B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,343 $3.13M 0.41% +13 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 3,337 $3.12M 0.04% +719 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,337 $3.12M 0.28% +128 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,335 $3.12M 0.61% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,330 $3.11M 0.14% -52 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 3,327 $3.11M 1.87% +1,284 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,323 $3.11M 1.52% -246 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,318 $3.1M 0.03% -52 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,316 $3.1M 1.84% -91 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,315 $3.1M +195 Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,312 $3.1M 1.29% -2 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,301 $3.09M 0.6% -83 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,292 $3.08M 1.38% +7 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,288 $3.08M 1.48% -215 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,083 $3.07M 0.12% +1,371 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,284 $3.07M 0.35% -52 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,279 $3.07M 0.2% -7 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,273 $3.06M 0.71% +2,471 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 3,265 $3.05M 1.13% +1 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,262 $3.05M 0.46% -49 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,258 $3.05M 0.7% +5 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,256 $3.05M 0.76% -45 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,248 $3.04M 1.01% +120 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,229 $3.04M 1.01% -10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,247 $3.04M 0.4% -1 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,243 $3.03M 0.05% -334 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,239 $3.03M 0.11% +2,037 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,264 $3.03M 0.41% +2,210 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,230 $3.02M 1.27% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,225 $3.02M 0.2% -101 13F-HR Timeline Group Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 3,218 $3.01M 2.92% +21 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,215 $3.01M 0.21% +41 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,215 $3.01M 0.04% +612 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,207 $3M 0.19% -954 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,205 $3M 0.67% -400 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,200 $2.99M 0.06% +1,278 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,198 $2.99M 1.4% -10 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,185 $2.98M 0.04% -31 13F-HR Timeline Group Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,176 $2.97M 2.15% +106 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,169 $2.97M 0.52% -197 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,161 $2.96M 1.13% +1,503 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,160 $2.96M 0.15% -119 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,146 $2.96M 1% +200 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,160 $2.96M 1.15% +61 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,155 $2.95M 0.75% 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,151 $2.95M 0.71% +458 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,134 $2.93M 0.12% -2,168 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,132 $2.93M 2.17% -42 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,123 $2.92M 0.79% -1 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,109 $2.91M 3.15% +2 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,108 $2.91M 0.18% +550 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,104 $2.9M 0.53% +491 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,100 $2.9M 1.64% +70 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,095 $2.9M 0.1% -221 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,087 $2.89M 0.46% +8 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,087 $2.89M 0.12% -15 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 3,082 $2.88M 2.44% -44 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,082 $2.88M 0.26% +201 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,081 $2.88M 0.04% +796 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,079 $2.88M 0.18% -26 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,077 $2.88M 0.18% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 3,075 $2.88M 2.51% +120 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,078 $2.88M 0.2% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,069 $2.87M 0.24% -2 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,064 $2.87M 0.37% -40 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,050 $2.85M 0.35% +224 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,050 $2.85M 1.05% +59 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,047 $2.85M 0.97% +22 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,047 $2.85M 0.18% +2,062 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,039 $2.84M 0.41% +112 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,028 $2.83M 0.15% -6 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 3,019 $2.82M 1.24% +146 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,009 $2.81M 0.14% -467 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,999 $2.81M 0.11% -2 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 2,995 $2.8M 1.68% +449 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,992 $2.8M 1.14% -75 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 2,988 $2.8M 0.45% +51 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 2,984 $2.79M 3.24% +4 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,800 $2.79M 0.87% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,981 $2.79M 0.79% -6 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,980 $2.79M 0.75% +14 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,978 $2.79M 0.62% -48 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,973 $2.78M 1.91% -6 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,971 $2.78M 0.66% -102 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 2,970 $2.78M 0.75% -153 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,967 $2.78M 0.65% -4 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,963 $2.77M 0.03% 0 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 2,959 $2.77M 0.08% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,959 $2.77M 1.3% +14 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,957 $2.77M 0.44% -65 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,895 $2.76M 1.12% -60 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,948 $2.76M 1.04% -65 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,945 $2.76M 0.17% +153 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 2,938 $2.75M 0.81% -27 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,936 $2.75M 0.26% -17 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,920 $2.73M 1.91% +43 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,916 $2.73M 0.2% +54 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,910 $2.72M 0.04% +2,385 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,903 $2.72M 1% -305 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,903 $2.72M 0.17% +107 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,902 $2.72M 0.32% -111 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,900 $2.71M 0.7% +11 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,898 $2.71M 0.6% +44 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,893 $2.71M 0.5% -99 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,920 $2.71M 0.07% +721 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,925 $2.7M 0.6% -16 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,890 $2.7M 1.85% -29 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,883 $2.7M 0.12% -95 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,872 $2.69M 0.1% +492 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,870 $2.69M 0.17% +213 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,862 $2.68M 0.26% +315 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,852 $2.67M 0.94% +64 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,821 $2.67M 0.57% -26 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,846 $2.66M 0.68% -155 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,839 $2.66M 0.12% -71 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,835 $2.66M 0.07% -2 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,838 $2.65M 0.47% +60 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,831 $2.65M 0.05% +135 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,830 $2.65M 0.67% -68 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,826 $2.64M 0.55% +97 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,826 $2.64M 0.13% -550 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,825 $2.64M 0.13% +139 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,816 $2.63M 0.19% -137 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,815 $2.63M 0.23% -237 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,815 $2.63M 0.16% -161 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,814 $2.63M 0.16% +18 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 2,812 $2.63M 1.32% -45 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,812 $2.63M 0.37% +80 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,811 $2.63M 0.31% +42 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,809 $2.63M 0.61% -16 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,802 $2.62M 0.21% -10 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $2.62M 0.07% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,798 $2.62M 0.23% +17 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,796 $2.62M 0.22% +13 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,794 $2.61M 0.65% -24 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 2,789 $2.61M 1.4% -90 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,782 $2.6M 0.08% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,782 $2.6M 0.66% +92 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,769 $2.59M 0.23% -196 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,767 $2.59M 0.81% +12 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,765 $2.59M 0.53% +114 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,765 $2.59M 1.04% -210 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,763 $2.58M 0.26% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,760 $2.58M 0.35% -533 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,758 $2.58M 0.59% +266 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,757 $2.58M 0.13% -518 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,751 $2.57M 0.79% +26 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,748 $2.57M 1.68% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,662 $2.57M 0.17% -94 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 2,745 $2.57M 0.02% -354 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,739 $2.56M 0.42% -227 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,689 $2.56M 1.38% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,735 $2.56M 0.12% +449 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,720 $2.55M 1.44% +349 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,717 $2.55M -9,007 Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,722 $2.55M 0.11% -116 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,715 $2.54M 1.63% +10 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,714 $2.54M 0.84% +881 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,714 $2.54M 0.64% +2 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,710 $2.54M 1.29% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,710 $2.53M 0.79% +250 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,707 $2.53M 0.45% -223 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,702 $2.53M 0.54% -150 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,688 $2.51M 0.47% -22 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,671 $2.5M 0.09% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,670 $2.5M 1.74% -180 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,664 $2.49M 0.25% -2 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,664 $2.49M 0.33% 0 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 2,661 $2.49M 1.22% +48 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,659 $2.49M 0.46% -18 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,654 $2.48M 0.21% +1,002 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,651 $2.48M 0.03% +58 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,650 $2.48M 0.14% -13 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,648 $2.48M 0.47% -69 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,641 $2.47M 0.15% -33 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,641 $2.47M 0.06% -1,870 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,641 $2.47M 0.37% +20 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,636 $2.47M 0.12% -3 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,632 $2.46M 0.65% +29 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,620 $2.45M 0.05% -123 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,618 $2.45M 0.02% +429 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,618 $2.45M 0.24% +791 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,617 $2.45M 2.25% +34 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,617 $2.45M 0.4% +200 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,614 $2.45M 0.7% -5 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,612 $2.44M 0.58% -407 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 2,612 $2.44M 0.07% +112 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,606 $2.44M 0.29% +30 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 2,603 $2.44M 1.61% -1,071 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,600 $2.43M 0.38% -8,000 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,598 $2.43M 0.6% -28 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,598 $2.43M 0.75% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,590 $2.43M 0.48% +23 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,592 $2.43M 0.52% +31 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,588 $2.42M 0.26% -85 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,587 $2.42M 0.77% +44 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,585 $2.42M 0.97% +4 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,584 $2.42M 0.79% +75 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 2,581 $2.41M 1.29% +24 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,575 $2.41M 0.14% 0 13F-HR Timeline