Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,291 $3.02M 1.82% -5 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,286 $3.01M 1.32% 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,265 $2.99M 0.16% +192 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,265 $2.99M 0.89% +132 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,260 $2.99M 1.5% +111 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3,259 $2.99M 2.5% 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 3,258 $2.98M 1.05% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,256 $2.98M 0.62% +181 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,254 $2.98M 0.55% +8 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,235 $2.96M 0.77% +31 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,233 $2.96M 1.51% -23 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,249 $2.96M 0.99% +8 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,232 $2.96M 0.1% -350 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,222 $2.95M 1.3% -192 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,220 $2.95M 1.49% +136 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,219 $2.95M 0.18% -24 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,217 $2.95M 1.37% -257 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,211 $2.94M 0.47% +2,577 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,209 $2.94M 0.82% +1 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3,202 $2.93M 1.72% +174 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,196 $2.93M 0.74% -32 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,179 $2.91M 0.12% -11 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,143 $2.91M 1.58% -245 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,169 $2.9M 0.22% +30 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,167 $2.9M 0.21% +50 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,166 $2.9M 0.13% +13 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,166 $2.9M 0.2% -443 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,163 $2.9M 1.76% +336 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 3,161 $2.9M 1.62% +2,599 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,160 $2.9M 0.33% +251 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,148 $2.9M 0.71% +39 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,158 $2.89M 0.27% +410 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,157 $2.89M 0.05% +71 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,154 $2.89M 1.05% +203 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,146 $2.88M 0.41% -313 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,982 $2.88M 0.91% +52 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,140 $2.88M 1.78% +245 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,130 $2.87M 1.02% +1,020 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,125 $2.86M 0.33% -43 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,125 $2.86M 1.24% +114 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,125 $2.86M 0.21% +60 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,115 $2.85M 0.1% +124 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,104 $2.84M 0.17% -44 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,104 $2.84M 0.46% -17 13F-HR/A Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,089 $2.83M 0.27% +159 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,087 $2.83M 0.17% -71 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,087 $2.83M 0.24% -200 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,084 $2.83M 1.03% +208 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,083 $2.82M 0.09% -6,619 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 3,081 $2.82M 2.51% +10 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,080 $2.82M 1.29% +431 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,077 $2.82M 0.78% 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,070 $2.81M 1.92% -145 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,065 $2.81M -167 Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,060 $2.8M 0.59% -354 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,047 $2.79M 1.62% +9 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,042 $2.79M 0.64% -66 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,034 $2.78M 0.54% +96 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 3,032 $2.78M 0.89% +2,571 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,026 $2.77M 0.34% -4 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,025 $2.77M 0.14% -101 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,025 $2.77M 4.19% 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 3,023 $2.77M 1.5% -16 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,016 $2.76M 1.48% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,012 $2.76M 0.9% -559 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,010 $2.76M 0.21% -3,493 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,004 $2.75M 0.11% +35 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,003 $2.75M 2.18% +164 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,000 $2.75M 0.86% +98 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $2.75M 0.81% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,000 $2.75M 0.36% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,805 $2.75M 1.26% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,999 $2.75M 0.87% -70 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,999 $2.75M 0.88% +15 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,995 $2.74M 0.32% +242 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,983 $2.73M 1.27% +89 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,981 $2.73M 0.72% +186 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,965 $2.72M 0.95% -20 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,965 $2.72M 1.02% -75 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 2,963 $2.71M 1.55% -81 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,769 $2.71M 0.13% +2 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,961 $2.71M 0.64% -6 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,959 $2.71M 1.38% -60 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,956 $2.71M 0.83% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 2,783 $2.7M 2% +13 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,951 $2.7M 0.77% -76 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,950 $2.7M 0.1% +317 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,947 $2.7M 0.96% -29 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,945 $2.7M 0.73% +1,246 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,944 $2.7M 2.42% 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,922 $2.68M 0.37% -480 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,918 $2.67M 0.33% +12 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,915 $2.67M 0.07% -10,199 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,914 $2.67M 0.22% +801 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 2,912 $2.67M 2.02% 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,910 $2.67M 0.28% +231 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 2,900 $2.66M 0.68% +200 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 2,900 $2.66M 