Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 79,315 $4.25M 1.56% +13 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 79,239 $4.25M 0.14% +4,914 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 78,280 $4.2M 0.05% +13,887 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. 77,843 $4.17M 0.07% -3,383 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 76,391 $4.1M 2.23% -289 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 76,279 $4.09M 1.04% -675 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 75,993 $4.07M 0.63% +906 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 75,594 $4.05M 0.17% +4,398 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 75,574 $4.05M 1.11% +6,765 13F-HR/A Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 75,000 $4.02M 0.01% +50,000 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 74,077 $3.97M 0.22% -2,405 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 74,061 $3.97M 0.65% +6,942 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 73,811 $3.96M 1.25% -30 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 73,796 $3.96M 1.39% +1,256 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 73,691 $3.95M 0.39% +172 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 73,398 $3.93M 0.82% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 72,800 $3.9M 0.65% +48,000 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 72,757 $3.9M 1.15% -1,636 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 71,803 $3.85M 0.79% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 79,955 $3.84M 0.08% -2,184 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 71,595 $3.84M 0.95% -6,730 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 71,496 $3.83M 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 71,360 $3.83M 0.08% +11,657 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 70,956 $3.8M 0.03% new 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 70,347 $3.77M 0.23% -51,614 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 69,962 $3.75M 1.55% new 13F-HR Timeline Trust Co More: the full row for Trust Co 69,794 $3.74M 0.34% -1,419 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 69,791 $3.74M 0.43% +67,809 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 69,603 $3.73M 0.15% -131 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 69,435 $3.72M 1.27% -5,071 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 69,225 $3.71M 2.64% -1,703 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 68,664 $3.68M 0.04% +3,932 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 68,229 $3.66M 0.28% -206 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 68,017 $3.65M 1.17% -7,591 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 63,612 $3.62M 1.95% -1,981 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 67,563 $3.62M 0.25% +1,170 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 67,400 $3.61M 1.22% +17,600 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 67,223 $3.6M 0.87% -71,277 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 66,390 $3.56M 0.12% -8,688 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 66,305 $3.55M 0.02% -25,813 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 66,003 $3.54M 0.44% -461 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 65,738 $3.52M 2.46% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 65,578 $3.52M 0.04% -981 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 65,398 $3.51M 0.28% -2,917 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 28,912 $3.5M 0.54% -4,926 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 65,272 $3.5M 0.09% +518 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 65,197 $3.5M 0.98% +2,354 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 65,085 $3.49M 0.3% -9,269 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 65,003 $3.48M 2.36% +14,642 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 64,354 $3.45M 0.03% +8,549 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 64,311 $3.45M 0.32% -13,710 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 64,133 $3.44M 0.83% -4,768 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 64,098 $3.44M 0.85% +2,552 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 63,802 $3.42M 0.15% +1,650 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 63,749 $3.42M 0.15% +1,218 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 63,731 $3.42M 1.17% +8,773 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 63,657 $3.41M 1.79% +15,522 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 63,593 $3.41M 0.28% +3,752 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 63,372 $3.4M 0.87% -2,423 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 63,333 $3.4M 0.24% -88,000 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 63,216 $3.39M 0.74% -2,203 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 63,185 $3.39M 0.01% -1,271 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 64,118 $3.38M 0.01% +35,555 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 62,625 $3.36M 0.21% +5,004 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 62,606 $3.36M 0.03% +15,484 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 62,493 $3.35M 1.93% -135 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 64,836 $3.34M 0.52% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 62,117 $3.33M 0.13% -924 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 61,941 $3.32M 1.54% -1,341 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 61,820 $3.31M 0.8% +800 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 61,069 $3.27M 1.59% +35 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 60,907 $3.27M 0.29% +53 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 60,789 $3.26M 0.02% +21,481 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 60,138 $3.22M 0.54% +6,893 13F-HR/A Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 60,083 $3.22M 0.1% +8,075 13F-HR/A Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 59,900 $3.21M 0.8% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 59,836 $3.21M 0.02% +2,140 13F-HR Timeline Group Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 59,627 $3.2M 2.51% +7,227 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 59,530 $3.19M 0.64% +3,278 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 58,642 $3.14M 0.03% -8,700 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 58,483 $3.14M 1.67% +4,196 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 58,394 $3.13M 0.35% +462 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 58,159 $3.12M 0.37% +5,697 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 58,073 $3.11M 1.89% -208 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 57,662 $3.09M 0.06% +1,135 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 57,558 $3.09M 0.21% +13,223 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 57,224 $3.07M 0.45% +5,656 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 57,128 $3.06M 1.59% +1,272 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 57,038 $3.06M 0.02% +9,545 13F-HR Timeline Group Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 57,010 $3.06M 2.22% -736 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 56,823 $3.05M 0.02% -12,393 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 56,448 $3.03M 0.08% -1,990 