Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,256 $1.45M 0.05% +157 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,254 $1.45M 0.37% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,250 $1.45M 1.38% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,268 $1.45M 0.14% +108 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,205 $1.44M 0.1% +1,488 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,205 $1.44M 0.26% -57 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,194 $1.43M 0.11% -1,323 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,179 $1.43M 0.33% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,175 $1.43M 0.53% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,171 $1.43M 0.36% -34 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,162 $1.42M 0.39% -244 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,136 $1.41M 0.11% -21 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,117 $1.41M 0.04% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,976 $1.4M 0.03% -833 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,957 $1.4M 0.7% -564 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,093 $1.4M 0.2% -18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,090 $1.4M 0.15% -196 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,090 $1.4M 0.02% +675 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,084 $1.4M 0.77% +144 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,072 $1.39M 0.62% -155 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,068 $1.39M 0.06% 0 13F-HR Timeline Group WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 4,066 $1.39M 0.01% -272,460 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,051 $1.38M 0.08% -99 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,045 $1.38M 0.02% +569 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,043 $1.38M 0.35% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,041 $1.38M 0.15% +139 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4,035 $1.38M 0.67% -1,140 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,033 $1.38M 0.42% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,021 $1.37M 0.72% -6,800 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,010 $1.37M 0.23% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,006 $1.37M 0.07% -1,465 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,004 $1.37M 0.05% -169 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,219 $1.36M 0.01% new 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,988 $1.36M 0.46% -1,290 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,974 $1.36M 0.1% +600 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,958 $1.35M 0.32% -320 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,957 $1.35M 0.44% -600 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,955 $1.35M 0.53% +270 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,945 $1.35M 0.08% -248 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,922 $1.34M 0.24% -536 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,910 $1.34M 0.55% -1,236 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,888 $1.33M 0.16% -80 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,857 $1.32M 0.21% -447 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,841 $1.31M 0.09% +236 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,835 $1.31M 0.04% +73 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,833 $1.31M 0.16% -1,680 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,830 $1.31M 0.07% +238 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,824 $1.31M 0.12% +909 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,179 $1.31M 0.76% +1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,819 $1.31M 0.45% +428 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,817 $1.3M 0.13% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,811 $1.3M 0.07% -259 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,805 $1.3M 0.21% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,804 $1.3M 0.18% -417 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,799 $1.3M 0.02% -125 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,788 $1.29M 0.96% -172 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,261 $1.29M 0.02% +1,807 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,767 $1.29M 0.23% new 13F-HR Timeline City State Bank More: the full row for City State Bank 3,767 $1.29M 0.33% -190 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,762 $1.29M 0.7% -262 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,757 $1.28M 0.15% -289 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,748 $1.28M 0.15% +12 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,742 $1.28M 0.41% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,734 $1.28M 1.8% +300 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,734 $1.28M 0.02% -77 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,732 $1.28M 0.06% +48 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,729 $1.27M 0.2% -2,360 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,728 $1.27M 0.34% -17 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,725 $1.27M 0.08% +153 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,724 $1.27M 0.07% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,724 $1.27M 0.47% +49 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,721 $1.27M 0.16% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,718 $1.27M 0.18% -366 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,715 $1.27M 0.12% +979 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,712 $1.27M 0.1% +396 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,706 $1.27M 0.4% -9 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,692 $1.26M 0.09% +95 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 3,681 $1.26M 0.56% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,674 $1.26M 0.09% -741 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,100 $1.25M 0.24% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,654 $1.25M 0.09% -1,151 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,649 $1.25M 0.27% +2,079 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,643 $1.25M 0.05% -3,157 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,643 $1.25M 0.59% -34 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,630 $1.24M 0.68% -409 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,728 $1.24M 0.16% -272 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,610 $1.23M 0.39% +15 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,589 $1.23M 0.31% -31 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,576 $1.22M 0.19% new 13F-HR Timeline Group DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 3,561 $1.22M 1.46% -1,779 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,546 $1.21M 0.07% +90 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,536 $1.21M 0.09% +2,720 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,522 $1.2M 0.18% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,500 $1.2M 0.03% +291 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,488 $1.19M 0.11% 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,478 $1.19M 0.26% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,472 $1.19M 0.08% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,462 $1.18M 0.02% -44 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,462 $1.18M 0.44% 0 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,453 $1.18M 0.08% +177 