AMG National Trust Bank More: the full row for AMG National Trust Bank 9,260 $3.18M 0.07% +1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,259 $3.18M 0.07% -440 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 9,220 $3.15M 1.05% -233 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,131 $3.14M 0.19% -35 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 9,083 $3.12M 0.6% -34 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,075 $3.12M 0.04% +4,480 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 9,003 $3.1M 1.6% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,926 $3.07M 0.04% -4 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,846 $3.04M 0.19% -125 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,840 $3.04M 0.06% +568 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,815 $3.03M +4,367 Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 8,812 $3.03M 1.16% -207 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,810 $3.03M 0.03% +110 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,770 $3.02M 0.68% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,749 $3.01M 0.01% -41 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 8,718 $3M 0.45% +12 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,676 $2.98M 0.04% -107 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 8,636 $2.97M 0.72% -42 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 8,574 $2.95M 0.6% -117 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 8,379 $2.85M 1.04% -94 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,280 $2.85M 0.16% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,030 $2.76M <0.01% +1,742 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 7,867 $2.71M 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,725 $2.66M 1.46% -2,611 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,704 $2.65M 0.67% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 7,699 $2.65M 1.57% -1,364 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 7,677 $2.64M <0.01% +363 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,678 $2.64M 0.02% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,645 $2.63M 0.02% 0 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,600 $2.61M 0.08% -115 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 7,590 $2.61M 0.91% -688 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,582 $2.61M 0.82% -8,188 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 7,579 $2.61M 1.63% -383 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 7,576 $2.61M 0.37% -121 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,442 $2.56M 0.17% +73 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,418 $2.55M 0.4% -21 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 7,409 $2.55M 0.37% +93 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,370 $2.53M 0.12% +16 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,352 $2.53M 0.13% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,408 $2.52M +4,181 Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 7,275 $2.5M 0.66% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,249 $2.49M 0.03% +209 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 7,240 $2.49M 0.74% +12 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,234 $2.49M 0.92% -257 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,194 $2.47M 0.15% +2 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 7,127 $2.45M 1.03% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,025 $2.42M 0.06% -391 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 7,016 $2.41M 0.39% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 7,004 $2.41M 2.71% +364 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,962 $2.39M 0.07% -273 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,936 $2.39M 2.03% +215 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 7,972 $2.38M 1.58% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,821 $2.35M 0.4% +1,609 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,789 $2.33M 0.94% -51 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,765 $2.33M 0.02% new 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,761 $2.33M 0.13% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,756 $2.32M 0.71% +5 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 6,704 $2.31M 0.49% +15 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 6,555 $2.25M 1.77% +17 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,511 $2.24M 0.01% +1,091 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,505 $2.24M 0.24% +697 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,503 $2.24M 0.21% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,458 $2.22M 0.33% +2,561 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,442 $2.22M 0.04% -17 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 6,426 $2.21M 0.09% -30 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,274 $2.16M 0.12% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,269 $2.16M 0.1% -265 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,256 $2.15M 0.84% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,247 $2.15M 0.11% +266 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,155 $2.12M 1.1% -17 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,085 $2.09M 0.03% +244 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,078 $2.09M 0.11% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,061 $2.08M 0.01% -90 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 6,025 $2.07M 0.23% -338 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 6,010 $2.07M 0.97% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,009 $2.07M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Investment Services, Inc. More: the full row for American Investment Services, Inc. 5,955 $2.05M 0.43% +43 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 5,921 $2.04M 1.55% +18 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 5,909 $2.03M 1.53% +14 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,908 $2.03M 1.7% -6 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 5,869 $2.02M 0.43% +128 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,829 $2M 0.03% -19 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,820 $2M 0.99% +405 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,779 $1.99M 0.19% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,777 $1.99M 0.18% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,755 $1.98M 0.44% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,705 $1.96M 0.09% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,700 $1.96M 1.05% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,680 $1.95M 0.27% -533 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,674 $1.95M 0.06% +82 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 5,647 $1.94M 0.76% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,632 $1.94M 0.07% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 5,630 $1.94M 0.1% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,601 $1.93M 0.47% +12 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,586 $1.92M 0.01% +36 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,581 $1.92M 0.39% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,578 $1.92M 0.43% -6,260 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 