Allegheny Financial Group More: the full row for Allegheny Financial Group 16,841 $3.3M 0.45% +1,637 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 16,804 $3.3M 1.64% +3,474 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 16,800 $3.3M 0.11% -78 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,875 $3.28M 0.26% +161 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 16,649 $3.27M 0.05% -396 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 16,623 $3.26M 2.78% -128 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,613 $3.26M 0.12% -2,302 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 16,586 $3.25M 0.56% +2,408 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16,583 $3.25M 0.51% +14,580 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 16,441 $3.23M 2.96% +270 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16,432 $3.22M 0.17% -350 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 16,401 $3.22M 0.03% new 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,400 $3.22M 0.19% +503 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 16,377 $3.21M 1.42% -277 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 16,214 $3.18M 2.11% +202 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 16,164 $3.17M 0.76% +1,663 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 16,161 $3.17M 0.67% +12,038 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 16,160 $3.17M 0.75% +52 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16,080 $3.17M 0.28% -238 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 16,131 $3.17M 0.09% +1,502 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 16,059 $3.15M 1.84% -325 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 15,944 $3.13M 0.88% +14,141 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15,938 $3.13M 0.06% +24 13F-HR Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 15,932 $3.13M 1.03% -394 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 15,818 $3.1M 1.34% -3,066 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15,812 $3.1M 0.13% +3,698 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 15,788 $3.1M 1.97% -6,865 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,778 $3.1M 0.33% -567 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 15,777 $3.1M 2.77% -1,093 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 15,777 $3.1M 0.44% +242 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15,751 $3.09M 0.19% +925 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 15,739 $3.09M 1.29% +5,832 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 15,656 $3.07M 0.33% -1,095 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 15,650 $3.07M 1.53% +375 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,574 $3.06M 0.11% -196 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,594 $3.06M 0.16% -872 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 15,516 $3.04M 0.73% +4,980 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 15,514 $3.04M 1.84% -128 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 15,505 $3.04M 3% +2,795 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 15,478 $3.04M 3.4% +3,087 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,425 $3.03M 0.59% +35 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,402 $3.02M 0.9% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,385 $3.02M 0.23% +506 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 15,343 $3.01M 1.64% -2,238 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 15,255 $2.99M 0.62% +3,877 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15,236 $2.99M 1.05% +8,995 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,166 $2.98M 0.69% +441 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 15,110 $2.96M 1.12% +89 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 15,037 $2.95M 1.03% +1,035 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 15,021 $2.95M 1.24% -3 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 14,950 $2.93M 0.94% -382 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 14,893 $2.93M 0.37% +692 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,912 $2.93M 0.14% +415 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 14,860 $2.92M 1.29% -5,228 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 14,330 $2.91M 2.11% +484 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 14,680 $2.88M 0.43% -323 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 14,673 $2.88M 0.45% -798 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 14,631 $2.87M 1.29% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 14,631 $2.87M 0.23% -323 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 14,622 $2.87M 0.68% +1,270 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,583 $2.86M 0.14% +1,138 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 14,544 $2.85M 2.94% 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 14,496 $2.84M 1.91% +27 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14,492 $2.84M 0.27% +1,377 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,439 $2.83M 0.16% -34 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 14,400 $2.83M 1.32% +173 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,392 $2.82M 0.25% +59 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,338 $2.81M 0.86% +510 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 14,336 $2.81M 0.04% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 14,331 $2.81M 2.59% -2,449 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,258 $2.8M 0.06% -1,628 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 14,239 $2.79M 0.46% +5,160 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 14,148 $2.78M 1.31% -154 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 14,139 $2.77M 0.23% -117 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 14,108 $2.77M 0.97% +4,478 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 14,101 $2.77M 2.33% -81 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 14,087 $2.76M 0.9% +588 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 14,078 $2.76M 0.36% +834 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 12,967 $2.73M 1.28% -4,070 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 13,937 $2.73M 1.25% -36 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,806 $2.71M 0.26% +3 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 13,701 $2.69M 0.34% -2,745 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 13,660 $2.68M 3.63% +689 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 13,622 $2.67M 0.16% +11,606 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,553 $2.66M 0.07% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,551 $2.66M 0.18% +1,765 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 13,540 $2.66M 1.84% +464 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,537 $2.66M 0.66% -3,753 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 13,529 $2.65M 2.37% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 13,521 $2.65M 0.1% -845 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 13,515 $2.65M 1.27% -380 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,509 $2.65M 0.04% -177 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 13,475 $2.65M 0.49% -1,548 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 13,488 $2.65M 0.82% -905 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 13,471 $2.64M 0.2% -352,899 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 13,459 $2.64M 1.15% +941 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 13,444 $2.64M 1.76% +2,424 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 13,420 $2.63M 0.74% -2,572 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 13,358 $2.62M 2.43% -92 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 