SEVEN GRAND MANAGERS, LLC More: the full row for SEVEN GRAND MANAGERS, LLC 125,000 $31.8M 2.59% +85,000 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 124,968 $31.8M 2.71% -6,617 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 124,618 $31.8M 1.13% +1,150 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 124,841 $31.8M 5.4% -8,420 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 124,816 $31.8M 2.19% +6,515 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 124,705 $31.8M 2.54% +794 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 115,843 $31.7M 5.22% -7,082 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 124,413 $31.7M 4.62% -4,574 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 124,335 $31.7M 1.65% -9,298 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 124,255 $31.6M 3.3% -1,513 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 124,208 $31.6M 12.19% -627 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 124,043 $31.6M 3.67% -11,258 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 123,948 $31.6M 1.45% -2,353 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 123,863 $31.5M 6.38% -1,994 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 123,841 $31.5M 1.21% +51,308 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 123,782 $31.5M 21.72% +4,240 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 123,694 $31.5M 2.18% +2,193 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 123,602 $31.5M 2.77% -4,430 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 123,595 $31.5M 3.18% +25,759 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 123,593 $31.5M 4.13% -1,762 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 123,395 $31.4M 3.84% +2,129 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 123,363 $31.4M 6.79% -721 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 122,960 $31.3M 3.26% -5,991 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 121,111 $31.3M 3.48% +834 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 122,782 $31.3M 18.86% -12,382 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 122,764 $31.3M 6.16% +45,193 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 122,623 $31.2M -14,953 Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 122,591 $31.2M 3.57% +800 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 122,529 $31.2M 13.08% -19,329 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 122,088 $31.1M 7.28% +3,107 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 121,920 $31M 2.53% -1,017 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 121,554 $31M 5.3% -16,628 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 121,526 $30.9M 2.57% +1,246 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 121,443 $30.9M 5.36% +148 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 121,294 $30.9M 3.97% +1,863 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 121,208 $30.9M 2.28% -808 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 121,115 $30.8M 2.7% +119,217 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 121,080 $30.8M 3.36% -1,787 13F-HR Timeline Horiko Capital Management LLC More: the full row for Horiko Capital Management LLC 121,078 $30.8M 7.31% -4,649 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 120,793 $30.8M 11.41% -1,145 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 114,243 $30.7M 4.94% -4,044 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 120,674 $30.7M 2.3% +21,054 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 120,133 $30.6M 9.78% -1,659 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 120,048 $30.6M 1.59% -3,290 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 120,027 $30.6M 2.02% +6,201 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 120,000 $30.6M 1.4% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 119,996 $30.6M 5.9% -78 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 119,784 $30.5M 2.12% -578,042 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 119,444 $30.4M 2.06% -2,352 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 119,371 $30.4M 7.24% +94,467 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 119,187 $30.3M 1.35% -1,259 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 119,182 $30.3M 2.33% -816 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 119,141 $30.3M 0.95% -6,562 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 119,106 $30.3M 3.12% +15,282 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 119,018 $30.3M 3.42% -38,669 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 118,714 $30.2M 4.88% +588 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 118,714 $30.2M 2.52% +1,428 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 118,714 $30.2M 5.23% -1,210 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 118,663 $30.2M 0.27% -3,916 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 118,548 $30.2M 7.32% -515 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 118,383 $30.1M 14.79% -1,923 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 118,371 $30.1M 2.14% +5,793 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 118,339 $30.1M 7.33% -3,693 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 118,303 $30.1M 4.99% +1,667 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 118,196 $30.1M 0.86% -139,413 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 117,795 $30M 1.7% +9,880 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 117,771 $30M 0.68% -1,162 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 117,609 $29.9M 5.23% -425 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 117,259 $29.9M 3.69% +92,947 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 117,015 $29.8M 10.99% +2,301 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 116,849 $29.8M 6.07% -5,844 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 116,770 $29.7M 9.76% +16,770 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 116,665 $29.7M 6.71% -4,062 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 116,652 $29.7M 4.8% +1,401 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 116,601 $29.7M 6.19% +2,331 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 116,573 $29.7M 2.21% -8,148 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 116,279 $29.6M 0.97% -1,933 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 116,261 $29.6M 4.5% -11,623 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 116,107 $29.6M 5.12% +3,127 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 116,016 $29.5M 21.24% -5,710 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 115,868 $29.5M 2.9% +1,735 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 115,765 $29.5M 1.19% +3,100 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 115,721 $29.5M 3.34% -689 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 115,685 $29.5M 0.66% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 115,473 $29.4M 3.41% -2,025 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 115,428 $29.4M 3.71% -2,296 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 115,270 $29.4M 6.4% +47,600 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 115,153 $29.3M 4.37% -946 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 115,103 $29.3M 11.64% +1,323 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 114,999 $29.3M 3.67% +45,714 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 114,970 $29.3M 2.93% +404 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 114,902 $29.3M 5.02% +67,547 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114,826 $29.2M 1.71% -397 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 114,521 $29.2M 1.34% -1,169 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 114,427 $29.1M 3.47% -2,103 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 113,941 $29M 5.51% -1,302 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 113,868 $29M 3.82% +73,359 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 113,534 $28.9M 8.92% -3,623 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 113,376 $28.9M 1.71% -36,390 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 113,252 $28.8M 1.78% +9,288 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 113,100 $28.8M 7.34% -1,374 13F-HR/A Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 113,000 $28.8M 7.57% 0 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 112,894 $28.7M 1.75% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 112,724 $28.7M 2.75% +1,643 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 112,599 $28.7M 4.78% +54 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 115,719 $28.7M 3.82% +11,077 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 112,439 $28.6M 2.26% -32,993 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 112,426 $28.6M 4.89% +17,737 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 112,277 $28.6M 0.69% -1,527 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 112,266 $28.6M 4.05% -382 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 112,209 $28.6M 8.1% -306 13F-HR Timeline Security National Bank More: the full row for Security National Bank 112,169 $28.6M 4.37% +1,311 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 112,110 $28.5M 6.42% -853 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 111,997 $28.5M 9.03% +1,080 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 110,715 $28.5M 8.25% +375 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 111,758 $28.5M 9.05% -1,536 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 111,291 $28.3M 3.99% +1,905 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 111,030 $28.3M 20.82% -8,761 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 110,919 $28.2M 1.64% -49,648 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 110,820 $28.2M 0.51% -2,146 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 110,785 $28.2M 4.5% -216,279 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 110,725 $28.2M 5.21% +2,243 13F-HR Timeline Himalaya Capital Management LLC More: the full row for Himalaya Capital Management LLC 110,600 $28.2M 0.87% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 110,416 $28.1M 3.63% +4,175 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 110,352 $28.1M 3.27% +5,650 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 110,305 $28.1M 6.02% -720 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 110,205 $28.1M 3.11% +257 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 110,110 $28M 2.96% -10,748 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 110,075 $28M 1.34% +93,827 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 110,059 $28M 1.53% +414 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 109,933 $28M 6.35% +26,422 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 109,941 $28M 6.96% -5,524 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 109,857 $28M 4.77% +229 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 109,612 $27.9M 2.59% +7,741 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 109,265 $27.8M 5.57% 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 109,003 $27.8M 6.31% -2,860 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 107,212 $27.7M 5.03% +1,635 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 108,451 $27.6M 1.39% -3,343 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 108,343 $27.6M 1.48% +4,864 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 108,572 $27.6M 19.47% +52 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 108,297 $27.6M 0.92% -3,786 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 108,295 $27.6M 7.44% -75 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 101,559 $27.6M 2.44% +17,335 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 108,183 $27.5M 7.95% -8,997 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 108,095 $27.5M 10.17% +2,487 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 108,016 $27.5M 4.19% -4,626 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 107,676 $27.4M 6.6% -597 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 107,619 $27.4M -145,109 Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 107,585 $27.4M 3.79% -17,550 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 107,548 $27.4M 2.79% -327 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 107,543 $27.4M 4.22% -3,550 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 107,540 $27.4M 2.98% -6,416 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 107,538 $27.4M 1.79% +484 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 107,519 $27.4M 6.2% -989 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 107,156 $27.3M 3.39% +1,652 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 106,989 $27.2M 1.66% -237 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 106,772 $27.2M 6.42% -3,043 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 106,487 $27.1M 10.76% -1,310 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 106,462 $27.1M 7.92% -2,166 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 106,418 $27.1M 4.75% -3,037 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 106,347 $27.1M 3.76% +611 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 106,276 $27.1M 2.93% -329 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 106,058 $27M 12.21% -162 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 106,000 $27M 22.15% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 105,986 $27M 2.58% -377 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 105,966 $27M 2.57% -3,574 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 105,963 $27M 2.58% +4,404 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 105,864 $27M 4.42% -2,516 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 105,654 $26.9M 7.81% -1,580 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 105,493 $26.9M 3.17% -288 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 105,485 $26.9M 10.31% +13,491 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 105,476 $26.9M 3.87% -197,625 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 105,296 $26.8M 1.74% -2,141 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 105,223 $26.8M 8% -207 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 105,212 $26.8M 2.09% +11 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 105,109 $26.8M 2.2% -10,513 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 101,424 $26.7M 2.47% +1,890 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 104,923 $26.7M 5.03% +9,956 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 104,882 $26.7M 2.93% -4,173 13F-HR Timeline TRUST POINT INC. 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