Second Line Capital, LLC More: the full row for Second Line Capital, LLC 19,455 $2.87M 0.54% +1,208 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 22,673 $2.86M 0.51% +881 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 22,666 $2.86M 0.73% -404 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 22,587 $2.85M 0.1% -1,698 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 22,528 $2.85M 0.32% -6,992 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,496 $2.84M 0.1% -4,013 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 22,401 $2.83M 0.36% +10,428 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 22,332 $2.82M 0.41% -9,496 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 22,134 $2.8M 0.05% +2,771 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 22,000 $2.78M 1.2% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 21,931 $2.77M 0.47% +3,349 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 21,878 $2.76M 0.28% +19,898 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 21,868 $2.76M 0.49% -182 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,707 $2.75M 0.07% -94 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 21,701 $2.75M 0.08% -11 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 21,533 $2.72M 0.39% +3,058 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,303 $2.72M 0.05% +6,178 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 21,451 $2.71M 0.14% -1,272 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 21,446 $2.71M 0.03% +7,528 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 21,303 $2.69M 0.12% +93 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 21,292 $2.69M 0.7% -7,863 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 21,250 $2.68M 1.32% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 21,244 $2.68M 0.01% +13 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 21,241 $2.68M 0.17% +10,958 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 21,200 $2.68M 0.2% -25,800 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 21,222 $2.68M 0.64% +17,852 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,179 $2.68M 0.05% -151 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 20,887 $2.64M 0.11% +140 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 20,879 $2.64M 0.21% -1,856 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 20,700 $2.62M 0.49% -2,200 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 20,628 $2.61M 1.36% -49 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 20,532 $2.6M 0.14% -159 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 20,523 $2.59M 0.29% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 20,479 $2.59M 0.34% -8,816 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 20,458 $2.58M 1.5% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,371 $2.57M 0.61% -947 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 20,345 $2.57M 2.09% -402 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 20,282 $2.56M 1.01% +18,587 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 21,373 $2.55M 0.09% +2,113 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,133 $2.54M 0.03% +402 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 19,973 $2.52M 1.23% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 19,970 $2.52M 0.23% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 19,801 $2.51M 0.12% -19,964 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,778 $2.5M 0.05% +11 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,626 $2.48M 0.01% +1,305 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 19,566 $2.47M 0.04% +3,375 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,533 $2.47M 0.04% +1,373 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 19,449 $2.46M 0.89% +371 13F-HR/A Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 19,395 $2.45M <0.01% -4,913 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 19,395 $2.45M 0.56% +5,326 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 19,256 $2.43M 0.08% -14,339 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,235 $2.43M 0.22% +14,402 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 16,451 $2.42M 0.15% -168 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,990 $2.4M 0.08% +1,092 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 19,001 $2.4M 0.75% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 18,947 $2.39M 0.09% +11,744 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 18,847 $2.38M 0.17% +1,587 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 18,719 $2.36M 0.18% -2,759 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 18,616 $2.36M 1.44% +4,055 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 18,494 $2.34M 0.15% -890 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 18,398 $2.32M 0.27% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 18,210 $2.3M 0.05% -87,114 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 18,200 $2.3M 0.89% 0 13F-HR Timeline Covalis Capital LLP in group Covalis Capital LLP More: the full row for Covalis Capital LLP 18,194 $2.3M 0.14% -83,096 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 18,174 $2.3M 0.52% +5,721 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,134 $2.29M 0.12% -526 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 18,124 $2.29M 0.16% +3,765 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 18,105 $2.29M 0.24% +14,892 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,096 $2.29M 0.3% +295 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 18,044 $2.28M 0.73% +28 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 18,019 $2.28M 0.82% +469 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 17,951 $2.27M 0.26% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 17,902 $2.26M 0.36% +6,172 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 17,698 $2.24M 0.02% -1,154 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 17,624 $2.23M 0.3% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,511 $2.21M 0.05% -1,209 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 17,496 $2.21M 0.48% -2,829 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,487 $2.21M -490 Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 17,449 $2.2M 2% -20 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 17,416 $2.2M 0.49% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 17,316 $2.19M 0.35% +2,759 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,308 $2.19M 0.07% +2,041 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 17,265 $2.18M 0.44% +1,444 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 17,195 $2.17M 0.41% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 17,176 $2.17M 0.3% +2,283 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 16,988 $2.15M 1.1% -298 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 16,976 $2.14M 1.21% -4,555 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 16,789 $2.12M 0.32% +102 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 16,768 $2.12M 0.53% +12,159 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 16,742 $2.12M 0.36% -26,552 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,700 $2.11M 0.12% +8,571 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 16,500 $2.08M 0.02% +3,000 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 16,500 $2.08M 0.28% +276 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 16,360 $2.07M 0.09% +3,961 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 16,290 $2.06M 1.02% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 16,252 $2.05M 0.28% +4 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 13,791 $2.05M 0.16% +591 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 16,210 $2.05M 1.56% -510 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,798 $2.04M 0.05% +3,302 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 16,126 $2.04M 0.36% -4,183 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 16,116 $2.04M 0.59% -150 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 16,100 $2.03M 1.25% +1,525 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,090 $2.03M 0.49% +2,340 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 16,066 $2.03M 0.07% -145 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 16,062 $2.03M 0.2% +5,155 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,999 $2.02M 0.02% +5,268 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 15,979 $2.02M 0.9% -4,624 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 15,917 $2.01M 1.11% -45 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. 