5,564 $1.91M 0.05% -305 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,611 $1.91M 0.04% +159 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,515 $1.89M 0.13% -234 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,490 $1.89M 0.26% +17 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,479 $1.88M <0.01% -979 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,461 $1.88M 0.22% -764 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,449 $1.87M 0.1% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,433 $1.87M 0.02% -17 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 5,430 $1.87M 0.82% +258 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,421 $1.86M 0.05% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,417 $1.86M 0.02% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,458 $1.86M 0.1% +147 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,376 $1.85M 0.5% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,355 $1.84M 0.02% -2 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,348 $1.84M 0.79% +2 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,336 $1.84M 0.21% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,328 $1.83M 0.11% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,308 $1.83M 0.03% -289 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,273 $1.81M 0.03% -70 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,256 $1.81M 0.2% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,251 $1.81M 0.1% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,244 $1.8M 0.04% +138 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 5,234 $1.8M 0.3% -30,600 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,222 $1.8M 0.2% +1 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,171 $1.78M 0.22% -25 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,166 $1.78M 0.19% +1,188 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,092 $1.75M 0.05% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,091 $1.75M 0.02% +550 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,075 $1.75M 0.12% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,039 $1.73M 0.22% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 5,037 $1.73M -275 Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,017 $1.73M 0.21% +37 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,987 $1.72M 0.11% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,958 $1.71M 0.11% +1 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,949 $1.7M 0.37% +3 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,921 $1.69M 0.03% -210 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,918 $1.69M 0.03% -70 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,911 $1.69M 0.04% +284 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 4,896 $1.68M 1.59% -22 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,883 $1.68M 0.03% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,880 $1.68M 0.84% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,862 $1.67M 0.59% +14 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,837 $1.66M 0.86% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,828 $1.66M 0.21% +1 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,816 $1.66M 0.16% -372 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,803 $1.65M 0.05% +159 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,802 $1.65M 0.05% +626 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,789 $1.65M 0.12% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,765 $1.64M 0.43% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 4,757 $1.64M 0.39% -757 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,687 $1.61M 0.03% -30 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,682 $1.61M 0.02% -237 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,656 $1.6M 1.21% +14 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,641 $1.6M 0.26% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,651 $1.59M 0.19% -266 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,637 $1.59M 0.03% -2 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,613 $1.59M 0.02% 0 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,600 $1.58M 1.22% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,580 $1.58M 0.13% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,538 $1.56M 0.03% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,532 $1.56M 0.06% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,514 $1.55M 0.02% -249 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,506 $1.55M 0.07% +4,391 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,481 $1.54M 0.37% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,475 $1.54M 0.56% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,472 $1.54M 0.01% +1,745 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,466 $1.54M 0.01% -524 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 4,407 $1.52M 0.87% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,403 $1.51M 0.09% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,361 $1.5M 0.04% -75 13F-HR/A Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 4,349 $1.5M 0.49% -13 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,349 $1.5M 0.08% +1 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,348 $1.49M 0.21% -1 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,282 $1.47M 0.04% -399 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,152 $1.43M 0.01% -572 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,147 $1.43M 0.14% +11 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,140 $1.42M 0.17% +55 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,126 $1.42M 0.68% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,118 $1.42M 0.09% -676 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,115 $1.42M 0.02% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,084 $1.4M 0.01% -2 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,053 $1.39M 0.03% new 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,031 $1.39M 0.52% -45 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,019 $1.38M 0.03% -36 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,993 $1.37M 0.08% -96 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,960 $1.36M <0.01% -2,049 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 3,958 $1.36M 0.92% -18 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,954 $1.36M 0.12% -811 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,947 $1.36M 0.96% +363 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,931 $1.35M 0.02% +118 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,929 $1.35M 1% -1,215 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 3,844 $1.32M 0.65% +42 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,836 $1.32M 0.03% +11 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,825 $1.32M 0.25% -252 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,694 $1.31M 0.48% -218 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 3,800 $1.31M 0.37% 0 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 3,771 $1.31M 0.9% -65 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,791 $1.3M 0.1% +10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,757 $1.29M 0.02% -2,713 13F-HR Timeline Group Tradewinds, LLC. 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