +10,707 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 10,320 $2.04M 1.78% 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,673 $2.04M 0.08% +230 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,344 $2.03M 0.08% +713 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 10,607 $2.03M 2.32% +63 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,603 $2.03M 0.08% +160 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,557 $2.02M 0.39% -134 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,543 $2.01M 0.38% +183 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 10,541 $2.01M 0.48% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,536 $2.01M 0.49% +5,787 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,443 $1.99M 0.07% -466 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 10,409 $1.99M 1.27% +228 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 10,404 $1.99M 2.01% 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 9,600 $1.98M 0.88% +151 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 10,319 $1.97M 0.38% -1,557 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 6,735 $1.97M 1.17% -3,648 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,297 $1.97M 0.12% +935 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 10,293 $1.97M 1.37% +135 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,292 $1.97M 0.11% +234 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,263 $1.96M 0.34% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,257 $1.96M 0.01% +6,406 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 10,101 $1.93M 0.03% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 10,096 $1.93M 0.49% new 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 10,063 $1.92M 1.8% 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 9,630 $1.91M 0.64% -2,341 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,995 $1.91M 0.18% +1,850 13F-HR Timeline