MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 28,990 $1.44M <0.01% +2,790 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 28,899 $1.44M 0.05% -983 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 28,800 $1.43M 0.08% +3,230 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 28,143 $1.4M <0.01% +957 13F-HR Timeline Group R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 28,100 $1.4M 1.05% +1,700 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 28,038 $1.4M 1.19% -57,970 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 27,918 $1.39M 0.34% +6 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 27,772 $1.38M 0.47% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 27,434 $1.37M 0.15% -107 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 27,189 $1.35M 0.36% +25,457 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,110 $1.35M 0.04% -41,842 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 27,038 $1.35M 0.12% -210 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 26,923 $1.34M 0.01% -4,800 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 26,835 $1.34M 0.01% -6,261 13F-HR/A Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 26,382 $1.31M 0.68% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,217 $1.31M 0.01% +7,467 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,014 $1.29M <0.01% new 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 25,580 $1.27M 0.1% -28,932 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 25,242 $1.26M 0.13% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 25,040 $1.25M 0.07% +4,626 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,812 $1.24M 0.05% -9,644 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,694 $1.23M <0.01% +10,612 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 24,276 $1.21M 0.17% -2,028 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,212 $1.21M 0.06% -26,085 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 23,982 $1.19M 0.11% -1,161 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 23,183 $1.15M <0.01% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 23,015 $1.15M 0.29% -855 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 23,000 $1.14M 0.44% -1,500 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,904 $1.14M 0.09% +60 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 22,234 $1.11M 0.57% +10,681 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 22,007 $1.1M <0.01% +12,769 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 21,875 $1.09M <0.01% +5,997 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,824 $1.09M 0.01% +6 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 21,748 $1.08M 0.23% -3 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 21,345 $1.06M 0.21% +6 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 21,334 $1.06M 0.41% +2,087 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21,137 $1.05M 0.03% +13,941 13F-HR Timeline Group Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 21,126 $1.05M 0.41% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 20,991 $1.04M 0.07% -1,248 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20,922 $1.04M 0.14% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 20,737 $1.03M 0.09% -3,650 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,100 $1M 0.06% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 20,051 $998K 0.81% +1,055 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,987 $995K 0.01% +148 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 19,981 $995K 0.21% -2,844 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 19,938 $993K 0.13% +2,566 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 19,880 $990K 0.01% +2,000 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 19,620 $977K 0.02% -7,080 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 19,422 $967K 0.2% +674 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,213 $957K <0.01% +98 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,212 $956K 0.01% -100 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 18,901 $941K 0.7% -694 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 18,023 $897K 0.25% +5,294 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 17,650 $879K 0.05% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 17,168 $855K 0.19% -19,125 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 16,805 $837K 0.09% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,534 $823K 0.01% +3,174 13F-HR Timeline Group YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 16,274 $808K 0.29% -23,182 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 16,161 $804K 0.18% +637 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,123 $803K 0.03% -74 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 15,855 $789K 0.47% +1,647 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 15,810 $787K 0.03% +2,000 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,801 $787K 0.01% -151 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 15,755 $784K 0.54% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 15,599 $777K 0.1% -1,131 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,527 $773K 0.01% +4,075 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,467 $770K 0.03% +5,705 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 15,122 $753K 0.14% +80 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 15,000 $747K 0.14% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,699 $732K 0.27% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,326 $713K 0.01% -100 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 14,295 $712K 0.08% -768 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 13,931 $693K 0.28% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,220 $679K 0.1% new 13F-HR/A Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 13,507 $672K 0.54% -1,120 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 13,452 $670K 0.05% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,420 $668K 0.14% +529 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 13,403 $666K 0.36% -1,091 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,260 $660K 0.03% +6,600 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 13,210 $658K 0.26% +20 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 12,934 $644K 0.03% -3,947 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,882 $641K 0.14% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,476 $621K 0.48% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,085 $602K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,022 $598K <0.01% +933 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 11,892 $592K 0.29% +30 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 11,852 $590K 0.16% -449 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 11,650 $579K 0.21% +9,135 