NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 14,963 $7.52M 0.76% +1,993 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 14,934 $7.51M 1.06% +1,844 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,932 $7.51M 0.97% +101 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,930 $7.51M 0.36% +552 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,919 $7.5M 0.59% +763 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 14,888 $7.48M 1.51% -1,038 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 14,869 $7.48M 5.54% +129 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,815 $7.45M 0.75% +239 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 14,787 $7.43M 1.5% +718 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,784 $7.43M 0.92% -1,212 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,715 $7.4M 0.36% +376 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 14,703 $7.39M 0.71% -213 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 14,684 $7.38M 0.3% +498 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 14,672 $7.38M 0.36% -680 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,667 $7.37M 3.2% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,661 $7.37M 2.07% +36 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 14,648 $7.36M 0.41% +12,071 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 14,639 $7.36M 3.97% +195 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 14,615 $7.35M 0.39% -4 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,613 $7.35M 0.7% +125 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 14,607 $7.34M 0.22% +1,984 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 14,591 $7.34M 3.65% -516 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,575 $7.33M 0.51% +961 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 14,524 $7.3M 5.05% +872 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 14,523 $7.3M 1.04% -116 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 14,463 $7.27M 1.34% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 14,421 $7.25M 0.74% +662 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 14,411 $7.24M 2.1% -1,243 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 14,374 $7.23M 2.67% +90 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 14,361 $7.22M 0.77% +320 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 14,360 $7.22M 2.65% -258 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 14,360 $7.22M 0.71% +75 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,356 $7.22M 1.41% -25 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 14,347 $7.21M 2.76% -83 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 14,374 $7.21M 0.63% +8,826 13F-HR/A Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 14,317 $7.2M 1.16% +30 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 14,308 $7.19M 0.88% +304 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 14,277 $7.18M 2.13% +2,214 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 14,258 $7.17M 7.31% -167 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 14,247 $7.16M 0.14% -1,027 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14,185 $7.13M 0.34% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 14,180 $7.13M 1% -278 13F-HR Timeline CLG LLC More: the full row for CLG LLC 14,172 $7.12M 1.94% +81 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 35,603 $7.12M +34,836 Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,137 $7.11M 0.2% -203 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 14,581 $7.08M 0.36% +3,631 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 14,078 $7.08M 0.71% -57,469 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 14,046 $7.06M 7.31% -458 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 13,976 $7.05M 6.01% +1,045 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,028 $7.05M 0.31% +890 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 14,028 $7.05M +24 Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,013 $7.04M 0.73% -185 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 14,000 $7.04M 1.99% +3,085 13F-HR Timeline AKRE CAPITAL MANAGEMENT LLC in group AKRE CAPITAL MANAGEMENT LLC More: the full row for AKRE CAPITAL MANAGEMENT LLC 13,985 $7.03M 0.07% 0 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 13,966 $7.02M 2.31% -299 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,897 $6.99M 0.39% +590 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 13,857 $6.97M 0.25% +55 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 13,857 $6.97M 4.83% +1,828 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 14,578 $6.96M 1.6% +1,128 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 13,821 $6.95M 3.19% -235 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 13,814 $6.94M 1.96% +576 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 13,795 $6.94M 0.23% +1,504 13F-HR Timeline City State Bank More: the full row for City State Bank 13,775 $6.93M 2% -50 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 13,773 $6.92M 3.39% -22 13F-HR Timeline ANB BANK More: the full row for ANB BANK 13,691 $6.88M 2.79% +299 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 13,683 $6.88M 1.33% +1,297 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 13,679 $6.88M 5.28% +560 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 13,661 $6.87M 0.36% -163 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 13,643 $6.86M 1.28% +391 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,596 $6.84M 0.34% +2,844 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 13,586 $6.83M 2.13% -208 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13,581 $6.83M 0.88% -197 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 13,561 $6.82M 4.01% -60 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 13,552 $6.81M 1.95% +18 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 13,540 $6.81M 0.42% +725 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 13,404 $6.74M 0.74% -156 13F-HR Timeline RK Asset Management, LLC More: the full row for RK Asset Management, LLC 13,400 $6.74M 6.13% +37 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 13,399 $6.74M 2.79% +283 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 13,389 $6.73M 0.59% +2,601 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 13,375 $6.72M 1.11% +563 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 13,353 $6.71M 3.22% +394 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,270 $6.67M 3.22% +515 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 13,265 $6.67M 1.24% +977 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 13,261 $6.67M 0.36% -102,920 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,259 $6.67M 0.59% -522 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,258 $6.67M 0.23% -3,385 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,249 $6.66M 1.79% +90 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 13,354 $6.66M 1.21% +2,522 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 13,237 $6.65M 2.62% +220 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 13,237 $6.65M 2.06% +79 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 13,227 $6.65M 0.53% -23 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 13,211 $6.64M 1.51% -322 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 13,181 $6.63M 0.85% -316 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,179 $6.63M 0.41% -598 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,141 $6.61M 1.04% +1,747 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 13,124 $6.6M 3.46% +87 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 13,064 $6.57M 0.37% +673 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 13,173 $6.56M 0.15% -13,502 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 13,051 $6.56M 1.27% -170 