Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,983 $6M 0.14% +226 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 11,980 $5.99M 0.28% +2 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,918 $5.96M 4.25% -334 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 11,916 $5.96M 2.02% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,984 $5.96M 0.34% -7,163 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,903 $5.96M 0.59% +92 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 11,890 $5.95M 0.26% +96 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 11,858 $5.93M 1.07% -472 13F-HR/A Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 11,834 $5.92M 1.7% +830 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,823 $5.92M 0.68% +377 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 11,790 $5.9M 1.58% new 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 11,774 $5.89M 3.87% +201 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 11,764 $5.89M 0.05% -789 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 11,759 $5.88M 1.51% -657 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11,749 $5.88M 0.65% +1 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 11,747 $5.88M 4.32% +1,856 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 11,721 $5.86M 1.77% -63 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 11,716 $5.86M 2.66% 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 11,702 $5.86M 1.47% +10,664 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,688 $5.85M 0.78% -2,188 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,681 $5.84M 1.58% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,667 $5.84M 0.64% +611 13F-HR/A Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 11,645 $5.83M 0.47% +50 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 11,640 $5.82M 2.73% +439 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 11,605 $5.81M 2.99% +46 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,551 $5.78M 0.41% +425 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 11,506 $5.76M 0.71% +1,231 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 11,486 $5.75M 2.06% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 11,467 $5.74M 1.76% +1,134 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 11,441 $5.73M 2.64% +6,344 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 11,440 $5.72M <0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 11,432 $5.72M 0.6% +841 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,420 $5.71M 1.22% -216 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 11,389 $5.7M 0.27% +160 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,370 $5.69M 0.94% -266 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 11,357 $5.68M 0.6% -195 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 11,350 $5.68M 0.49% +178 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,332 $5.67M 2.2% +217 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,330 $5.67M 0.41% +1,248 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 11,318 $5.66M 0.26% +208 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 11,311 $5.66M 0.03% +501 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 11,278 $5.64M 2.73% +276 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 11,245 $5.63M 0.74% +481 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,220 $5.61M 0.6% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 11,202 $5.61M 0.89% +8,478 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 11,200 $5.6M 4.22% -80 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,156 $5.58M 0.16% +1,625 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 11,149 $5.58M 3.52% +145 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 11,139 $5.57M 1.05% +277 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,138 $5.57M 0.73% +22 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 11,136 $5.57M 1.08% +3,682 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 11,123 $5.57M 1.17% -10 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 11,122 $5.57M 1.9% +17 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 11,115 $5.56M 0.82% -180 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 11,104 $5.56M 3.35% -516 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,102 $5.56M 0.49% +499 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 11,099 $5.55M 0.69% +209 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 11,092 $5.55M 0.08% +82 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,076 $5.54M 0.33% -8,031 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,052 $5.53M 1.28% +1,311 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 11,048 $5.53M 2.96% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,040 $5.52M 0.27% +231 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 11,031 $5.52M 0.56% +38 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 11,030 $5.52M 0.02% -65 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 11,025 $5.52M 0.84% -44 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 11,024 $5.52M 0.88% +110 13F-HR Timeline BISLETT MANAGEMENT, LLC More: the full row for BISLETT MANAGEMENT, LLC 11,000 $5.5M 3.73% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 11,000 $5.5M 0.28% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,983 $5.5M 0.68% -325 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 10,969 $5.49M 1.29% -90 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,951 $5.48M 0.44% +334 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 10,942 $5.48M 0.28% -1,661 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 10,923 $5.47M 2.03% -57 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,915 $5.46M 0.61% -67 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 10,876 $5.44M 3% +705 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 12,421 $5.43M 0.39% 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,849 $5.43M 0.09% -628 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,829 $5.42M 0.94% +124 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,797 $5.4M 0.27% +547 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,769 $5.39M 0.78% +189 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 10,722 $5.36M 3.08% +21 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,718 $5.36M 0.24% +18 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,713 $5.36M 0.54% -57 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 10,712 $5.36M 0.16% -30,546 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 10,696 $5.35M 1.04% +53 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 10,409 $5.34M 0.32% +1,840 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,663 $5.34M 0.82% -2,850 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 10,621 $5.31M 1.14% +32 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,621 $5.31M 0.43% +2,022 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 10,611 $5.31M 2.87% -3 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,606 $5.31M 1.35% +703 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 10,585 $5.3M 0.11% -1,398 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,577 $5.29M 0.61% -170 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 11,139 $5.29M 1.45% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,553 $5.28M 2.96% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10,537 $5.27M 0.03% -2,297 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 10,509 $5.26M 1.73% -39 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,476 $5.24M 0.3% +1,852 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10,473 $5.24M 0.41% -2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10,471 $5.24M 1.07% +677 