Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 38,385 $11.5M 1.86% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,147 $11.4M 0.05% -56 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 37,639 $11.2M 2.29% -898 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 37,105 $11.1M 1.06% +243 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 36,805 $11M 0.7% -253 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 35,834 $10.7M 2.08% -3,268 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 35,294 $10.5M 1.96% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,824 $10.4M -1,222 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 31,808 $10.4M 0.15% +15,432 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 31,463 $10.3M 3.45% +220 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 34,611 $10.3M 0.54% +124 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 34,081 $10.3M 0.12% -2,451 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 34,317 $10.3M 0.85% +3,564 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 31,322 $10.2M 5.29% -2,280 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 33,958 $10.1M 0.41% -1,416 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 33,116 $9.9M 0.86% -1,605 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 32,990 $9.86M 0.41% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 32,894 $9.83M 1.48% +6,048 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,788 $9.8M 0.14% +61 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 31,089 $9.29M 0.37% -4,878 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 30,557 $9.13M 0.27% 0 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 30,322 $9.06M 0.73% -3,073 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,232 $9.03M 0.07% +291 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 30,098 $8.99M 1.67% -444 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 29,928 $8.94M 1.47% +3,736 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 29,583 $8.84M 1.54% +1,221 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 29,410 $8.79M 1.1% +3,235 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 29,007 $8.67M 0.5% -591 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 28,637 $8.56M 4.61% -4 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 28,611 $8.55M 0.2% +1,087 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 28,351 $8.47M 0.35% +12,388 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 27,895 $8.34M <0.01% -556 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 27,757 $8.3M 0.53% -155 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 27,619 $8.25M 3.39% -287 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 27,019 $8.07M 0.17% +7,153 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 26,882 $8.03M 7.88% -629 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 26,708 $7.98M 2.11% +7,942 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,567 $7.94M 0.23% +811 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 26,540 $7.93M 0.53% -784 13F-HR Timeline Group CacheTech Inc. More: the full row for CacheTech Inc. 26,378 $7.88M 1.52% +13,030 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 49,437 $7.81M +202 Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 26,037 $7.78M 8.5% -3 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 25,904 $7.74M 3.76% +4,624 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 25,439 $7.6M 0.28% -746 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 25,213 $7.53M 1.95% -110 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 25,175 $7.52M 0.95% +156 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 24,866 $7.43M 1.31% -3,224 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,693 $7.38M 0.04% +247 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 24,427 $7.3M 1.6% +11,079 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 24,392 $7.29M 0.11% -235 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,320 $7.27M 0.32% +8,172 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 23,768 $7.1M 0.53% +1,372 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23,641 $7.06M 0.31% +252 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. 23,582 $7.05M 0.13% -57 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 23,192 $6.93M 1.01% +2,696 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 23,006 $6.88M 3.04% -1,053 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 22,944 $6.86M 0.47% 0 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 22,621 $6.76M 2.08% -224 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,555 $6.74M 0.1% +3,699 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 22,408 $6.7M 0.8% +29 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,254 $6.65M 0.04% -195 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 22,133 $6.61M 3.46% -399 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 22,074 $6.6M 1.35% +5 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,867 $6.53M 0.36% +195 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21,856 $6.53M 0.13% -2,049 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,488 $6.42M 0.08% -862 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 21,297 $6.36M 0.62% +1,032 13F-HR/A Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 21,206 $6.34M 1.78% -523 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 20,950 $6.26M 0.51% +1,453 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 20,888 $6.24M 0.64% -70 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,667 $6.18M 0.17% +9,597 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,314 $6.07M 0.29% +846 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 20,266 $6.06M 1.81% -1,591 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 20,208 $6.04M 0.6% -327 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 20,207 $6.04M 0.33% +19,216 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,970 $5.97M 0.07% -285 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 19,817 $5.92M 0.27% -1,501 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 19,535 $5.84M 0.03% +940 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 19,146 $5.72M 0.62% +1 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 18,676 $5.58M 1.48% -537 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 18,500 $5.53M 2.26% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 18,352 $5.48M 4.92% +4,036 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 18,319 $5.47M 0.16% -1,747 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,288 $5.47M 0.17% -212 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 18,235 $5.45M 0.17% +11,338 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,970 $5.37M 0.01% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 17,933 $5.36M 0.15% +147 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,897 $5.35M 0.11% +98 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 17,649 $5.27M 6.5% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 17,385 $5.2M 1.02% -896 13F-HR Timeline Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 17,146 $5.12M 4.49% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,060 $5.1M 0.02% -1,320 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 16,112 $5.07M 0.47% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16,815 $5.03M 0.05% -201 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 16,806 $5.02M 1.92% -1,277 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 16,629 $4.97M 1.04% +690 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 16,581 $4.96M 5.01% +1 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,490 $4.93M 0.02% +519 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 16,438 $4.91M 0.71% +35 