Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,530 $2.22M 0.2% +3,070 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,497 $2.21M 0.03% +2,112 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,496 $2.21M 0.03% -465 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,486 $2.21M 0.25% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 6,456 $2.2M 0.21% +1,392 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,446 $2.2M 0.13% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 6,442 $2.19M 0.61% +722 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,420 $2.19M 0.15% +5,802 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,416 $2.19M 0.04% +206 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 6,393 $2.18M 0.88% +3,005 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 6,355 $2.17M 1.88% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 6,167 $2.16M 0.59% +716 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 6,336 $2.16M 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,295 $2.14M 0.14% -44 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,275 $2.14M 0.03% +987 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,220 $2.14M 0.12% -404 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,254 $2.13M 0.04% +1,686 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,253 $2.13M 0.83% -87 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 6,229 $2.12M 0.86% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6,205 $2.11M 0.27% -100 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,154 $2.1M 0.7% -24 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,118 $2.08M 0.12% +2,543 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,107 $2.08M 0.07% +596 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,050 $2.06M 0.54% -112 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,025 $2.05M 1.23% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,008 $2.05M 0.07% +8 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 6,005 $2.05M 0.12% +164 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 5,986 $2.04M 0.38% +1,175 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,979 $2.04M 0.01% -73 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,974 $2.04M 0.1% -25 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,961 $2.03M 0.22% -3,393 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,926 $2.02M 0.61% +720 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,915 $2.02M 0.1% +1,101 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,903 $2.01M 0.09% +721 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,872 $2M 0.22% +88 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,743 $2M 0.05% +359 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,821 $1.98M 0.24% -1,614 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,816 $1.98M 0.41% +151 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,802 $1.98M 0.27% +28 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,783 $1.97M 0.04% -33 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,749 $1.96M 0.1% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,729 $1.95M 0.06% -1,217 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,724 $1.95M 0.4% +69 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 5,701 $1.94M 1.7% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,695 $1.94M 0.07% -1,421 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,694 $1.94M 0.09% +98 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,687 $1.94M 0.74% -80 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,624 $1.92M 0.71% +4,950 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,601 $1.91M 0.05% +300 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,601 $1.91M 0.02% +1,344 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,596 $1.91M 0.09% +494 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,594 $1.91M 0.02% -129 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,587 $1.9M 0.39% +80 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,583 $1.9M 0.03% +742 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,561 $1.9M 1.5% +78 13F-HR 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. 5,559 $1.89M 0.22% +150 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,554 $1.89M 0.44% -740 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,464 $1.86M 0.1% -296 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,442 $1.85M 0.32% +584 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,418 $1.85M 0.06% -1,517 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,408 $1.84M 0.03% -203 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,393 $1.84M 0.05% +184 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,384 $1.83M 0.12% -3,420 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,379 $1.83M 0.64% -6 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,371 $1.83M 0.09% -152 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,361 $1.83M 0.5% +77 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,358 $1.83M 0.04% 0 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,343 $1.82M 0.4% -34 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,335 $1.82M 0.04% -46 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,330 $1.82M 1.82% -28 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,317 $1.81M <0.01% +388 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,315 $1.81M 0.01% -70 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,310 $1.81M 0.54% -60 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,304 $1.81M 0.09% -1,735 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,300 $1.81M 0.08% +2,140 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,296 $1.8M 0.03% -319 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,274 $1.8M 0.09% -16 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,251 $1.79M 0.15% -45 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,231 $1.78M 0.18% +2 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 5,189 $1.77M 0.04% -501 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,183 $1.77M 0.02% -21 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,182 $1.77M 0.07% +94 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 5,170 $1.76M 0.31% +910 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,142 $1.75M 0.54% +68 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,130 $1.75M 0.18% +25 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,122 $1.74M 0.21% -319 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 5,094 $1.74M 0.41% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,089 $1.73M 0.39% +311 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,079 $1.73M 0.13% +251 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,070 $1.73M 0.14% -2,930 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,047 $1.72M 0.38% +4 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,033 $1.71M 0.88% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 5,032 $1.71M 0.22% +612 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,012 $1.71M 0.56% -1,904 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 5,000 $1.7M 0.77% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,999 $1.7M 0.15% -26 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 4,842 $1.7M 0.54% +124 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,941 $1.68M 0.14% +2,173 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,924 $1.68M 0.06% +708 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,919 $1.68M 0.06% +3,695 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,904 $1.67M 0.43% -366 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 4,864 $1.66M new Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,863 $1.66M 0.12% new 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,851 $1.65M 0.32% -1,116 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,847 $1.65M 0.35% new 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,845 $1.65M 0.04% -227 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,815 $1.64M 0.45% -62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,807 $1.64M 1.32% -84 13F-HR/A Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,771 $1.63M 0.18% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,751 $1.62M 0.63% +273 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,745 $1.62M 0.18% +8 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,725 $1.61M 0.07% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,724 $1.61M 0.04% -2,954 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,703 $1.6M 0.04% +3,486 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,702 $1.6M 0.05% +927 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,698 $1.6M 0.11% -675 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,695 $1.6M 0.1% -519 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,695 $1.6M 0.29% -6 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,685 $1.6M 0.02% -16 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 4,663 $1.59M 1.41% +339 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 4,655 $1.59M 0.09% -190 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,636 $1.58M 1.36% +17 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,629 $1.58M 0.02% +64 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,613 $1.57M 0.19% -646 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,609 $1.57M 1.05% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,600 $1.57M 0.15% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,593 $1.57M 0.55% +147 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,575 $1.56M 0.53% +36 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,564 $1.56M 0.08% +367 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,555 $1.55M 0.23% -69 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,554 $1.55M 0.06% -97 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,528 $1.54M 0.02% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,520 $1.54M 0.03% -25 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,518 $1.54M 0.13% 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,511 $1.54M 0.03% +198 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,500 $1.53M 0.42% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,468 $1.52M 0.08% +272 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 4,455 $1.52M 4.88% -60 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,440 $1.51M 0.66% +85 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,429 $1.51M 0.05% +2,105 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,403 $1.5M 0.18% +75 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,397 $1.5M 0.97% -98 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,391 $1.5M 0.03% +438 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,367 $1.49M 0.21% -87 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,331 $1.48M 0.9% -11 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,325 $1.47M 0.74% +1 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,323 $1.47M 0.06% -357 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,254 $1.45M 0.06% -54 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,256 $1.45M 0.12% -198 13F-HR/A Timeline Indivisible Partners More: the full row for Indivisible Partners 4,251 $1.45M 0.08% +551 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,232 $1.44M 0.53% +17 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,231 $1.44M 0.07% -140 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,209 $1.43M 0.08% +91 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,190 $1.43M 0.59% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,184 $1.43M 0.11% -143 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 4,174 $1.42M 0.36% -1,526 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 4,145 $1.41M 1.38% +196 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,141 $1.41M 0.05% +800 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,121 $1.4M 0.22% +1,590 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,119 $1.4M 0.21% -392 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,096 $1.4M 0.09% -75 13F-HR/A Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,090 $1.39M 0.21% -144 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,055 $1.38M 0.15% +772 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,040 $1.38M 0.08% +141 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,015 $1.37M 0.26% +1,079 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,961 $1.35M 0.38% -2 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,126 $1.34M 0.21% -111 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,936 $1.34M 0.18% +3,251 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,918 $1.34M 0.11% +234 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,911 $1.33M 0.12% -63 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,888 $1.33M 0.28% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,898 $1.33M 0.03% +1,238 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,880 $1.32M 0.51% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. 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