Key Financial Inc More: the full row for Key Financial Inc 10,528 $3.25M 0.65% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 10,498 $3.24M 1.76% -77 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 10,488 $3.23M 1.92% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 10,482 $3.23M 1.28% +10 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 10,400 $3.21M 0.23% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 10,398 $3.21M 1.43% -3,298 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 10,395 $3.21M 1.55% -54 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,351 $3.19M 1.09% -36 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,331 $3.19M 0.2% +4 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,303 $3.18M 0.04% +343 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 10,257 $3.16M 1.3% -284 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,157 $3.13M 0.07% +1,274 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 10,104 $3.12M 1.1% -96 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,101 $3.12M 0.03% new 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 10,073 $3.11M 0.7% +6 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 10,030 $3.09M 0.33% -20 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,013 $3.09M 0.09% -101 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 10,000 $3.08M 0.71% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,988 $3.08M 0.2% -299 13F-HR/A Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,915 $3.06M 0.07% -196 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 9,906 $3.06M 0.06% -3,481 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 9,900 $3.05M 0.08% 0 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 9,859 $3.04M 0.17% +433 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,856 $3.04M 0.25% -78 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,848 $3.04M 0.22% -767 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,835 $3.03M 0.13% +704 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 9,834 $3.03M 0.75% +31 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,803 $3.03M 0.18% +19 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 9,813 $3.03M 1.41% +37 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 9,773 $3.01M 0.28% -323 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 9,765 $3.01M 1.02% -50 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,744 $3M 0.06% +743 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,713 $3M 0.01% -1,215 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 9,602 $2.96M 0.35% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,572 $2.95M 0.05% +1,841 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 9,542 $2.94M 0.06% +608 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,457 $2.92M 0.06% -203 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,453 $2.92M 0.06% -630 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,446 $2.91M 0.08% +681 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 9,410 $2.9M 1.34% -125 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,352 $2.89M 0.03% +116 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,335 $2.88M 0.02% +36 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 9,330 $2.88M 0.99% +251 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,279 $2.86M 0.37% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 9,276 $2.86M 0.18% +126 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,265 $2.86M 2.01% +10 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 9,265 $2.86M 0.01% +354 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 9,216 $2.86M 0.27% -833 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 9,255 $2.85M 1.06% -274 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,220 $2.84M 0.11% -80 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,171 $2.84M 0.13% +200 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,197 $2.84M 0.69% -85 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,196 $2.84M 1.26% -261 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,175 $2.83M 1.27% -1,579 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,161 $2.83M 0.35% -1,255 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,097 $2.81M 0.49% -173 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,042 $2.79M 0.28% +137 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,029 $2.78M 0.27% -437 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,012 $2.78M 0.07% +1,074 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,000 $2.78M 0.23% +1,000 13F-HR Timeline MUFG SECURITIES AMERICAS INC. 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More: the full row for First Horizon Advisors, Inc. 8,630 $2.66M 0.07% -131 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,570 $2.64M 0.18% +2,002 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,538 $2.63M 0.85% -2 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 8,537 $2.63M 1.16% +144 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 8,509 $2.62M 0.86% +47 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 8,504 $2.62M 0.68% -60 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,503 $2.62M 0.15% +139 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,450 $2.61M 0.17% -1,500 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 8,428 $2.6M 0.1% -68 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,554 $2.6M 0.04% +826 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,381 $2.58M 0.06% +905 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,377 $2.58M 0.95% -16 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,333 $2.57M 0.08% +35 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 8,305 $2.56M 0.28% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,261 $2.56M 0.06% -16 13F-HR Timeline OSSIAM More: the full row for OSSIAM 8,294 $2.56M 0.03% -316 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,277 $2.55M 0.26% -426 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 8,270 $2.55M 0.06% -220 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,244 $2.54M 0.47% +271 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,187 $2.52M 0.53% -170 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,165 $2.52M 0.28% 0 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 8,150 $2.51M 1.13% -100 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,141 $2.51M 0.19% +568 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,140 $2.51M 0.06% +317 