Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 9,296 $4.65M 0.42% +30 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,296 $4.65M 0.29% -34 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,296 $4.65M 0.45% +6,448 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,294 $4.65M 0.37% +4,226 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,292 $4.65M 1.01% +97 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 9,277 $4.64M 0.18% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,269 $4.64M 3.12% +20 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 9,237 $4.62M 1.04% -30 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,235 $4.62M 0.29% +251 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,228 $4.62M 0.47% +1,091 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,225 $4.62M 0.25% +717 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9,211 $4.61M 0.52% -44 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,203 $4.61M 1.79% -299 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,198 $4.6M 0.79% -53 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9,196 $4.6M 0.81% -641 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,179 $4.59M 1.59% -113 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 9,177 $4.59M 2.62% +1,644 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,163 $4.59M 0.66% +26 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 9,155 $4.58M 3.85% -473 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 9,134 $4.57M 0.58% -241 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,133 $4.57M 0.51% +27 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 9,131 $4.57M 3.24% +4,759 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,127 $4.57M 1.46% +258 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 9,127 $4.57M 3.09% -2,700 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 9,126 $4.57M 0.74% 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,114 $4.56M 0.32% -65 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,114 $4.56M 0.85% +666 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,068 $4.54M 2.14% +1,414 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,062 $4.53M 0.37% +150 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 9,050 $4.53M 0.76% -316 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 9,050 $4.53M 1.12% -70 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 9,042 $4.52M 2.14% +229 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,041 $4.52M 0.76% +657 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 9,032 $4.52M 0.21% +506 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 9,014 $4.51M 0.29% +426 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 9,009 $4.51M 0.4% -104 13F-HR Timeline Group Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 9,007 $4.51M 4.12% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,993 $4.5M 0.28% -286 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,990 $4.5M 0.23% -23 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,987 $4.5M 0.4% -363 13F-HR Timeline Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 8,977 $4.49M 3.03% +900 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,970 $4.49M 1.12% -25 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 8,970 $4.49M 1.12% +6,599 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 8,968 $4.49M 1.51% -1,462 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,927 $4.49M 1.84% +1,438 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,934 $4.47M 0.37% +1,273 13F-HR/A Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 8,925 $4.47M 1.4% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,925 $4.47M 0.48% -104 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,917 $4.46M 0.9% -232 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,915 $4.46M 0.53% +615 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,914 $4.46M 0.3% +134 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,899 $4.45M 0.25% +1,153 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,893 $4.45M 0.23% -1,021 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 8,886 $4.45M 1.4% +138 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,883 $4.44M 3.57% +539 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,875 $4.44M 0.89% +1,771 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,813 $4.41M 2.38% -220 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 8,808 $4.41M 0.1% -777 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,809 $4.41M 0.37% +242 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 8,805 $4.41M 0.52% +130 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 8,803 $4.4M 0.31% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 8,782 $4.39M 0.05% -550 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,762 $4.38M 2.26% +526 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 8,758 $4.38M 1.01% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,753 $4.38M 0.11% -419 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,753 $4.38M 0.56% -319 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 8,752 $4.38M 0.68% -161 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 8,796 $4.37M 1.04% -257 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,730 $4.37M 1.09% -43 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,725 $4.37M 0.14% +229 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,710 $4.36M 0.44% 0 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 8,699 $4.35M 3.74% -200 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,697 $4.35M 1.58% -363 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,697 $4.35M 1.3% -30 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 8,688 $4.35M 0.38% -47 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 8,631 $4.32M 0.37% -356 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,620 $4.31M 0.31% +44 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 8,612 $4.31M 0.69% -924 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,599 $4.3M 0.84% +1,173 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 8,593 $4.3M +64 Timeline Sciencast Management LP More: the full row for Sciencast Management LP 8,577 $4.29M 0.89% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 8,566 $4.29M 0.91% -9,364 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 8,556 $4.28M 1.77% +229 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,549 $4.28M 0.01% +350 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 8,450 $4.28M 2.85% -874 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 8,803 $4.28M 0.08% +7,097 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,544 $4.28M 0.57% +37 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 8,543 $4.27M 0.57% -43 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 8,526 $4.27M 0.49% +5 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,895 $4.26M 0.17% -101 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 8,505 $4.26M 1.7% 0 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 8,339 $4.25M 2.81% -211 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,494 $4.25M 0.21% -1,196 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 8,473 $4.24M 0.68% -90 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,470 $4.24M 0.59% -338 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,458 $4.23M 1.8% -280 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 8,436 $4.22M 0.31% -1,049 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 8,420 $4.21M 2.16% -359 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,418 $4.21M 0.62% +287 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 8,392 $4.2M 2.02% -755 