Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,218 $2.79M 0.47% +78 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 12,211 $2.79M 0.11% +685 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 12,200 $2.79M 0.61% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,196 $2.79M 0.16% +1,640 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 12,194 $2.79M 0.58% +442 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 12,180 $2.78M 1.42% +134 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 12,169 $2.78M 1.89% -20 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 12,168 $2.78M 0.46% +493 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 12,664 $2.77M 1.73% +26 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,125 $2.77M 0.08% -1,237 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,112 $2.77M 0.17% -52 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 12,101 $2.76M 0.71% +11,683 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 12,098 $2.76M 0.28% -538 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,093 $2.76M 0.17% +4 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,042 $2.75M 1.09% -146 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,011 $2.74M 0.31% -33 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,010 $2.74M 0.1% +1,373 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,008 $2.74M 0.76% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 11,949 $2.73M 0.1% +508 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 11,940 $2.73M 0.07% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 11,921 $2.72M 1.1% -713 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 11,916 $2.72M 0.8% -35 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11,903 $2.72M 0.62% +5,315 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 11,896 $2.72M 0.57% +1,933 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,882 $2.72M 0.16% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 11,881 $2.71M 0.19% +221 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 11,875 $2.71M 1.6% -80 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 11,864 $2.71M 1.08% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 11,856 $2.71M 2.02% -28 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 11,850 $2.71M 0.73% -225 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 11,841 $2.71M 1.37% +8 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,839 $2.71M 0.59% +70 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 11,830 $2.7M 1.53% +308 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,830 $2.7M 0.16% -38 13F-HR Timeline SWS Partners More: the full row for SWS Partners 11,817 $2.7M 0.65% -1,180 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,813 $2.7M 0.35% +482 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 11,806 $2.7M 0.34% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,766 $2.69M 0.49% +239 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,751 $2.69M 1.05% -54 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 11,729 $2.68M 0.36% +256 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 11,724 $2.68M 0.29% -873 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,721 $2.68M 0.22% -216 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,712 $2.68M 1.09% -272 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11,695 $2.67M 0.14% -616 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 11,678 $2.67M 1.24% -325 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 11,634 $2.66M 1.13% +1,910 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,625 $2.66M 1.17% +241 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 11,620 $2.66M 0.99% +400 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,595 $2.65M 0.99% -154 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 11,518 $2.63M 1.43% +226 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 11,457 $2.62M 0.93% -1,426 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 11,453 $2.62M 0.5% -486 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 11,445 $2.62M 0.4% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,432 $2.61M 0.09% +1,380 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 11,419 $2.61M 0.62% -256 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 11,416 $2.61M 0.32% +2 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 11,367 $2.6M 1.46% -110 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,345 $2.59M 0.09% +196 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,341 $2.59M 0.73% -153 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 11,340 $2.59M 1.33% -9 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,330 $2.59M 0.22% -101 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 11,319 $2.59M 2.31% 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 11,300 $2.58M 0.51% +10,300 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,267 $2.57M 0.03% -95 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 11,267 $2.57M 0.22% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 11,258 $2.57M 1.81% -220 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 11,225 $2.56M 0.78% -230 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 11,159 $2.55M 1.07% -220 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 11,148 $2.55M 0.61% -110 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 11,144 $2.55M 0.04% -6,978 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,131 $2.54M 0.76% +1,220 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,120 $2.54M 0.52% +32 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 11,117 $2.54M 1.42% -147 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 11,091 $2.53M 0.78% -14 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 11,050 $2.52M 0.22% -3,192 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 11,042 $2.52M 0.31% +20 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 11,017 $2.52M 1.18% +144 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 11,010 $2.52M 0.85% -1,044 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 10,983 $2.51M 0.35% +1,084 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,931 $2.5M 0.34% -1,621 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 10,929 $2.5M 1.95% +7,400 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 10,921 $2.5M 1.73% +34 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 10,916 $2.49M 0.34% -700 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 10,911 $2.49M 0.94% -187 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,889 $2.49M 0.18% +503 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 10,871 $2.48M 0.91% +322 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,851 $2.48M 0.18% -593 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 10,790 $2.47M 0.71% +169 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 10,787 $2.46M 0.04% -535 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,778 $2.46M 0.14% +484 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 10,768 $2.46M 0.33% +9,487 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,767 $2.46M 0.47% -300 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 10,725 $2.46M 0.86% -928 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 10,755 $2.46M 1.65% -212 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 10,748 $2.46M 0.19% +6,281 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 10,750 $2.46M 0.81% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,731 $2.45M 0.78% +387 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,733 $2.45M 0.89% +39 