CFC Planning Co LLC More: the full row for CFC Planning Co LLC 19,901 $2.16M 2.09% +2,403 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 19,847 $2.15M 0.74% +7,707 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 19,814 $2.15M 1.45% -31 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,742 $2.14M 0.15% -180 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 19,714 $2.14M 0.05% +116 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 19,608 $2.13M 0.23% +362 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 19,558 $2.12M 0.18% -1,059 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 19,430 $2.11M 1.21% +880 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 19,285 $2.09M 0.32% -393 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 19,203 $2.08M 0.53% +3,732 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 19,192 $2.08M 0.63% -333 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,187 $2.08M 0.07% -247 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 19,171 $2.08M 0.01% -1,142 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,162 $2.08M 0.06% -740 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 19,107 $2.07M 0.44% -1,236 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 19,055 $2.07M 0.25% +3,208 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 19,009 $2.06M 0.2% -105 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 18,926 $2.05M 1.77% -782 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,434 $2M 0.08% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,285 $1.98M 1.41% -947 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 18,228 $1.98M 0.04% -124 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,198 $1.97M <0.01% +11,344 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 18,195 $1.97M 0.25% new 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 18,030 $1.96M 0.56% +244 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 17,959 $1.95M 0.84% -483 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,792 $1.93M <0.01% +4,450 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 17,683 $1.92M 0.01% -2,311 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 17,676 $1.92M 0.07% -55,725 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,652 $1.92M 0.08% +288 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 17,612 $1.91M 0.42% +402 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 17,520 $1.9M 1.31% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 17,490 $1.9M 0.01% -205 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,476 $1.9M 0.09% +434 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 17,357 $1.88M 2.71% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,309 $1.88M 0.26% -182 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 17,183 $1.86M 0.62% +6,204 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 17,164 $1.86M 0.21% +4,807 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,957 $1.84M 0.03% -224 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 16,864 $1.83M 0.53% -681 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 16,779 $1.82M 0.01% +3,228 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 16,731 $1.82M 1.04% +69 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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COLE ADVISORS, INC. 15,842 $1.72M 0.04% +12,244 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 15,775 $1.71M 0.78% +2,953 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 15,756 $1.71M 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 15,665 $1.7M 0.02% +47 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 15,657 $1.7M 0.23% -48,600 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 15,491 $1.68M 0.17% -2,092 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 15,397 $1.67M 0.27% -147 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 15,564 $1.67M 0.46% +12,653 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,278 $1.66M 0.17% +866 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 15,229 $1.65M 0.85% +413 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 15,155 $1.64M 0.2% +10,131 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,118 $1.64M 0.16% +936 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 15,105 $1.64M 0.87% -6,547 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,025 $1.63M 0.01% -11,513 13F-HR/A Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 14,984 $1.63M 1.07% -20 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 14,933 $1.62M 0.02% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 14,839 $1.61M 0.04% -1,269 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,669 $1.59M 0.04% +2,855 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,343 $1.56M 0.05% +1 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 14,339 $1.56M 0.07% +180 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 14,332 $1.56M 0.61% -3,707 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 14,327 $1.55M 0.4% -6,638 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 14,298 $1.55M 0.37% -22 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 14,271 $1.55M 0.2% -14,627 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 14,161 $1.54M 1.46% +1,380 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,127 $1.53M 0.37% +4,205 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 14,075 $1.53M 0.02% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 14,015 $1.52M 0.1% +2,517 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,944 $1.51M 0.12% -18,496 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 13,854 $1.5M 0.05% +755 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 13,784 $1.5M 0.04% -4,640 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,756 $1.49M <0.01% +13,480 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 13,742 $1.49M 0.53% +194 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,727 $1.49M 0.04% -873 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,671 $1.48M 0.1% +13 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 13,608 $1.48M 0.28% -3,736 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 13,576 $1.47M 0.09% +216 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 13,575 $1.47M 0.9% -420 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,447 $1.46M 0.02% -4,060 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,123 $1.45M 0.06% -1,098 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,094 $1.42M 0.03% +10,968 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 13,109 $1.42M 0.49% +3,519 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,043 $1.42M 0.02% -1,597 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,019 $1.41M 0.03% -2,710 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,892 $1.4M 0.06% +155 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,868 $1.4M 0.52% +1,397 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 12,782 $1.39M 0.1% +2,115 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 12,739 $1.38M 0.03% +600 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 12,547 $1.36M 0.49% -1,993 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 940,952 $1.34M 0.08% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,325 $1.34M 0.03% -5,999 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,239 $1.33M 0.02% -828 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,170 $1.32M 0.2% +900 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,157 $1.32M 0.37% -104 13F-HR Timeline Group Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 12,143 $1.32M 0.7% +146 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 12,098 $1.31M 1.19% +235 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 12,066 $1.31M 0.09% +84 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 12,025 $1.3M 0.99% -1,004 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,875 $1.29M 0.81% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 11,798 $1.28M 0.01% 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 11,796 $1.28M 0.05% -196 13F-HR Timeline Group Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 11,709 $1.27M 1.66% +63 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,692 $1.27M 0.05% +4,848 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 11,800 $1.27M 1.05% +3,803 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,576 $1.26M 0.2% +1,567 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,563 $1.25M 0.62% -64,120 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,489 $1.25M 0.05% -171 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,465 $1.24M 0.09% -263 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 11,435 $1.24M 0.33% -245 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,131 $1.23M 0.06% -741 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 11,199 $1.22M 0.25% +5,177 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 11,369 $1.21M 1.1% +360 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 11,171 $1.21M 0.06% -198 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 11,116 $1.21M 0.67% +2,506 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,016 $1.2M 0.06% -6 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 10,970 $1.19M 0.82% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 10,668 $1.16M 0.11% -1,695 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,518 $1.14M 0.04% -2,647 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 10,500 $1.14M 0.14% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,456 $1.13M 0.2% +1,137 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,411 $1.13M 0.03% -2,796 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,323 $1.12M 0.04% +1,085 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,235 $1.11M <0.01% +6,901 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 10,183 $1.11M 0.19% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,085 $1.09M 0.02% -2,684 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 10,044 $1.09M 0.87% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 10,007 $1.09M 0.07% +1 13F-HR Timeline Group First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 9,991 $1.08M 0.67% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 9,972 $1.08M 0.57% +1,852 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,942 $1.08M 0.12% +1,165 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,911 $1.08M 0.01% -103 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 9,719 $1.05M 0.48% -152 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 9,702 $1.05M 0.41% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,690 $1.05M 0.07% +516 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,660 $1.05M 0.08% +1,942 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,617 $1.04M 0.18% +535 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 9,529 $1.03M 0.26% +1,783 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,519 $1.03M 0.07% -18,014 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,119 $990K 0.24% -145 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,203 $985K 0.04% -704 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,051 $982K 0.01% +720 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,016 $979K 0.18% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,995 $976K 0.22% +1,130 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 8,951 $971K 0.08% -452 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,936 $970K <0.01% +2,467 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,915 $961K 0.65% -650 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 8,793 $954K 0.37% -248 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 8,768 $952K 0.08% +19 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,755 $950K 0.01% +2,005 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,707 $945K 0.2% 0 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 8,642 $938K 0.39% -4,627 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,500 $923K 0.02% +115 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,511 $920K 0.33% +273 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,436 $916K 0.04% -239 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,338 $905K 0.03% -210 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,335 $905K 0.5% +3,108 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 8,331 $904K 0.22% +433 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,294 $900K 0.2% +4,835 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,253 $896K 0.01% -140 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 8,165 $886K 0.11% -620 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,159 $885K 0.01% -1,717 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 8,147 $884K 0.64% +1,316 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 8,133 $883K 0.02% -310 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,186 $878K 0.01% +837 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,070 $876K 0.03% +1,985 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 8,047 $873K 0.07% +247 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,029 $871K 0.05% +317 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 8,000 $868K 0.12% -2,000 13F-HR Timeline Group Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,956 $863K 0.63% 0 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,955 $863K 0.06% +5,814 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,935 $861K 0.19% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 7,899 $857K <0.01% +50 13F-HR/A Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 7,865 $854K 0.06% -205 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 7,824 $849K 0.01% -2,989 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 7,817 $848K 0.1% +728 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,815 $848K <0.01% new 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,783 $845K 0.42% -5,922 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,772 $843K 0.02% +63 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,741 $840K <0.01% -406 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 7,735 $839K 0.23% -300 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,687 $834K 0.01% +387 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 7,656 $831K 0.21% -434 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,652 $830K 0.23% -93 13F-HR Timeline Hopwood Financial Services, Inc. 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