Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 10,620 $3.94M 2.59% -307 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,922 $3.93M 0.2% -281 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,568 $3.92M 1.7% -355 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10,395 $3.92M 4.19% -660 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 10,548 $3.91M 0.23% +140 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 10,530 $3.9M 0.83% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,522 $3.9M 0.39% +1,119 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 10,486 $3.89M 1.76% +448 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 10,476 $3.88M 0.49% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,419 $3.86M 0.13% +2,317 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,406 $3.86M 3.41% -333 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 10,399 $3.86M <0.01% -10,542 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 10,389 $3.85M 2.62% +148 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 10,357 $3.84M 0.39% -25 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,353 $3.84M 0.06% +1,313 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,251 $3.8M 1.71% +268 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,191 $3.78M 0.37% -502 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,178 $3.77M 0.19% +17 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,178 $3.77M 0.35% +423 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 10,176 $3.77M 4.01% +1,371 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 10,175 $3.77M 2.36% -86 13F-HR Timeline City State Bank More: the full row for City State Bank 10,167 $3.77M 1.24% +2,175 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,158 $3.77M 0.83% +2,812 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,158 $3.77M 0.27% +502 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 10,143 $3.76M 1.88% +617 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 10,132 $3.76M 2.51% -586 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,067 $3.73M 0.05% +658 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 10,054 $3.73M <0.01% new 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 10,050 $3.73M 1.85% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,032 $3.72M 0.2% -488 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 9,967 $3.7M 0.52% +586 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,964 $3.7M <0.01% -1,357 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,958 $3.69M 0.44% -95 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 9,957 $3.69M 2.38% new 13F-HR/A Timeline EMC Capital Management More: the full row for EMC Capital Management 9,881 $3.67M 2.21% -610 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,863 $3.66M 0.47% -660 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,854 $3.65M 0.15% +179 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,821 $3.64M 0.73% +130 13F-HR/A Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 9,814 $3.64M 2.79% -124 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,791 $3.63M 2.76% -5,193 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,781 $3.63M 0.31% +298 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 9,764 $3.62M 2.43% +642 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,738 $3.61M 0.11% -803 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,715 $3.6M 0.45% +171 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,672 $3.59M 0.4% -35 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 9,626 $3.57M 2.04% +2,350 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,570 $3.55M 1.69% +334 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 9,553 $3.54M 2.24% +822 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 9,488 $3.52M 0.09% +631 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,451 $3.5M 0.29% -853 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,387 $3.48M 0.35% +155 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,379 $3.48M 1.33% -129 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,301 $3.45M 0.66% -117 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 9,300 $3.45M 0.29% -100 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 9,285 $3.44M 0.65% -32 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,236 $3.42M 0.28% +833 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 9,201 $3.41M 1.89% +456 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 9,120 $3.38M 0.16% +237 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 9,119 $3.38M 2.85% +75 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 9,108 $3.38M 0.2% +1,786 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 9,098 $3.37M 0.9% -1,115 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,089 $3.37M 1.1% -1,067 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,088 $3.37M 0.22% +781 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 9,078 $3.37M 0.61% +136 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 9,069 $3.36M 1.35% +1,043 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 9,062 $3.36M 1.51% -826 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,046 $3.35M 0.08% -4,480 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 9,032 $3.35M 2.72% -273 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,003 $3.34M 0.45% +111 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,988 $3.33M 0.97% +981 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 8,981 $3.33M 2.1% +175 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,972 $3.33M 0.42% +5,756 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 8,954 $3.32M 1.08% +351 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,950 $3.32M 0.18% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,921 $3.31M 0.06% +208 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 8,888 $3.3M 1.84% -46 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,888 $3.3M 0.38% -16 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,850 $3.28M 0.42% +513 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8,725 $3.24M 0.92% -1,343 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,704 $3.23M 0.88% -19,685 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,663 $3.21M 0.19% -281 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,577 $3.18M 0.05% -345 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 9,039 $3.18M 1.66% -2,737 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,565 $3.18M 1.03% +110 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,565 $3.18M 0.23% +3,080 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,555 $3.17M 0.8% -292 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,519 $3.16M 1.7% +837 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 8,500 $3.15M 0.36% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 8,488 $3.15M 0.78% +239 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 8,470 $3.14M 1.19% +198 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 8,467 $3.14M 0.49% +404 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,319 $3.08M 2.2% -14 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 8,310 $3.08M 0.59% -320 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 8,302 $3.08M 2.61% 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 8,277 $3.07M 2.48% -210 