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,728 $2.45M 0.39% +1,040 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,716 $2.45M 0.16% -384 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 10,709 $2.45M 1.83% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,687 $2.44M 0.75% -1,315 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 10,679 $2.44M 0.57% -5 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 10,647 $2.43M 1.03% +77 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,649 $2.43M 1.8% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 10,646 $2.43M 0.13% +965 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,645 $2.43M 1% +14 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,611 $2.42M 0.24% +107 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,606 $2.42M 0.11% +104 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 11,167 $2.42M 0.22% -446 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 10,565 $2.41M 0.36% -513 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,552 $2.41M 0.07% +1,646 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,545 $2.41M 0.03% -71,001 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,544 $2.41M 1.68% -408 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,544 $2.41M 0.65% -139 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 10,536 $2.41M 0.91% -5,338 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 10,529 $2.41M 1.19% -144 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 10,527 $2.41M 0.29% +983 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 10,483 $2.4M 0.72% -25 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,464 $2.39M 0.14% +4,502 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 10,415 $2.38M 1.05% -13 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,409 $2.38M 0.18% -13,644 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,407 $2.38M 1.73% +404 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 10,393 $2.37M <0.01% -80 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,387 $2.37M 0.17% +126 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,223 $2.37M 0.34% -171 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 10,345 $2.36M 0.2% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,327 $2.36M 0.28% -505 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,314 $2.36M 0.24% -53 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 10,287 $2.35M 0.87% +374 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 10,316 $2.35M 1.68% +68 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,265 $2.35M 0.2% +188 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,257 $2.34M 0.05% +563 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,251 $2.34M 0.06% +2,052 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,249 $2.34M 0.82% +656 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,235 $2.34M 0.05% -18 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,218 $2.33M 0.69% -683 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 10,215 $2.33M 0.06% +3,834 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,203 $2.33M 0.49% +42 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 10,191 $2.33M 0.04% +1,443 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,183 $2.33M 0.22% -224 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,179 $2.33M 0.19% -813 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 10,173 $2.32M 1.59% +209 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,157 $2.32M 0.14% +1,102 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,144 $2.32M 0.49% +118 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 10,136 $2.32M 0.33% -644 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 10,098 $2.31M 0.73% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,064 $2.3M 0.32% +6,439 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 10,057 $2.3M 0.89% -116 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 10,040 $2.29M 0.46% -523 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 9,975 $2.29M 0.18% -1,579 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 10,010 $2.29M 0.49% 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 10,008 $2.29M 0.15% +479 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,004 $2.29M 0.72% -15 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,000 $2.28M 0.93% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 9,995 $2.28M 0.88% -658 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,935 $2.27M 0.44% +118 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,935 $2.27M 0.96% +260 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 9,927 $2.27M 0.79% 13F-HR Timeline Trust Co More: the full row for Trust Co 9,904 $2.26M 0.21% +7,499 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,901 $2.26M 0.64% -141 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,893 $2.26M 0.74% +1,289 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,891 $2.26M 0.65% +111 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,870 $2.26M 0.25% +130 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,866 $2.25M 1.23% -28 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,861 $2.25M 0.17% -142 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9,858 $2.25M 0.41% -381 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,851 $2.25M 0.17% +134 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 9,844 $2.25M 1.28% -65 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 9,838 $2.25M 0.37% +375 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 9,838 $2.25M 0.34% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 9,834 $2.25M 1.06% -100 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,830 $2.25M 0.08% +34 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 9,825 $2.24M 0.49% +50 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 10,160 $2.24M 0.66% +81 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,808 $2.24M 0.11% +728 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,767 $2.23M 0.75% -165 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 9,764 $2.23M 0.75% -21 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 9,762 $2.23M 1.04% -95 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,024 $2.21M 0.42% +26 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 9,664 $2.21M 0.51% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9,655 $2.21M 0.17% 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,651 $2.21M 0.18% +15 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,642 $2.2M 0.86% +2,793 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 9,642 $2.2M 1.3% +6 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9,639 $2.2M 0.94% -236 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 9,621 $2.2M 0.03% -365 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 9,614 $2.2M 0.24% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 9,611 $2.2M 1.32% +52 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 9,596 $2.19M 0.85% +788 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,591 $2.19M 0.32% +771 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,570 $2.19M 0.24% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,569 $2.19M 0.16% +172 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,568 $2.19M 0.49% +51 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,560 $2.18M 0.48% -201 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 9,559 $2.18M 2.52% -1,696 13F-HR Timeline Bridgewater Advisors Inc. 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