Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 13,607 $3.24M 0.2% -916 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,502 $3.21M 0.05% +1,029 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 13,491 $3.21M 1.84% -445 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 13,488 $3.21M 0.49% +560 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 13,459 $3.2M 0.06% -93 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 13,433 $3.2M 0.29% -715 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 13,256 $3.16M 1.62% +35 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,242 $3.15M 0.98% +245 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,239 $3.15M 0.07% -208 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,182 $3.14M 0.15% -106 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 13,169 $3.13M 0.18% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 13,006 $3.1M 0.24% -939 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 12,949 $3.08M 1.07% -349 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,880 $3.07M 0.05% -6,934 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 12,876 $3.06M 0.22% -1,385 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 12,794 $3.05M 0.31% -1,377 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 12,739 $3.03M 2.15% +95 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 12,610 $3M 0.04% +2,978 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 12,608 $3M 0.03% +6,374 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,591 $3M -171 Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 12,544 $2.99M 0.38% -4,236 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 12,509 $2.98M 0.04% -80 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,487 $2.97M 0.18% +5,811 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,367 $2.94M 0.11% +1,823 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 12,359 $2.94M 0.88% -58 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 12,349 $2.94M 0.12% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 12,338 $2.94M 1.02% +25 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 12,287 $2.92M 0.04% -116,610 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,233 $2.91M 0.04% -979 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 12,225 $2.91M 1.47% -28 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,110 $2.88M 0.37% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 12,060 $2.87M 0.1% +5,752 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 12,035 $2.86M 0.94% +116 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 12,014 $2.86M 1.12% +176 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,944 $2.84M 1.37% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,919 $2.84M 0.03% -899 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 11,900 $2.83M 0.77% -155 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,829 $2.82M 0.02% -555 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 11,741 $2.79M 0.33% -1 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 11,695 $2.78M 0.97% 0 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 11,648 $2.78M 1.92% +953 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 11,669 $2.77M 0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,575 $2.76M 0.17% +608 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,528 $2.74M 0.04% +61 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,520 $2.74M 0.05% -190 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 11,404 $2.71M 0.23% +497 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 11,357 $2.7M 0.53% -502 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,323 $2.7M 0.02% +151 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,296 $2.69M 0.04% -11,025 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,266 $2.68M 0.09% +424 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,263 $2.68M 0.3% +472 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 11,539 $2.67M 0.04% +1,952 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 11,499 $2.67M +135 Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,141 $2.65M 0.06% -365 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 10,992 $2.62M 0.22% +2,210 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,955 $2.61M 0.2% -214 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,818 $2.57M 0.73% -312 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,794 $2.57M 0.83% -380 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,783 $2.57M 0.1% -198 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,685 $2.54M 1.26% -248 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,608 $2.52M 1.06% -282 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 10,604 $2.52M 0.01% -1,663 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,558 $2.51M 0.08% +4,548 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 10,546 $2.51M 1.14% -1,954 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,533 $2.51M 0.03% +308 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 10,481 $2.49M 0.69% -3,025 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,549 $2.47M 0.58% +171 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 10,372 $2.47M 1.73% -248 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,356 $2.46M 0.07% +1,228 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,337 $2.46M 0.02% +4,927 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,212 $2.43M 0.16% -4,048 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,150 $2.42M 0.39% -64 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,052 $2.39M 0.06% -16,036 13F-HR Timeline Group NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 10,000 $2.38M 0.19% 0 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 9,975 $2.37M 0.66% -463 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 9,975 $2.37M 0.47% +103 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 9,870 $2.35M 0.12% -318 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 9,853 $2.35M 0.79% -499 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,833 $2.34M 0.93% +306 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,829 $2.34M 0.1% +183 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,783 $2.33M 0.02% +551 13F-HR/A Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,777 $2.33M 0.16% +63 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,644 $2.3M 0.04% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,579 $2.28M 0.05% -7,313 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 9,552 $2.27M 0.15% -594 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 9,500 $2.26M 0.35% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,466 $2.25M 0.56% -96 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,455 $2.25M 0.78% -2,459 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 9,417 $2.24M 0.61% +250 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 9,415 $2.24M 0.96% +455 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,411 $2.24M 0.59% +27 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,378 $2.23M 0.46% -1,010 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,362 $2.23M 0.01% +595 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 9,307 $2.22M 0.15% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,297 $2.21M 0.14% -221 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 9,268 $2.21M 0.44% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 9,178 $2.18M 1.13% -210 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,162 $2.18M 0.02% +1,951 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 9,155 $2.18M 0.81% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 9,155 $2.18M 0.41% -193 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,103 $2.17M 0.51% -290 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 9,062 $2.16M 0.32% new 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 9,060 $2.16M 0.4% -48,108 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,186 $2.16M 0.03% +628 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 9,031 $2.15M 0.05% +76 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 9,006 $2.14M 0.29% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,977 $2.14M 0.01% +670 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,840 $2.12M 0.51% +235 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,848 $2.11M -687 Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,725 $2.08M 0.03% +3,387 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 8,705 $2.07M 0.12% +830 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,624 $2.05M 0.43% -5,779 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,510 $2.03M 0.12% +16 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 8,500 $2.02M 0.8% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,497 $2.01M 0.03% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,442 $2.01M 0.51% +86 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,433 $2.01M 0.06% +333 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,393 $2M 0.03% +96 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,386 $2M 0.06% +100 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,259 $1.97M 0.73% +50 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,184 $1.95M 0.81% -1,639 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,175 $1.95M 0.21% -125 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,169 $1.94M 0.04% +5,009 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,106 $1.93M 0.07% +3,125 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,055 $1.92M 0.12% +6,259 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,026 $1.91M 0.94% -1,079 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 7,999 $1.9M 0.53% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,991 $1.9M 0.22% +1,669 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,930 $1.89M 0.22% -4,655 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,912 $1.88M 0.67% +1,218 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 7,833 $1.86M 0.05% -11,300 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,761 $1.85M 0.01% -117 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,751 $1.84M 0.02% -191 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 7,700 $1.83M 1.12% new 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,659 $1.82M 1.12% +227 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 7,647 $1.82M 0.12% +126 13F-HR Timeline STF Management LP More: the full row for STF Management LP 7,643 $1.82M 0.72% +184 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,612 $1.81M 0.19% -190 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 7,606 $1.81M 0.04% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,588 $1.81M 0.09% -386 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 7,538 $1.79M 0.83% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 7,502 $1.79M 0.27% -45 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,460 $1.78M 0.02% -12 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,400 $1.76M 0.08% +890 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,372 $1.75M 0.07% 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 7,298 $1.74M 0.81% 0 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 7,268 $1.73M 1.65% -275 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,695 $1.72M 0.03% -863 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,194 $1.71M 0.05% -1,269 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,125 $1.7M 0.21% -2,926 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,101 $1.69M 0.03% -1,205 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,077 $1.68M 0.01% -58,922 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,039 $1.68M 0.45% -2,931 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,977 $1.66M 0.17% 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,873 $1.64M 0.06% -400 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 6,835 $1.63M 1.09% -80 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,759 $1.61M 0.05% +59 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,741 $1.6M 0.06% +390 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,675 $1.59M 0.71% -773 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,656 $1.58M 0.11% -5,853 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,672 $1.58M 0.14% -2,609 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,527 $1.55M 0.08% -16 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 6,518 $1.55M 0.61% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,500 $1.55M 0.14% -256 13F-HR Timeline Group Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,454 $1.54M 0.54% -1,678 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,416 $1.53M 0.14% -10 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,406 $1.52M 0.04% +334 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,401 $1.52M 0.12% +729 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 6,400 $1.52M 4.76% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,341 $1.51M 0.38% +163 13F-HR Timeline United Bank More: the full row for United Bank 6,323 $1.5M 0.58% +17 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,283 $1.5M 0.03% -326 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 6,268 $1.49M 0.03% -23,122 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 6,259 $1.49M 0.15% +208 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,234 $1.48M 0.59% +600 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 6,219 $1.48M 0.18% -142 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,200 $1.48M 0.02% -1,828 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,166 $1.47M 0.13% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,161 $1.47M 0.62% +355 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,148 $1.46M 0.06% -250 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,146 $1.46M 0.02% +2,616 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,133 $1.46M 0.1% +1,258 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 6,070 $1.44M 0.3% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,065 $1.44M 0.66% -316 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,060 $1.44M 0.02% +2,862 13F-HR Timeline Group J. Goldman & Co LP More: the full row for J. Goldman & Co LP 6,000 $1.43M 0.04% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,981 $1.42M 0.46% -346 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,963 $1.42M 0.66% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,913 $1.41M 0.41% -62 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,906 $1.41M 0.04% -166 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,866 $1.4M 0.1% -2,491 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,826 $1.39M 0.02% +1,243 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,752 $1.38M 0.08% new 13F-HR/A Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,785 $1.38M 0.06% -111 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,782 $1.38M 0.02% +718 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,728 $1.36M 0.1% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 5,717 $1.36M 0.51% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 6,028 $1.35M 0.35% -14 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,661 $1.35M 0.01% -27 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,656 $1.35M 0.16% +236 13F-HR Timeline