Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,867 $5.49M 0.34% +39 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,859 $5.48M 2.11% -1 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,858 $5.48M 1.87% +67 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,849 $5.47M 0.65% +1,344 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,828 $5.45M 0.77% -554 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,431 $5.41M 1.19% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,777 $5.4M 0.23% +16 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 5,774 $5.4M 1.74% +60 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,765 $5.39M 0.43% -79 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,876 $5.39M 0.57% +375 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,750 $5.38M 0.29% -66 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,738 $5.37M 0.99% +153 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,733 $5.36M 0.12% -318 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,732 $5.36M 1.89% +94 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,724 $5.35M 0.26% -90 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,723 $5.35M 0.66% -47 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 5,714 $5.35M 2.21% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,710 $5.34M 0.58% -16 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,709 $5.34M 0.31% +1,045 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 5,696 $5.33M 1.67% -21 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,681 $5.31M 2.32% -153 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,674 $5.31M 2.86% +25 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,668 $5.3M 0.31% +39 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,659 $5.29M 1.92% -48 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,658 $5.29M 1.19% +212 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,658 $5.29M 0.27% -1,052 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,633 $5.27M 1.84% -62 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,631 $5.27M 1.56% -8 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,604 $5.24M 1.03% -91 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,596 $5.23M 1.48% +40 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,594 $5.23M 0.99% -38 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 5,579 $5.22M 1.57% +10 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 5,569 $5.21M 0.01% -780 13F-HR Timeline Group Harold Davidson & Associates Inc. 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More: the full row for Rheos Capital Works Inc. 5,500 $5.14M 0.29% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,491 $5.14M 0.68% +4,026 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 5,491 $5.14M 1.16% -926 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,490 $5.14M 0.06% +9 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,490 $5.14M 0.29% +924 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,489 $5.13M 0.22% -192 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,476 $5.12M 0.21% +133 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,474 $5.12M 3.44% +18 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,451 $5.1M 0.51% +95 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5,444 $5.09M 3.89% +14 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,437 $5.09M 0.42% +326 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,365 $5.08M 0.75% +240 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,435 $5.08M 1.06% -93 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 5,417 $5.07M 2.48% -105 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,410 $5.06M 0.24% -221 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 5,399 $5.05M 2.52% +87 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 5,399 $5.05M 0.58% +7 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,396 $5.05M 0.25% -668 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 5,389 $5.04M 0.95% +80 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 5,385 $5.04M 1.9% -30 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,366 $5.02M 0.61% +90 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 5,363 $5.02M -948 Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,358 $5.01M 1.71% +239 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,357 $5.01M 0.15% +2,662 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,353 $5.01M 0.51% +1,329 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,301 $5.01M 1.51% -88 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 5,345 $5M 0.49% +48 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,935 $5M 0.78% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,331 $4.99M 0.4% +21 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,329 $4.99M 0.25% -254 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,329 $4.99M 0.24% -252 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,326 $4.98M 0.4% -152 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,322 $4.98M 1.72% -187 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 5,317 $4.97M 0.97% +200 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,258 $4.96M 0.57% -94 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,285 $4.94M 0.19% -1,613 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,270 $4.93M 0.5% -90 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,262 $4.92M 0.36% -177 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,207 $4.92M 1.42% -218 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,252 $4.91M 0.9% -124 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 5,247 $4.91M 1.94% -237 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,227 $4.89M 0.07% -673 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 5,218 $4.88M 2.53% +973 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,218 $4.88M 1.5% +210 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,212 $4.88M 0.42% -248 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,207 $4.87M 3.19% +58 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 5,205 $4.87M 1.11% -282 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 4,907 $4.59M 0.01% -34 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,897 $4.59M 2.69% +22 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,900 $4.58M 1.19% +3 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,897 $4.58M 0.07% +31 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 4,896 $4.58M 3.24% -23 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,890 $4.57M 0.98% -17 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,879 $4.56M 1.93% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,876 $4.56M 0.92% +42 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,874 $4.56M 0.64% +296 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,871 $4.56M 0.15% -5,130 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,859 $4.53M 1.73% +1,201 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 4,846 $4.53M 1.45% +463 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,831 $4.52M 1.21% -13 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,820 $4.51M 0.3% +63 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,819 $4.51M 0.15% +255 13F-HR Timeline Concord Investment Counsel Inc. 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More: the full row for Machina Capital S.A.S. 4,769 $4.46M 0.71% +2,746 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,758 $4.45M 0.23% -20 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,755 $4.45M 1.49% +54 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,754 $4.45M 0.74% -93 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,750 $4.44M 0.6% +306 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,749 $4.44M 0.19% +485 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,746 $4.44M 0.27% +2,086 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,745 $4.44M 0.54% +21 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 4,430 $4.44M 1.53% -120 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,740 $4.43M 0.3% -2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,730 $4.42M 0.39% +170 13F-HR/A Timeline Benin Management CORP More: the full row for Benin Management CORP 4,730 $4.42M 0.9% -64 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,723 $4.42M 0.4% +943 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,723 $4.42M 0.34% +74 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,721 $4.42M 1.09% +71 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,719 $4.42M 0.84% -239 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,714 $4.41M 0.58% +33 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for Ninety One North America, Inc. 4,626 $4.33M 0.2% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,624 $4.33M 0.1% -678 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,617 $4.32M 0.87% +235 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,608 $4.31M 2.26% +103 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,600 $4.3M 0.57% -694 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,596 $4.3M 3.74% -10 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,590 $4.29M 0.09% -107 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,575 $4.28M 1.93% +16 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,501 $4.26M 0.06% +29 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,556 $4.26M 0.28% +3 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4,540 $4.25M 0.63% -45 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,540 $4.25M 0.94% +27 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,506 $4.22M 0.82% -431 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,382 $4.21M 0.22% +1,474 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,502 $4.21M 0.42% +61 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,481 $4.19M 0.79% -200 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,456 $4.17M 0.86% -44 13F-HR/A Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,452 $4.17M 2.14% +770 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,421 $4.14M 0.57% +197 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,407 $4.12M 0.26% -74 13F-HR Timeline Skye Global Management LP More: the full row for Skye Global Management LP 4,400 $4.12M 0.08% 0 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,399 $4.12M 0.39% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,383 $4.1M 0.5% -2,279 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,371 $4.09M 1.6% -204 13F-HR Timeline J. 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