Permanens Capital L.P. More: the full row for Permanens Capital L.P. 114,815 $50.2M 6.46% -46,732 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 106,214 $49M 19.33% -2,468 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 111,794 $48.8M 6.92% +1,776 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 111,641 $48.8M 1.34% +67,233 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 111,378 $48.6M 1.51% +10,383 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 108,645 $47.5M 0.59% -3,322 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 108,120 $47.2M 10.84% +2,363 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 106,630 $46.6M 18.94% -1,040 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 106,068 $46.3M 27.97% -935 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 104,728 $46.2M 16.3% +3,340 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 104,357 $45.6M 6.73% +6,348 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 104,014 $45.4M 0.82% +6,823 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 102,325 $44.7M 0.1% -2,848 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 101,872 $44.5M 10.25% +2,217 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 101,533 $44.3M 10.35% +2,672 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 101,331 $44.3M 10.86% -1,450 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 100,273 $43.8M 1.83% +6,170 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 99,364 $43.4M 11.9% -403 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 99,314 $43.4M 0.23% +8,391 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 98,966 $43.2M 11.98% -4,029 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 498,438 $43.1M 1.21% +451,995 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 98,383 $43M 0.7% +29,852 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 97,846 $42.7M 7.68% +2,511 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 97,746 $42.7M 3.56% +3,667 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 97,643 $42.6M 2.08% -20,093 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 96,782 $42.3M 4.16% -310 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 96,720 $42.2M 7.23% +5,519 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 96,062 $42M 3.76% +2,849 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 95,902 $41.9M 18.8% -879 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 95,811 $41.8M 14.13% -5,358 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 95,303 $41.6M +2,455 Timeline First Pacific Financial More: the full row for First Pacific Financial 94,439 $41.3M 5.31% -955 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 93,054 $40.6M 8.98% +1,598 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 92,133 $40.2M 2.34% +2,802 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 91,809 $40.1M 18.14% +4,344 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 91,230 $39.8M 0.18% -135 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 91,185 $39.8M 0.8% +2,515 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 90,462 $39.5M 4.32% +1,152 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 90,337 $39.5M 11.1% +4,142 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 89,444 $39.1M 0.06% -13,086 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 89,359 $39M 0.62% 0 13F-HR/A Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 84,373 $38.9M 7.89% +1,314 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 88,110 $38.5M 1.19% +12,002 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 87,849 $38.4M 13.16% -15,132 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 87,022 $38M 2.19% +1,271 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 86,461 $37.8M 10.25% +759 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 84,593 $36.9M 0.34% +56,799 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 74,750 $36.9M 0.55% +33,747 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 83,913 $36.7M 9.92% +22,319 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 82,765 $36.2M 0.01% -41,891 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 82,427 $36M 1.19% +4,263 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 80,963 $35.4M 4.5% +1,858 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 80,808 $35.3M 0.23% +4,181 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 79,840 $34.9M 0.46% +6,122 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 79,537 $34.7M 12.57% +4,102 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 79,462 $34.7M 2.99% +6,281 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 79,321 $34.6M 7.73% +116 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 79,085 $34.5M 0.17% +18,453 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 77,560 $33.9M 6.41% +1,488 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 76,716 $33.5M 3.01% -363 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 76,644 $33.5M 0.48% +807 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 76,443 $33.4M 9.44% +6,402 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 76,333 $33.3M 1.05% +5,382 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 75,391 $32.9M 11.6% -364 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 74,728 $32.6M 5.71% -3,595 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 74,592 $32.6M 1.47% -214,842 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 74,409 $32.5M 5.95% +889 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 72,804 $31.8M 4.61% +25,600 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 72,580 $31.7M 8.38% +330 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 72,519 $31.7M 0.98% -1,517 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 72,466 $31.7M 20.08% -9,095 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 72,409 $31.6M 9.49% +2,784 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 72,181 $31.5M 0.43% +2,727 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 71,719 $31.3M 13.2% +702 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 71,341 $31.2M 4.93% +11,152 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 71,245 $31.1M 0.5% -2,990 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 70,982 $31M 3.95% +3,985 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 70,194 $30.7M 3.79% +27,797 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 69,973 $30.6M 5.97% -14,412 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 69,538 $30.4M 5.36% -10,869 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 69,198 $30.2M 4.21% -4,540 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 68,348 $29.9M 0.24% +9,850 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 68,077 $29.7M 12.81% +610 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 67,870 $29.6M 3.23% -24,100 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 67,777 $29.6M 4.29% +2,277 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 67,546 $29.5M 0.61% +3,496 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 67,226 $29.4M 0.53% +109 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 66,671 $29.1M 6.44% -1,864 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65,882 $29.1M 0.28% +7,529 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 66,532 $29.1M 1.06% -238 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 66,419 $29M 5.03% +1,736 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 66,196 $28.9M 14.32% +203 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 65,934 $28.8M 7.06% -872 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 65,810 $28.7M 0.37% -2,029 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 65,765 $28.7M 3.78% +2,214 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 65,839 $28.7M 11.47% +1,386 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 65,615 $28.7M 3.96% -1,198 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 65,510 $28.6M 8.19% +3,701 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 65,289 $28.6M 1.02% -1,161 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 