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,588 $1.18M 0.18% -4,485 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,446 $1.18M 0.34% +7 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,446 $1.18M 0.41% +8 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,440 $1.18M 0.1% -30 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,438 $1.18M 0.12% -407 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,436 $1.17M 0.12% +1,030 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,435 $1.17M 0.65% +210 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,431 $1.17M 0.04% +1,164 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,429 $1.17M 0.06% +181 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,423 $1.17M 0.06% -65 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,418 $1.17M 0.84% -272 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 3,400 $1.16M 0.03% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,399 $1.16M 0.13% +274 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,983 $1.16M 0.57% -79 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,389 $1.16M 0.59% -209 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,386 $1.16M 0.51% -331 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,381 $1.16M 0.25% -355 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,377 $1.15M 0.35% +110 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,373 $1.15M 0.32% -368 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,373 $1.15M 0.06% -79 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,364 $1.15M 0.52% +785 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,361 $1.15M 0.07% -276 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 3,357 $1.15M 0.03% +1,179 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,356 $1.15M 0.16% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,356 $1.15M 0.24% +130 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,351 $1.15M 0.12% +228 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,347 $1.14M 0.15% +136 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,341 $1.14M 0.24% +255 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,265 $1.14M 0.1% -109 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,327 $1.14M 0.03% +419 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,320 $1.13M 0.08% +380 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,308 $1.13M 0.18% +845 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,306 $1.13M 0.4% -68 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,820 $1.13M 0.03% -190 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,293 $1.13M 0.42% -1,310 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,289 $1.12M 0.19% -4 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,826 $1.12M 0.97% -235 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,288 $1.12M 0.44% -25 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,288 $1.12M 0.23% +22 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 3,286 $1.12M 0.09% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 3,280 $1.12M 0.51% -5,347 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,272 $1.12M 0.39% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,267 $1.12M 0.13% +129 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,262 $1.11M 0.07% -7 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,256 $1.11M 0.56% +3 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,251 $1.11M 0.09% +378 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,244 $1.11M 0.06% +803 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,236 $1.11M 0.4% 0 13F-HR Timeline Group Q3 Asset Management More: the full row for Q3 Asset Management 3,227 $1.1M 0.27% -335 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 3,227 $1.1M 0.78% -116 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,201 $1.09M 0.04% +172 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 3,200 $1.09M 0.21% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,181 $1.09M 0.08% -971 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3,180 $1.09M 0.81% -1,227 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,175 $1.09M 0.23% +250 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,153 $1.08M 0.1% -35 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,151 $1.08M 0.12% +706 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,135 $1.07M 0.11% -1,327 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,118 $1.07M 0.1% +600 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 3,113 $1.06M 0.18% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,113 $1.06M 0.01% +463 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,050 $1.06M 0.37% -130 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,100 $1.06M 0.62% 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,093 $1.06M 0.29% -220 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,084 $1.05M 0.07% -182 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 3,083 $1.05M 0.97% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,079 $1.05M 0.05% +236 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,075 $1.05M 0.2% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,072 $1.05M 0.07% +72 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,069 $1.05M 0.15% +34 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,059 $1.05M 0.1% +23 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,058 $1.05M 0.36% -78 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,057 $1.04M 0.24% +1,309 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,051 $1.04M 0.17% +950 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,048 $1.04M 0.05% +387 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,044 $1.04M 0.01% -13 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,041 $1.04M 0.07% -9 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 3,035 $1.04M 0.09% +246 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,030 $1.04M 0.82% -1,048 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,028 $1.03M 0.54% -161 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,025 $1.03M 0.3% -15 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,024 $1.03M 0.16% -153 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,014 $1.03M 0.03% -238 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,009 $1.03M 0.67% -49 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3,005 $1.03M 0.57% -1,662 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,005 $1.03M 0.66% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,001 $1.03M 0.22% +673 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,001 $1.03M 0.11% +14 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,000 $1.03M 0.46% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,992 $1.02M 0.2% +5 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,980 $1.02M 1.25% -2,287 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,978 $1.02M 0.13% +147 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,971 $1.02M +639 Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,967 $1.01M 0.3% -40 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,965 $1.01M 0.3% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,964 $1.01M 0.1% +267 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,945 $1.01M 0.05% -569 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,942 $1.01M 0.11% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,939 $1M 0.56% -633 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,939 $1M 0.87% +850 13F-HR Timeline