Smithfield Trust Co More: the full row for Smithfield Trust Co 34,182 $8.79M 0.44% +10,363 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 34,100 $8.76M 0.41% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,912 $8.72M 0.63% +420 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,683 $8.66M 0.05% -426 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 33,583 $8.63M 0.12% +123 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32,446 $8.34M 0.86% +1,678 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 32,418 $8.33M 0.2% +2,151 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32,891 $8.28M 0.05% +486 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 31,678 $8.14M 0.16% -72 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 31,046 $7.98M 0.23% +265 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30,469 $7.83M 0.82% +4,627 13F-HR/A Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,016 $7.71M 0.64% -831 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 29,902 $7.69M 4.78% +432 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 29,586 $7.6M 0.57% -345 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 29,090 $7.48M 2.06% -181 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 31,471 $7.44M 3.51% new 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 51,894 $7.35M +734 Timeline NWAM LLC More: the full row for NWAM LLC 28,464 $7.32M 0.63% -6,895 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 28,271 $7.27M 0.09% -445 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 28,218 $7.25M 4.72% -3,387 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,191 $7.25M 0.05% +19,986 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 28,162 $7.24M 1.11% +24,661 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 29,117 $7.04M 2.91% +158 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 27,096 $6.96M 0.1% -802 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 26,350 $6.77M 0.13% +284 13F-HR/A Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 26,327 $6.77M 1.35% +300 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 26,135 $6.72M 2.48% +12,128 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 26,129 $6.72M 0.4% -16 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,748 $6.62M 0.27% +4 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,178 $6.47M 0.17% +584 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 25,127 $6.46M 0.07% +2,116 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 24,652 $6.34M 0.51% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,377 $6.27M 0.33% +1,306 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 24,159 $6.21M 2.25% -334 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,869 $6.14M 0.04% +1,047 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,732 $6.1M <0.01% +345 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 23,623 $6.07M 0.13% +619 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,510 $6.07M 0.15% -50 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 23,390 $6.01M 0.04% -327 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 23,119 $5.94M 0.55% -20 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 23,000 $5.91M 0.72% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22,948 $5.9M 0.22% +89 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 22,522 $5.79M 1.24% -466 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 22,500 $5.78M 0.73% -285 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 22,486 $5.78M 0.08% -739 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 22,308 $5.73M 0.81% +2,681 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 22,171 $5.7M 0.84% +1,351 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 22,102 $5.68M 1.67% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 22,006 $5.66M 2.03% -1,057 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 21,909 $5.63M 0.37% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,852 $5.62M 0.71% -2,112 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,570 $5.54M 0.25% -2,652 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 21,541 $5.54M 1.76% -3,000 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,363 $5.49M 0.32% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 21,262 $5.46M 0.02% +1,944 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 20,248 $5.2M 0.33% -4,317 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 19,938 $5.12M 1.47% -831 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 19,860 $5.1M 2.32% -5,766 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,815 $5.09M 0.76% +90 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 19,611 $5.04M 2.73% +1,221 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,553 $5.03M 0.03% +3,335 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 19,413 $4.99M 1.63% -51 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,395 $4.99M 0.08% -171 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 19,244 $4.95M 0.87% -254 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 18,972 $4.88M 0.41% +6,424 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 18,500 $4.76M 2.25% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 18,278 $4.7M 0.46% -1,383 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,161 $4.67M <0.01% +1,635 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 17,946 $4.61M 0.16% +4 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 17,768 $4.57M 1.24% -336 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,699 $4.55M 0.01% +12,168 13F-HR/A Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 17,649 $4.54M 4.48% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,616 $4.53M 0.12% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 17,569 $4.52M 2.25% +1,191 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,184 $4.42M 0.02% +175 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 17,083 $4.39M 0.01% +10,977 13F-HR Timeline Group Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 16,929 $4.35M 4.7% -310 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 16,895 $4.34M 2.03% -1,085 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16,850 $4.33M 0.33% -236 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 16,598 $4.27M 1.44% -469 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 16,524 $4.25M 5.42% -378 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,523 $4.25M 0.24% -416 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 16,510 $4.24M 2.21% -60 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,347 $4.2M 0.32% -1,246 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 16,334 $4.2M 2.22% +867 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,328 $4.2M 0.32% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,196 $4.16M 0.3% +12,958 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 16,165 $4.15M 0.86% +1,926 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 16,112 $4.14M 0.25% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 16,080 $4.13M 0.16% -25 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16,054 $4.13M 2.32% +325 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,935 $4.1M 0.03% +3,316 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 15,803 $4.06M 0.12% -1,942 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 15,776 $4.05M 0.21% -337 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 15,501 $3.98M 1.59% -5 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 14,795 $3.8M 3.41% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 14,638 $3.76M 0.47% -1,474 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,607 $3.75M 0.06% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 