Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,529 $1.41M 0.08% +240 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,513 $1.41M 0.25% +912 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,500 $1.4M 0.12% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 4,496 $1.4M 0.59% +375 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,479 $1.4M 0.83% -495 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,966 $1.39M 0.64% +191 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,457 $1.39M 0.28% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,447 $1.39M 0.49% -19 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,442 $1.38M 0.19% +60 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,413 $1.37M 0.65% -104 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,398 $1.37M 0.95% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,391 $1.37M 0.39% +1,988 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,376 $1.36M 0.26% 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,365 $1.36M 1.11% -426 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,364 $1.36M 0.05% -68 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,364 $1.36M 0.43% +126 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,361 $1.36M 0.96% -10 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,344 $1.35M 0.24% -363 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,324 $1.35M 0.38% -40 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,319 $1.35M 0.67% -634 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,301 $1.34M 0.51% -113 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,290 $1.34M 0.37% -769 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,721 $1.33M 0.55% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,279 $1.33M 0.52% +50 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,278 $1.33M 0.1% -143 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,277 $1.33M 0.05% -21 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,229 $1.32M 0.11% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,292 $1.32M 0.2% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,221 $1.32M 1.03% -343 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 4,210 $1.31M 4.84% +3,658 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,201 $1.31M 0.14% +763 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,170 $1.3M 0.03% +667 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,623 $1.3M 0.14% +14 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,166 $1.3M 1.14% -356 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,144 $1.29M 0.15% +20 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 4,145 $1.29M 0.44% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,136 $1.29M 0.1% -18 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 4,126 $1.29M 1.19% +130 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,120 $1.28M 0.17% -66 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,111 $1.28M 0.04% -828 13F-HR Timeline Group Notis-McConarty Edward More: the full row for Notis-McConarty Edward 4,107 $1.28M 0.66% +42 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,106 $1.28M 0.24% -340 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,088 $1.27M 0.16% +22 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,077 $1.27M 0.43% +34 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,563 $1.27M 0.08% +2,044 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,568 $1.27M 0.16% +295 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,061 $1.27M 0.06% -1 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,046 $1.26M 0.23% +60 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,038 $1.26M 0.41% +11 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,036 $1.26M 0.29% -626 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,022 $1.25M 0.07% +1,027 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,016 $1.25M 0.08% +52 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,015 $1.25M 0.67% -155 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,009 $1.25M 0.06% +117 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $1.25M 0.63% 0 13F-HR Timeline Rhenman & Partners Asset Management AB More: the full row for Rhenman & Partners Asset Management AB 4,000 $1.25M 0.14% +1,000 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,998 $1.25M 0.37% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,278 $1.24M 0.48% +25 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,331 $1.24M 0.07% +1,938 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,985 $1.24M 0.27% -1,016 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,737 $1.23M 0.4% -134 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,959 $1.23M 0.31% -580 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,958 $1.23M 0.7% -8 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,949 $1.23M 0.15% -30 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,938 $1.23M 0.41% +1,371 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,918 $1.22M 0.09% -230 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,918 $1.22M 0.18% -30 13F-HR/A Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 3,918 $1.22M 1.17% -110 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,913 $1.22M 0.11% +265 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,908 $1.22M 0.1% +330 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 3,901 $1.22M 0.89% +151 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,897 $1.21M 0.21% -157 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,890 $1.21M 0.37% -411 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,881 $1.21M 1.03% -457 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 3,870 $1.21M 0.94% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,868 $1.21M 0.54% +51 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,864 $1.2M 0.18% -2 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Tradewinds, LLC. 3,852 $1.2M 0.34% -1,519 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,847 $1.2M 0.15% +116 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,836 $1.2M 0.18% -7 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,828 $1.19M 0.61% +3 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,828 $1.19M 0.47% +147 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,827 $1.19M 0.39% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 3,823 $1.19M 1.1% -3 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,820 $1.19M 0.98% +483 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,817 $1.19M 0.08% +301 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,817 $1.19M 0.32% -12 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,795 $1.18M 