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,356 $4.89M 0.08% +2 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16,328 $4.88M 0.29% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 16,273 $4.86M <0.01% +255 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 16,264 $4.86M 2.22% +117 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,157 $4.83M 0.32% -236 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,039 $4.81M 0.25% -25 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,953 $4.77M 0.02% -20 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,926 $4.76M 0.22% -2,768 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 15,778 $4.72M 0.16% -177 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,770 $4.71M 1.54% +684 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,971 $4.71M 0.23% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 15,767 $4.71M 4.33% +195 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 15,741 $4.7M 0.64% +28 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 15,693 $4.69M 1.89% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,460 $4.62M 0.06% +356 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 15,345 $4.59M 2.21% -10 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 14,800 $4.42M 3.97% +180 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 14,476 $4.33M 0.5% +436 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 14,448 $4.32M 0.12% +4 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 14,361 $4.29M 1.09% -194 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,100 $4.21M 0.07% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 13,968 $4.17M 1.45% 0 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 $4.16M 0.13% 0 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,725 $4.13M 0.31% +6,558 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 13,822 $4.13M 0.1% -384 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 13,623 $4.07M 0.45% +10,438 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 13,473 $4.06M 0.01% -4,956 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 13,350 $3.99M 0.12% +1,316 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 13,275 $3.97M 2.98% +507 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 13,096 $3.91M 0.21% +504 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 13,096 $3.91M 4.01% +584 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 12,998 $3.88M 2.01% +583 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 12,974 $3.88M 1.38% -36 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 12,732 $3.8M 1.94% -1,090 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,714 $3.8M 0.28% -4,183 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 12,610 $3.77M 1.18% -2,070 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 12,581 $3.76M 0.7% +5,944 13F-HR Timeline Trust Co More: the full row for Trust Co 12,548 $3.75M 0.35% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 12,389 $3.7M 2.42% -1,285 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,331 $3.69M 0.12% -146 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 12,319 $3.68M 0.23% +16 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,284 $3.67M 1.19% -81 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 12,124 $3.63M 0.35% +448 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 12,139 $3.63M 0.25% -7 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,094 $3.61M 0.12% +5 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 11,995 $3.58M 0.05% +102 13F-HR/A Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,977 $3.58M 2.73% +241 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 11,863 $3.55M 0.46% -852 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 11,826 $3.53M 0.51% +59 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 11,774 $3.52M 0.95% -100 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,770 $3.52M 1.16% +940 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,719 $3.5M 0.08% -212 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,586 $3.46M 1.16% -244 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,409 $3.41M 0.92% -48 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 11,374 $3.4M 0.16% -61 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,321 $3.38M 0.16% -30 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,270 $3.37M 0.05% -14,838 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 10,137 $3.33M 2.6% +702 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 11,091 $3.31M 0.83% -500 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 11,019 $3.29M 0.37% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,959 $3.27M 0.25% +9,523 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,020 $3.23M 0.1% +107 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,798 $3.23M 0.04% +2,286 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,751 $3.21M 0.94% -4,336 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,729 $3.21M 0.02% +2,161 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,693 $3.2M <0.01% +1,201 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,671 $3.19M 0.05% +571 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 10,600 $3.17M 0.71% +80 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 10,527 $3.15M 1.93% -576 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,489 $3.13M 0.14% -46 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,393 $3.11M 0.05% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,357 $3.1M 0.11% +2,830 13F-HR Timeline Group CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 10,349 $3.09M 0.23% +94 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,348 $3.09M 0.25% +10 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10,336 $3.09M 1.86% -437 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,211 $3.05M 0.07% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,963 $2.98M 0.02% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,900 $2.96M 0.02% +1,062 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,399 $2.94M 0.17% -2,097 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,797 $2.93M 1.01% +366 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 9,728 $2.91M 2.61% +519 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 9,726 $2.91M 1.66% +5 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 9,723 $2.91M 1.57% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,783 $2.9M 0.04% -10 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,699 $2.9M 0.07% +865 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 9,665 $2.89M 2.13% +948 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 9,641 $2.88M 1.82% -291 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,571 $2.86M 0.03% +9 13F-HR Timeline Group Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,770 $2.86M 0.68% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 9,539 $2.85M 0.35% -190 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,504 $2.84M 0.01% +97 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 9,453 $2.82M 1.04% -203 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 9,371 $2.8M 1.4% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,259 $2.77M 0.06% +301 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 8,473 $2.76M 1.09% -710 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,218 $2.75M <0.01% -209 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,205 $2.75M 0.08% -449 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,166 $2.74M 0.18% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 9,117 $2.72M 0.59% +2 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,063 $2.71M 1.4% +1,472 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,019 $2.7M 1.21% -31 13F-HR Timeline