Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,083 $296K 0.08% +178 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,041 $296K 0.03% +1,388 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 3,062 $294K 0.13% -180 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,048 $293K 0.01% +368 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,039 $292K 0.01% -193 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,024 $290K 0.02% +722 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 3,016 $289K 0.05% -103 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,002 $288K 0.01% -157 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,200 $288K 0.06% -300 13F-HR Timeline Fore Capital, LLC More: the full row for Fore Capital, LLC 3,000 $288K 0.38% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,981 $286K 0.02% -150 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,786 $285K 0.04% +108 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,970 $285K 0.02% -36 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,939 $282K 0.05% +983 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 2,938 $282K 0.16% +14 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,930 $281K 0.15% -240 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 2,889 $277K 0.17% +348 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,883 $277K <0.01% -10,383 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,861 $275K 0.03% -47 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,837 $272K 0.01% +84 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,833 $272K 0.01% -1,065 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,823 $271K 0.02% -692 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 2,800 $269K 0.15% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,787 $267K <0.01% +103 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,763 $265K 0.06% +191 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,758 $265K 0.01% -100 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,748 $264K 0.09% +8 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,721 $261K 0.01% -2,350 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,717 $261K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,696 $259K 0.01% -1,634 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,695 $259K 0.01% -1,120 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,684 $258K 0.06% -402 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,682 $257K 0.08% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,657 $255K 0.03% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,608 $250K 0.01% -470 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 2,100 $249K 0.1% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,594 $249K 0.02% -19 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,118 $249K 0.05% +236 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,569 $247K 0.08% -32 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,558 $246K 0.03% +310 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,520 $244K 0.05% +723 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,540 $244K <0.01% -2,929 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,160 $243K 0.01% -770 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,504 $240K 0.01% -314 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,477 $238K <0.01% -710 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,453 $238K 0.18% -310 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,446 $237K 0.03% +2,170 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,460 $236K 0.18% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,446 $235K 0.02% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,422 $232K 0.04% -634 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,411 $231K <0.01% +41 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,410 $231K 0.03% -440 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,400 $230K 0.02% -2,278 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,400 $230K 0.12% +14 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,400 $230K 0.09% -7 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,397 $230K <0.01% -980 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,370 $227K 0.06% -30 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,365 $227K 0.04% +80 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,338 $227K <0.01% -308 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,355 $226K 0.01% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,352 $226K 0.04% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,350 $226K 0.03% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,350 $226K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,326 $223K 0.08% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,327 $223K 0.04% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,318 $222K 0.02% +99 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,312 $222K 0.03% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,305 $221K 0.14% +44 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,300 $221K <0.01% -2,545 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,297 $220K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,289 $220K <0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,282 $219K 0.06% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,279 $219K 0.01% -2,127 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 2,265 $217K 0.01% -83 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,243 $217K 0.01% -4 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 2,255 $216K <0.01% -231 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,240 $215K <0.01% +229 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,236 $215K 0.04% -923 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,235 $215K 0.01% -353 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,229 $214K 0.01% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,229 $214K 0.07% +22 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,228 $214K 0.01% -25 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,217 $213K 0.09% +287 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,214 $212K 0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,201 $211K 0.04% -316 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,200 $211K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,188 $210K 0.08% -57 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,186 $210K 0.01% +191 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 2,179 $209K 0.24% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,178 $209K 0.03% -21 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,158 $207K 0.01% -172 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,156 $207K 0.13% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,153 $207K 0.01% -10 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,146 $206K 0.04% +31 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,143 $206K 0.03% -47 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,134 $205K 0.05% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,129 $204K 0.03% +485 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,125 $204K 0.01% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,119 $203K 0.07% -154 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,097 $201K 0.01% +314 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,096 $201K 0.12% -230 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,092 $201K 0.06% -537 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,077 $199K 0.01% +186 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,925 $185K 0.01% new 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,900 $185K 0.08% -229 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,867 $179K 0.1% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,850 $178K <0.01% +1,400 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,850 $178K 0.01% +850 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,791 $172K 0.03% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,754 $168K 0.06% -176 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,702 $163K 0.03% -203 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,700 $163K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,681 $161K <0.01% -15,175 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,646 $158K 0.12% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,631 $157K <0.01% -1,002 13F-HR Timeline Group Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,594 $153K 0.07% +575 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,572 $151K 0.01% -82 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,472 $141K 0.03% +50 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,398 $136K 0.11% -270 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,407 $135K <0.01% -23 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 1,400 $134K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,393 $134K 0.01% +5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,371 $132K 0.04% -26 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,371 $131K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,201 $131K 0.08% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,335 $128K 0.05% -86 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,294 $124K <0.01% +98 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,263 $121K 0.01% +1,000 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,263 $121K 0.01% -789 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,248 $120K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,209 $117K <0.01% +47 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,169 $112K <0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,171 $112K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,139 $109K 0.03% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,137 $109K <0.01% +95 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,054 $101K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,023 $98.2K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,000 $96K 0.01% -1,630 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 978 $93.9K 0.02% +500 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 976 $93.7K 0.05% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 955 $91.7K 0.06% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 695 $87.4K 0.1% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 904 $86.8K 0.01% +31 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 900 $86.4K 0.07% +600 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 828 $85.7K 0.01% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 649 $83.2K 0.06% +71 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 68,394 $83.2K 0.01% +14,495 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 859 $82.4K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 850 $81.6K 0.04% -250 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 820 $78.7K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 807 $77.5K 0.02% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 803 $77.1K <0.01% 13F-HR Timeline Group S&G Foundation More: the full row for S&G Foundation 800 $76.8K <0.01% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 752 $72.2K 0.04% +225 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 750 $72K 0.04% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 656 $71.5K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 730 $70.1K <0.01% -27 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 693 $66.5K 0.02% -4,902 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 671 $64.4K 0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 567 $63.8K 0.05% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 655 $62.9K 0.01% +45 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 643 $61.7K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 641 $61.5K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 637 $61.2K 0.03% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 621 $59.6K 0.03% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 611 $58.6K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 609 $58.5K 0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 575 $55.2K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 571 $54.8K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 567 $54.4K <0.01% +300 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 550 $53.9K 0.05% -100 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 551 $53K 0.01% -1,212 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 550 $52.8K <0.01% -45 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 469 $52.6K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 540 $51.9K 0.01% -2 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 530 $50.9K <0.01% -121 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 400 $50.2K 0.04% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 518 $49.7K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 487 $46.7K <0.01% -10 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 486 $46.6K 0.01% -296 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 470 $45.1K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 456 $43.8K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 439 $42.1K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 432 $41.5K <0.01% +75 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 425 $40.8K 0.01% -51 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 414 $39.7K 0.01% -22 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 298 $37.4K 0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 385 $37K <0.01% -10,151 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 378 $36.3K 0.01% +51 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 360 $34.6K 0.08% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 353 $33.9K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 348 $33.4K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 336 $32.2K 0.02% -25 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 319 $31.3K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 317 $30.4K 0.01% +116 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 314 $30.1K <0.01% -22 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 309 $29.7K <0.01% +7 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 307 $29.5K <0.01% +9 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 304 $29.2K 0.02% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 300 $28.8K 0.01% 0 13F-HR Timeline