AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,414 $4.31M 0.08% +585 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 7,410 $4.3M 0.09% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,379 $4.29M 0.76% +155 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 7,378 $4.29M 0.13% -120 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 7,357 $4.27M 1.2% -545 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 7,350 $4.27M 0.3% -1,422 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 7,346 $4.27M 0.57% -8,276 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 7,344 $4.27M 1.06% -343 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 7,332 $4.26M 0.44% +6,300 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 7,312 $4.25M 0.02% -1,148 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,311 $4.25M 0.02% +4,490 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 7,297 $4.24M 2.9% -2,667 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 7,294 $4.24M 0.42% -1,422 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,284 $4.23M 0.27% +68 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,268 $4.21M 0.31% +2,079 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,246 $4.21M 0.67% -649 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 7,243 $4.21M 3% -3,346 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 7,226 $4.2M 0.63% 0 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 7,222 $4.2M 3.94% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 7,216 $4.19M 2.25% -933 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 7,210 $4.19M 1.03% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,202 $4.18M 0.31% -822 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 7,199 $4.18M 1.36% new 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,183 $4.17M 0.17% +971 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,170 $4.16M 0.6% +35 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 7,152 $4.15M 1.64% -4,078 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,143 $4.15M 0.12% +4,144 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,142 $4.15M 0.2% -1,018 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,107 $4.13M 0.33% -1,852 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 7,646 $4.12M 0.14% +1,398 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,088 $4.12M 0.18% -365 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 7,086 $4.12M 2.05% -4,235 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,082 $4.11M 1.12% +2,127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,074 $4.11M 0.39% -5,401 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 7,072 $4.11M 0.48% -189 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,055 $4.1M 1.92% -1,005 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 7,053 $4.1M 0.58% -213 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,046 $4.09M 1.01% -754 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,044 $4.09M 0.89% -14,749 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 7,040 $4.09M 0.58% -815 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,005 $4.07M 2.52% -216 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,981 $4.06M 1.59% +1,176 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 6,989 $4.06M 2.12% -36 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 6,988 $4.06M 0.26% -545 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 6,988 $4.06M 1.82% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,950 $4.04M 0.64% -4,438 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,948 $4.04M 1.42% -1,533 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,913 $4.02M 0.08% -558 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 6,904 $4.01M 0.64% -100 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,894 $4M 1.64% -608 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,879 $4M 0.13% +75 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,875 $3.99M 1.63% -3,275 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,842 $3.97M 0.07% -998 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,837 $3.97M 0.1% -417 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,788 $3.94M 1.56% -13,414 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,776 $3.94M 0.29% -3,059 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,263 $3.93M 0.77% +732 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,762 $3.93M 0.24% -3,853 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,757 $3.93M 0.39% +753 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,738 $3.91M 0.37% -697 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,726 $3.91M 0.45% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,716 $3.9M 0.62% +175 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 6,694 $3.89M 2.97% +184 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,667 $3.87M 2.66% +102 13F-HR Timeline Watchtower Advisors, LP More: the full row for Watchtower Advisors, LP 6,666 $3.87M 2.16% -33,334 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 6,656 $3.87M 0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,654 $3.87M 0.28% -141 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 6,648 $3.86M 2.56% -701 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,647 $3.86M 0.04% -145 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 6,639 $3.86M 1.82% +6,639 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,637 $3.86M 0.24% +532 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,636 $3.85M 0.15% -375 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 6,620 $3.85M 2.59% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,595 $3.83M 0.15% -1,239 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,590 $3.83M 0.22% +1,650 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,573 $3.82M 0.2% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 6,560 $3.81M 0.77% -169 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,551 $3.81M 1.23% +540 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,547 $3.8M 0.23% +3,484 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,520 $3.79M 0.04% -675 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 6,514 $3.78M 1.31% -460 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 6,510 $3.78M 1.48% -6,830 13F-HR/A Timeline Arjuna Capital More: the full row for Arjuna Capital 6,508 $3.78M 0.85% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 6,493 $3.77M 3.15% -386 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 18,491 $3.77M 4.35% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,478 $3.76M 0.23% +360 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,476 $3.76M 0.32% +4,265 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,470 $3.76M 0.12% -5,481 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,468 $3.76M 0.17% -211 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,465 $3.76M 0.17% +2,233 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,459 $3.75M 0.12% -60 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,440 $3.74M 0.34% -437 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,433 $3.74M 0.4% -450 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 6,431 $3.74M 3.55% 