Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,592 $3.32M 0.13% -584 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 9,581 $3.32M 2.73% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 9,572 $3.31M 0.81% -526 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 9,570 $3.31M 0.19% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 9,548 $3.3M 0.37% -76 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 9,523 $3.3M 2.18% +4,456 13F-HR/A Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 9,521 $3.3M 1.4% +256 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 9,519 $3.29M 1.6% +728 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 9,505 $3.29M 0.29% -9,491 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 9,488 $3.28M 1.72% +3,943 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,485 $3.28M 0.81% -47 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 9,478 $3.28M 3.89% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,445 $3.27M 0.62% +300 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,441 $3.27M 1.58% -795 13F-HR Timeline Varenne Capital Partners More: the full row for Varenne Capital Partners 9,430 $3.27M 0.68% +4,993 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9,431 $3.26M 0.34% -490 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,412 $3.26M 0.29% -371 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 9,398 $3.25M 1.06% -93 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 9,397 $3.25M 0.81% +8,530 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 9,397 $3.25M 0.79% -900 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,396 $3.25M 0.91% -86 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,391 $3.25M 1.13% +459 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 9,361 $3.24M 0.04% +548 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 9,348 $3.24M 0.14% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,347 $3.23M 1.25% -89 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 9,331 $3.23M 2.74% -112 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9,321 $3.23M 2.35% +738 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,314 $3.22M 0.4% +2,005 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,310 $3.22M 1.58% +172 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 9,295 $3.22M 2.59% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 9,289 $3.21M 0.22% -173 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 9,237 $3.2M 0.3% -5,486 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 9,215 $3.19M 0.15% -122 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,192 $3.18M 0.8% -557 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 9,185 $3.18M 1.84% -588 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,185 $3.18M 0.78% +734 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 9,185 $3.18M 1.46% +4,150 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 9,158 $3.17M 2.21% -114 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,150 $3.17M 1.58% +213 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 9,127 $3.16M 0.88% +98 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,111 $3.15M 1.06% -477 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 9,106 $3.15M 2.09% -928 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,516 $3.15M 1.3% -254 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,098 $3.15M 0.32% +1,061 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,098 $3.15M 0.66% +4,922 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 9,094 $3.15M 2.79% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,059 $3.14M 1.75% -356 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,010 $3.12M 0.4% +177 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 8,999 $3.11M 2.98% 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 8,995 $3.11M 1.66% -124 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,989 $3.11M 0.51% +6,179 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,981 $3.11M 1.04% +24 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 8,967 $3.1M 0.88% -2,989 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 8,961 $3.1M 0.82% -695 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,957 $3.1M 0.15% -118 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 8,950 $3.1M 1.03% -625 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,944 $3.1M 0.12% -1,230 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 8,943 $3.1M 2.19% -240 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,925 $3.09M 0.56% -1,231 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 8,912 $3.08M 0.81% -39 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,908 $3.08M 0.32% +575 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 8,895 $3.08M 1.78% -55 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 8,888 $3.08M 0.43% +4,751 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,880 $3.07M 0.21% -820 13F-HR Timeline AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 8,880 $3.07M 3.57% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,877 $3.07M 2.09% +4 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,875 $3.07M 1.4% -184 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,835 $3.06M 2.3% -170 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,829 $3.06M 0.33% +21 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,768 $3.03M 0.42% +569 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 8,766 $3.03M 0.34% -3,388 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 8,765 $3.03M 1.18% +48 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 8,753 $3.03M 2.51% 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,746 $3.03M 0.5% +447 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 8,746 $3.03M 1.01% 13F-HR/A Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,744 $3.03M 1.15% +534 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 8,734 $3.02M 0.85% +3,629 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 8,712 $3.02M 1.57% -502 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,707 $3.01M 0.45% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,707 $3.01M 2.41% -366 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,669 $3M 1.52% +197 13F-HR Timeline Group Range Financial Group LLC More: the full row for Range Financial Group LLC 8,648 $2.99M 1.04% +42 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 8,640 $2.99M 1.95% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,632 $2.99M 1.6% +1,092 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 8,612 $2.98M 1.27% -1,469 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,605 $2.98M 0.67% +1,525 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8,603 $2.98M 2.79% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,601 $2.98M 1.55% -9,988 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 8,601 $2.98M 0.19% -56 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 8,597 $2.98M 2.94% 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 8,575 $2.97M 0.42% +145 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 8,563 $2.96M 1.72% 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,562 $2.96M 1.65% +208 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 8,562 $2.96M 0.04% +371 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 8,517 $2.95M 0.73% -537 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 8,508 $2.94M 2.69% -292 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,483 $2.94M 0.55% +316 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,477 $2.93M 0.22% -513 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 8,474 $2.93M 2.5% -72,255 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 8,473 $2.93M 0.74% +192 