14,517 $3.73M 3.66% -5,544 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14,368 $3.7M 1.68% +1,100 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,370 $3.69M 0.31% +280 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,304 $3.68M 0.11% +14 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 14,166 $3.64M 1.63% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 13,942 $3.58M 2.19% -187 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13,661 $3.51M 1.17% +12 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 13,742 $3.51M 0.24% -282 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,624 $3.5M 0.12% +2,801 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,592 $3.49M 0.11% +3,627 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,571 $3.49M 0.03% -1,004 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 13,538 $3.48M 1.21% -170 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 13,460 $3.46M 1.49% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 13,387 $3.44M 4.74% -45 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 13,257 $3.41M 0.14% -14 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,864 $3.31M 0.18% -330 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,801 $3.29M 0.06% -767 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,760 $3.28M 0.51% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,737 $3.27M 0.23% -285 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,651 $3.25M 0.15% 0 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,707 $3.25M 0.12% +483 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,626 $3.25M 1.29% -101 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 12,606 $3.24M 0.23% +9 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 12,429 $3.19M 0.33% -151 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 12,363 $3.18M 1.04% -717 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,567 $3.12M 1.02% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,781 $3.03M 1.07% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,697 $3.01M 0.35% +182 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,674 $3M 0.37% -180 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,627 $2.99M 1.16% +155 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 11,510 $2.96M 0.71% +60 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 11,454 $2.94M 0.52% -97 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 11,411 $2.93M <0.01% +2,090 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,341 $2.89M 0.41% -160 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 11,229 $2.89M 0.02% +233 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 11,162 $2.87M 0.65% +5,581 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,121 $2.86M 0.07% -239 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,081 $2.85M 0.05% +22 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,012 $2.84M 0.02% +5,789 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,961 $2.82M 1.15% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,868 $2.79M 0.11% +8,346 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,862 $2.79M 0.22% +340 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 10,823 $2.78M 2.4% -3,214 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,802 $2.78M 1.47% +1,891 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,795 $2.77M 0.02% +80 13F-HR/A Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 10,735 $2.76M 0.2% -16 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,489 $2.7M 0.14% -15 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 10,454 $2.69M 0.18% -64 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,393 $2.67M 0.05% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,514 $2.67M 0.23% +2,451 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 10,350 $2.66M 0.19% -361 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,289 $2.64M 0.26% +13 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 10,218 $2.63M 0.66% -54 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,210 $2.62M 0.05% 0 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 10,201 $2.62M 1.08% +34 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,135 $2.6M <0.01% 0 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,203 $2.6M -258 Timeline McAdam, LLC More: the full row for McAdam, LLC 10,069 $2.59M 0.16% -185 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,036 $2.58M 0.94% -372 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,001 $2.57M 0.1% +1,687 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,804 $2.54M 0.3% +284 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,744 $2.5M 2.14% +6 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,729 $2.5M 0.31% -180 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 9,723 $2.5M 1.78% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,373 $2.5M 1.65% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,433 $2.42M 0.25% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 9,309 $2.39M 0.67% -89 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,206 $2.37M 0.44% -662 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,098 $2.34M 0.03% -4 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 8,950 $2.3M 1.59% +314 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,473 $2.29M 1.65% -806 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,863 $2.28M 0.46% +13 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,857 $2.28M 0.01% +267 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,790 $2.26M 0.19% -40 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,770 $2.25M 0.61% 0 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 8,659 $2.23M 1.67% +16 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,645 $2.22M 0.02% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 8,614 $2.21M 0.19% -745 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,553 $2.2M 0.02% -277 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,511 $2.19M 0.14% +2,068 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,451 $2.17M 0.03% 0 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 8,372 $2.15M 1.01% -136 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,361 $2.15M 0.07% +911 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,352 $2.15M 0.09% +93 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,214 $2.11M 1.18% +82 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 8,195 $2.11M 0.71% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,161 $2.1M 0.06% +418 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,097 $2.08M 0.07% -628 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,085 $2.08M 0.35% -1,423 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 8,029 $2.06M 0.76% +254 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,938 $2.04M 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,867 $2.02M 0.06% +1,616 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,838 $2.01M 1.31% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,832 $2.01M 0.02% -40 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 7,281 $2M <0.01% -1,752 13F-HR/A Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,763 $2M 0.17% +7,755 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 7,750 $1.99M 1.9% +1,329 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,511 $1.98M -23,063 Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,695 $1.98M 0.18% +3,966 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,645 $1.96M 0.01% 0 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 7,550 $1.94M 1.22% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,352 $1.89M 0.13% 0 13F-HR Timeline