BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 37,841 $10.8M 0.01% -1,510 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,772 $10.8M 0.06% +4,089 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 37,421 $10.7M 0.74% -591 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 36,894 $10.5M 1.27% -151 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 36,244 $10.3M 0.64% -169 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,132 $10.3M -639 Timeline Capital Planning LLC More: the full row for Capital Planning LLC 35,485 $10.2M 3.19% +300 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 35,521 $10.1M 0.12% +1,938 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 35,192 $10M 0.06% +26,547 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 34,100 $9.73M 0.42% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,230 $9.54M 0.55% +4,766 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,123 $9.45M 0.73% -789 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 32,426 $9.25M 0.21% +8 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,153 $9.2M 0.15% +475 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 31,077 $9.14M 0.35% -6,274 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 31,922 $9.11M 0.87% +1,453 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 31,558 $9M 2.66% +12,145 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 31,067 $8.86M 3.75% -404 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 30,557 $8.72M 0.31% +29,716 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 29,308 $8.58M 3.11% +191 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 29,458 $8.43M 0.14% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 29,060 $8.29M 1.99% -30 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 28,821 $8.22M 0.59% -765 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 28,689 $8.18M 0.62% -1,327 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 28,669 $8.18M 5.67% -1,233 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 51,515 $8.05M -379 Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 28,149 $8.02M 3.32% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 27,834 $7.94M 0.06% -10,769 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 27,595 $7.87M 0.19% +25,194 13F-HR/A Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 26,935 $7.68M 2.89% -49,688 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 26,574 $7.58M 0.13% +224 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 26,489 $7.56M 0.08% -607 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 26,327 $7.51M 1.36% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 26,093 $7.44M +18,582 Timeline World Investment Advisors More: the full row for World Investment Advisors 25,777 $7.35M 0.17% +599 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,748 $7.35M 0.24% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 25,619 $7.31M 0.39% -510 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,420 $7.25M 0.15% +1,910 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 25,382 $7.24M 0.95% +3,074 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 25,360 $7.24M 1.38% -50,079 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 25,360 $7.24M 1.33% -50,917 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,798 $7.13M 0.16% -3,473 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 24,447 $6.97M 0.07% -680 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 24,362 $6.95M 0.09% +1,876 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 24,224 $6.91M 2.21% -1,911 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,870 $6.81M <0.01% +138 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,849 $6.8M 0.32% -528 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. 23,484 $6.7M 0.15% -139 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23,423 $6.68M 0.02% +6,340 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 23,104 $6.59M 0.55% -15 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 23,093 $6.59M 2.28% -1,066 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 23,071 $6.58M 0.38% +2,823 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,890 $6.53M 0.04% -500 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 22,802 $6.51M 0.74% -198 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,735 $6.49M 0.04% -1,134 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 22,537 $6.43M 0.35% +12,468 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 22,515 $6.42M 0.84% +344 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 22,459 $6.41M 3.17% +2,848 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 22,260 $6.35M 0.03% +11,031 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 22,102 $6.31M 1.67% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 21,990 $6.27M 0.72% -510 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 21,911 $6.25M 2.32% +8,451 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 21,825 $6.23M 2.05% -181 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,765 $6.21M 0.21% -1,183 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,719 $6.2M 0.74% -133 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 21,541 $6.15M 1.86% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,363 $6.09M 0.32% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 21,109 $6.02M 0.53% +2,831 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 22,522 $5.79M 1.24% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 20,149 $5.75M 0.64% +8,452 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 19,990 $5.71M 0.41% -17,876 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,781 $5.64M 0.88% -34 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 19,648 $5.61M 1.53% -290 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 19,560 $5.59M 0.88% +8,106 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 20,926 $5.58M 0.99% +1,066 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,274 $5.5M 0.07% -121 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,119 $5.45M 0.02% -2,143 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,982 $5.42M 0.12% +14,198 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 18,500 $5.28M 2.18% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,438 $5.26M <0.01% +277 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,164 $5.18M 0.2% -3,406 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 18,046 $5.15M 0.18% +100 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,025 $5.14M 0.11% +2,222 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,841 $5.09M 0.01% new 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 17,697 $5.05M 2.36% +128 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,649 $5.04M 6.27% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 17,372 $4.96M 0.36% +522 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,346 $4.95M 0.07% -270 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 17,014 $4.85M 4.91% +85 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,711 $4.77M 0.24% +188 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,598 $4.74M 0.35% -2,374 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,488 $4.72M 0.13% +15,502 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 16,524 $4.71M 