ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,916 $5.1M 0.98% +80 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,917 $5.1M 2.1% +53 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 5,904 $5.09M 2.13% +105 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,888 $5.08M 0.26% +925 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,303 $5.07M 0.43% -1,108 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,882 $5.07M 0.9% +768 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 5,864 $5.06M 1.95% +57 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,861 $5.05M 1.78% +878 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,837 $5.03M 0.4% +678 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,834 $5.03M 2.34% -3 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,827 $5.02M 0.31% +211 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,826 $5.02M 0.6% -925 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 5,816 $5.02M 2.01% -120 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,808 $5.01M 0.36% +470 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,794 $5M 0.75% -80 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 5,788 $4.99M 0.49% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,782 $4.99M 0.56% +61 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,781 $4.99M 0.44% +95 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,773 $4.98M 1.57% +299 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,764 $4.97M 0.33% +111 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,760 $4.97M 1.06% +11 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,746 $4.96M 1.69% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,723 $4.93M 0.57% +46 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,706 $4.92M 1.04% -1,050 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 5,701 $4.92M 1.68% +1,615 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 5,700 $4.92M 0.81% +1,100 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,691 $4.91M 0.68% +823 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 5,676 $4.89M 2.8% -102 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,673 $4.89M 0.29% -1,543 13F-HR Timeline United Bank More: the full row for United Bank 5,670 $4.89M 1.66% -424 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,664 $4.88M 1.03% +242 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,663 $4.88M 0.06% -124 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. 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More: the full row for Sunbelt Securities, Inc. 5,609 $4.84M 0.32% +18 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,587 $4.82M 1.08% -189 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,971 $4.81M 0.66% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,582 $4.81M 1.57% +524 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,582 $4.81M 1.47% -181 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,576 $4.81M 0.16% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,554 $4.79M 0.53% 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,550 $4.79M 1.9% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,545 $4.78M 0.93% -185 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 5,533 $4.77M 2.11% -243 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 5,519 $4.76M 2.7% -192 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 5,504 $4.75M 0.55% -8 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,499 $4.74M 3.37% -13 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,498 $4.74M 0.17% +350 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,475 $4.72M 0.05% +960 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,471 $4.72M 1.72% -119 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,471 $4.72M 2.12% +101 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 5,470 $4.72M 1.63% +34 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,465 $4.71M 0.07% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,464 $4.71M 0.2% +4,230 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 5,457 $4.71M 0.4% +2,150 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,449 $4.7M 0.26% +358 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,447 $4.7M 1.57% -15 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 5,441 $4.69M 1.22% -23 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,437 $4.69M 0.71% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,435 $4.69M 0.53% +12 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 5,435 $4.69M 2.02% +31 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,434 $4.69M 0.28% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,835 $4.68M 0.99% +106 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 5,425 $4.68M 0.03% -65 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,406 $4.66M 0.78% +502 13F-HR Timeline Kingsman Wealth Management, Inc. 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More: the full row for Runnymede Capital Advisors, Inc. 5,260 $4.54M 2.61% +4,681 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,260 $4.54M 0.62% +13 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,251 $4.53M 0.04% +285 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,294 $4.52M 1.09% +268 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 5,236 $4.52M 2.27% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,196 $4.48M 0.2% -301 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 5,184 $4.47M 0.82% -348 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,183 $4.47M 0.12% -2,638 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,179 $4.47M 1.12% -419 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. 5,175 $4.46M 0.13% -19 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,158 $4.45M 0.27% -29 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 5,111 $4.41M 0.44% -77 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 5,091 $4.39M 1.58% -179 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,088 $4.39M 0.41% +447 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 5,074 $4.38M 3.22% -1,147 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 5,058 $4.36M 0.37% -374 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,055 $4.36M 0.06% +39 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 5,046 $4.35M 2.83% -96 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,035 $4.34M 0.9% -28 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,033 $4.34M 0.2% -1,823 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 5,030 $4.34M 1.17% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,021 $4.33M 0.23% +4,392 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,016 $4.33M 0.86% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,015 $4.32M 0.24% -64 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,003 $4.31M 1.71% +92 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,993 $4.31M 0.86% +75 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,982 $4.3M 1.81% -425 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,980 $4.29M 0.1% -2,210 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 4,963 $4.28M 2.82% +198 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,961 $4.28M 0.32% -23 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,958 $4.28M 0.07% +437 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,950 $4.27M 0.05% -50,494 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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More: the full row for Concord Investment Counsel Inc. 4,848 $4.18M 1.36% -76 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,820 $4.16M 0.24% -17 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,804 $4.14M 0.14% -2,352 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,802 $4.14M 1.78% +40 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,794 $4.13M 0.92% +36 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,788 $4.13M 0.54% +85 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,785 $4.13M 0.73% -488 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 4,777 $4.12M 2.48% +1,116 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,764 $4.11M 0.77% +42 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,761 $4.11M 0.12% +4,358 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,748 $4.09M 0.24% +135 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 4,730 $4.08M 3.62% 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. 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More: the full row for Financial Engines Advisors L.L.C. 4,700 $4.05M 0.01% -238 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,695 $4.05M +84 Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,684 $4.04M 1.7% +545 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,654 $4.01M 0.88% -1,365 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 4,653 $4.01M 0.05% +408 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,647 $4.01M 0.54% 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,645 $4.01M 1.03% +390 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,252 $4M 0.61% -84 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,624 $3.99M 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,621 $3.99M 0.25% -77 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,620 $3.98M 1.18% +67 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,619 $3.98M 0.73% -45 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,615 $3.98M 0.32% +2,101 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,610 $3.98M 1.66% -677 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,607 $3.97M 0.13% -463 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,607 $3.97M 1.08% +48 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,596 $3.96M 0.36% +57 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,594 $3.96M 3.16% +49 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,572 $3.96M 0.05% -285 13F-HR Timeline Group Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 4,209 $3.96M 3.83% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,580 $3.95M 0.7% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,572 $3.94M 0.24% -18 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,560 $3.93M 2.31% +30 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,559 $3.93M 0.42% -208 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,556 $3.93M 0.09% -6 13F-HR Timeline J. Derek Lewis & Associates Inc. 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Derek Lewis & Associates Inc. 4,551 $3.92M 0.92% 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,550 $3.92M 0.86% -100 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,549 $3.92M 1.13% +91 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,535 $3.91M 0.82% +1,641 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 4,533 $3.91M 0.63% +199 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 4,527 $3.9M 3.63% -241 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,525 $3.9M 1.01% -114 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,518 $3.9M 0.51% -167 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,517 $3.9M 1.7% -4 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,506 $3.89M 0.94% +14 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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