Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 282 $1.51M 0.3% +70 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 294 $1.5M 0.04% +110 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 279 $1.5M 0.03% -46 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 279 $1.49M 0.24% -112 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 279 $1.49M 0.17% -5 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 279 $1.49M 0.04% -1,195 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 277 $1.48M 0.03% +64 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 276 $1.48M 0.69% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 276 $1.48M 0.83% -4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 273 $1.46M 0.1% -8 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 272 $1.46M <0.01% -528 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 272 $1.46M 0.06% -8 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 270 $1.45M -3 Timeline Navalign, LLC More: the full row for Navalign, LLC 270 $1.45M 0.35% +5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 269 $1.44M 0.05% +13 13F-HR Timeline CNB Bank More: the full row for CNB Bank 268 $1.44M 0.59% +10 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 267 $1.43M 0.52% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 265 $1.42M 0.02% -18 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 265 $1.42M 0.22% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 264 $1.41M 0.02% -303 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 263 $1.41M 0.29% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 261 $1.4M 0.24% +200 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 260 $1.39M 0.4% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 260 $1.39M 0.19% +23 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 259 $1.39M 0.12% +1 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 259 $1.38M 0.08% +7 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 257 $1.38M 0.07% -15 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 250 $1.37M 0.59% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 256 $1.37M 0.12% -4 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 256 $1.37M 1.13% +1 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 255 $1.37M 0.37% -39 13F-HR/A Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 254 $1.36M 0.26% +15 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 254 $1.36M 0.09% +10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 253 $1.36M 0.05% +8 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 252 $1.35M 0.17% +46 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 252 $1.35M 0.05% -9 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 251 $1.34M 0.1% +32 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 250 $1.34M 0.06% 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 250 $1.34M 0.07% +166 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 248 $1.33M 0.18% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 246 $1.32M 0.03% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 245 $1.31M 0.09% -34 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 245 $1.31M 0.09% +96 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 245 $1.31M 0.45% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 244 $1.31M 0.12% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 244 $1.31M 0.98% 0 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 243 $1.3M 0.34% +86 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 240 $1.29M 0.59% 0 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 238 $1.27M 0.7% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 238 $1.27M 0.56% +19 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 237 $1.27M 0.02% -9 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 237 $1.27M 0.18% -2 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 236 $1.26M 1.04% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 235 $1.26M 0.03% +138 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 235 $1.26M 0.17% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 235 $1.25M 0.01% -107 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 243 $1.25M -11 Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 233 $1.25M -5 Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 233 $1.25M 0.07% -6 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 231 $1.24M 0.02% +84 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 230 $1.23M 0.25% -2 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 229 $1.23M 0.47% +7 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 227 $1.22M 0.06% +14 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 227 $1.22M 0.11% +22 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 227 $1.22M 0.21% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 225 $1.21M 0.08% +2 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 226 $1.21M 0.61% +7 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 226 $1.21M <0.01% -18 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 225 $1.2M 0.38% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 225 $1.2M 1.04% +4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 218 $1.17M 0.09% +52 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 215 $1.17M 0.08% -17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 217 $1.16M 0.15% +24 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 216 $1.16M 0.05% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 216 $1.16M 0.17% -1 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 216 $1.15M 1.72% 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 215 $1.15M 0.05% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 214 $1.15M 0.49% -51 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 214 $1.15M 0.07% +51 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 213 $1.14M 0.03% +33 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 212 $1.14M 0.37% +8 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 212 $1.14M 0.52% +26 13F-HR Timeline SOROS FUND MANAGEMENT LLC group of 2 filers holding More: the full row for SOROS FUND MANAGEMENT LLC 212 $1.14M -2,288 Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 210 $1.12M <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 209 $1.12M 0.03% -1 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 207 $1.11M 0.7% +11 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 203 $1.1M 0.06% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 206 $1.1M 0.01% +6 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 205 $1.1M 0.35% -30 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 204 $1.09M 0.04% +101 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 204 $1.09M 0.59% +86 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 204 $1.09M 0.61% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 203 $1.09M 0.01% -4 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 202 $1.08M 0.02% +26 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 202 $1.08M 0.14% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 202 $1.08M 0.2% +6 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 202 $1.08M 0.04% +10 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 201 $1.08M 0.38% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 201 $1.08M 0.11% +3 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 