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 6,426 $3.73M 0.61% +531 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,417 $3.73M 1.15% -1,704 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,404 $3.72M 1.69% -809 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 6,398 $3.72M 1.21% -470 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,392 $3.71M 0.84% 0 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 6,382 $3.71M 0.5% -19,361 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,365 $3.7M 0.09% -1,816 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 6,355 $3.69M 1.64% +5,105 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,350 $3.69M 1.36% -1,256 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,335 $3.68M 0.2% -511 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 6,321 $3.67M 2.46% -220 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,311 $3.67M 0.06% +45 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 6,279 $3.65M 0.07% -17,490 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,244 $3.63M 0.18% +457 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,940 $3.62M 0.68% -1,542 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 6,212 $3.61M 0.59% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6,209 $3.61M 0.84% -1,811 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 6,186 $3.59M 1.78% -383 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,164 $3.58M 0.37% -3 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,148 $3.57M 0.31% -321 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,141 $3.57M 0.51% -635 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,117 $3.55M 0.05% -160 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,100 $3.54M 0.67% +277 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,098 $3.54M 0.23% +19 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $3.54M 0.84% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,092 $3.54M 0.17% -602 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,088 $3.54M 0.37% +71 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,068 $3.52M 0.29% +13 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,057 $3.52M 0.43% -288 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,352 $3.52M 0.38% -378 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 6,053 $3.52M 0.22% +203 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,050 $3.51M 0.34% +1,837 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,039 $3.51M 0.45% -5,808 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,027 $3.5M 0.2% +1,439 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,018 $3.5M 0.29% +103 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,010 $3.49M +3,591 Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,009 $3.49M 0.19% +144 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,005 $3.49M 0.13% -116 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 6,000 $3.49M 3.42% -4,500 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 5,982 $3.48M 0.2% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,977 $3.47M 1.71% -2,064 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,954 $3.46M 0.41% +1,903 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,949 $3.46M 0.43% +1,272 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,944 $3.45M 0.16% -102 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,938 $3.45M 0.64% +66 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,927 $3.44M 0.19% -1,548 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,920 $3.44M 0.78% +798 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 5,912 $3.43M 0.78% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,910 $3.43M 0.48% -971 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,900 $3.43M 0.75% +3,009 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 5,884 $3.42M 1.5% -821 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,880 $3.42M 0.22% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,875 $3.41M 0.59% -192 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,872 $3.41M 1.36% +10 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,871 $3.41M 1.75% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,863 $3.41M 0.98% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,862 $3.41M 0.91% -204 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,844 $3.39M 0.16% +254 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,842 $3.39M 0.3% -4,257 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 5,841 $3.39M 0.8% new 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 5,827 $3.38M 1.19% -7,314 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,811 $3.38M 0.17% +1,662 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,803 $3.37M 0.75% +678 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,794 $3.37M 0.13% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,790 $3.36M 0.29% +597 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,786 $3.36M 0.13% -28,531 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,778 $3.36M 0.62% +126 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,773 $3.35M 0.55% +126 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,745 $3.34M 0.99% -195 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,726 $3.33M 1.03% +10 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 5,723 $3.32M 0.57% -1,730 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,704 $3.31M 1.56% -90 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 5,700 $3.31M 0.37% +800 13F-HR Timeline Group TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,686 $3.3M 1.27% -5,974 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,675 $3.3M 0.71% -809 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,672 $3.29M 0.16% -243 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,671 $3.29M 0.32% -4,169 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,661 $3.29M 0.39% -433 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,763 $3.29M 0.08% +1,905 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,657 $3.29M 0.49% -491 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 5,655 $3.29M 1.29% +1,020 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,649 $3.28M 0.62% +245 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,639 $3.28M 1.8% +22 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 5,609 $3.26M 0.22% -1,876 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 5,602 $3.25M 2.34% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,600 $3.25M 0.88% -1,000 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,582 $3.24M 0.44% +719 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,570 $3.24M 0.82% -972 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,569 $3.24M 2.46% +13 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,567 $3.23M 0.4% +69 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,558 $3.23M 1.87% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,556 $3.23M 0.17% -19,170 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,552 $3.23M 0.29% -855 13F-HR Timeline FACT Capital, LP More: the full row for FACT Capital, LP 5,552 $3.23M 1.81% new 13F-HR Timeline Farringdon Capital, Ltd. 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