13,356 $2.62M 2.35% +2,213 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 13,345 $2.62M 0.1% +188 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,331 $2.62M 0.19% +454 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 13,309 $2.61M 0.11% -1,408 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 13,298 $2.61M 0.74% +2,757 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 13,274 $2.6M 2.45% +1,751 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 13,264 $2.6M 0.68% -169 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 13,247 $2.6M -497 Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 13,220 $2.59M 0.38% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,167 $2.58M 0.18% +38 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,144 $2.58M 0.78% -155 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,773 $2.57M 0.07% -258 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 13,105 $2.57M 0.16% -151 13F-HR/A Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 13,020 $2.55M 1.93% -778 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 13,012 $2.55M 2.02% +8 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,994 $2.55M 0.04% +7,692 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,945 $2.54M 1.65% +939 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,923 $2.54M 0.17% +48 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,892 $2.53M 0.48% +56 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,862 $2.52M 0.03% +854 13F-HR Timeline Group Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 12,854 $2.52M 1.93% +1,308 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 12,847 $2.52M 0.42% +6,210 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,831 $2.52M 0.82% -367 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,757 $2.51M <0.01% +1,298 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,764 $2.5M 0.16% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 12,760 $2.5M 0.56% +124 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 12,734 $2.5M 0.33% -311 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 12,706 $2.49M 0.56% +46 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 12,703 $2.49M 1.29% +1,814 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12,700 $2.49M 0.46% -2,212 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,645 $2.48M 0.47% +324 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,533 $2.46M 0.39% +110 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 12,525 $2.46M 0.05% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 12,472 $2.45M 0.81% -2,248 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 12,464 $2.45M 0.3% +394 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 12,457 $2.44M 1.1% +1,680 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 12,428 $2.44M 1.93% -1,575 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,411 $2.44M 0.04% +3,175 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 12,411 $2.44M 2.2% +1,301 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,345 $2.42M 0.03% +74 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12,340 $2.42M 1.78% -273 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 12,266 $2.41M 0.7% +227 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 12,261 $2.41M 1.28% +1,061 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 12,261 $2.41M 0.19% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,259 $2.41M 0.17% +835 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 12,132 $2.38M 0.74% +1,421 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12,119 $2.38M 0.16% -400 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,067 $2.37M 0.07% -19 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 12,066 $2.37M 1.69% +2,003 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,959 $2.35M 0.07% -953 13F-HR Timeline Group Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,922 $2.34M 2.04% -499 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,876 $2.33M 0.11% -1,725 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,734 $2.3M 0.34% -5 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,724 $2.3M <0.01% +2,960 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,697 $2.29M 0.07% -16 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,671 $2.29M 0.26% -3,630 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 11,654 $2.29M +7,001 Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,624 $2.28M 0.19% +5,674 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 11,618 $2.28M 0.61% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,599 $2.28M 0.04% +170 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 11,562 $2.27M 2.6% -75 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,544 $2.26M 0.15% -191 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,500 $2.26M 0.36% +274 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 11,393 $2.24M 0.39% -253 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,393 $2.24M 0.07% +60 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 11,374 $2.23M 0.52% +6,320 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,357 $2.23M 0.91% +215 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,342 $2.23M 0.23% -145 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 11,323 $2.22M 1.64% -335 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 11,312 $2.22M 1.15% +6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 11,289 $2.21M 0.25% -169 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,287 $2.21M 1.12% +69 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,267 $2.21M 0.57% +274 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,266 $2.21M 0.13% -569 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,262 $2.21M 0.12% -1,979 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 11,249 $2.21M 1.16% +153 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 11,207 $2.2M 0.24% +1,340 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 11,180 $2.19M 1.14% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,154 $2.19M 0.37% -456 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 11,124 $2.18M <0.01% +410 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 11,097 $2.18M <0.01% new 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,093 $2.18M 0.17% +228 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 11,083 $2.17M 1.72% -274 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 11,065 $2.17M 0.52% -462 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 11,060 $2.17M 0.8% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,060 $2.17M 0.36% -643 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 11,030 $2.16M 1.19% -6,270 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11,023 $2.16M 0.35% -1,645 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 10,999 $2.16M 1.63% -465 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,975 $2.15M 0.05% +1 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,969 $2.15M 0.09% +366 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,921 $2.14M 0.41% +47 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,822 $2.12M 0.09% -303 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 10,770 $2.11M 0.29% +2,652 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,750 $2.11M 0.49% -333 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 10,679 $2.1M 1.86% +359 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 10,678 $2.1M 0.54% -218 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,670 $2.09M 0.57% +1,927 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 10,651 $2.09M 2.14% +247 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 10,632 $2.09M 0.41% -121 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 10,615 $2.08M 0.36% +7,269 13F-HR Timeline