201 $1.08M 0.09% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 201 $1.08M 0.07% +65 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 201 $1.08M 0.06% -153 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 201 $1.08M 0.12% +29 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 201 $1.08M 0.82% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 200 $1.07M 0.03% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 200 $1.07M 0.25% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $1.07M 0.46% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 200 $1.07M 0.01% +19 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 199 $1.07M 0.06% -17 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 197 $1.06M 0.01% +23 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 196 $1.05M 0.02% +47 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 196 $1.05M 0.06% +5 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 196 $1.05M 0.06% -1 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 195 $1.04M 1% 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 194 $1.04M 0.35% -2 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 194 $1.04M 0.88% -11 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 192 $1.04M 0.05% -22 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 193 $1.04M 0.05% -188 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 193 $1.03M 0.21% +123 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 192 $1.03M 0.12% +1 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 192 $1.03M 0.44% +2 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 201 $1.03M 0.52% +1 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 189 $1.01M 0.57% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 189 $1.01M 0.02% -11 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 188 $1.01M 0.02% +137 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 188 $1.01M 0.23% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 188 $1.01M 0.63% +17 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 188 $1.01M 0.34% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 187 $1M 0.06% +2 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 187 $1M 0.14% 0 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 187 $1M 0.26% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 186 $999K 0.29% 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 186 $996K 0.04% -122 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 185 $991K 0.44% -2 13F-HR Timeline STF Management LP More: the full row for STF Management LP 185 $991K 0.93% -343 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 184 $985K 0.09% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 183 $982K 0.01% +13 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 182 $976K 0.48% +11 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 182 $975K 0.03% +7 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 182 $975K 0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 182 $972K 0.19% +22 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 181 $969K 0.19% +1 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 181 $969K 0.26% 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 180 $964K 0.04% +50 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 180 $964K 0.42% +100 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 180 $963K 0.09% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 179 $963K 0.07% +51 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 179 $959K 0.03% +3 13F-HR Timeline Group JM2 Capital Inc. More: the full row for JM2 Capital Inc. 178 $954K 0.77% 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 178 $953K 0.45% -30 13F-HR Timeline Group Ahara Advisors LLC More: the full row for Ahara Advisors LLC 178 $953K 0.87% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 180 $944K 0.25% +73 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 176 $943K 0.49% -4 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 176 $943K 0.44% +13 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 176 $943K 0.33% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 176 $943K 0.15% +49 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 175 $938K 0.04% -13 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 175 $938K 0.1% +7 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 175 $937K 0.07% -13 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 175 $937K 0.04% +25 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 175 $937K 0.05% +39 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 174 $934K 0.07% +17 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 174 $932K 0.16% -8 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 174 $932K 0.13% +4 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 173 $927K 0.02% -59 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 172 $921K 0.02% -404 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 172 $921K 0.01% +1 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 171 $916K 0.5% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 171 $916K 0.35% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 171 $916K 0.29% -36 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 170 $910K 0.62% 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 169 $905K 0.21% 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 169 $905K 0.11% 0 13F-HR/A Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 169 $905K 0.3% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 168 $900K 0.09% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 168 $894K 0.21% -5 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 166 $890K 0.06% -6 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 166 $889K 0.01% +27 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 166 $889K 0.43% -7 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 164 $878K 0.21% -1 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 164 $878K 0.15% -37 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 163 $873K 0.02% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 163 $873K 0.1% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 163 $873K 0.47% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 162 $868K 0.09% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 162 $868K 0.12% +10 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 161 $863K 0.02% +61 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 161 $862K 0.02% +17 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 161 $862K 0.2% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 161 $862K 0.89% -26 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 158 $846K 0.16% +3 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 158 $846K 0.01% -2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 158 $846K 0.03% -11 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 157 $841K 0.26% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 157 $840K 0.12% +23 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 155 $832K 0.04% +41 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 161 $831K 0.11% +3 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 155 $831K 0.03% -14 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 155 $830K 0.21% -735 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 155 $830K 0.24% -10 13F-HR Timeline