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,110 $2.5M 0.08% +2,359 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 8,012 $2.47M 1.85% +616 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,010 $2.47M 1.52% -135 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 7,987 $2.46M 0.16% +38 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,971 $2.46M 0.03% -96 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,949 $2.45M 0.17% -190 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,944 $2.45M 0.8% +84 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,919 $2.44M 0.2% +148 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,917 $2.44M 0.54% -898 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 7,915 $2.44M 0.85% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,890 $2.43M 0.54% -1,409 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,888 $2.43M 0.05% +339 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,846 $2.43M 0.04% -1,403 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,871 $2.43M 0.12% -260 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,828 $2.41M 0.04% +239 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,823 $2.41M 0.06% +2,198 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,800 $2.41M 0.06% -1,145 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 7,781 $2.4M 0.63% -338 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,743 $2.39M 0.03% -22,896 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,738 $2.39M 0.2% +5,081 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,723 $2.38M 0.5% -18 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,721 $2.38M 1.18% -166 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,717 $2.38M 0.54% +344 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,698 $2.37M 0.08% +160 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,688 $2.37M 0.16% -478 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,853 $2.37M 0.22% +153 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,680 $2.37M 0.47% +97 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,664 $2.36M 1.71% -1,299 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,661 $2.36M 1.03% +3,697 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 7,616 $2.35M 0.51% -200 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,588 $2.34M 0.61% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 7,583 $2.33M 0.91% 0 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 7,512 $2.32M 0.21% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,503 $2.31M 0.18% +1,341 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 7,500 $2.31M 1.38% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,490 $2.31M 0.07% +157 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,488 $2.31M 0.25% -320 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,471 $2.3M 0.05% -195 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,425 $2.29M 0.21% -451 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,401 $2.28M 0.11% -280 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 7,400 $2.28M 0.08% new 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 7,386 $2.28M 0.37% +506 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,358 $2.27M 0.4% -290 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,338 $2.26M 0.2% -496 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,323 $2.26M 0.06% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,321 $2.26M 0.14% -102 13F-HR Timeline BANK OZK More: the full row for BANK OZK 7,314 $2.26M 0.86% -70 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,309 $2.25M 0.33% -200 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,309 $2.25M 0.12% -135 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,304 $2.25M 0.06% -298 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 7,269 $2.24M 0.92% -2,196 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 7,266 $2.24M 0.06% +555 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,255 $2.24M 0.11% -475 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 7,252 $2.24M 0.44% -99 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 7,242 $2.23M 0.18% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,210 $2.22M 0.06% -102,552 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 7,207 $2.22M 0.17% +214 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,192 $2.22M 0.06% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,158 $2.21M 0.6% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,154 $2.21M 0.26% -8 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,128 $2.2M 0.13% +799 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,128 $2.2M 0.12% +365 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,094 $2.19M 0.83% -311 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 7,060 $2.17M 0.45% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,978 $2.15M 0.86% -1,289 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 6,920 $2.13M 1.33% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,913 $2.13M 0.09% +178 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 6,830 $2.11M 1.34% +755 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,815 $2.1M 0.21% +63 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,809 $2.1M 0.51% +721 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,791 $2.09M 0.48% +4,668 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,728 $2.07M 0.12% new 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,723 $2.07M 1.18% -67 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,706 $2.07M 0.15% -159 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,706 $2.07M 0.41% -183 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 6,680 $2.06M 0.71% -225 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,672 $2.06M 0 Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,651 $2.05M -1,527 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,637 $2.05M 0.08% +67 13F-HR Timeline East Coast Asset Management, LLC. 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More: the full row for Ipswich Investment Management Co., Inc. 6,233 $1.92M 0.46% -48 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,232 $1.92M 0.57% -946 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,217 $1.92M 0.06% -162 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 6,200 $1.91M 0.17% +2,700 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,200 $1.91M 0.22% -1 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,152 $1.9M 0.53% 0 13F-HR Timeline