SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 14,672 $1.92M 0.08% +118 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,267 $1.87M 0.07% +6,902 13F-HR/A Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 14,220 $1.86M 0.16% +1,450 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 14,142 $1.85M 1.47% +6,371 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 14,139 $1.85M 0.23% +2,172 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 14,070 $1.84M 0.05% -16,654 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 14,039 $1.84M 0.03% +190 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,916 $1.82M 0.01% 0 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 13,897 $1.82M 0.01% +3,912 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,733 $1.8M 0.03% +1,786 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 13,606 $1.78M 0.28% -186 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,527 $1.77M 0.02% +362 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13,459 $1.76M 0.32% +11,404 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,418 $1.76M 0.04% +183 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,407 $1.76M 0.05% -126 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 13,366 $1.75M 0.14% -638 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 13,350 $1.75M 0.26% -2,375 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 13,233 $1.73M 0.42% -20 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 13,173 $1.73M 0.88% +38 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,598 $1.72M 0.21% +606 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 13,090 $1.72M 0.06% +12,651 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 13,067 $1.71M 0.81% -539 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 13,027 $1.71M 0.15% +1,705 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 13,020 $1.71M 0.48% +12 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 13,017 $1.71M 0.12% +357 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,931 $1.7M 0.03% +2,411 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,899 $1.69M 0.2% +127 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,824 $1.68M 0.14% +45 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,821 $1.68M 0.03% -230 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,780 $1.68M 0.09% +218 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 12,737 $1.67M 0.16% -3,123 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,669 $1.66M <0.01% +4,566 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 12,632 $1.66M +17 Timeline SCP Investment, LP More: the full row for SCP Investment, LP 12,600 $1.65M 1.83% +5,800 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 14,283 $1.65M 0.12% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,555 $1.65M 0.02% -661 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 12,495 $1.64M 0.29% +5 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,458 $1.63M 0.06% 0 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 12,453 $1.63M 0.98% +999 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 12,432 $1.63M 0.21% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 12,426 $1.63M 0.01% +673 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 12,310 $1.61M 0.08% -125 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,208 $1.6M 0.07% -75 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,174 $1.6M 0.03% +412 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,019 $1.58M 0.03% -22 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,980 $1.57M 0.1% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,872 $1.56M 0.04% -3,915 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 11,867 $1.56M 0.55% -12,137 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,847 $1.55M 0.09% -4,832 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,846 $1.55M 0.28% +312 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 11,838 $1.55M 0.39% +630 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 11,811 $1.55M 0.86% +520 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,753 $1.54M 0.17% +270 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,747 $1.54M 0.05% +908 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 11,646 $1.53M 0.21% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 11,636 $1.53M 0.18% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,629 $1.52M 0.29% +1,097 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,624 $1.52M 0.02% new 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 11,591 $1.52M 0.79% +2,154 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,511 $1.51M 0.1% +15 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,497 $1.51M 0.14% +2 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 11,440 $1.5M 0.35% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 10,912 $1.5M 0.74% -608 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,350 $1.49M 0.01% +490 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 11,315 $1.48M 0.75% +180 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,232 $1.47M 0.03% -248 13F-HR Timeline Group Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 11,209 $1.47M 0.18% +8,247 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,148 $1.46M 0.4% -45 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 11,114 $1.46M <0.01% -89,944 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 11,088 $1.45M 0.64% +2,485 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,610 $1.45M 0.03% +47 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 11,019 $1.44M 0.24% -87 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,005 $1.44M 0.1% +855 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 10,995 $1.44M 0.53% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,971 $1.44M 0.14% -26 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 10,969 $1.44M 0.53% +46 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 10,938 $1.43M 0.01% +223 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 10,919 $1.43M 0.66% -212 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,909 $1.43M 0.03% -321 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,887 $1.43M 0.02% +767 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10,827 $1.42M 0.05% +263 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,809 $1.42M <0.01% -8,083 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,786 $1.41M 0.04% -282 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 10,769 $1.41M 0.31% -1,462 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,723 $1.41M 0.02% -1,631 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 10,698 $1.4M 0.28% +2,373 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,607 $1.39M 0.35% +67 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,599 $1.39M 0.31% +409 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 10,566 $1.38M 0.01% -11,666 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 10,518 $1.38M 0.57% -12,203 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 10,513 $1.38M 0.14% -898 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 10,503 $1.38M 0.01% -25,257 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 10,412 $1.36M 0.73% -1,031 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,406 $1.36M 0.04% +4,110 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,390 $1.36M 0.05% +2,329 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,352 $1.36M 0.02% +3 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,335 $1.35M 0.05% +6,390 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,291 $1.35M 0.04% -2,112 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,281 $1.35M 0.06% +721 