Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,305 $3.27M 0.23% +335 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 3,300 $3.27M 1.15% +900 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,292 $3.26M 0.6% +75 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,291 $3.26M 0.2% +516 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,290 $3.26M 0 Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,289 $3.26M 0.05% new 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,285 $3.25M 1.69% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,279 $3.25M 0.32% +24 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,277 $3.24M 1.69% -320 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,276 $3.24M 0.08% +1,206 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,268 $3.24M 0.41% +32 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,265 $3.23M 0.16% +116 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,263 $3.23M 0.06% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,260 $3.23M 0.79% -11 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,254 $3.22M 0.97% +3 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,250 $3.22M 1.05% -23 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,249 $3.22M 0.78% +45 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 3,242 $3.21M 1.12% -1 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,229 $3.2M 0.18% +161 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,226 $3.19M 0.55% -30 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,349 $3.18M 0.74% -229 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,209 $3.18M 0.84% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,206 $3.17M 0.62% +112 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,200 $3.17M 0.5% -240 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,196 $3.16M 0.14% +606 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,192 $3.16M 0.97% +138 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,188 $3.16M 0.03% +488 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,187 $3.16M 0.31% +157 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,184 $3.15M 0.82% +57 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,182 $3.15M 0.2% +466 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,181 $3.15M 0.92% +1,906 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,170 $3.14M 0.15% +56 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,165 $3.13M 1.84% -9 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,159 $3.13M 0.94% +798 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,155 $3.12M 1.04% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 3,335 $3.12M 0.66% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,146 $3.11M 0.58% +75 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,143 $3.11M 0.05% -105 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 3,143 $3.11M 2.83% +148 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3,142 $3.11M 2.45% +11 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,140 $3.11M 0.12% -7,523 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,110 $3.09M 1.09% -29 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,115 $3.08M 1.09% +959 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,113 $3.08M 0.78% +30 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,095 $3.06M 0.04% -1,084 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 3,091 $3.06M 0.3% +471 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,230 $3.06M 0.59% -40 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,085 $3.05M 0.6% -64 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,085 $3.05M 0.25% +728 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 3,083 $3.05M 2.62% -292 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,076 $3.04M 0.24% -61 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,074 $3.04M 1.39% -30 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,071 $3.04M 0.16% -45 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 3,056 $3.03M 0.6% +116 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,041 $3.01M 0.98% +79 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,037 $3.01M 1.57% +253 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,037 $3.01M 2.67% -56 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,030 $3M 0.79% -10 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,030 $3M 0.22% +52 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,024 $2.99M 0.43% +1,290 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,020 $2.99M 0.58% -11 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,018 $2.99M 1.59% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,016 $2.99M 0.24% -95 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 3,014 $2.98M 1.86% -111 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,010 $2.98M 0.19% -5 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,000 $2.98M 0.08% -5 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,005 $2.97M 0.53% +1,532 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,003 $2.97M 1.59% -69 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $2.97M 0.84% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,000 $2.97M 0.28% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,996 $2.97M 0.13% +703 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,994 $2.96M 0.35% +275 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,987 $2.96M 0.59% -118 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,987 $2.96M 1.12% +113 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,985 $2.95M 2.05% -243 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,979 $2.95M 0.24% +202 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,979 $2.95M 0.26% +725 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,976 $2.95M 0.07% +718 13F-HR Timeline Group Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 2,969 $2.94M 0.97% -2,321 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,968 $2.94M 0.34% +159 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,967 $2.94M 0.4% +30 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 2,981 $2.94M 1.59% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,965 $2.94M 1.45% +200 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,952 $2.92M 0.83% -18 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,952 $2.92M 0.35% +2 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,944 $2.91M 0.22% +869 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,931 $2.9M 1.19% +419 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 2,988 $2.89M 1.35% -170 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 2,918 $2.89M 1.06% -577 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,913 $2.88M 0.28% +7 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,909 $2.88M 0.36% +235 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,907 $2.88M 0.54% +866 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,906 $2.88M 0.85% -1 