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,035 $6.55M 1.48% +91 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 12,997 $6.53M 1.08% +19 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,994 $6.53M 1.6% -1,605 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 12,980 $6.53M 2.48% +1,340 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 12,940 $6.51M 2.18% -652 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 12,939 $6.5M 4.35% +884 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,932 $6.5M 0.38% -5,659 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 12,920 $6.5M 1.42% -486 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 12,920 $6.5M 3.12% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 12,918 $6.49M 3.23% +185 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 12,910 $6.49M 0.52% -455 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 12,900 $6.49M 0.72% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 12,890 $6.48M 2.24% -221 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,863 $6.47M 0.34% +218 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,844 $6.46M 0.54% +1,318 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 12,838 $6.45M 2.35% +127 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. 12,816 $6.44M 0.2% -8,047 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 12,813 $6.44M 1.62% -125 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 12,807 $6.44M 1.08% -149 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 12,803 $6.44M 0.73% +2,036 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 12,769 $6.42M 0.37% +89 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 12,757 $6.41M 1.54% +961 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 12,754 $6.39M 0.1% -3,775 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,051 $6.38M 0.24% new 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 13,131 $6.38M 3.48% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 12,655 $6.36M 4.11% -590 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 12,615 $6.34M 1.24% -5 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 12,607 $6.34M 0.67% +98 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 12,573 $6.32M 1.12% +363 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 12,571 $6.32M 0.32% -520 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 12,520 $6.29M 4.1% +64 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,490 $6.28M 0.19% -5,118 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,472 $6.27M 0.07% +668 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 12,426 $6.25M 0.62% -1,200 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 12,425 $6.25M 0.65% -354 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 12,405 $6.24M 0.22% -3,487 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 12,400 $6.23M 1.13% +1,950 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,376 $6.22M 0.33% +153 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 12,374 $6.22M 0.37% -4,974 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 12,373 $6.22M 0.52% -657 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 12,327 $6.2M 1.94% -125 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 12,311 $6.19M 0.86% -54 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 12,305 $6.19M 1.63% +2 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 12,261 $6.16M 1.4% +290 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,237 $6.15M 1.53% -91 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 12,237 $6.15M 1.42% +149 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 12,391 $6.15M 1.31% -15 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,391 $6.15M 0.17% +422 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,182 $6.12M 3.01% +358 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 12,177 $6.12M 1.1% +1,196 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 12,170 $6.12M 4.64% -20 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 12,542 $6.12M 2.15% +108 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 12,163 $6.11M 0.02% +233 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 12,152 $6.11M 2.04% -3,386 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 12,139 $6.1M 1.6% +439 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,102 $6.08M 0.62% +6 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 12,094 $6.08M 2.74% -35 13F-HR/A Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 12,036 $6.05M 3.56% -146 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,009 $6.04M 1.09% +1,743 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 12,000 $6.03M 4.95% +1,009 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,497 $6.03M 0.28% +381 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,993 $6.03M 1.52% -415 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 11,989 $6.03M 4.57% +161 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 11,956 $6.01M 2.27% -3,535 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 11,937 $6M 1.89% +1,576 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 11,933 $6M 1.08% +1,466 13F-HR/A Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 11,927 $6M 1.56% -948 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 11,916 $5.99M 1.94% 0 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 11,900 $5.98M 0.04% -900 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,858 $5.96M 1.47% +123 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 11,839 $5.95M 0.28% +153 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,839 $5.95M 1.26% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,839 $5.95M 0.04% -677 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,823 $5.94M 1.11% -379 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,777 $5.92M 0.81% +252 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,768 $5.92M 0.16% -105 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 11,749 $5.91M 1.63% +292 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,737 $5.9M 0.41% +1,719 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 11,718 $5.89M 3.89% +389 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 11,717 $5.89M 0.72% -480 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 11,716 $5.89M 0.33% -903 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 11,697 $5.88M 0.95% +98 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,676 $5.87M 1.17% -224 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 11,650 $5.86M 0.69% -338 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 149,002 $5.84M 0.26% +110,317 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 11,610 $5.84M 2.6% 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 11,602 $5.83M 1.52% -18 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 11,601 $5.83M 0.54% +10 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 11,599 $5.83M 0.4% -6,908 13F-HR/A Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,592 $5.83M 0.64% -197 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,571 $5.82M 0.37% +625 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 11,550 $5.81M 3.89% +551 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 11,549 $5.81M 4.3% -53 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 11,540 $5.8M 0.21% new 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 11,514 $5.79M 0.17% -12,116 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 11,506 $5.78M 2.38% +904 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 11,502 $5.78M 0.07% -1,716 13F-HR Timeline Group ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 11,500 $5.78M 0.06% +500 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,498 $5.78M 1.47% -224 13F-HR/A Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,486 $5.77M 2.6% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 11,459 $5.76M 0.48% +1,654 13F-HR Timeline