0.08% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,790 $1.18M 0.09% +160 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,788 $1.18M 0.47% +329 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,787 $1.18M 0.08% -396 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,776 $1.18M 0.13% -35 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,765 $1.17M 0.02% +231 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,764 $1.17M <0.01% -673 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,760 $1.17M 0.34% -305 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,754 $1.17M 1.11% -290 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,750 $1.17M 0.16% +1,795 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,748 $1.17M 0.03% -141 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,746 $1.17M 0.02% -7,058 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,745 $1.17M 0.19% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,740 $1.17M 0.18% +159 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,738 $1.17M 0.57% +27 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,728 $1.16M 0.26% -12 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,727 $1.16M 0.27% +72 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,720 $1.16M 0.08% -35 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,720 $1.16M 0.03% -216 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 3,701 $1.15M 0.18% -687 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,700 $1.15M 0.36% -1,000 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,696 $1.15M 0.92% -19 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,696 $1.15M 0.53% -9 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,695 $1.15M 0.42% +208 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,691 $1.15M 0.3% -3,039 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 3,689 $1.15M 0.08% -2,117 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,683 $1.15M 0.03% +28 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,678 $1.15M 0.69% -146 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,670 $1.14M 1.17% +95 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,670 $1.14M 0.1% +1,433 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,666 $1.14M 0.72% -5 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 3,636 $1.13M 0.01% -276,190 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,633 $1.13M 0.63% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,631 $1.13M 0.27% -18 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,629 $1.13M 0.15% +290 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,625 $1.13M 0.92% +199 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,616 $1.13M 0.05% +2,577 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 3,611 $1.13M 1.03% +342 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,640 $1.12M 0.06% -148 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 3,601 $1.12M 0.36% -2 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,600 $1.12M 0.48% -175 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,597 $1.12M 0.37% -39 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,597 $1.12M 0.01% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,593 $1.12M 1.06% +446 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,591 $1.12M 0.22% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,576 $1.11M 0.38% +2 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,575 $1.11M 0.72% -3,617 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,568 $1.11M 0.17% -542 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,564 $1.11M 0.67% -84 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,555 $1.11M 0.19% +558 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,542 $1.1M 1.02% -3,036 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,535 $1.1M 0.11% -1,677 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,520 $1.1M 0.43% -15 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,504 $1.09M 0.1% +129 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 3,499 $1.09M 0.33% -55 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,488 $1.09M 0.58% +25 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,486 $1.09M 0.56% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,469 $1.08M 0.1% +115 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,468 $1.08M 0.11% -52 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,463 $1.08M 0.2% +214 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,459 $1.08M 0.39% -10 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,454 $1.08M 0.12% -609 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,446 $1.07M 0.09% -20 13F-HR/A Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,444 $1.07M 0.38% -186 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 3,431 $1.07M 0.19% +98 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,417 $1.06M 0.03% +990 13F-HR/A Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,401 $1.06M 0.64% -354 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,382 $1.05M 0.73% +61 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,762 $1.05M 0.13% +4 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,378 $1.05M 0.4% +300 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,360 $1.05M 0.71% -5 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,356 $1.05M 0.47% -60 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,341 $1.04M 0.02% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,338 $1.04M 0.05% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,327 $1.04M 0.43% -50 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,319 $1.03M 0.2% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,317 $1.03M 0.03% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,302 $1.03M 1.14% +26 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 3,300 $1.03M 0.89% -3 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,261 $1.02M 0.23% -26 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,289 $1.02M 0.11% +390 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,272 $1.02M 0.08% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,283 $1.02M 0.5% -16 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,276 $1.02M 0.28% +524 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,270 $1.02M 0.08% +247 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,265 $1.02M 0.08% -271 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,250 $1.01M 0.55% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,247 $1.01M 0.3% +463 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 3,241 $1.01M 0.52% new 13F-HR Timeline Legacy Capital Group California, Inc. 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