65,142 $28.5M 5.62% +3,171 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 65,117 $28.4M 0.68% +57,789 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 64,812 $28.3M 3.15% +1,926 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 64,574 $28.2M 24.53% +961 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 64,370 $28.1M 9.64% +725 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 63,641 $27.8M 1.88% +3,857 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 63,559 $27.8M 13.24% -2,484 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 56,592 $27.5M 0.89% +175 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 62,872 $27.5M 4.78% -382 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 62,665 $27.4M 5.93% -2,098 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 62,649 $27.4M 16.18% +4,457 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 62,438 $27.3M 11.01% -95 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 62,106 $27.1M 4.97% +3,049 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 62,028 $27.1M 0.01% -89,479 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 61,944 $27.1M 0.94% +11,147 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 60,967 $26.6M 4.95% +2,285 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 60,936 $26.6M 6.77% +1,650 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 60,654 $26.5M 16.06% -696 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 60,338 $26.4M 1.36% -3,008 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 62,520 $26.3M 8.33% +831 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 59,931 $26.2M 2.61% +4,027 13F-HR Timeline 25 LLC More: the full row for 25 LLC 59,427 $26M 8% +4,928 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 58,824 $25.7M 2.65% -709 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 58,677 $25.6M 1.33% +8,844 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 58,508 $25.6M 0.13% +11,839 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 58,387 $25.5M 1.55% +2,018 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 58,227 $25.4M 0.41% +3,058 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 58,191 $25.4M 1.9% +23,353 13F-HR/A Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 58,108 $25.4M 7.78% +1,480 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 57,861 $25.3M 1.74% -406 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 57,845 $25.3M 5.74% -10,194 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 57,840 $25.3M 13.8% -1,788 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 57,374 $25.1M 0.54% +557 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 57,102 $24.9M 8.26% +17,938 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 55,874 $24.8M 9.38% -10,371 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 56,748 $24.8M 3.99% +967 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 56,721 $24.8M 12.73% +209 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 56,673 $24.8M 15% +2,684 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 55,805 $24.4M 8.7% +1,236 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 55,754 $24.4M 3.43% +6,011 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 55,697 $24.3M 10.73% +901 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 55,628 $24.3M 4.26% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 57,716 $24.2M 1.57% -28,748 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 55,174 $24.1M 2.59% +14,584 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 54,710 $23.9M 0.64% +4,302 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 54,271 $23.7M 0.74% +24,675 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 52,839 $23.1M 1.33% +2,821 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 52,316 $22.9M 0.5% -1,978 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 51,989 $22.7M 0.43% -3,756 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 53,956 $22.7M 0.82% +9,959 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 51,851 $22.6M 0.98% +2,347 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 51,806 $22.6M 0.6% +860 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 51,781 $22.6M 18.19% -2,924 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 51,750 $22.6M 10.13% +1,428 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 51,412 $22.5M 0.22% +2,834 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 51,067 $22.3M 13.52% +4,711 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 50,982 $22.3M <0.01% -24,471 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 50,853 $22.2M 2.48% +2,498 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 50,403 $22M 2.68% +3,933 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 50,104 $21.9M 0.27% -3,470 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50,045 $21.9M 0.74% -19,378 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 50,004 $21.8M 2.13% +2,474 13F-HR/A Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 49,675 $21.7M 5.36% +771 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 49,528 $21.6M 0.4% +2,835 13F-HR Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 49,497 $21.6M 18.09% +1,871 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 49,376 $21.6M 6.86% -354 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 49,193 $21.5M 2.62% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 49,056 $21.4M 0.41% +1,924 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 48,779 $21.3M 0.35% +1,714 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 48,411 $21.1M 3.07% +51 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 48,271 $21.1M 5.34% +1,600 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 48,157 $21M 2.15% -6,322 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 52,307 $21M 0.03% 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 48,026 $21M 3.31% +277 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 47,905 $20.9M 0.02% -204 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 47,721 $20.8M 5.4% +1,004 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 47,563 $20.8M 3.72% +6,772 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 47,476 $20.7M 2.02% -4,428 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 47,049 $20.6M 4.24% -1,662 13F-HR/A Timeline Tenret Co LLC More: the full row for Tenret Co LLC 47,022 $20.5M 9.92% +2,076 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 46,857 $20.5M 2.15% +135 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 46,759 $20.4M 0.24% +7,669 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 46,591 $20.4M 4.57% +2,180 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 46,499 $20.3M 8.82% +71 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 46,349 $20.2M 0.82% +2,085 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 46,260 $20.2M 13.4% +1,720 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 46,248 $20.2M 3.5% +1,872 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 45,496 $19.9M 2.77% +2,121 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 45,199 $19.7M 1.53% -21 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 44,999 $19.7M 0.47% +8,094 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 44,392 $19.4M 3.95% -1,459 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 44,142 $19.3M 4.38% +431 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 43,789 $19.1M 13.92% +9,146 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 43,615 $19.1M 0.29% -1,470 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 43,602 $19M 4.37% +748 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 43,488 $19M 6.04% +2,532 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 43,134 $18.8M 2.69% +3,587 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 43,030 $18.8M 1.78% +1,374 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 43,015 $18.8M 0.26% +5,426 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 42,871 $18.7M 4.81% +3,149 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 42,822 $18.7M 2.23% +4,788 13F-HR Timeline