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,270 $1.35M 0.05% +2,833 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10,223 $1.34M 0.09% +6 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,203 $1.34M 0.01% +4,416 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,190 $1.34M 0.46% -205 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,150 $1.33M 0.04% -225 13F-HR Timeline Group LAWOOD & CO More: the full row for LAWOOD & CO 10,141 $1.33M 1.23% +10 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,052 $1.32M 0.01% +130 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $1.31M 0.25% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,962 $1.31M 0.14% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,919 $1.3M 0.33% +1,225 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,912 $1.3M 0.03% +531 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,905 $1.3M 0.18% -557 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 9,759 $1.28M 0.64% new 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 9,741 $1.28M 1.41% +6 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 9,702 $1.27M 0.68% +127 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 9,250 $1.27M 0.67% -1,425 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,618 $1.26M 0.07% -7,142 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,558 $1.25M 0.01% -3,235 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,532 $1.25M 0.17% +77 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,498 $1.25M 0.02% +226 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,477 $1.24M 0.02% +217 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,461 $1.24M 0.28% +145 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 9,449 $1.24M 0.06% -1,708 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 9,294 $1.22M 1.72% +3,636 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,274 $1.22M 0.11% -757 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,218 $1.21M 0.22% -1,647 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,135 $1.2M 0.05% -21,241 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,132 $1.2M 0.16% +462 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,086 $1.19M <0.01% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 8,840 $1.19M 0.04% -321 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,080 $1.19M 0.06% -3,040 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 8,963 $1.17M 0.14% +392 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,949 $1.17M 0.12% +300 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,910 $1.17M 0.03% -127 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 8,769 $1.15M 0.68% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,830 $1.15M 0.02% -1,668 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 8,762 $1.15M 0.68% +383 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,742 $1.15M 0.11% +60 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,728 $1.14M 0.01% -2,137 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,670 $1.14M 0.06% -56 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 8,658 $1.13M 0.84% +59 13F-HR Timeline Elemental Capital Partners LLC More: the full row for Elemental Capital Partners LLC 8,627 $1.13M 0.48% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,594 $1.13M 0.32% -75 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 8,587 $1.13M 0.3% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,585 $1.13M 0.13% -800 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,577 $1.12M 0.04% +939 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,578 $1.12M 0.02% -640 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 8,721 $1.12M 0.08% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,558 $1.12M 0.02% +103 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,534 $1.12M 0.43% +4,179 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,517 $1.12M 0.01% +412 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 8,505 $1.11M 0.27% +309 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 8,500 $1.11M 1.65% +5,500 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,497 $1.11M 0.18% +815 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,466 $1.11M 0.49% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,233 $1.11M 0.01% -410 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,449 $1.11M 0.06% +1,792 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,428 $1.1M 0.07% +316 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,389 $1.1M 0.09% -170 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,386 $1.1M 0.06% -44 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,208 $1.1M 0.08% +25 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,352 $1.09M 0.04% +471 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,342 $1.09M 0.04% +2,789 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,883 $1.08M 0.35% +68 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,228 $1.08M 0.33% -177 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,211 $1.08M 0.08% +543 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 8,193 $1.07M 0.01% -221 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,119 $1.06M 0.06% -38 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,081 $1.06M 0.03% -5,907 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,070 $1.06M 0.18% +348 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,039 $1.05M 0.07% +511 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,020 $1.05M 0.01% -274 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,992 $1.05M 0.35% -300 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 7,985 $1.05M 0.15% +465 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 7,959 $1.04M 0.62% -11 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,944 $1.04M 0.23% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,937 $1.04M 0.13% +87 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,783 $1.04M 0.02% +2,249 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,931 $1.04M 0.1% -664 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,908 $1.04M 0.07% -498 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,902 $1.04M 0.02% +172 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 7,754 $1.02M 0.15% -3,128 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,735 $1.01M 0.21% +220 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,689 $1.01M 0.07% 0 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 7,665 $1M 0.62% +1,233 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,551 $990K 0.07% +127 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,510 $984K 0.19% -7,278 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,490 $982K 0.05% +352 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 7,475 $980K 0.22% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 7,450 $977K 0.3% +1,176 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,434 $974K 0.04% -6 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,430 $974K 0.04% -165 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,411 $971K 0.07% +3,435 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 7,398 $970K <0.01% -130 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,385 $969K 0.04% +1,184 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 7,385 $968K 0.05% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 7,374 $967K 0.07% -550 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 7,223 $947K 0.22% +229 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,197 $943K 0.05% +118 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,175 $940K 0.68% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,141 $936K 0.07% +230 13F-HR Timeline