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 8,462 $2.93M 2.92% -405 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,442 $2.92M 0.5% -1,956 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 8,486 $2.92M 2.69% 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 8,433 $2.92M 0.47% -1,464 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 8,433 $2.92M 1.34% -119 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,423 $2.92M 0.86% +23 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,419 $2.91M 0.2% +1,220 13F-HR/A Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 8,417 $2.91M 2.38% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 8,416 $2.91M 0.44% +524 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,411 $2.91M 0.39% 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,411 $2.91M 1.72% +83 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,402 $2.91M 0.19% +2,799 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 8,362 $2.89M 0.81% +75 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 8,354 $2.89M 2.26% +7,157 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 8,343 $2.89M 0.25% -1,720 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,316 $2.88M 2.22% -25 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 8,314 $2.88M 1.42% +8,233 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,312 $2.88M 0.37% +186 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,309 $2.88M 1.04% +451 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 8,303 $2.87M 0.57% -1,098 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,092 $2.87M 1.88% -33 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 8,281 $2.87M 1.13% -379 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 8,274 $2.86M 1.08% +401 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,272 $2.86M 0.31% -341 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,245 $2.85M 1.19% +395 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 8,217 $2.84M 1.49% -1,779 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,191 $2.83M 1% +29 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,191 $2.83M 1.25% -5,140 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 8,182 $2.83M 0.09% -799 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 8,178 $2.83M 0.2% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 8,168 $2.83M 1.19% -252 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 8,164 $2.83M 0.4% -72 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 8,152 $2.82M 0.25% -270 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,137 $2.82M 0.7% +1,712 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 8,122 $2.81M 4.33% +2,022 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,121 $2.81M 0.84% -662 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,106 $2.81M 0.75% +147 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 8,101 $2.8M 2.08% -56 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,086 $2.8M 0.36% +735 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 8,075 $2.79M 0.78% -116 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,070 $2.79M 0.21% +6,000 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,057 $2.79M 0.18% +1,203 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,036 $2.78M 0.62% -96 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,031 $2.78M 0.6% -3,455 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 8,000 $2.77M 0.06% +3,000 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,975 $2.76M 0.08% +1,062 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 7,970 $2.76M 2.71% -663 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,967 $2.76M 0.2% +281 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,961 $2.76M 0.73% +206 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,951 $2.75M 0.99% -1,091 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 7,929 $2.74M 11.42% -5,459 13F-HR Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,921 $2.74M 0.62% +378 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,907 $2.74M 0.61% -315 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 7,901 $2.73M 2.02% 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 7,895 $2.73M 2.14% -297 13F-HR Timeline BANK OZK More: the full row for BANK OZK 7,884 $2.73M 0.96% +265 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,847 $2.72M 1.77% +1,078 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,833 $2.71M 0.21% 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 7,821 $2.71M 1.55% 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 7,812 $2.7M 0.72% -2,388 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,780 $2.69M 0.29% +1,891 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,778 $2.69M 0.89% +566 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 7,773 $2.69M 0.58% -97 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 7,772 $2.69M 0.16% +2,940 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,771 $2.69M 0.57% +470 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 7,741 $2.68M 0.36% -508 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 7,726 $2.67M 0.48% -4,133 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 7,726 $2.67M 1.45% +59 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 7,722 $2.67M 2.52% 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,711 $2.67M 0.37% +462 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,701 $2.67M 0.64% -10 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,693 $2.66M 0.03% +101 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 7,686 $2.66M 0.18% +5,190 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,685 $2.66M 0.44% -113 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,671 $2.65M 1.93% +223 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 7,670 $2.65M 1.1% +3 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 7,661 $2.65M 0.74% +1,758 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,646 $2.65M 0.15% -12 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 7,646 $2.65M 0.51% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,646 $2.65M 1.57% +352 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,643 $2.65M 2.28% -15 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,630 $2.64M 0.1% -200 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,620 $2.64M 0.22% +585 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,607 $2.63M 0.71% +423 13F-HR/A Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 7,607 $2.63M 2.05% -50 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $2.63M 1.12% -7,250 13F-HR Timeline Amount filed as zero, left out of ratios. Calydon Capital More: the full row for Calydon Capital 7,588 $2.63M 0.44% -5,618 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,588 $2.63M 1.06% -18 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 7,584 $2.62M 0.87% +574 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 7,564 $2.62M 0.8% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,564 $2.62M 0.29% -163 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 7,562 $2.62M 0.81% +1,648 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 7,556 $2.62M 1.44% +1,190 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 7,544 $2.61M 0.83% 0 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 7,532 $2.61M 0.2% -2,275 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,538 $2.61M 0.19% +4,169 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 7,534 $2.61M 1.28% -588 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,530 $2.61M 0.5% +120 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 7,531 $2.61M 0.69% +1,088 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,529 $2.61M 0.22% +150 13F-HR Timeline