DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,450 $1.18M 0.23% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,484 $1.18M 0.11% +580 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,393 $1.17M 0.59% +3 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,380 $1.16M 0.06% -115 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 4,363 $1.15M 0.09% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,274 $1.13M 0.19% +396 13F-HR/A Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,255 $1.13M 0.17% -584 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,254 $1.13M 0.07% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,245 $1.13M 0.02% +461 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,245 $1.13M 1.04% -193 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,214 $1.12M 0.08% +252 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,201 $1.11M 0.05% -30,483 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 4,200 $1.11M 0.14% 0 13F-HR Timeline Danica Pension, Livsforsikringsaktiesel… More: the full row for Danica Pension, Livsforsikringsaktieselskab 4,190 $1.11M 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,179 $1.11M 0.03% +10 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,145 $1.1M 0.09% +24 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,135 $1.1M 0.05% -1,031 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,129 $1.09M 0.8% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,104 $1.09M 0.02% -114 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,103 $1.09M 0.05% +378 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,103 $1.09M 0.2% -674 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 4,098 $1.09M 0.21% +938 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,080 $1.08M 0.95% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,078 $1.08M 0.01% -770 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,074 $1.08M 0.11% -75 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,035 $1.07M 0.16% -2,159 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,025 $1.07M 0.72% -200 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,028 $1.07M +560 Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,995 $1.06M 0.64% +14 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,990 $1.06M 0.03% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,989 $1.06M 0.08% -64 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,972 $1.05M 0.39% +467 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 3,938 $1.04M 0.03% +413 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,926 $1.04M 0.15% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,923 $1.04M 0.01% -654 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 3,888 $1.03M 0.28% -19 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,878 $1.03M 0.01% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,874 $1.03M 0.57% +242 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,855 $1.02M 0.08% +1,423 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,850 $1.02M 0.83% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,841 $1.02M 0.64% -442 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,831 $1.02M 0.21% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,822 $1.01M 0.1% +280 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,815 $1.01M 0.05% -101 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,808 $1.01M 0.1% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,798 $1.01M 0.08% +543 13F-HR Timeline Stephens Investment Management Group LLC group of 2 filers holding More: the full row for Stephens Investment Management Group LLC 3,790 $1.01M +230 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,751 $995K 0.03% +1,942 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,746 $994K 0.64% -147 13F-HR/A Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 3,719 $987K 0.16% +121 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,693 $980K 0.08% -313 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,662 $971K 0.02% +2,636 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,648 $968K 0.19% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,638 $965K 0.18% -50 13F-HR Timeline Group Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 3,632 $964K 0.06% -579 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,610 $958K 0.03% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,580 $950K 0.07% +643 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,563 $945K 0.06% -27 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,522 $934K 0.08% +48 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,520 $934K 0.03% +117 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,519 $934K 0.71% +12 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,505 $930K 0.18% +16 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,530 $927K 0.05% -45 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,490 $926K 0.87% -125 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,492 $921K 0.41% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,469 $920K 0.42% +2,429 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 3,457 $917K 0.52% -76 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,455 $917K 0.02% -56 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,450 $915K 0.13% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,433 $911K 0.03% -78 13F-HR Timeline Group CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,400 $902K 0.03% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,336 $885K 0.28% +56 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,349 $884K 0.02% new 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,329 $883K 0.02% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,323 $882K 0.46% -1,030 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,323 $881K 0.06% +19 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,309 $878K 0.27% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 3,292 $873K 0.76% 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,255 $864K 0.01% -427 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,247 $861K 0.06% +2,032 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,236 $858K 0.38% 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,205 $850K 0.63% -60 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,203 $850K 0.16% +987 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,198 $848K 0.01% -329 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,196 $848K 0.15% -343 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,194 $847K 0.23% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,975 $847K 0.75% +616 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,177 $843K 0.22% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,172 $842K 0.05% +18 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,166 $840K 0.04% +170 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,160 $838K 0.12% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,198 $836K 0.04% +398 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 3,123 $829K 0.03% -45 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,123 $829K 0.18% +57 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,115 $826K 0.05% +238 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,102 $823K 0.08% -72 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,100 $822K 0.25% -1,500 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,083 $818K 0.19% -584 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,079 $817K 0.11% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,067 $814K 0.02% -8,609 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,054 $810K 0.03% +72 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,036 $805K 0.02% -3,061 13F-HR/A Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,018 $801K 0.6% -64 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,010 $799K 0.03% -2,880 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,006 $797K 0.02% +1,583 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 3,000 $796K 0.15% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,988 $793K 0.11% +264 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,975 $789K 0.02% +198 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,970 $788K 0.02% -300 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,970 $788K 0.25% +71 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,966 $787K 0.1% -39 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,944 $781K 0.21% +88 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,940 $780K 0.22% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,937 $779K 0.01% +452 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,918 $774K 0.13% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,916 $773K 0.13% +331 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,890 $767K 0.01% -253 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,890 $767K 0.37% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,876 $763K 0.03% +265 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,816 $747K 0.04% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,805 $744K 0.15% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,802 $743K 0.06% +282 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,793 $741K 0.83% -87 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,787 $739K 0.3% +292 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,777 $737K 0.11% -84 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,766 $734K 0.04% +31 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,746 $731K 0.02% +631 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,738 $726K 0.02% -253 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,831 $726K 0.14% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,735 $726K 0.07% +185 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,711 $719K 0.06% -127 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,708 $718K 0.02% new 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,704 $717K 0.01% -346 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,698 $716K 0.34% -17 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,689 $713K 0.02% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,687 $713K 0.28% +4 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,667 $707K 0.01% +238 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,650 $703K 0.43% new 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,639 $700K <0.01% -18,546 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,625 $696K 0.01% +194 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,624 $696K 0.06% +13 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,619 $695K <0.01% +11 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,564 $680K 0.05% -7,320 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,559 $679K 0.01% -1,275 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,549 $676K 0.11% +4 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,533 $672K 0.02% +76 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,511 $666K 0.02% -201 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,511 $666K 0.06% -305 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,504 $664K 0.06% -159 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,484 $659K 0.04% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,465 $654K 0.08% +117 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,394 $652K 0.06% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,440 $647K 0.15% +105 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,440 $647K 0.09% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,430 $645K 0.11% -98 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,396 $636K 0.04% 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,384 $632K 0.24% +56 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,379 $631K 0.17% -12 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,372 $629K 0.11% -394 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,360 $626K 0.12% +650 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,355 $625K 0.06% -7 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,343 $622K 0.01% +403 13F-HR/A Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 2,333 $619K 0.09% +107 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,506 $615K 0.02% +113 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,303 $611K 0.01% -1,066 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,288 $607K 0.05% -418 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,267 $602K 0.07% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,253 $598K 0.3% -14 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,253 $598K 0.39% -93 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,250 $597K 0.15% +30 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,241 $595K 0.06% -95 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,227 $591K 0.13% +231 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,218 $588K 0.04% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,208 $586K 0.02% +805 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,190 $581K 0.03% -155 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 2,183 $579K 0.28% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,183 $579K 0.04% +14 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,182 $579K 0.03% +670 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,181 $579K 0.04% +55 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,210 $578K 0.04% -717 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,177 $578K 0.08% +157 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,172 $576K 0.03% -32 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,159 $573K 0.32% +140 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,156 $572K 0.04% +104 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,143 $569K 0.21% +50 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,130 $565K 0.08% +3 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,121 $563K 0.17% +569 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,120 $562K 0.1% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,107 $559K 0.34% -34 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,092 $555K 0.04% +2 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,092 $547K 0.58% -125 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,048 $543K 0.28% +36 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,038 $541K 0.64% -127 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,025 $537K 0.57% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,022 $536K 0.01% -722 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,007 $533K 0.01% +398 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,006 $532K 0.01% -77 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,004 $532K 0.06% +440 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,000 $531K 0.17% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 2,000 $531K 0.04% -6,000 13F-HR Timeline Group