US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 37,701 $11.6M 0.01% -3,483 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 37,650 $11.6M 2.08% -229,215 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,379 $11.5M 0.06% -393 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 37,130 $11.5M 0.13% +1,609 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 37,163 $11.4M 0.75% -258 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 37,015 $11.4M 1.2% +121 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 36,683 $11.3M 0.13% -41,053 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 36,279 $11.2M 1% -1,718 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 36,082 $11.2M 0.41% -4,351 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,022 $11.1M -110 Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 35,697 $11M 0.54% -547 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 35,387 $10.9M 3.18% -98 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 35,294 $10.9M 2% -2,926 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 35,192 $10.8M 0.05% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 34,898 $10.7M 1.75% -9,793 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 34,100 $10.5M 0.42% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,574 $10.3M 0.73% +451 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,299 $9.97M 0.14% +146 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 31,290 $9.68M 0.23% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 30,353 $9.62M 3.23% +1,045 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 31,059 $9.56M 0.33% -18 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30,413 $9.36M 0.83% -1,509 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 30,093 $9.28M 0.5% -3,137 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 29,690 $9.14M 1.3% -8,451 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 29,458 $9.09M 0.13% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 29,354 $9.04M 3.61% -1,713 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 29,201 $8.99M 4.73% +532 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 28,973 $8.92M 1.93% -87 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 28,157 $8.67M 0.28% -2,400 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 28,058 $8.64M 0.59% -631 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 27,668 $8.52M 0.57% -1,153 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 27,582 $8.49M 0.19% -13 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 27,511 $8.47M 1.5% +4,989 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 26,998 $8.31M 2.23% -4,560 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 26,946 $8.3M <0.01% +3,076 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 26,879 $8.27M 0.13% +305 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,550 $8.2M 0.03% +21,849 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 26,361 $8.12M 1.38% +34 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 26,182 $8.06M 0.07% -307 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,752 $7.93M 0.25% +4 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 49,018 $7.92M -2,497 Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 25,454 $7.84M 0.38% -165 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,121 $7.73M 0.12% -299 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,045 $7.71M 0.16% -732 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 25,019 $7.7M 1.24% +4,093 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 24,605 $7.57M 0.16% -7,821 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 24,425 $7.52M 0.95% -957 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,299 $7.48M 0.05% +12,472 13F-HR/A Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,533 $7.24M 0.32% -316 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. 23,183 $7.14M 0.14% -301 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 23,119 $7.12M 0.53% +15 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 23,031 $7.09M 0.42% -40 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 22,945 $7.06M 0.08% -1,417 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 22,925 $7.06M 0.87% +123 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,906 $7.05M 0.04% +171 13F-HR/A Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 22,842 $7.03M 3.19% +383 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22,752 $7M 0.02% -671 13F-HR Timeline Group Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 22,733 $7M 2.23% -360 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 22,696 $6.99M 0.85% +181 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 22,459 $6.91M 1.94% -1,765 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 22,069 $6.79M 1.53% -33 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 21,941 $6.75M 2.18% +30 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 21,780 $6.71M 2.06% -45 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 21,713 $6.68M 0.33% -824 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 21,519 $6.62M 0.76% -200 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 21,513 $6.62M 0.69% -477 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,363 $6.58M 0.35% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20,580 $6.34M 0.2% -1,185 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 20,359 $6.27M 0.52% -750 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,208 $6.22M 0.08% +934 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 20,175 $6.21M 2.88% +2,478 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 20,149 $6.2M 0.64% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 19,916 $6.13M <0.01% +1,478 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,782 $6.09M 0.68% +1 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 19,514 $6.01M 1.56% -134 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 19,236 $5.92M 0.87% -324 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 27,006 $5.81M 2.01% +5,465 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,694 $5.76M 0.26% +14,446 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,650 $5.74M 0.03% -4,240 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,558 $5.71M 0.12% -424 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,544 $5.71M 0.02% -575 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 18,500 $5.7M 2.16% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,208 $5.61M 0.18% +44 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,136 $5.58M 0.34% +12,415 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,052 $5.56M 0.03% +2,312 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 18,050 $5.56M 0.18% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,730 $5.46M 0.06% -6,717 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,649 $5.43M 6.56% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 17,201 $5.3M 0.35% -171 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 17,140 $5.28M 0.07% new 13F-HR/A Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,957 $5.22M 0.1% -389 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,644 $5.12M 0.12% +5,526 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 16,577 $5.1M 5.28% +53 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,515 $5.08M 0.35% -83 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 16,489 $5.08M 0.88% +447 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 16,459 $5.07M 0.02% -10 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,433 $5.06M 0.23% -278 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,408 $5.05M 0.1% -1,617 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 