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,274 $3.07M 0.45% +207 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,256 $3.06M 0.92% -3,579 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,240 $3.06M 0.24% +559 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,237 $3.05M 0.15% -1,175 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,236 $3.05M 0.12% +1,973 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,221 $3.05M 0.85% +31 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,193 $3.04M 0.08% -54 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 8,184 $3.03M 0.29% -213 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 8,177 $3.03M 1.32% -34 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,131 $3.02M 0.84% +69 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,119 $3.01M 0.04% +1,646 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,072 $3M 0.27% -65 13F-HR/A Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 8,053 $2.99M 2.02% +134 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,049 $2.98M 0.9% +48 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 8,039 $2.98M 0.25% +490 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,034 $2.98M 0.69% +59 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,031 $2.98M 0.03% +1,137 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,968 $2.96M 0.16% +12 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,950 $2.95M 0.37% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,908 $2.93M 1.27% -36 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,657 $2.9M -6 Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,818 $2.9M 0.15% -564 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,808 $2.9M 0.2% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,794 $2.89M 0.19% -42 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,218 $2.89M 0.74% +555 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 7,754 $2.88M 1.52% -32 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,740 $2.87M 0.33% +68 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 7,716 $2.86M 0.75% -2,270 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,700 $2.86M 2.13% -24 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,582 $2.81M 0.57% +2,595 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,568 $2.81M 0.13% -209 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,558 $2.8M 0.08% +123 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,524 $2.79M 0.12% -2,522 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,483 $2.77M 0.14% -1,299 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,459 $2.77M 0.36% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,441 $2.76M 0.5% +487 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,654 $2.76M 0.53% -496 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,416 $2.75M 0.17% +617 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 7,405 $2.75M 0.18% -1,650 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,356 $2.73M 0.33% -13 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 7,347 $2.72M 0.98% -462 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,310 $2.71M 0.94% +891 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,309 $2.71M 0.07% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,278 $2.7M 0.19% -36,418 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 7,254 $2.69M 0.54% -62 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 7,244 $2.69M <0.01% -4,862 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,235 $2.68M 0.04% +246 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 7,220 $2.68M 0.88% 0 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,193 $2.67M 0.13% -206 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,165 $2.66M 1.21% +316 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,139 $2.65M 0.47% +1,696 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,052 $2.62M 0.07% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,049 $2.61M 0.27% -792 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 7,042 $2.61M 0.99% +6,295 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,040 $2.61M 0.28% +1,915 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,945 $2.6M 0.64% -2,703 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,007 $2.6M 0.05% +1,404 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 7,006 $2.6M 2.63% +602 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,005 $2.6M 0.06% +183 13F-HR Timeline Group HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 6,996 $2.59M 1.81% -481 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 6,822 $2.58M 2.26% +83 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,960 $2.58M 0.17% +231 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,938 $2.57M 0.22% +139 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,931 $2.57M 0.33% +308 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,869 $2.55M 0.89% +1,152 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,848 $2.54M 0.17% -57 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,840 $2.54M 0.07% +305 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,836 $2.53M 0.02% -189 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,807 $2.52M 0.49% +900 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,705 $2.49M 1.84% +122 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,702 $2.49M <0.01% -425 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,699 $2.48M 0.36% -501 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,676 $2.48M 0.62% +970 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 6,581 $2.44M 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,579 $2.44M 0.26% -36 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,570 $2.44M 0.01% new 13F-HR Timeline Group Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 6,538 $2.42M 1.7% -117 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 6,532 $2.42M 1.47% -293 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,301 $2.42M 0.85% +646 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,512 $2.41M 0.33% -328 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,509 $2.41M 0.05% +617 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 6,497 $2.41M 1.82% +1,015 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,491 $2.41M 0.77% +322 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,443 $2.39M 0.81% +398 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,430 $2.38M 0.04% -126 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,395 $2.37M 0.05% -51 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,388 $2.37M 0.04% +1 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 6,387 $2.37M 0.4% +1,134 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,386 $2.37M 0.49% -604 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 6,358 $2.36M 1.8% -172 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,346 $2.35M 1.36% -210 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,336 $2.35M 1.79% +282 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,334 $2.35M 0.28% -334 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,329 $2.35M 0.24% -60 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,323 $2.34M 0.03% +334 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. 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