US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 37,507 $11.8M 0.01% -194 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 37,058 $11.7M 0.74% -105 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 36,532 $11.7M 0.13% -598 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 36,862 $11.6M 1.16% -153 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 36,587 $11.5M 3.23% +1,200 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 36,185 $11.5M 0.4% +103 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 36,499 $11.5M 3.81% -6,494 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,046 $11.3M +24 Timeline Balentine LLC More: the full row for Balentine LLC 35,967 $11.3M 0.43% -87,691 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 35,374 $11.1M 0.39% -323 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 35,294 $11.1M 2.04% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 53,552 $11.1M 1.85% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 34,721 $10.9M 0.94% -1,558 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 34,487 $10.9M 0.48% -5,325 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,395 $10.5M 0.82% -179 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 33,602 $10.4M 6.44% 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 32,990 $10.4M 0.41% -1,110 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,727 $10.3M 0.14% +428 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 31,243 $9.84M 3.29% +890 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30,753 $9.68M 0.85% +340 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 30,557 $9.62M 0.29% +2,400 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 30,542 $9.61M 1.94% +1,569 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,941 $9.43M 0.08% +3,759 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 29,598 $9.35M 0.52% -495 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 28,362 $9.09M 1.54% +851 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 28,641 $9.02M 4.7% -560 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28,451 $8.96M <0.01% +1,505 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 28,090 $8.84M 1.37% -1,600 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 27,912 $8.79M 0.56% -146 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 27,906 $8.78M 3.51% -1,448 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 27,524 $8.66M 0.19% -58 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 27,511 $8.66M 8.56% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 27,324 $8.6M 0.58% -344 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 26,846 $8.45M 1.31% -8,052 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 26,040 $8.26M 8.65% 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 26,192 $8.25M 1.38% -169 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 26,185 $8.24M 0.28% -4,874 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 26,175 $8.24M 1.01% +1,750 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,108 $8.22M 0.13% +1,063 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 49,235 $8.16M +217 Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 25,756 $8.11M 0.25% +4 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 25,323 $7.97M 2.05% -1,675 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 25,019 $7.88M 1.22% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 24,627 $7.75M 0.12% -2,252 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,446 $7.7M 0.04% +147 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 24,356 $7.67M 0.28% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24,157 $7.6M 0.02% +1,405 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 24,059 $7.57M 3.37% +1,217 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 23,905 $7.53M 0.15% -700 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. 23,639 $7.44M 0.14% +456 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,389 $7.36M 0.35% -144 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 22,944 $7.22M 0.5% -175 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 22,925 $7.22M 0.9% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 22,901 $7.21M 0.41% -130 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 22,845 $7.19M 2.2% +112 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 22,532 $7.09M 4.21% -16,407 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,449 $7.07M 0.04% -457 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 22,396 $7.05M 0.52% new 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 22,379 $7.04M 0.81% -317 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 22,350 $7.04M 0.08% -595 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 22,069 $6.95M 1.45% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 21,857 $6.88M 2.05% +77 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 21,729 $6.84M 2.08% -212 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,672 $6.82M 0.36% +309 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 21,318 $6.71M 0.31% -395 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 21,280 $6.7M 3.17% +1,105 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 20,958 $6.6M 0.67% -561 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 20,535 $6.46M 0.65% -978 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 20,496 $6.45M 0.91% +1,260 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 20,265 $6.38M 0.57% +116 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,255 $6.38M 0.09% +47 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20,066 $6.32M 0.2% -514 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19,866 $6.25M 0.13% +9,528 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 19,497 $6.14M 0.51% -862 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,468 $6.13M 0.3% +1,332 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 19,213 $6.05M 1.55% -301 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,145 $6.03M 0.64% -637 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 12,241 $5.97M 2.77% +7,361 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,856 $5.94M 0.12% +2,212 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 18,766 $5.91M 1.59% -3,693 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 18,694 $5.88M 0.26% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,595 $5.85M 0.03% -55 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,500 $5.82M 0.17% +292 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 18,500 $5.82M 2.16% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 18,429 $5.8M 0.04% +6,033 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 18,380 $5.79M 0.02% -164 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,281 $5.75M 1.21% +2,093 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,136 $5.71M 0.03% +84 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 18,083 $5.69M 2.77% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,799 $5.6M 0.11% -759 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 17,786 $5.6M 0.17% -264 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,649 $5.56M 6.69% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,370 $5.47M 0.07% +413 13F-HR Timeline Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 17,146 $5.4M 5.04% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,016 $5.36M 0.06% -714 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16,897 $5.32M 0.34% -304 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 16,580 $5.22M 5.31% +3 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 16,403 $5.16M 0.8% -86 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,393 $5.16M 0.34% -122 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,376 $5.16M 0.1% -112 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,354 $5.15M 0.09% -54 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,328 $5.14M 0.31% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,148 $5.08M 0.24% +316 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16,147 $5.08M 2.3% -185 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 16,112 $5.07M 0 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,064 $5.06M 0.26% +281 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,018 $5.04M <0.01% -3,898 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,973 $5.03M 0.02% 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,971 $5.03M 0.03% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 15,963 $5.03M 0.21% +974 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 15,955 $5.02M 0.16% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 15,939 $5.02M 1.07% +2,944 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 15,713 $4.95M 0.67% -576 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 15,693 $4.94M 2.