15,807 $2M 0.27% +846 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15,759 $1.99M 0.32% -350 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 15,538 $1.96M 0.13% -201 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 15,530 $1.96M 0.07% -4,439 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,415 $1.95M 0.21% -4,933 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 15,404 $1.95M 0.85% -523 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,380 $1.94M 0.06% -791 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15,145 $1.91M 0.31% -70 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 15,109 $1.91M 1.19% -362 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 15,102 $1.91M 0.24% +1,422 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 15,099 $1.91M 0.72% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 15,094 $1.91M 0.6% +9,004 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 15,037 $1.9M 0.13% +141 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 14,985 $1.89M 0.64% -252 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 14,924 $1.89M 0.1% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 14,921 $1.89M 0.02% +4,249 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14,857 $1.88M 0.01% +6,328 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,822 $1.88M 0.04% +3,786 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 14,804 $1.87M 0.37% +10,062 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 14,783 $1.87M 0.73% +173 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 14,777 $1.87M 0.03% -3,122 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 14,731 $1.86M 0.68% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,673 $1.85M 0.18% +1,543 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,629 $1.85M 0.1% -493 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 14,500 $1.83M 2.16% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 14,497 $1.83M 0.12% -111 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 14,434 $1.83M +8,616 Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 14,406 $1.82M 0.4% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,406 $1.82M 0.07% -2,715 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 14,345 $1.81M 0.87% -542 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,301 $1.81M 0.11% +410 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 14,242 $1.8M 0.23% -2,573 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 14,222 $1.8M 1.05% -238 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,169 $1.79M 0.3% -1,508 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 14,146 $1.79M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,139 $1.79M 0.11% +561 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,144 $1.79M 0.05% +3,476 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 14,290 $1.78M 0.17% +2 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 14,048 $1.77M 0.33% +28 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,971 $1.77M 0.69% +388 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 13,949 $1.76M 0.41% +5,460 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,781 $1.74M 0.12% +2,225 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,685 $1.73M 0.2% +100 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,702 $1.73M 0.07% +97 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,670 $1.73M 0.05% -1,742 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,539 $1.71M 0.79% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,517 $1.71M 0.04% +864 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,511 $1.71M 0.13% +1,731 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 13,506 $1.71M 0.97% -412 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 13,466 $1.7M 0.21% +4,376 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,440 $1.7M +9,922 Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 13,389 $1.69M 0.12% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,383 $1.69M 0.05% -408 13F-HR Timeline TOBAM More: the full row for TOBAM 13,380 $1.69M 0.44% -66 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 13,300 $1.68M 0.55% +6 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 13,198 $1.67M 1.44% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,170 $1.66M 0.16% +3,195 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 13,024 $1.65M -2,760 Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,915 $1.63M 0.09% -415 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 12,869 $1.63M 0.44% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,862 $1.63M 0.15% +2,211 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,821 $1.62M 0.03% -2,476 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 12,799 $1.62M 0.43% +4,818 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,620 $1.59M 0.36% -647 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,611 $1.59M 0.12% +3,658 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 12,491 $1.58M <0.01% +2,194 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,463 $1.57M 0.05% +2,789 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,438 $1.57M 0.05% +7,280 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 12,399 $1.57M 0.56% -294 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,383 $1.56M 0.07% -3,887 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 12,370 $1.56M 0.46% +870 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,345 $1.56M 0.11% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 12,328 $1.56M 0.25% +1,518 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,259 $1.55M 0.05% -229 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 12,199 $1.54M 0.25% +4,391 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 12,100 $1.53M 0.17% +300 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 12,057 $1.52M 0.01% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,020 $1.52M 0.15% +684 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 12,008 $1.52M 0.55% -522 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 12,001 $1.52M 0.23% +623 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 11,977 $1.51M 0.05% +8,242 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 11,889 $1.5M 1.13% +389 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,825 $1.49M 0.04% +5,466 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 11,823 $1.49M 0.01% -3 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,743 $1.48M 0.1% +1,084 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 11,708 $1.48M 0.17% +485 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 11,661 $1.47M 0.98% -569 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 11,650 $1.47M 0.54% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,635 $1.47M 0.23% -180 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,590 $1.46M 0.03% +460 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 11,589 $1.46M 0.02% -13,370 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 11,586 $1.46M 0.15% +7,078 13F-HR Timeline