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 8,348 $4.18M 1.32% -3,767 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,342 $4.17M 1.13% -10 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,319 $4.16M 0.23% -91 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 8,317 $4.16M 2.77% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 8,312 $4.16M 2.29% +17 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 8,305 $4.16M 0.09% +1,110 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,291 $4.15M 0.22% +235 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,290 $4.15M 0.89% -30 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,282 $4.14M 0.74% -353 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,274 $4.14M 0.97% +3 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,272 $4.14M 0.31% +12 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,265 $4.14M 1.68% -182 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,255 $4.13M 0.91% +29 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,250 $4.13M 0.44% -325 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 8,250 $4.13M 0.23% -222 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,240 $4.12M 0.12% -111 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 8,210 $4.11M 0.44% +241 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,209 $4.11M 0.79% -5 13F-HR Timeline AKRE CAPITAL MANAGEMENT LLC in group AKRE CAPITAL MANAGEMENT LLC More: the full row for AKRE CAPITAL MANAGEMENT LLC 8,184 $4.1M 0.08% -2,155 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 8,181 $4.09M 3.14% +4,919 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,286 $4.09M 0.39% +454 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,163 $4.08M 0.85% +30 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,160 $4.08M 0.06% -38 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 8,160 $4.08M 1.64% -34 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,143 $4.07M 0.72% +95 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 8,142 $4.07M 0.09% -8,388 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,138 $4.07M 2.5% +85 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,129 $4.07M 1.06% -32 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,128 $4.07M 0.69% -150 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,106 $4.06M 0.32% +150 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,100 $4.05M 0.97% +221 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,099 $4.05M 0.22% +135 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,096 $4.05M 1.53% +982 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,085 $4.05M 1.7% -270 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,995 $4.04M 0.92% +881 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 8,048 $4.03M -346 Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 8,030 $4.02M 1.66% +1,914 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,007 $4.01M 0.39% -65 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 8,005 $4.01M 0.89% -505 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 8,020 $4M 0.41% +7,562 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 8,001 $4M 0.74% -1,651 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,994 $4M 0.56% -174 13F-HR Timeline Trust Co More: the full row for Trust Co 7,977 $3.99M 0.36% -5,953 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,971 $3.99M 1.4% -237 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 7,970 $3.99M 1.98% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,955 $3.98M 0.63% +76 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,943 $3.97M 0.72% -968 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7,939 $3.97M 0.31% -106 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 7,933 $3.97M 1.12% -160 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 7,933 $3.97M 1.84% -85 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,931 $3.97M 0.48% +308 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,931 $3.96M 0.08% -789 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 7,916 $3.96M 0.81% -25 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 8,002 $3.96M 2.54% 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 7,905 $3.96M 1.97% +3,127 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,905 $3.96M 0.32% +499 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 7,891 $3.95M 0.28% +94 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,889 $3.95M 0.65% +372 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,762 $3.94M 0.26% -502 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 7,866 $3.94M 0.49% -59 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,853 $3.93M 0.84% -5,958 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,965 $3.93M 0.84% +36 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,839 $3.92M 0.25% +3,636 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 7,825 $3.92M 0.69% -152 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 7,813 $3.91M 0.58% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,799 $3.9M 1.76% -98 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,771 $3.89M 1.17% +149 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,767 $3.89M 0.39% -603 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 7,765 $3.89M 0.2% +30 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,759 $3.88M 1.73% -134 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 7,753 $3.88M 3.24% -3 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 7,751 $3.88M 0.29% -243 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 7,750 $3.88M 1.7% -5,710 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 7,723 $3.86M 8.85% -250 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,723 $3.86M 0.63% -424 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 7,722 $3.86M 1.5% +100 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,614 $3.86M 1.19% -5 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,702 $3.85M 0.88% -365 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 7,692 $3.85M 2.26% -39 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 7,686 $3.85M 3.1% +132 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 7,673 $3.84M 0.47% +2,650 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 7,670 $3.84M 0.45% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,652 $3.83M 1.2% -5,922 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,638 $3.82M 0.23% -586 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,636 $3.82M 0.26% -232 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 7,607 $3.81M 1.54% +83 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 7,600 $3.8M 0.72% +5,347 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 7,585 $3.8M 2.29% 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,582 $3.79M 0.91% -742 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,581 $3.79M +448 Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,575 $3.79M 2.3% -260 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 7,572 $3.79M 0.7% -502 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 7,568 $3.79M 3.86% -108 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 7,562 $3.78M 3.43% -518 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 7,557 $3.78M 1.17% -410 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 7,555 $3.78M 0.47% +261 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,525 $3.77M 0.45% -107 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,510 $3.76M 0.71% +251 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 7,501 $3.75M 0.96% -181 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 7,500 $3.75M 1.25% +5,400 13F-HR Timeline