5.3% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 16,510 $4.71M 2.19% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 16,469 $4.7M 0.02% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,328 $4.67M 0.31% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16,274 $4.64M 2.39% +220 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 16,112 $4.6M 0.3% 0 13F-HR/A Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 16,042 $4.58M 0.89% -123 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 16,025 $4.57M 0.16% -55 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,012 $4.57M 0.28% -184 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,779 $4.5M 0.3% -568 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,758 $4.5M 1.13% -2,010 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,740 $4.49M 0.03% +2,169 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,736 $4.49M 0.03% -199 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 15,495 $4.42M 2.16% -839 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 15,478 $4.42M 1.61% -23 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 15,473 $4.41M 1.36% -1,125 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,380 $4.39M 0.09% +1,788 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,208 $4.34M 0.26% +8,286 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 15,000 $4.28M 0.2% -776 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,507 $4.14M 0.06% -100 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,330 $4.09M 0.3% -40 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 14,326 $4.08M 0.26% +584 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 14,166 $4.04M 1.67% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,160 $4.04M 0.57% +1,400 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 14,087 $4.03M 0.49% -551 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 13,941 $3.98M 2.19% -1 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 13,936 $3.98M 1.81% -14,282 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 13,721 $3.9M 0.13% +1,014 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,672 $3.9M 1.51% -696 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 13,552 $3.87M 0.72% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 13,388 $3.82M 1.95% -150 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,337 $3.81M 0.12% -287 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 13,127 $3.75M 0.13% -130 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 13,009 $3.71M 0.95% +8,438 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 12,998 $3.71M 1.37% +2,797 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 12,934 $3.69M 1.93% -3,961 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,805 $3.65M 0.16% +154 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,696 $3.62M 0.03% +1,684 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,626 $3.6M 1.32% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12,623 $3.6M 3.28% -1,894 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,579 $3.59M 0.22% -285 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,570 $3.59M 0.06% -231 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,565 $3.58M 0.22% -172 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 12,429 $3.54M 0.34% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 12,268 $3.5M 0.95% -95 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,076 $3.45M 0.16% +8,989 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 11,948 $3.41M 0.23% -658 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,878 $3.39M 0.25% +1,016 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,827 $3.37M 0.02% +1,032 13F-HR/A Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,758 $3.36M 0.06% +1,548 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,709 $3.34M 1.07% -72 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,681 $3.33M 1.07% +54 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,407 $3.25M 1.25% -160 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,434 $3.25M 0.39% +93 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,396 $3.25M 0.03% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,394 $3.25M 0.38% -280 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 11,344 $3.24M 4.45% -2,043 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,259 $3.21M 3.75% 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,159 $3.18M 1.34% +357 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,118 $3.17M 0.08% +4,805 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,035 $3.15M 0.24% +521 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,961 $3.13M 1.16% 0 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. 10,841 $3.09M 0.22% +106 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 10,771 $3.07M 2.39% -52 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,623 $3.03M 0.05% -458 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,496 $2.99M 0.2% +3,562 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,489 $2.99M 0.15% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 10,410 $2.97M 0.68% -1,100 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,393 $2.97M 0.05% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,359 $2.96M 0.1% -509 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 10,350 $2.95M 0.2% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,310 $2.94M 0.25% +21 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 10,273 $2.93M 2.36% +2,523 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 10,023 $2.86M 0.96% -13 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,931 $2.84M -272 Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,906 $2.83M 0.3% +102 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,889 $2.82M 0.02% +4,212 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,784 $2.79M 0.09% -217 13F-HR Timeline Group William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,744 $2.78M 1.77% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,729 $2.78M 0.34% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 9,723 $2.77M 1.81% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,577 $2.73M <0.01% -558 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,440 $2.7M 0.05% -1,681 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,438 $2.69M 0.07% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,428 $2.69M 1.54% -45 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,325 $2.66M 1.73% -48 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,305 $2.65M <0.01% -2,106 13F-HR/A Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 9,275 $2.65M 0.66% -34 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 9,250 $2.64M 1.62% +300 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,253 $2.64M 1.39% +1,703 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,188 $2.62M 0.04% +737 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,154 $2.62M 0.04% +56 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,097 $2.6M 0.07% +2,019 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 9,076 $2.59M 0.61% -1,142 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,863 $2.53M 0.47% 0 13F-HR Timeline YHB Investment Advisors, Inc. 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