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,905 $2.88M 0.84% +9 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,903 $2.87M 1.55% -439 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,909 $2.87M 0.04% -1,066 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 2,894 $2.86M 0.75% -111 13F-HR/A Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,893 $2.86M 0.32% +310 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,951 $2.86M 1.02% +49 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,890 $2.86M 0.62% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,886 $2.86M 2.18% +63 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,884 $2.85M 0.91% +17 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,883 $2.85M 0.1% -277 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,878 $2.85M 0.05% -1,142 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,878 $2.85M 1.59% +240 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,870 $2.84M 0.07% -31 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,869 $2.84M 1.16% -84 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,867 $2.84M 0.55% +202 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,866 $2.84M 0.11% -149 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,861 $2.83M 0.31% +14 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,861 $2.83M 0.42% new 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 2,859 $2.83M 0.18% +68 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,858 $2.83M 0.24% +385 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 2,849 $2.82M 0.62% -813 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,846 $2.82M 1.34% -68 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,838 $2.81M 1.24% +28 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,837 $2.81M 2.12% +24 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,836 $2.81M 0.19% -225 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,825 $2.8M 0.94% +50 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,822 $2.79M 1.31% +1,580 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,820 $2.79M 0.6% -119 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,854 $2.79M 2.82% +774 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,800 $2.77M 0.08% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,800 $2.77M 2.25% +357 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,802 $2.77M 0.22% +1,475 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,789 $2.76M 2.37% +136 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,786 $2.76M 0.56% +103 13F-HR/A Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,786 $2.76M 0.22% +324 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,781 $2.75M 0.76% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,781 $2.75M 0.6% -2,119 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,780 $2.75M 0.3% +518 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,776 $2.75M 1.09% +44 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,763 $2.73M 0.18% +149 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,762 $2.73M 1.87% +240 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,760 $2.73M 0.26% +752 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,744 $2.72M 2.22% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,731 $2.7M 0.47% +34 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,731 $2.7M 0.9% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,730 $2.7M 1.87% +194 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,729 $2.7M 1.92% -118 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,720 $2.69M 0.8% -152 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,720 $2.69M 0.62% +10 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,717 $2.69M 0.84% +70 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,714 $2.69M 0.23% +717 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,713 $2.69M 0.6% +3 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,712 $2.68M 0.19% +1,965 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,711 $2.68M 1.06% -116 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,711 $2.68M 0.77% -17 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,708 $2.68M 2.49% +86 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,705 $2.68M 0.08% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,703 $2.68M 1.06% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,696 $2.67M 1.82% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,695 $2.67M 1.31% +6 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,689 $2.66M 0.53% -40 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,689 $2.66M 0.45% +16 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,687 $2.66M 0.16% -192 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,669 $2.64M 0.28% +94 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,666 $2.64M 0.58% -110 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,664 $2.64M 0.35% +69 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,658 $2.63M 1.25% -5 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,658 $2.63M 0.5% -5 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,655 $2.63M 0.33% -34 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,649 $2.62M 0.93% +305 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,646 $2.62M 0.13% +71 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,640 $2.61M 0.08% -298 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,637 $2.61M 0.37% -10 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,636 $2.61M 0.8% +63 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,634 $2.61M 0.12% +83 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 2,633 $2.61M 2.44% -1,893 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,629 $2.6M 0.09% +229 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,629 $2.6M 0.37% +63 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,627 $2.6M 0.57% -5 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,622 $2.6M 1.46% -75 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,640 $2.59M 1.36% -185 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,619 $2.59M 0.17% +197 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for U S WEALTH GROUP, LLC. 2,586 $2.56M 2% -164 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,586 $2.56M 1.15% -392 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,586 $2.56M 1% -19 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,593 $2.56M 1.76% +30 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,577 $2.55M 1.22% +56 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,575 $2.55M 1.28% +188 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,569 $2.54M 0.95% -76 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,566 $2.54M 0.22% +70 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,558 $2.53M 0.41% +23 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,542 $2.52M 0.91% -2,956 13F-HR Timeline 360 Financial, Inc. 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