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,591 $577K 0.01% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 11,366 $566K 0.05% -1,206 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 11,338 $564K 0.02% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,209 $558K <0.01% +890 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,131 $554K 0.13% +256 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 10,929 $544K 0.14% -313 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 10,909 $543K 0.09% +10,409 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 10,815 $538K 0.35% +113 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 10,757 $535K 0.21% -729 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,586 $527K 0.04% -1,005 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 10,535 $524K 0.2% -936 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 10,494 $522K 0.12% +774 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 10,453 $520K 0.24% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,429 $519K 0.01% +4,979 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 10,263 $511K 0.12% -5,502 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 10,191 $507K 0.03% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 10,054 $500K 0.09% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,054 $500K 0.01% -83 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 10,000 $498K 0.33% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,749 $485K 0.01% +201 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,734 $485K <0.01% +2,550 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,687 $482K <0.01% +6,858 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,656 $481K 0.01% new 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 9,643 $480K 0.18% +1,058 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,567 $476K 0.01% -523 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,351 $465K <0.01% +2,443 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 9,240 $460K 0.29% +55 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 9,040 $450K 0.17% +644 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 9,038 $450K 0.3% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,025 $449K 0.01% -29 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,741 $435K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,663 $431K 0.13% +1,080 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,652 $430K +4,373 Timeline Burton Enright Welch More: the full row for Burton Enright Welch 8,475 $422K 0.05% -272 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,395 $418K 0.02% +36 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 8,280 $412K 0.17% new 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 8,016 $399K 0.31% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,001 $398K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7,972 $397K 0.02% +1,379 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,944 $395K 0.02% -2,996 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,829 $390K <0.01% -579 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 7,727 $385K 0.05% -69 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,713 $384K 0.18% +423 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 7,598 $378K 0.18% +2,022 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 7,566 $377K 0.11% -5,291 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,482 $372K <0.01% new 13F-HR Timeline Group SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 7,474 $372K 0.18% +52 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,449 $371K 0.16% +153 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,284 $363K +1,492 Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 7,270 $362K 0.07% +77 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,260 $361K 0.07% +1,665 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,180 $357K <0.01% +75 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 7,100 $353K 0.04% +450 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,000 $348K 0.01% +500 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,950 $346K 0.1% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,874 $342K 0.01% +4 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,873 $342K 0.2% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 6,860 $341K 0.09% +1,940 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 6,852 $341K 0.07% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,817 $339K 0.02% +1,725 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,798 $338K 0.04% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,765 $337K 0.24% -433 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,634 $330K 0.14% 0 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 6,600 $328K 0.2% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,574 $327K 0.01% 0 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 6,508 $324K 0.03% new 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 6,323 $315K 0.07% -2,124 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 6,292 $313K 0.18% +4,785 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 6,266 $312K 0.03% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 6,103 $304K 0.19% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,089 $303K 0.04% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,062 $302K 0.04% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,042 $301K 0.02% -11,282 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,036 $300K 0.07% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,009 $299K <0.01% 0 13F-HR Timeline Group 25 LLC More: the full row for 25 LLC 5,964 $297K 0.08% +29 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 5,915 $294K 0.01% +729 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,895 $293K 0.01% +557 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,850 $291K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,845 $291K <0.01% -1,549 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,738 $286K 0.09% -3,400 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,717 $285K 0.02% new 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 5,700 $284K 0.07% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,674 $282K 0.12% +1,610 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 5,616 $280K 0.03% +12 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,600 $279K <0.01% +200 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,600 $279K 0.02% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,588 $278K 0.13% -23,830 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,540 $276K 0.02% new 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 5,524 $275K 0.18% -2,125 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,500 $274K 0.03% 0 13F-HR Timeline Planning Center, Inc. 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