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 56,442 $3.03M 0.01% +978 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 56,254 $3.02M 0.24% +2,766 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 56,199 $3.01M 0.73% -289 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 55,906 $3M 1.38% +1,173 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 55,602 $2.98M 0.01% +4,032 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 53,624 $2.98M 0.08% +2,019 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 55,542 $2.98M 0.27% -2,866 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55,509 $2.98M 0.15% +2,824 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 55,270 $2.96M 0.06% -178 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 55,177 $2.96M 0.11% -540 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 55,012 $2.95M 0.08% +4,992 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 54,689 $2.93M 0.45% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 54,737 $2.93M 1.02% +5,456 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 54,367 $2.91M 0.02% +7,744 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 54,088 $2.9M 0.62% +1,713 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 53,678 $2.88M 0.16% +4,939 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 53,558 $2.87M 2.08% -398 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 53,537 $2.87M 1.22% +537 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 53,464 $2.87M 0.02% +7,863 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 53,333 $2.86M 0.29% -276 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 53,312 $2.86M 1.56% -10,567 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 53,306 $2.86M 0.62% +398 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 53,291 $2.86M 1.47% -1,770 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 53,212 $2.85M 2.28% +1,905 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 53,083 $2.85M 0.38% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 53,015 $2.84M 0.09% +2,855 13F-HR Timeline Group Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 52,420 $2.81M 1.16% +4,082 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 52,196 $2.8M 0.5% +1,201 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 52,138 $2.8M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 51,843 $2.78M 1.99% -714 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 51,836 $2.78M 0.09% -5,688 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 49,497 $2.78M 0.93% -24,046 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 51,816 $2.78M 0.03% -3,235 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 51,661 $2.77M 2.21% +907 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 50,900 $2.73M 1.84% +19,500 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 21,442 $2.72M 2.22% -186 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 50,774 $2.72M 0.08% +152 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 50,727 $2.72M 0.93% 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 49,793 $2.71M 0.33% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 50,517 $2.71M 0.04% -3,722 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 50,432 $2.7M 0.02% +172 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 50,025 $2.68M 0.29% +10,385 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 49,998 $2.68M 0.17% -608 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 49,877 $2.67M 0.06% -195 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 49,814 $2.67M 0.62% -1,409 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 49,682 $2.66M 0.73% +1,056 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 49,672 $2.66M 0.52% -639 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 47,506 $2.65M 3.79% -593,407 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 49,363 $2.65M 0.05% +8,609 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 48,322 $2.65M 0.16% -196 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 45,648 $2.64M 1.38% -129 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 49,170 $2.64M 0.08% -3,295 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 49,078 $2.63M 1.76% +31,783 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 48,555 $2.6M 1.86% +1,404 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 48,157 $2.58M 0.25% -8,487 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 47,829 $2.56M 0.23% -1,246 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 47,533 $2.55M 2.13% +29,076 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 47,498 $2.55M 0.1% -865 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 47,500 $2.55M 0.79% +37,700 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 47,331 $2.54M 0.1% +5,574 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 47,303 $2.54M 0.13% +5,957 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 44,458 $2.52M 0.17% -11,433 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 46,825 $2.51M 0.78% +4,219 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 46,138 $2.47M 0.99% +1,660 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 45,974 $2.46M 1.3% +3,552 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 45,562 $2.44M 0.56% +309 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 45,540 $2.44M 0.42% -2,061 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 45,474 $2.44M 0.18% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 45,453 $2.44M 1.14% +21,327 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 45,400 $2.43M 0.14% -10,700 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 45,305 $2.43M 2.38% -2,294 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 45,196 $2.42M 0.03% -32,140 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 45,002 $2.41M 0.03% -1,945 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 44,941 $2.41M 0.01% -2,635 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 44,637 $2.39M 0.36% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 44,443 $2.38M 0.09% -19,319 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 44,269 $2.37M -1,727 Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 44,086 $2.36M 0.14% +27,933 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 44,081 $2.36M 0.12% +1,137 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 44,067 $2.36M 1.08% -65 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 43,839 $2.35M 0.93% +5,000 13F-HR Timeline Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 43,785 $2.35M 1.92% +1,499 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 43,640 $2.34M 0.98% +22,933 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 42,945 $2.3M 1.86% +14,633 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,824 $2.3M 0.01% +4,042 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 42,556 $2.28M 0.06% -139,786 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 42,358 $2.27M 0.1% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 42,064 $2.26M 0.09% -752 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 42,056 $2.25M 0.85% +756 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 42,030 $2.25M 0.1% -1,977 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 40,076 $2.25M 1.29% +26,749 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 41,804 $2.24M 0.14% +6,081 13F-HR Timeline Waterloo Capital, L.P. 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