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,609 $4.91M 0.21% -824 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 15,572 $4.9M 4.47% -822 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 15,355 $4.83M 2.41% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,558 $4.78M 0.12% +336 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,104 $4.75M 0.07% +943 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 15,087 $4.75M 1.36% -279 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,086 $4.75M 1.6% +1,296 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,971 $4.71M 0.22% +916 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 14,680 $4.62M 1.39% -32 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 14,620 $4.6M 4.52% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,617 $4.6M 0.08% -14,841 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 14,555 $4.58M 1.3% +1,387 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,444 $4.55M 0.13% -236 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 14,326 $4.54M 0.13% new 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 14,316 $4.51M 6.67% -142,512 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 14,289 $4.5M 1.84% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,206 $4.47M 0.09% -189 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,100 $4.44M 0.07% -62 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,040 $4.42M 0.51% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 13,968 $4.4M 1.51% -17 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 13,822 $4.35M 2.18% -115 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 13,674 $4.3M 2.78% -1,204 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 13,348 $4.2M 0.9% -762 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 13,348 $4.2M 0.78% -762 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 13,010 $4.09M 1.43% new 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 12,768 $4.02M 1.51% -337 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 12,715 $4M 0.5% -891 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 12,592 $3.96M 0.21% +83 13F-HR Timeline Trust Co More: the full row for Trust Co 12,548 $3.95M 0.37% +10,334 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 12,512 $3.94M 3.98% 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,477 $3.93M 0.13% -348 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 12,415 $3.91M 1.91% -613 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,365 $3.89M 1.3% -113 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 12,303 $3.87M 0.24% +675 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 12,146 $3.82M 0.25% +326 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,089 $3.81M 0.14% +8 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 12,034 $3.79M 0.11% -182 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,893 $3.77M 0.05% +130 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,931 $3.76M 0.09% -96 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 11,874 $3.74M 0.92% -42 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,830 $3.72M 1.3% +611 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 11,767 $3.7M 0.53% +5,319 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,736 $3.69M 2.88% -187 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 11,676 $3.68M 0.34% +3,571 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,522 $3.65M 0.36% -38 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,591 $3.65M 0.98% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,496 $3.62M 0.21% +2,209 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,457 $3.61M 0.99% -252 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 11,435 $3.6M 0.2% -4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,351 $3.57M 0.16% -8 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,317 $3.56M 0.03% -68 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 11,103 $3.5M 2.43% +107 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,070 $3.48M 0.11% +743 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,019 $3.47M 0.38% +25 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 11,011 $3.47M 0.45% +2,651 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,961 $3.45M 1.23% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 10,830 $3.41M 1.71% +697 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10,773 $3.39M 2.22% -1,729 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,535 $3.32M 0.15% +46 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,522 $3.31M 0.06% +1,162 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 10,520 $3.31M 0.7% -10 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,393 $3.27M 0.05% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,338 $3.25M 0.27% +18 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. 10,255 $3.23M 0.24% -459 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,209 $3.21M 0.08% -64 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,078 $3.19M -171 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,100 $3.18M 0.05% -223 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,913 $3.17M 0.11% +219 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,963 $3.14M 0.02% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 9,932 $3.13M 1.91% -201 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,729 $3.06M 0.36% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 9,723 $3.06M 1.78% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,721 $3.06M 1.44% +10 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 9,656 $3.04M 1.07% -4,277 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,654 $3.04M 0.09% -130 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,562 $3.01M 0.03% +223 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,492 $2.99M <0.01% -454 13F-HR Timeline Group Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 9,435 $2.97M 2.61% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,431 $2.97M 1.07% -1,661 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,427 $2.97M <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,407 $2.96M 0.02% +8 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 9,183 $2.92M 1.14% 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 9,209 $2.9M 2.72% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,166 $2.88M 0.18% -174 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,156 $2.88M 0.04% -17 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,132 $2.87M 1.21% -93 13F-HR Timeline