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 10,467 $5.24M 2.5% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 10,447 $5.23M 0.8% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 9,959 $5.22M 2.99% +2,638 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,442 $5.22M 0.21% +459 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,431 $5.22M 1.22% -5,272 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 10,214 $5.21M 1.06% -102 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,386 $5.2M 1.4% +96 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 10,378 $5.19M 1.43% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,372 $5.19M 0.34% +875 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,364 $5.19M 1.06% -153 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,352 $5.18M 0.49% +387 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,347 $5.18M 0.27% +183 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 10,320 $5.16M 3.49% +3,176 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,311 $5.16M 1.33% +223 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 10,307 $5.16M 1.31% +700 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,302 $5.16M 0.58% +2,067 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 10,300 $5.15M 1.16% -916 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,291 $5.15M 5.01% -525 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 10,258 $5.13M 1.11% -2,010 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 10,708 $5.13M 0.44% -127 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,241 $5.12M 0.31% +422 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 10,237 $5.12M 2.42% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 10,236 $5.12M 0.49% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 10,231 $5.12M 0.52% +89 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 10,209 $5.11M 0.39% -127 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 10,133 $5.07M 2.31% -457 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,129 $5.07M 0.04% +6,730 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,125 $5.07M 1.72% -610 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 10,098 $5.05M 0.89% -25 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 10,075 $5.04M 3.87% 0 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 10,062 $5.03M 0.22% -33 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,047 $5.03M 1.7% +1,000 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 10,046 $5.03M 3.57% -566 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,039 $5.02M 0.31% -11,086 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,461 $5.01M 0.8% -61 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 10,458 $5.01M 0.39% -180 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 10,026 $5.01M 2.33% +210 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 10,000 $5M 1.22% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 9,992 $5M 0.6% -1,050 13F-HR/A Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 9,983 $5M 2.43% -25 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 9,980 $4.99M 2.2% -996 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 9,978 $4.99M 1.11% +214 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,976 $4.99M 2.7% +25 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 9,976 $4.99M 1.46% -90 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 9,954 $4.98M 0.3% -174 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 9,950 $4.98M 2.27% +210 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 9,931 $4.97M 0.38% -320 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,924 $4.97M 1.54% +123 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 9,917 $4.96M 1.45% -71 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,915 $4.96M 0.24% +100 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 9,914 $4.96M 1.64% -129 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 9,910 $4.96M 0.94% +597 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 9,895 $4.95M 1.73% +12 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 9,886 $4.95M 4.43% -122 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,880 $4.94M 0.75% +40 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,840 $4.92M 0.73% +1,457 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 9,826 $4.92M 1.02% -365 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 9,795 $4.9M 0.97% +19 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,785 $4.9M 0.22% -1,116 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 9,781 $4.89M 2.8% -339 13F-HR Timeline LDIC Inc. More: the full row for LDIC Inc. 9,780 $4.89M 3.06% 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 9,755 $4.88M 0.46% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 9,750 $4.88M 2.04% -256 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,739 $4.87M 0.9% -1,167 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 9,746 $4.87M 3.24% +337 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 9,720 $4.86M 2.28% -38 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,704 $4.86M 1.09% +242 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 9,726 $4.85M 0.04% +2,000 13F-HR Timeline Group Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 9,690 $4.85M 2.22% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 9,679 $4.84M 0.75% -120 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 9,672 $4.84M 1.9% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,667 $4.84M 4.06% +816 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 9,435 $4.83M 0.59% 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 9,655 $4.83M 0.11% -3 13F-HR Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,653 $4.83M 0.54% -450 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 9,705 $4.82M 0.1% +1,378 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,616 $4.81M 0.42% -111 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 9,611 $4.81M 0.95% +669 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,609 $4.81M 0.11% -50 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,608 $4.81M 0.97% -121 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 9,589 $4.8M 0.88% +81 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $4.79M 1.14% 0 13F-HR Timeline Amount filed as zero, left out of ratios. SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,542 $4.77M 0.63% +65 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 9,528 $4.77M 0.34% -24 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 9,479 $4.74M 1.99% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 9,478 $4.74M 4.29% -400 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 9,473 $4.74M 0.96% -1,808 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 9,463 $4.74M 1.33% +31 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 9,450 $4.73M 0.68% +232 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 9,439 $4.72M 1.14% -92 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,423 $4.72M 0.55% +235 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,418 $4.71M 2.53% +250 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 9,389 $4.7M 1.73% -191 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 9,379 $4.69M 1.03% -33 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 9,375 $4.69M 1.8% +2,982 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 9,340 $4.67M 0.16% +82 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 9,323 $4.67M 2.56% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,316 $4.66M 0.15% -1,226 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 9,315 $4.66M 2.17% +8,765 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,298 $4.65M 0.71% -143 13F-HR Timeline