16,394 $5.05M 4.9% -620 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,328 $5.04M 0.32% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,488 $5.04M 0.11% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16,332 $5.03M 2.25% +58 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 16,289 $5.01M 0.7% +10,046 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,222 $4.99M 0.1% +842 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 16,188 $4.98M 1.3% +430 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 16,112 $4.96M 0.39% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 15,955 $4.91M 0.16% -70 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,832 $4.87M 0.24% +53 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,783 $4.87M 0.27% +575 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 15,693 $4.83M 2.15% -817 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 15,366 $4.73M 1.38% -107 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 15,355 $4.73M 2.6% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 14,989 $4.61M 0.2% -11 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 14,878 $4.58M 2.48% -617 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 14,712 $4.53M 1.43% -766 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,680 $4.52M 0.14% +1,343 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 14,330 $4.41M 0.3% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 14,326 $4.4M 0.26% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,162 $4.36M 0.06% -345 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,161 $4.36M 0.07% +3,538 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,110 $4.34M 0.93% -11,250 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 14,110 $4.34M 0.87% -11,250 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,055 $4.33M 0.23% -1,957 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,040 $4.32M 0.55% -120 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 13,985 $4.3M 1.68% -181 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,395 $4.29M 0.11% 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 13,937 $4.29M 2.18% -4 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 13,933 $4.29M 1.51% -13,002 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,790 $4.25M 1.51% +118 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 13,606 $4.2M 0.49% -481 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 13,168 $4.05M 1.18% -220 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 13,105 $4.03M 1.71% -831 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 13,028 $4.01M 1.98% +94 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 12,995 $4M 0.9% -14 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,825 $3.95M 0.13% -302 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,509 $3.85M 0.22% -56 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12,502 $3.85M 2.68% -121 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,478 $3.84M 1.27% -148 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,396 $3.83M 0.02% -300 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,216 $3.75M 0.12% -1,505 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,081 $3.72M 0.15% +5 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,027 $3.7M 0.09% -543 13F-HR/A Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,923 $3.67M 3.18% +664 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 11,916 $3.67M 0.93% -352 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,820 $3.64M 0.24% -58 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,763 $3.62M 0.06% +5 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,709 $3.6M 1.14% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 11,628 $3.58M 0.23% -320 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,591 $3.57M 1.02% -90 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,560 $3.55M 0.38% +126 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 11,439 $3.52M 0.2% -1,140 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,385 $3.5M 0.03% -11 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,359 $3.5M 0.16% -1,446 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,219 $3.45M 1.28% +60 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,092 $3.41M 1.23% -315 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 10,996 $3.39M 2.45% +225 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,994 $3.38M 0.38% -400 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,961 $3.37M 1.21% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 10,745 $3.31M 4.43% -599 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. 10,714 $3.3M 0.22% -127 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 10,530 $3.24M 0.7% +120 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,489 $3.23M 0.15% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,393 $3.2M 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,338 $3.18M 0.07% +3,077 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,327 $3.18M 0.15% -169 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,323 $3.18M 0.05% +1,708 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,320 $3.18M 0.24% +10 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,273 $3.17M 0.08% -86 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,249 $3.16M +318 Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 10,133 $3.12M 2.17% -140 13F-HR/A Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 10,133 $3.12M 1.68% +883 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,963 $3.07M 0.02% +74 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,946 $3.06M <0.01% +641 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,694 $3.04M 0.11% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,784 $3.01M 0.09% 0 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,759 $3M 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,734 $3M 0.05% +294 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,729 $3M 0.35% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 9,723 $2.99M 1.81% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,711 $2.99M 1.61% -33 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,427 $2.9M <0.01% -150 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,399 $2.89M 0.02% +1,917 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,376 $2.89M 0.03% +829 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,360 $2.88M 0.06% -78 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,339 $2.88M 0.05% +807 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,340 $2.88M 0.18% -1,010 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,287 $2.86M 0.19% -1,748 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,090 $2.85M 1.74% -235 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,225 $2.84M 1.27% -28 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 9,202 $2.83M 0.86% -821 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,173 $2.82M 0.04% -15 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,168 $2.82M 1.52% -260 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 9,123 $2.81M 0.64% -152 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,056 $2.79M 0.2% +204 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,980 $2.78M 0.46% -4,572 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 8,999 $2.77M 0.61% -77 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,987 $2.77M 0.02% +2,400 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,956 $2.76M 0.07% -141 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,909 $2.75M 0.04% -245 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,876 $2.73M 0.47% +13 13F-HR Timeline