1.68% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,894 $2.65M 0.11% -223 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,890 $2.65M 0.18% -198 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,890 $2.65M 0.74% +105 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,890 $2.65M 0.52% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,882 $2.64M 0.17% -602 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,882 $2.64M 0.31% +244 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,878 $2.64M 2.39% +66 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,874 $2.63M 0.28% +66 13F-HR/A Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 2,872 $2.63M 0.69% +138 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,864 $2.62M 0.21% +82 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,861 $2.62M 0.11% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,857 $2.62M 0.36% +45 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,852 $2.61M 1.59% -943 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,847 $2.61M 1.23% -25 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,845 $2.61M 0.96% +112 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,845 $2.61M 0.19% +179 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,430 $2.6M 0.3% +114 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,836 $2.6M 1.21% +100 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,835 $2.6M 0.33% +397 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,828 $2.59M 1.15% -133 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,823 $2.59M 2.57% +1,216 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,817 $2.58M 0.3% -72 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,814 $2.58M 0.18% -21 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,808 $2.57M 0.23% +8 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,806 $2.57M 0.3% +19 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,805 $2.57M 0.07% +57 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,802 $2.57M 2.29% 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 2,801 $2.57M 1.99% +351 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $2.57M 0.09% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,785 $2.55M 1.46% -222 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,782 $2.55M 0.61% -10 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,781 $2.55M 1.46% -38 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,775 $2.54M 0.82% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,775 $2.54M 0.13% +300 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,770 $2.54M 0.4% -14,419 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,760 $2.53M 0.22% +2 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,757 $2.53M 1.56% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 2,756 $2.53M 1.89% -9 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,754 $2.52M 0.35% +226 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,753 $2.52M 1.03% -400 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,750 $2.52M 1.28% +223 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,744 $2.51M 0.54% +335 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,743 $2.51M 0.21% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,741 $2.51M 0.82% -695 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,739 $2.51M 0.02% -358 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,737 $2.51M 0.95% +12 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,727 $2.5M 0.57% +20 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,726 $2.5M 0.32% -3,703 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 2,714 $2.49M 0.14% +118 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,711 $2.48M 0.58% -17 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,379 $2.48M 0.71% +720 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,705 $2.48M 0.07% -440 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,339 $2.48M 1.01% +64 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,700 $2.47M 0.57% +50 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,700 $2.47M 0.02% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,700 $2.47M 0.2% +668 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,697 $2.47M 0.51% +74 13F-HR/A Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,696 $2.47M 1.86% -50 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,696 $2.47M 0.52% -138 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,686 $2.46M 0.72% -10 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,684 $2.46M 1.11% -41 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,681 $2.46M 0.36% +30 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,680 $2.46M 1.39% -134 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,678 $2.45M 1.29% +5 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 2,887 $2.45M 1.54% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,673 $2.45M 0.51% -50 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,672 $2.45M 0.79% +130 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,669 $2.45M 1.4% +70 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,667 $2.44M 0.86% +25 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,666 $2.44M 0.33% +178 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,660 $2.44M 1.07% -184 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,659 $2.44M 1.27% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,657 $2.43M 0.14% +7 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,650 $2.43M 0.07% -1,112 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,652 $2.43M 0.3% -30 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,650 $2.43M 0.99% +1 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,644 $2.42M 0.22% +36 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,638 $2.42M 1.22% +99 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,637 $2.42M 0.42% -1,136 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,636 $2.42M 0.33% -141 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,627 $2.41M 1.54% 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 2,631 $2.41M 1.22% +31 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,629 $2.41M 0.16% -494 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,618 $2.4M 0.25% +191 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,614 $2.4M 1.79% -6 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,614 $2.4M 0.35% -144 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,593 $2.39M 0.93% -47 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 2,608 $2.39M 2.23% 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,604 $2.39M 0.45% +27 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,594 $2.38M 0.14% -171 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,593 $2.38M 0.47% -31 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 2,571 $2.36M 2.74% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,571 $2.36M 0.62% +22 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,567 $2.35M 0.04% -32 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,563 $2.35M 0.72% -3 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,562 $2.35M 0.23% -121 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,562 $2.35M 0.85% -29 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. 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