CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 31,750 $8.56M 0.17% +166 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 31,605 $8.52M 3.24% +3,122 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 31,580 $8.52M 0.1% +8,855 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,090 $8.39M 0.09% +928 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 29,470 $8.34M 4.96% +498 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,847 $8.32M 0.7% -68 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 30,781 $8.3M 0.25% -1,213 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 30,768 $8.3M 0.85% +1 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 30,574 $8.25M +8,165 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 30,267 $8.16M 0.2% -694 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 28,959 $8.08M 2.98% +176 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 29,931 $8.07M 0.59% -936 13F-HR Timeline Group Carlson Capital Management More: the full row for Carlson Capital Management 29,893 $8.06M 0.35% -1,213 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 29,271 $7.89M 2.33% -443 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 28,716 $7.74M 0.08% -1,563 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 28,520 $7.69M 0.32% -1,386 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 27,898 $7.52M 0.14% -443 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 51,160 $7.52M +28,697 Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 26,145 $7.05M 0.43% +286 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 26,066 $7.03M 0.13% -916 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 26,027 $7.02M 1.43% +12 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 25,842 $6.97M 0.74% -650 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,744 $6.94M 0.28% +8 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 25,626 $6.91M 0.73% +213 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 24,697 $6.66M 0.07% +19,971 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 24,594 $6.63M 0.18% -1,371 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 24,565 $6.63M 0.45% -805 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 24,541 $6.62M 2.11% +600 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 24,493 $6.61M 2.45% -29 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 24,222 $6.53M 0.33% +21,405 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 23,964 $6.46M 0.84% -284 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 23,819 $6.43M 0.32% -390 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 23,717 $6.4M 0.04% -1,162 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,822 $6.36M 0.04% -693 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,560 $6.35M 0.23% -837 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,387 $6.31M <0.01% +775 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 23,284 $6.28M 0.6% -1,144 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 23,225 $6.26M 0.08% +2,093 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 23,139 $6.24M 0.58% +1,341 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,071 $6.22M 0.33% +3,622 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 23,063 $6.22M 2.18% -469 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23,011 $6.21M 0.08% +761 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. 23,004 $6.2M 0.14% +102 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 23,000 $6.2M 0.68% +225 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 22,988 $6.2M 1.3% +1,262 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22,859 $6.17M 0.23% -327 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 22,785 $6.15M 0.77% -810 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,776 $6.14M 0.06% +13,127 13F-HR/A Timeline Kendall Capital Management More: the full row for Kendall Capital Management 22,102 $5.96M 1.74% -56 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 21,909 $5.91M 0.38% -270 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,363 $5.76M 0.32% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 20,820 $5.62M 0.81% +174 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 20,769 $5.6M 1.55% -520 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20,061 $5.41M 3.67% -1,010 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,725 $5.32M 0.8% +1 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 19,661 $5.3M 0.54% -1,828 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 19,627 $5.29M 0.75% +2,397 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,566 $5.28M 0.08% +2,270 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 19,498 $5.26M 0.93% +331 13F-HR/A Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 19,464 $5.25M 1.69% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,318 $5.21M 0.02% +970 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 19,102 $5.15M 0.44% new 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 18,500 $4.99M 2.19% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 18,390 $4.96M 2.69% +2,421 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,104 $4.88M 1.26% new 13F-HR/A Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 17,980 $4.85M 2.08% +18 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 17,942 $4.84M 0.16% +6 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,919 $4.79M 0.25% +382 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 17,745 $4.79M 0.14% -930 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,649 $4.76M 4.33% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,593 $4.74M 0.41% -126 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 17,239 $4.65M 4.96% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 17,086 $4.61M 0.36% -1,005 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 17,067 $4.6M 1.54% +632 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,009 $4.59M 0.02% -12,558 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,939 $4.57M 0.26% -516 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 16,902 $4.56M 3.05% +165 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 16,570 $4.47M 2.34% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,526 $4.46M <0.01% +652 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 16,378 $4.42M 2.1% +2,705 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,328 $4.4M 0.32% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,218 $4.37M 0.03% +209 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 16,113 $4.35M 0.22% -635 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 16,112 $4.35M 0.54% -621 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 16,112 $4.35M 0.26% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 16,105 $4.34M 0.16% -380 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 15,729 $4.24M 2.19% -804 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 15,506 $4.18M 1.63% -3 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 15,467 $4.17M 2.19% -1,717 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,607 $3.94M 0.06% -540 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,575 $3.93M 0.03% -166 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,290 $3.85M 0.13% +25 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 14,239 $3.84M 0.79% -48 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 14,166 $3.82M 1.84% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 14,129 $3.81M 2.3% -202 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,090 $3.8M 0.31% +449 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 14,024 $3.8M 0.25% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 14,037 $3.79M 3.43% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 14,007 $3.78M 1.7% -1,832 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 13,708 $3.7M 1.37% +97 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13,649 $3.68M 1.18% +40 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,568 $3.66M 0.07% -1,051 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 13,432 $3.62M 4.94% +951 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 13,271 $3.58M 0.14% -426 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,194 $3.56M 0.19% -490 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 13,080 $3.53M 1.1% -568 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,062 $3.52M 0.04% +3,710 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 13,022 $3.51M 0.24% -289 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,268 $3.45M 1.71% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,790 $3.45M 0.19% -1,051 13F-HR/A Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,760 $3.44M 0.51% +190 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,727 $3.43M 1.27% -157 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,651 $3.41M 0.22% +185 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,619 $3.4M 0.03% +368 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 12,597 $3.4M 0.24% +223 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 12,580 $3.39M 0.35% -189 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,548 $3.38M 0.3% +293 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,224 $3.31M 0.12% -488 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,854 $3.2M 0.39% +271 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 11,784 $3.18M 0.58% -45 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,781 $3.18M 1.1% -47 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 11,570 $3.12M 0.14% +41 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,567 $3.12M 1.02% +585 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Human Investing LLC More: the full row for Human Investing LLC 11,551 $3.12M 0.55% -1,202 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,501 $3.11M 0.44% -217 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,515 $3.11M 0.37% +152 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,472 $3.09M 1.2% +60 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 11,450 $3.09M 0.71% +65 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,360 $3.07M 0.07% -241 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,059 $2.98M 0.06% +2,756 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,996 $2.97M 0.02% +237 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,961 $2.96M 1.08% -2,500 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 10,823 $2.92M 0.11% +11 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 10,751 $2.9M 0.2% +130 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,715 $2.89M 0.02% -235 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 10,711 $2.89M 0.2% +18 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,522 $2.84M 0.21% -99 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 10,518 $2.84M 0.22% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,504 $2.83M 0.15% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,461 $2.82M -149 Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,408 $2.81M 1.1% -1,199 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,393 $2.8M 0.05% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,279 $2.77M 1.67% +188 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,276 $2.77M 0.26% -519 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 10,272 $2.77M 0.68% -15 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,254 $2.77M 0.15% -4,479 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,210 $2.75M 0.05% new 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 10,167 $2.74M 1.13% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,135 $2.73M <0.01% -6,600 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,965 $2.69M 0.11% -321 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,909 $2.67M 0.34% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,868 $2.66M 0.51% -8 13F-HR/A Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,738 $2.63M 2.75% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 9,723 $2.62M 1.85% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,520 $2.59M 0.28% -9,780 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 9,508 $2.56M 0.43% -18 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,502 $2.56M 0.07% -1,003 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,500 $2.56M <0.01% +5,800 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,433 $2.54M 0.25% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 9,398 $2.53M 0.71% -4 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 9,359 $2.52M 0.22% -67,126 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,321 $2.51M <0.01% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,033 $2.48M <0.01% -48 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,102 $2.45M 0.04% -176 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,970 $2.42M 0.1% +201 13F-HR/A Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 8,911 $2.4M 1.11% -2,427 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,850 $2.39M 0.49% +24 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,830 $2.38M 0.2% -20 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,830 $2.38M 0.03% +8,521 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,770 $2.37M 0.64% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,725 $2.35M 0.08% +27 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 8,643 $2.33M 1.78% -1 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,636 $2.33M 1.64% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,590 $2.32M 0.01% 0 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 8,508 $2.29M 1.08% -64 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,451 $2.28M 0.03% -215 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,314 $2.24M 0.08% -1,784 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,259 $2.23M 0.1% +263 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,205 $2.21M 0.02% +897 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,195 $2.21M 0.74% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,132 $2.19M 1.19% +237 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,063 $2.17M 0.2% +251 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,938 $2.14M 0.09% -72 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,872 $2.12M 0.02% +123 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,838 $2.11M 1.27% -750 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7,775 $2.1M 0.76% -225 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,743 $2.09M 0.07% +281 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,645 $2.06M 0.01% 0 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 7,601 $2.05M 0.37% -246 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,580 $2.04M 0.01% -236 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 7,550 $2.04M 0.26% +3,033 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,450 $2.01M 0.06% +437 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,420 $2M 0.07% -449 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,352 $1.98M 0.13% -1,051 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 7,260 $1.96M 0.7% -14 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,127 $1.92M 0.95% 0 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 7,110 $1.92M 0.42% -276 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,078 $1.92M 0.05% -323 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,988 $1.88M 0.02% +2,295 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,913 $1.86M 0.14% +385 13F-HR Timeline